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Monday 2 March 2026
Commentary: Nvidia sparks silicon photonics race, yet copper still anchors data centers?
As data center computing demand expands, high-speed transmission architectures are under pressure to upgrade. Scaling high-performance computing platforms is exposing bandwidth and...
Monday 2 March 2026
Weekly news roundup: semiconductor power shifts and AI momentum
Below are the most-read DIGITIMES Asia stories from the week of Feb 3 - Mar 1, 2026.
Monday 2 March 2026
Nvidia and major telecom carriers pledge AI-native, open platforms to guide 6G infrastructure
At Mobile World Congress (MWC), Nvidia said it and leading operators and infrastructure providers, including Booz Allen, BT Group, Cisco, Deutsche Telekom, Ericsson, MITRE, Nokia,...
Monday 2 March 2026
India roundup: An emerging chip trio in Asia

A trilateral semiconductor model is emerging, combining Japan's capital, Taiwan's ecosystem expertise,...

Monday 2 March 2026
Nvidia's Vera Rubin platform faces HBM4, cooling, and software hurdles ahead of ramp
Nvidia's next-generation Vera Rubin platform has moved from public unveiling to early customer sampling, with the company projecting a broader production ramp later this year. Both...
Saturday 28 February 2026
Quanta posts record 2025 profit, eyes AI-led growth in 2026

Stronger-than-expected results from Nvidia were reflected in its manufacturing partners. Quanta reported fourth-quarter 2025 earnings per...

Friday 27 February 2026
Wiwynn's AI products exceed 50% of sales in 2025, revenue and profit double
US cloud service providers (CSP) continue to invest heavily in artificial intelligence (AI), with Nvidia's latest fourth-quarter fiscal 2026 earnings report showing record-high revenue,...
Friday 27 February 2026
Meta AI chief maps two growth paths as US$100 billion bet accelerates recursive AI and real-world agents
Since mid-February, Meta Platforms has unveiled multi-year strategic partnerships with leading chipmakers Nvidia and AMD, underscoring an ambitious US$100 billion capital expenditure...
Friday 27 February 2026
SambaNova targets Nvidia’s B200 with 5x faster AI inference chip, secures US$350M

AI chip startup SambaNova Systems has introduced its fifth-generation processor, the SN50, positioning it as a direct alternative to Nvidia’s...

Thursday 26 February 2026
Nvidia constrained in China as local AI players strengthen market position
Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...
Thursday 26 February 2026
Amazon's potential US$50 billion OpenAI investment highlights escalating AI arms race and financial pressure
OpenAI is reportedly negotiating one of the largest private financing rounds in tech history, with Amazon considering a US$50 billion investment. The potential deal underscores the...
Thursday 26 February 2026
US rushing to reshore semiconductor production
The US is quietly rebuilding its domestic semiconductor industry by reducing dependence on Taiwan, which produces roughly 90% of the world's most advanced computer chips. Experts warn...
Thursday 26 February 2026
DeepSeek shuts out Nvidia, AMD in V4 move tied to US chip tensions
DeepSeek, the Chinese AI lab that unsettled global markets with its low-cost models last year, has withheld early access to its upcoming V4 flagship from US chipmakers, breaking with...
Thursday 26 February 2026
Is Nvidia's GTC mystery chip a 3D IC with memory stacked on the GPU?
All eyes are on Jensen Huang ahead of the March 16–19 GTC conference. Nvidia's chief executive has promised to unveil a chip unlike anything the world has seen before —and...
Thursday 26 February 2026
Nvidia GTC 2026 to spotlight mystery chip, silicon photonics, and power limits
Nvidia's GTC 2026 will be held in mid-March. CEO Jensen Huang is expected to address concerns about an AI bubble while reaffirming that the Vera Rubin platform has entered mass production...