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Tuesday 3 June 2025
Seventeen years of silicon trust: Foxconn bets deeper on Nvidia’s AI ascent
When Nvidia CEO Jensen Huang visits Taiwan, he commands rockstar-level attention as the "godfather of AI." At Foxconn's May 29, 2025, shareholder meeting, Chairman Young Liu leveraged...
Tuesday 3 June 2025
Nvidia identifies data scarcity as key bottleneck for physical AI development
The next wave of AI development focuses on physical AI, with robots regarded as the next holy grail in this field. Various industries are actively exploring this area. However, the...
Monday 2 June 2025
Nvidia sees US$8B revenue shortfall as China sales crater, turns to Shanghai R&D for strategic hold
Nvidia revealed on May 29 its fiscal 2026 second-quarter revenue forecast of US$45 billion, with a margin of error of plus or minus 2%.
Monday 2 June 2025
Nvidia revenue jumps 69% despite China chip ban costs
Nvidia reported first-quarter 2025 revenue of US$44.1 billion, a 69% year-over-year increase that exceeded guidance of US$43 billion, even as export restrictions on H20 chips forced...
Monday 2 June 2025
Foxconn-Nvidia to build Taiwan's 100MW AI supercomputing center
Foxconn and Nvidia have announced a major collaboration to build one of Taiwan's most advanced AI infrastructure projects — a cutting-edge AI Factory supercomputing center....
Monday 2 June 2025
Weekly news roundup: Huawei's 5nm PC, Wolfspeed's SiC crisis, and China's export chokehold
These are the most-read DIGITIMES Asia stories from May 26 to June 1. Top highlights include Huawei's 5nm HarmonyOS PC as a milestone in China's chip self-sufficiency, Wolfspeed's...
Monday 2 June 2025
China’s AI shift favors inference—and domestic players
At Computex 2025, Nvidia CEO Jensen Huang quipped, "The more you buy, the more you save" — a punchline that underscored the escalating arms race in AI infrastructure. According...
Saturday 31 May 2025
AI servers lift ASRock to new highs, while strong NT$ erodes profit edge
ASRock Inc. posted NT$25.6 billion (US$855 million) in revenue for 2024, driven by robust shipments of Nvidia H100 and H200-based AI servers. In the first four months of 2025 alone,...
Friday 30 May 2025
ZT slips away, tariffs shift — Compal turns to Nvidia
Compal held its shareholders' meeting on May 29, 2025. Chairman Ray Chen and President Anthony Peter Bonadero spoke with the media after the meeting, sharing their views on the company's...
Thursday 29 May 2025
Nvidia, AMD to launch China-ready AI chips in 3Q25—cut down, not counted out
Nvidia and AMD are set to launch a new wave of downgraded AI GPUs for the Chinese market starting in the third quarter of 2025, according to supply chain sources. These compliance-driven...
Thursday 29 May 2025
Asus welcomes Nvidia to Taipei, warns off talent poaching
Nvidia has opened a new office in Taipei's Beitou Shilin Technology Park (BSTP), igniting talk of a looming talent battle with nearby tech heavyweights including Kinpo Group, Asus,...
Thursday 29 May 2025
Computex 2025: Taiwan's robotics moment, yet still a step behind
In response to the global buzz around robotics, fueled in large part by companies like Nvidia and Tesla, Computex 2025 has, for the first time, introduced a dedicated exhibition zone...
Thursday 29 May 2025
Computex 2025 lacks spark, industry pushes for pragmatic AI innovation

The honeymoon phase is over

Thursday 29 May 2025
Commentary: China's AI computing system ditches Nvidia—Jensen Huang faces new reality
Amid the escalating US-China tech war and supply chain risks, the trend of "de-Nvidia-ization" is rapidly spreading within China's computing power industry. This shift represents...
Thursday 29 May 2025
Nvidia's growth remains strong despite US$4.5B China writedown; forecasts US$8B revenue loss from export ban
Nvidia today announced robust financial results for the first quarter of fiscal year 2026, reporting significant year-over-year and sequential growth, driven primarily by its Data...