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Tuesday 23 September 2025
Nvidia-Intel alliance to boost long-term demand for ABF substrates
Nvidia and Intel have announced a rare partnership to jointly develop next-generation AI data center and PC platform chips. Despite predominantly negative market interpretations,...
Monday 22 September 2025
MediaTek shrugs off Nvidia-Intel deal
Nvidia recently announced an investment in Intel, along with a strategic technology collaboration focused on data center and PC applications, sending shockwaves through the semiconductor...
Sunday 21 September 2025
Nvidia's US$5B Intel stake sparks foundry jitters for TSMC, Samsung
Nvidia's US$5 billion stake in Intel has shaken the global semiconductor landscape, sparking debate over future foundry competition and supply chain realignment. While the deal excludes...
Sunday 21 September 2025
India’s PC shipments to grow through 2026 while tablet demand proves erratic
India's PC market is projected to continue its steady growth over the next two years, while tablet shipments are expected to remain volatile, according to the latest shipment forecasts,...
Saturday 20 September 2025
Intel-Nvidia's twin strategy faces speed test, but PC path leads, says DIGITIMES analyst
Nvidia and Intel on Thursday detailed a sweeping product roadmap that links their CPU and GPU platforms, while underscoring continued collaboration with Taiwan Semiconductor Manufacturing...
Friday 19 September 2025
Nvidia-Intel partnership targets AI PCs, exposing limits of ATX
Nvidia and Intel have announced their collaboration to create custom CPUs and GPU-integrated system-on-chips (SoCs), as limitations posed by the size of GPUs and cooling requirements...
Friday 19 September 2025
Intel–NVIDIA alliance: what it means for TSMC, AMD, Arm and the wider industry

NVIDIA has announced it will invest US$5 billion in Intel, purchasing shares at US$23.28 each. The move surprised no one in the semiconductor...

Sunday 14 September 2025
Intel outlines 2026 PC roadmap: Arrow Lake refresh to hold the line before Nova Lake overhaul

Intel is tightening its PC processor roadmap, confirming it will roll out an Arrow Lake Refresh in 2026 and follow with the next-generation...

Friday 12 September 2025
PC replacement cycle in 2025 falls short as trade tensions disrupt market
The anticipated notebook replacement surge in 2025 did not materialize as projected, with the first half disrupted by the United States-China tariff retaliations affecting shipment...
Thursday 11 September 2025
Phison Electronics reports record revenue growth amid rising AI demand and potential memory shortages
Phison Electronics posted consolidated revenue of NT$5.934 billion (approx. US$195.7 million) for August 2025, marking a 4.3% increase from July and a 23% rise year-over-year, reaching...
Wednesday 10 September 2025
Acer's European subsidiary Enfinitec steadily expands repair and service business across the continent
Acer Inc.'s European repair service subsidiary, Enfinitec, has recorded steady growth over the past decade, benefiting from the company's expanding brand presence and the growing...
Wednesday 10 September 2025
Growth in military and semiconductor sectors fuels new momentum for IPC firms
Industrial PC (IPC) companies have begun releasing their revenue figures for August 2025. Despite challenges from the global high-interest-rate environment and geopolitical tensions,...
Tuesday 9 September 2025
Aplex partners with Adirtek to enter CoWoS supply chain
Industrial PC (IPC) manufacturers have been actively expanding into new application markets in recent years, optimistic about the semiconductor industry's growing demand for full-process...
Tuesday 9 September 2025
Taiwan's industrial PC firms expand role in semiconductor supply chain amid rising demand
Taiwan's semiconductor sector continues to assert its significance globally, with surging demand for advanced processing and packaging technologies driving industrial PC (IPC) manufacturers...
Friday 5 September 2025
Can CPU iterations still drive PC upgrade waves? Acer CEO says no
Acer chair and CEO Jason Chen pointed out that in the first half of 2025, the impact of US reciprocal tariffs was significant but has since dulled. Signs of recovery are emerging...