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Saturday 14 March 2026
DRAM maker Nanya's custom AI memory gains traction with 10+ clients
AI-driven demand for high-bandwidth memory (HBM) is pushing Taiwanese memory suppliers toward lower-power, high-bandwidth alternatives. Nanya Technology Corp. (NTC) said its Ultra...
Thursday 12 March 2026
Taiwan IC designers in rack-level AI delivery

Introduction

Thursday 12 March 2026
Nvidia invests US$2 billion in Nebius to build next-generation hyperscale AI cloud
Nvidia and Nebius Group announced a strategic partnership to develop and deploy a next-generation hyperscale cloud for the AI market, designed to serve both AI-native and enterprise...
Tuesday 10 March 2026
HPE beats earnings expectations as networking strength offsets cloud softness
Hewlett Packard Enterprise (HPE) reported stronger-than-expected profitability for the first quarter of fiscal 2026, supported by robust networking demand and cost discipline. Analysts...
Sunday 8 March 2026
Broadcom CEO sees copper interconnects viable through 2028

Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated...

Wednesday 4 March 2026
Hormuz threat lifts oil risk, adding pressure to memory and consumer electronics

The US and Israel launched coordinated strikes on Iran over the weekend, prompting Tehran to threaten the closure of the Strait of Hormuz,...

Tuesday 3 March 2026
MediaTek invests US$90M in SiPh startup Ayar Labs
MediaTek has announced that its holding company, Digimoc Holdings, will acquire 1,722,759 preferred shares of US-based silicon photonics (SiPh) startup Ayar Labs at US$52.24 per share,...
Tuesday 24 February 2026
Analysis: MediaTek’s long game in cloud silicon
MediaTek CEO Rick Tsai set the climate for the company's growth trajectory at the International Solid-State Circuits Conference (ISSCC) 2026, centering his keynote speech on cloud...
Thursday 29 January 2026
Foxconn Industrial Internet drives growth in high-end computing market through cloud and AI server focus
Foxconn's subsidiary, Foxconn Industrial Internet (FII), is accelerating its operational shift toward the high-performance computing market, driven by dual engines of cloud and AI...
Tuesday 27 January 2026
Alibaba's DAMO Academy drives core AI chip development behind T-Head Semiconductor
T-Head Semiconductor, a subsidiary of Alibaba, is reportedly preparing for an initial public offering (IPO), signaling a new growth phase for China's domestic AI chip sector. Industry...
Monday 26 January 2026
HVDC 800V supply chain gains attention as cloud AI seeks better power efficiency, but entry barriers remain high
The growing emphasis on power efficiency in cloud AI computing has drawn focus to the high-voltage direct current (HVDC) 800V supply chain, presenting notable opportunities and challenges...
Tuesday 20 January 2026
Taiwanese PMIC makers see stable demand in industrial, automotive sectors as global focus shifts
Demand for power management integrated circuits (PMICs) from Taiwanese manufacturers is showing signs of stabilization, particularly in cloud AI servers, industrial control, and automotive...
Tuesday 20 January 2026
BTL sees strong AI server orders, visibility extends to 2Q26
Cloud service providers (CSPs) are significantly increasing capital expenditures, continuously investing in high-end AI servers and deploying cloud AI computing projects. This surge...
Wednesday 14 January 2026
Realtek and Phison compete to enter Nvidia's AI supply chain as memory tech upgrades
An internal structural photo of Nvidia's Quantum-X Photonics silicon photonics (SiPh) switch revealed that its solid-state drive (SSD) controller chip was branded with the iconic Realtek...
Tuesday 13 January 2026
Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook
DIGITIMES has recently published three latest research reports regarding Qualcomm's cloud AI ASIC business strategy for 2026, the status of the worldwide top-3 memory makers, plus...