DIGITIMES news archive

Total: 331 items

Intel unveils Xeon 6+ to power agentic AI inference, challenges GPU-centric infrastructure

Tuesday 2 June 2026

Intel is expanding its data center portfolio with new Xeon 6+ processors, Ethernet E835 networking products, and fresh details on its Crescent Island AI accelerator, positioning the CPU as a central control point for...

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Nvidia's Vera CPU is built for agents, not humans; Jensen Huang says it opens a market that never existed before

Tuesday 2 June 2026

Nvidia CEO Jensen Huang announced at GTC Taipei on June 1st that the company is launching Vera, a new CPU designed specifically for agentic AI workloads. The announcement reframes the CPU market around a simple but...

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Jensen Huang Nvidia GTC AI agent CPU 2026

Nvidia confirms Vera Rubin in full production with 150 Taiwan suppliers powering the ramp

Monday 1 June 2026

Nvidia CEO Jensen Huang announced at GTC Taipei on June 1st that the Vera Rubin platform has entered full production, with Taiwan's server makers and global supply chain partners manufacturing systems at scale for AI...

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Nvidia Rubin Taiwan production CEO

US moves to block Nvidia AI chips from reaching Chinese firms overseas

Monday 1 June 2026

The US Commerce Department has moved to close a potential export-control loophole that may have allowed Chinese technology companies to obtain advanced AI chips, including...

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Nvidia chips USA China export restrictions guidance

DeepX targets wider NPU partnerships at Computex 2026

Friday 29 May 2026

South Korean fabless chip-design company DeepX is using Computex 2026 to broaden partnerships around its neural processing units, or NPUs, as it pushes low-power AI chips for industrial and edge applications.

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DeepX NPU IC design hardware industrial 2026 semiconductors

OSE targets AI server SMT growth as memory demand lifts outlook

Thursday 21 May 2026

Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its importance in surface-mount technology...

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OSE demand AI server SMT outlook

Asus leverages manufacturing expertise and memory supply edge to grow its South Korean server business

Monday 18 May 2026

Asus is accelerating its push into the server market in South Korea, leveraging its manufacturing prowess, long-term ties with major memory makers, and flexible design and supply strategies to take advantage of mass...

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Asus South Korea servers manufacturing GPU

Global server market and shipments, 2026: Agentic AI drives global server shipments near 20 million mark in 2026

Friday 15 May 2026

... vendors The combined shipments of Dell, HPE, and Supermicro will grow by 13.8% Chinese CSPs Shipments of Chinese cloud...

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2026 shipments server shipments market AI applications

Arm's AGI CPU demand surges as supply constraints loom

Tuesday 12 May 2026

Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including AWS, Google, and Nvidia, while...

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Arm AGI CPU demand licensing

Arm's $2 billion AGI CPU backlog signals strong hyperscaler demand

Thursday 7 May 2026

During the earnings call on May 6, Arm announced a significant expansion of its product strategy, centering on the emergence of "Agentic AI" and "Physical AI" as primary growth drivers for the next decade. The company...

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Arm CPU expansion earnings AGI

Explainer: Why Supermicro's margins bounced back — one customer pulled back

Wednesday 6 May 2026

Supermicro's third-quarter of fiscal 2026 gross margins snapped back to 10.1% non-GAAP, up from 6.4% in the second quarter of fiscal 2026. CEO Charles Liang attributed the recovery to product mix improvement and growth...

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Supermicro recovery revenue xAI

Analysis: The US$2.5 billion smuggling case hanging over Supermicro's US$40 billion year

Wednesday 6 May 2026

Supermicro CEO Charles Liang used the opening of his fiscal third quarter of 2026 earnings call to address a topic unrelated to revenue or margins: the DOJ indictment of former employees for allegedly smuggling AI...

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Supermicro legal earnings revenue 2026

Supermicro posts US$10.2B in Q3 revenue, missing own guidance by US$2B as working capital swings drive US$6.6B cash outflow

Wednesday 6 May 2026

Supermicro reported fiscal third-quarter revenue of US$10.24 billion, up 123% year-over-year but down 19% sequentially and well below both the company's own guidance of at least US$12.3 billion and the analyst consensus...

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Supermicro revenue guidance manufacturing 2026

Global server market, 1Q 2026: Agentic AI sparks general-purpose server revival

Monday 4 May 2026

..., but the sequential growth turned out to be 6.5%. Dell and Supermicro performed better. Dell saw continued recovery in general-purpose server orders from cloud and enterprise customers, while Supermicro saw significant growth in AI server...

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2026 server shipments general-purpose server market shipments

China's US$1M Nvidia AI servers expose global chip squeeze

Friday 1 May 2026

Prices for high-end AI servers in China are diverging sharply from global benchmarks, with systems built around Nvidia's B300 chips now fetching scarcity-driven premiums that...

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Nvidia high-end demand hardware chips

Supermicro opens largest US campus in Silicon Valley, producing AI infrastructure

Wednesday 29 April 2026

Supermicro's new 32.8-acre Silicon Valley campus will add hundreds of US positions and expand domestic production of AI infrastructure, signaling increased US capacity for enterprises and cloud providers worldwide. The...

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Supermicro Silicon Valley AI infrastructure

Oracle moves Supermicro orders to Taiwan, elevating local server makers

Wednesday 29 April 2026

Outsourcing by US cloud service providers (CSPs) has become an increasingly dominant trend, with Taiwanese manufacturers taking on a larger share of global production. Oracle has not only expanded its supplier network...

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Oracle Supermicro Taiwan production Wiwynn

Supermicro GPU smuggling prompts Nvidia to intensify supply chain audit

Thursday 23 April 2026

Following the recent smuggling indictment involving Supermicro co-founder Wally Liaw and others, Nvidia has significantly upgraded its global supply chain monitoring practices in recent months, according to an industry...

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Nvidia Supermicro supply chain GPU shipments

Arm reportedly plans to sell AGI CPUs in China despite core licensing ban

Wednesday 8 April 2026

Arm recently unveiled its first self-developed AGI CPU, marking a significant milestone as the company shifts from a pure technology IP licensor to a standard CPU supplier competing directly with Advanced Micro Devices...

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Arm AGI CPU IP licensing China

Nvidia moves beyond GPUs with three-system push to own the AI stack

Wednesday 1 April 2026

At GTC 2026, Nvidia introduced three new systems simultaneously: the Groq LPX inference rack, the Vera ETL256 CPU rack, and the STX storage reference architecture. These launches extend Nvidia's portfolio beyond its...

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Nvidia GTC 2026 Groq CPU

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