News tagged Nvidia at DIGITIMES

NEWS TAGGED NVIDIA

Monday 5 January 2026

AI data centers pivot to HVDC as power management rivals memory in infrastructure priority

Nvidia's push for an HVDC 800V power design has opened a new growth window for the power management supply chain heading into 2026. IC...

Monday 5 January 2026

TSMC's CoWoS outsourcing to ASE and Amkor challenges Samsung

As its most advanced packaging lines are operating at full capacity, TSMC has transferred part of its advanced packaging orders to outsourced semiconductor assembly and test (OSAT)...

Friday 2 January 2026

China demand pushes Nvidia to seek more H200 capacity from TSMC

Nvidia is in talks with TSMC to expand production of its H200 artificial intelligence chips as Chinese technology companies move to secure large orders for 2026, according to Reuters...

Friday 2 January 2026

2026 electronics industry outlook

As 2026 begins, DIGITIMES has conducted in-depth analyses of sectors within the electronics industry. The current landscape theme can be described as "one core, two keys, three drivers."...

Friday 2 January 2026

Server ODMs remain bullish through the end of 2026 despite bubble concerns

Although AI bubble concerns persist, server ODMs remain optimistic about 2026. Nvidia's GB300 began shipping in the fourth quarter of 2025, and the new Vera Rubin architecture expected...

Friday 2 January 2026

ByteDance plans US$14B Nvidia H200 chip purchase in 2026

ByteDance is reportedly preparing to invest about CNY100 billion (US$14.3 billion) in AI chips in 2026, primarily purchasing AI processors from Nvidia. This planned spending exceeds...

Thursday 1 January 2026

Commentary: Nvidia's Groq deal reshapes semiconductor industry in 3 key ways

The biggest recent news in AI chip development is Nvidia's non-exclusive technology licensing agreement with Groq. Nvidia invested US$20 billion to acquire Groq's technology license...

Thursday 1 January 2026

AI competition moves beyond LLMs into distribution and hardware channels

As frontier AI models reach practical usability, competition is shifting from incremental improvements in model performance to a broader battle over distribution, application integration,...

Wednesday 31 December 2025

Samsung reportedly poised to clear KRW20 trillion profit mark in 4Q25

Samsung Electronics is reportedly on track to post sharply higher operating profit in the fourth quarter of 2025 as demand tied to artificial...

Wednesday 31 December 2025

Samsung reportedly plans 50% HBM output surge through 2026

Samsung Electronics plans to boost its high-bandwidth memory (HBM) production capacity by approximately 50% through late 2026, according...

Wednesday 31 December 2025

Nvidia's robotics chief says the industry is building the wrong brains

Although AI has made tremendous progress in the digital domain, intelligence in the physical world still faces many challenges. Robots need to perceive 3D space, manipulate objects,...

Wednesday 31 December 2025

Academic research for AI robots to focus on causal reasoning and chain-of-thought

The field of AI robots has now entered a phase of rapid development and iteration, as evidenced by optimistic predictions from Nvidia CEO Jensen Huang and Tesla CEO Elon Musk. As...

Wednesday 31 December 2025

Nvidia in 2025: 10 defining moments that shaped the AI giant

It is difficult to imagine any company exerting greater influence on the AI industry in 2025 than Nvidia. The market closely tracks CEO Jensen Huang's every move—whether he...

Wednesday 31 December 2025

The chip industry in 2025: Boom, rivalry, and a fragile new order

In 2025, generative AI investments are reshaping the global semiconductor industry. Nvidia, TSMC, and their supply chains emerge as the biggest winners. But the boom brings new challenges...

Wednesday 31 December 2025

ByteDance balances Nvidia, Huawei chips in China's localization squeeze

ByteDance is planning to procure a mix of Nvidia H200 accelerators and Huawei Technologies Ascend chips to meet its growing artificial...

1/82 pages