News tagged AI at DIGITIMES

NEWS TAGGED AI

Wednesday 8 October 2025

Oracle's cloud business reportedly posts just 14% gross margin despite AI demand

Oracle is generating significant revenue by renting out Nvidia GPU-powered servers, but its cloud computing business reports a gross margin far below market expectations.

Wednesday 8 October 2025

Planet Technology reports decline in September revenue, accelerates AI edge and 5G private network push

Networking firm Planet Technology has reported consolidated revenue of NT$132.23 million (approx. US$4.36 million) for September 2025, down 18.8% year-over-year. The company's cumulative...

Wednesday 8 October 2025

Indian solar manufacturer to expand AI-powered production capacity in Gujarat

Pahal Solar, an Indian startup integrating artificial intelligence (AI) into solar manufacturing, plans to invest INR170 million (approx. US$1.91 million) to double its production...

Wednesday 8 October 2025

Samsung joins HBF development race, leveraging NAND dominance to reshape market

Samsung Electronics, the leader in NAND flash, has reportedly entered the high-bandwidth flash (HBF) memory market, signaling a potential shift in the competitive landscape of next-generation...

Wednesday 8 October 2025

Taiwan bets on XR wearables and AI twins to revive struggling panel industry

Taiwan's semiconductor and panel industries were once two of the government-favored sectors with technological advantages. However, China's rapid rise in the panel industry, driven...

Wednesday 8 October 2025

ITRI targets AI chiplet and SiPh in 2026 semiconductor R&D push

Taiwan's Ministry of Economic Affairs (MOEA) has approved a NT$160 million (US$5.27 million) allocation from a contingency fund to support the Industrial Technology Research Institute...

Wednesday 8 October 2025

Boom or bubble: OpenAI's US$500 billion alliances will face make-or-break moment in 2H26

OpenAI has secured collaboration agreements with leading system and chip manufacturers, including Microsoft, Oracle, Nvidia, Broadcom, and AMD, as part of an extensive effort to expand...

Wednesday 8 October 2025

Commentary: The rising concerns surrounding AMD's alliance with OpenAI

AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights...

Wednesday 8 October 2025

Taiwan IPC US expansion to strengthen edge AI supply chain

As demand for edge AI computing and industrial automation rapidly intensifies, geopolitical tensions and tariff uncertainties are prompting customers to seek localized production...

Wednesday 8 October 2025

OpenAI-AMD GPU pack intensifies AI hardware infrastructure expansion

OpenAI and AMD have reached a multi-year deal for up to 6GW of AI chips, starting with 1GW in 2026. This underscores infrastructure growth in generative AI, with Taiwan's supply chain...

Wednesday 8 October 2025

Nvidia reportedly investing up to US$2 billion in Elon Musk's xAI amid broader AI infrastructure expansion

Elon Musk's artificial intelligence (AI) startup, xAI, is reportedly seeking to raise up to US$20 billion in a new funding round that includes an equity investment from Nvidia, according...

Wednesday 8 October 2025

FuriosaAI rejects Meta, pushes forward with energy-efficient AI chips

On October 2, Meta announced the acquisition of US-based IC design company Rivos, which develops high-performance computing chips and solutions based on the RISC-V architecture. Interestingly,...

Wednesday 8 October 2025

With Intel partnership, Nvidia raises stakes in processor war

Recent market developments—such as Nvidia's capital infusion into Intel and AMD's approach to Intel for packaging deals—have...

Wednesday 8 October 2025

Taiwan's Ample Electronic breaks monthly revenue record as AI boosts component demand

Taiwanese electronic materials supplier Ample Electronic posted record-high revenue in September 2025, marking its 29th consecutive month...

Wednesday 8 October 2025

Vibe coding sparks debate over AI-driven programming risks and expertise in Taiwan

Since 2025, the term "vibe coding" has gained traction as a conversational AI-driven programming method, allowing developers to generate code through dialogue with large language...

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Oct 2, 10:32

SK Group partners with OpenAI to advance global AI infrastructure

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