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Monday 20 October 2025
Weekly news roundup: Nvidia rises as TSMC's top customer; Netherlands seizes Nexperia; Google considers MediaTek for next Pixel
Below are the top DIGITIMES Asia stories from October 13 to 19, 2025.
Monday 20 October 2025
Exclusive: TSMC tightens China orders after US sanctions; Huawei proxy Sophgo cut off, Bitmain halved

Fueled by strong orders from Apple and Nvidia, TSMC posted record third-quarter results and raised its full-year US dollar revenue growth...

Monday 20 October 2025
Commentary: AMD and Nvidia set 2027 AI server plans in motion, redefining rack design

With the momentum behind artificial intelligence (AI) infrastructure continuing to accelerate, industry giants Nvidia and AMD are preparing...

Friday 17 October 2025
Research insight: Nvidia's push into 'Physical AI' signals a new era for autonomous vehicles
Since 2025, Nvidia has made "Physical AI" a recurring theme across keynotes and conferences, positioning it as a foundational pillar for the next phase of artificial intelligence...
Friday 17 October 2025
OCP Summit: Lite-On, QCT showcase Nvidia AI server solutions
Lite-On Technology teamed up with Quanta Cloud Technology (QCT) to showcase an artificial intelligence (AI) server solution based on the Nvidia GB300 NVL72 platform at the 2025 Open...
Friday 17 October 2025
Samsung targets 3TB/s HBM4E as Nvidia pushes bandwidth race
Samsung Electronics revealed it is developing its seventh-generation high-bandwidth memory (HBM4E), with a target bandwidth of over 3TB per second. The announcement comes as Nvidia...
Friday 17 October 2025
Power Integrations joins Nvidia's 800V AI data center supply chain
US-based PMIC manufacturer Power Integrations (PI) announced that it has officially entered Nvidia's 800V data center power supply architecture supply chain, becoming a certified...
Thursday 16 October 2025
How a viral Taiwan dinner photo put Nvidia and its partners under Washington’s microscope
A publicly shared photo from a private gathering in Taiwan has set off debate over whether US export rules on advanced technology are being skirted, putting Taiwanese hardware makers...
Thursday 16 October 2025
Intel pursues open AI architecture and annual GPU updates to catch up
Intel has unveiled its most ambitious artificial intelligence (AI) roadmap to date, featuring the next-generation Panther Lake AI PC processor, Clearwater Forest server processor,...
Thursday 16 October 2025
OCP Summit: Arm expands ecosystem to support AI workloads and chiplet integration
Arm is strengthening its ecosystem for next-generation AI applications by adding partners across firmware, ASIC design, networking, and packaging. The company is also advancing chiplet...
Thursday 16 October 2025
Tech giants' circular investments raise concerns of financial imbalances in AI sector
Venture capital firm Air Street Capital's recent "State of AI 2025" report reveals a growing pattern of circular investments within the AI industry, involving prominent firms such...
Wednesday 15 October 2025
Jensen Huang hand-delivers Nvidia DGX Spark to Elon Musk
As artificial intelligence (AI) workloads rapidly surpass the memory and software limits of PCs, workstations, and notebooks relied upon by millions of developers today, teams have...
Wednesday 15 October 2025
Broadcom joins AI accelerator race with major OpenAI deal
Broadcom is jumping into the booming artificial intelligence chip market, striking a major deal to develop custom AI accelerators for OpenAI. The move positions Broadcom alongside...
Wednesday 15 October 2025
Nvidia set to overtake Apple as TSMC's biggest customer in 2025
A seismic shift is underway in the global semiconductor industry. After a decade as the undisputed top client for chipmaking giant TSMC, Apple is on the verge of being unseated by...
Wednesday 15 October 2025
Oracle picks AMD's MI450 GPUs to power next-gen AI supercluster
Oracle and AMD announced a major expansion of their partnership to support large-scale artificial intelligence (AI) computing, marking one of AMD's biggest supply deals for its upcoming...