News tagged Nvidia at DIGITIMES

NEWS TAGGED NVIDIA

Wednesday 19 November 2025

AMD targets 50% of server CPU market, extending its comeback against Intel

Intel is entering a difficult rebuilding phase after a decade of manufacturing setbacks that allowed Advanced Micro Devices to steadily chip away...

Tuesday 18 November 2025

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Tuesday 18 November 2025

Samsung set to become Nvidia's leading HBM4 supplier as Micron stumbles

South Korea's KB Securities expects Samsung Electronics to capture as much as 40% of Nvidia's supply share for its next-generation HBM4 high-bandwidth memory by 2026, a shift that...

Tuesday 18 November 2025

Huawei pitches a new vision for AI compute: one cluster, one software brain

Huawei will unveil a new unified AI compute-management technology on November 21 at the "2025 AI Container Application Implementation and Development Forum," a move widely viewed...

Tuesday 18 November 2025

GMI Cloud to build US$500 million AI factory in Taiwan with 7,000 Blackwell Ultra GPUs

GMI Cloud, an Nvidia Cloud Partner (NCP) and GPU-as-a-Service provider, has announced plans to build a US$500 million AI Factory in Taiwan, adding new large-scale compute capacity...

Tuesday 18 November 2025

South Korean President and SoftBank's Son to discuss AI investment and Stargate

South Korean President Jae-Myung Lee is coordinating a meeting with SoftBank chairman Masayoshi Son, expected to take place in 2025. The discussion is speculated to focus on AI investments...

Tuesday 18 November 2025

Arm plugs into NVLink — and suddenly the AI data-center map looks less x86-shaped

Arm and Nvidia announced new steps to expand their collaboration on AI data center infrastructure, highlighting the growing demand for energy-efficient computing as AI workloads scale...

Tuesday 18 November 2025

Why TSMC's procurement star took a downscaled role at Nvidia

Vanessa Lee, former TSMC vice president of materials management and a veteran procurement lead for Apple and Google, abruptly took an extended leave in June 2025. TSMC confirmed her...

Monday 17 November 2025

Auras Technology reports record highs amid strong liquid cooling demand

The demand for liquid cooling in AI server racks is soaring, driving significant operational growth for Taiwanese cooling module manufacturer Auras Technology. Chairman Yu-shen Lin...

Monday 17 November 2025

Nvidia tightens grip on Vera Rubin cooling supply chain, squeezing margins

Nvidia is preparing a major shift in how it manages the supply chain for its next-generation Vera Rubin server platform, tightening control over both assembly and key thermal components...

Monday 17 November 2025

TSMC accelerates CoPoS mass production to 2029, Taiwan suppliers win first orders

The market is focusing on rising demand for Nvidia AI GPUs and various ASICs, with optimism growing as TSMC plans to expand its CoWoS capacity and sees OSAT partners joining the race...

Sunday 16 November 2025

Taiwan supply chain chases AI growth after missing initial wave

Benefiting from the artificial intelligence (AI) boom driving strong semiconductor and server exports, Taiwan's economic growth forecast for 2025 has been revised up to 5.94% by the...

Saturday 15 November 2025

Commentary: The AI bubble question resurfaces, yet China's cycle logic diverges sharply

As 2025 nears its close, the global artificial intelligence (AI) boom is again prompting debate over whether the sector is entering speculative territory. From Silicon Valley to Wall...

Friday 14 November 2025

SK Hynix reportedly to order HBM4 equipment, accelerate mass production

SK Hynix is reportedly set to begin ordering equipment for its 12-layer sixth-generation high-bandwidth memory (HBM4) as early as November 2025. Considering the construction schedule...

Friday 14 November 2025

China's supernode boom sends warning to Nvidia

Since Huawei debuted the CloudMatrix 384 (CM384) in mid-2025, China's supernode race has taken centre stage in the global AI infrastructure...

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Oct 2, 10:32

SK Group partners with OpenAI to advance global AI infrastructure

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