News tagged cloud AI at DIGITIMES

NEWS TAGGED CLOUD AI

Thursday 2 April 2026

Nvidia invests US$2 billion in Marvell to integrate NVLink Fusion with ASICs

On March 31, Nvidia announced a US$2 billion investment in Marvell and plans to further integrate its NVLink Fusion technology with Marvell's XPU services for customer use. Although...

Tuesday 31 March 2026

Custom chips demand spike draws Taiwan firms into ASIC arena

While the barriers to entry in cloud AI ASICs remain out of reach for many chip designers, demand for specialized chips at the edge is rising sharply. Across a widening range of applications,...

Monday 30 March 2026

Arm pushes beyond licensing with a new AI CPU platform

Since Arm formally launched its Arm AGI CPU platform and upended its long-standing business model, industry observers have been eager to understand both the mechanics behind the move...

Saturday 28 March 2026

Arm enters AI cloud CPU market with limited impact on IC design clients

Arm has officially launched its self-developed chip platform, the Arm AGI CPU, targeting data center applications. This move confirms earlier reports that Arm is stepping beyond its...

Friday 27 March 2026

TSMC prioritises AI, core clients; 3nm capacity remains constrained

Cloud AI demand is tightening advanced-node supply, with TSMC's 3nm capacity emerging as the most constrained segment at the end of the first quarter of 2026, according to IC design...

Monday 23 March 2026

Arm targets China's physical AI market post-strategic restructuring

Widely known for its mobile IP business, Arm has recently accelerated its push into the physical AI segment in China, following its expansion into the data center market and a strategic...

Monday 23 March 2026

Commentary: CPO mass production put to test as photonic integration faces challenges

Driven by massive demand from cloud AI, silicon photonics continues to gain momentum. At the Optical Fiber Communication Conference (OFC 2026), industry players engaged in in-depth...

Friday 20 March 2026

MediaTek on cruise control as chipmakers scramble for next-gen silicon photonics standards

Nvidia GTC 2026 and the Optical Fiber Communication Conference (OFC) have underscored the growing importance of optical communication in cloud AI, with chipmakers playing an increasingly...

Friday 20 March 2026

Alibaba outlines US$100 billion AI roadmap as cloud growth accelerates

Alibaba Group Holding set out an expansive artificial intelligence strategy targeting more than US$100 billion in combined cloud and AI revenue within five years, as strong demand...

Tuesday 17 March 2026

Innodisk February profit jumps as cloud, AI demand lifts earnings

Taiwan-based memory module maker Innodisk reported a sharp increase in profitability for February 2026, supported by strong demand from...

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...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook