DIGITIMES author: Yunnie Cheng

LATEST

Total: 52 items

Nvidia-backed CoreWeave bond spike highlights debt risks in the AI infrastructure boom

Friday 16 October 2026

A sharp sell-off across artificial intelligence infrastructure stocks has turned a quiet worry about debt into a main concern for Wall Street...

Apple hits historic $5 trillion valuation, defying market headwinds in China

Thursday 15 October 2026

Apple reached a historic financial milestone by closing above a US$5 trillion market capitalization for the first time, ending the trading session at US$5.005 trillion (US$342.96 per share)...

China's smartphone slump: Can Apple's new lineup light a spark?

Wednesday 14 October 2026

China's smartphone market faces dual pressures as weakening consumer spending and rising component costs continue to weigh on the handset sector...

Google unveils Gemini 4 Argon, balancing frontier capabilities with rigorous safety standards

Wednesday 14 October 2026

The debut of Google's Gemini 4 family marks a major milestone in frontier artificial intelligence, and Gemini 4 Argon is set to lead this next-generation launch...

DeepSeek expands into embodied AI with early bet on robotics startup Winverse

Tuesday 13 October 2026

DeepSeek is expanding its reach beyond digital chatbots into the physical world, agreeing to lead a seed financing round for Winverse AI...

Nvidia, Reflection AI, the strategic pivot to open-weight ecosystems

Monday 12 October 2026

The Financial Times recently reported that Nvidia is in early-stage talks to acquire or significantly deepen its investment in the US$25 billion open-weight AI startup Reflection AI...

Interview: Europe's enterprise networking market returns to growth as pandemic inventory hangover clears

Friday 9 October 2026

The European enterprise networking market has cleared its multi-year inventory digestion period...

Navigating the global AI regulatory divide: American safety debates, China's rapid deployment, Mistral's European push

Wednesday 7 October 2026

The global artificial intelligence landscape is witnessing an accelerating divide...

How RobCo and the robotics unicorn wave are redefining industrial automation

Tuesday 6 October 2026

Physical AI is shifting from a hardware niche into the next foundational computing platform, driving record investor capital into embodied intelligence systems.

Japan's strategic push to reclaim silicon supremacy with Rapidus

Monday 5 October 2026

In a major effort to rebuild its national semiconductor industry, Japanese contract chipmaker Rapidus plans to partner with 17 domestic and international design firms to broaden its potential customer base and help...

JCET Group partners with Wuxi to advance 2.5D advanced packaging facilities

Friday 2 October 2026

JCET Group signed an agreement on September 29 for a high-end advanced packaging and testing project in Wuxi, Jiangsu Province...

JSR completes South Korean EUV facility as Japanese suppliers localize next-gen resists

Friday 2 October 2026

JSR Micro Korea, the local subsidiary of Japan-based JSR, officially completed construction of a new semiconductor materials plant on September 30 in the Ochang Foreign Investment Zone in Cheongju, North Chungcheong...

Shinko Electric acquires JDI's Mobara Fab to expand AI packaging capacity

Thursday 1 October 2026

Shinko Electric Industries announced on September 30 it has signed a purchase agreement to acquire the Mobara Fab from Japan Display (JDI) in Mobara City, Chiba Prefecture...

HPE secures US$1.2 B order from Vultr for first AMD Helios AI rack systems

Thursday 1 October 2026

Hewlett Packard Enterprise announced a major US$1.2 billion order from Vultr, which HPE describes as the world's largest privately held cloud infrastructure company, on September 30...

Inside Anthropic's multi-billion-dollar loop: how circular financing powers the AI boom

Wednesday 30 September 2026

As Anthropic prepares to ask public markets to back its expansion, confidential IPO filing details seen by Reuters reveal how heavily the AI developer relies on a small group of tech giants...

Anthropic's US$2 trillion IPO bet comes with 80 pages of warnings

Tuesday 29 September 2026

Confidential details of Anthropic's initial public offering (IPO) prospectus, reviewed by Reuters, reveal an enterprise operating at an unprecedented scale and making a historic wager that artificial...

Beijing escalates domestic chip drive with Broadcom audits

Sunday 27 September 2026

China is intensifying its push to replace foreign technology across critical computing infrastructure, targeting high-speed networking hardware alongside foreign AI accelerators.

Chinese foundry CanSemi seeks US$918M ChiNext listing

Thursday 24 September 2026

Guangzhou-based wafer foundry CanSemi Technology has set its initial public offering (IPO) price at CNY12.01 per share on Shenzhen's ChiNext board. The company aims to raise CNY6.16 billion (approx...

Samsung Display explores halftone black PDL tech to cut OLED production costs

Wednesday 23 September 2026

Samsung Display is evaluating a new manufacturing process known as halftone black pixel definition layer (PDL) that could streamline the production of its OLED panels, industry sources disclosed to

CME Group's GPU futures debut stalls as CFTC flags concerns

Wednesday 23 September 2026

As artificial intelligence transitions into a primary driver of global economic growth, computing power is shifting from a basic cloud utility to an emerging financial asset class...

Escalating risks, evolving safeguards: a chronological look at OpenAI's safety strategy

Tuesday 22 September 2026

As artificial intelligence advances toward greater autonomy, balancing capabilities with safety has become a central challenge for industry leaders...

China's smart glasses boom: AI evolution, market shakeout, macro trends

Monday 21 September 2026

China's smart glasses sector is experiencing explosive growth, driven by shifting consumer habits, rapid technological advancements, and strong policy backing...

TOK completes KRW101 billion facility in South Korea to bolster semiconductor supply chain

Thursday 17 September 2026

Japanese semiconductor materials leader Tokyo Ohka Kogyo (TOK) held a completion ceremony on September 15, 2026, for a new KRW101 billion (US$73.1 million) production plant in the Poseung District of Pyeongtaek,...

Nvidia's Jensen Huang expected to attend Trump-Xi Summit as tech and trade take center stage

Wednesday 16 September 2026

US President Donald Trump and Chinese President Xi Jinping are scheduled to meet on September 24 in Washington for a state dinner now dubbed the "G2 Summit"...

AI server tracker: OEM/EMS August revenue trends, operational outlook

Tuesday 15 September 2026

Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between explosive demand for artificial intelligence (AI) infrastructure and softening demand...

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