News tagged cloud AI at DIGITIMES

NEWS TAGGED CLOUD AI

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...

Tuesday 13 January 2026

Silver, copper, and tin prices on the rise; passive component prices struggle to offset cost pressure

The passive component industry is facing price increases because of upstream metal price fluctuations. Taiwanese manufacturers have started raising prices on tantalum capacitors, with...

Friday 9 January 2026

CES 2026: Red Hat expands collaboration with Nvidia to support Nvidia Vera Rubin platform

At CES 2026 in the US, hybrid cloud open-source software provider Red Hat announced an expanded collaboration with Nvidia centered on the Vera Rubin computing platform. Red Hat will...

Thursday 8 January 2026

CES 2026: Lenovo unveils cloud-to-device strategy

Lenovo detailed a Hybrid AI strategy at the CES 2026 technology conference, outlining plans to integrate artificial intelligence (AI)...

Monday 5 January 2026

Qualcomm cloud AI ASIC business strategy

Introduction

Monday 29 December 2025

Nvidia's quasi-acquisition of Groq signals AI chip startups' survival challenges

Nvidia has announced a US$20 billion deal to acquire non-exclusive technology licenses from AI chip startup Groq, with Groq's current CEO and core research and development team joining...

Friday 26 December 2025

Egis Technology Group outlines dual cloud and edge AI strategy targeting 2026 results

Egis Technology Group recently held an investor briefing to present its operational outlook for 2026, focusing on a dual approach to cloud AI and edge AI development. The group aims...

Friday 19 December 2025

Brands cut specs and raise prices as memory supply turns scarce

Memory prices are surging, sending shockwaves through the supply chain as suppliers prioritize higher-margin cloud and AI server demand. Rising procurement costs are squeezing downstream...

Wednesday 10 December 2025

Taiwan chipmakers shift to non-consumer AI markets as cloud AI outpaces edge

Due to the lack of a significant surge in edge AI demand in 2025 and China's push for chip localization, Taiwan-based IC design houses are increasingly losing ground in global competition...

Monday 24 November 2025

Intel's EMIB becomes potential alternative to TSMC's CoWoS

TSMC's advanced CoWoS packaging capacity has become extremely tight, resulting in only a few leading AI chipmakers having the means to book capacity in large quantities. Other ASIC...

Wednesday 19 November 2025

Taiwan IC designers: Edge AI boom hinges on shipment volume

The stark contrast between cloud AI and edge AI markets has led chipmakers to respond very differently when assessing AI opportunities. While semiconductor companies in Europe and...

Tuesday 18 November 2025

PDG announces US$700 million data-center investment in South Korea

Princeton Digital Group (PDG) has announced plans to enter the South Korean market with a US$700 million data-center investment, marking...

Monday 17 November 2025

Ceva's chief strategy officer says edge AI trend is set; physical AI to reshape chip industry

IP provider Ceva held its Technology Symposium this week in Hsinchu, showcasing multiple edge AI technology solutions co-developed with partner IC design houses. Ceva chief strategy...

Monday 17 November 2025

Google to invest US$40 billion in Texas for cloud and AI data center expansion by 2027

Google has announced plans to invest US$40 billion in Texas through 2027, expanding its cloud and AI infrastructure with new data center campuses in Armstrong and Haskell counties.

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Jan 6, 16:39

MSI Unveils Full Lineup of AI Products at CES 2026

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RESEARCH INSIGHTS

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