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    AI server demand locks up memory supply through 2027, prices seen holding firm
    16min ago
    Data center power and cooling overhaul will reshape global AI infrastructure
    17min ago
    OpenAI's growth slowdown raises questions over AI expenditure
    18min ago
    Nvidia launches Nemotron 3 Nano Omni to power unified multimodal AI agents
    24min ago
    NXP signals structural growth as automotive and industrial drive momentum
    29min ago
    Commentary: DeepSeek V4 and Huawei’s Ascend challenge Nvidia’s inference in China
    Apr 28, 19:32
    Universal Microwave Technology unveils mystery customer with ties to SpaceX
    Apr 28, 19:32
    FCC expands non-US network gear ban to mobile hotspots and home CPE
    Apr 28, 19:32
    Vera Rubin rack may consume LPDDR equal to 4,500 smartphones, sparking panic buying
    Apr 28, 19:32
    China's GPU quartet clear IPO hurdles, but cluster stability remains a challenge
    Apr 28, 19:32
    NEWS TAGGED RESEARCH INSIGHTS
    Monday 27 April 2026
    DIGITIMES Insight: Will TSMC's 3nm expansion put Samsung's 2nm bid on the back foot?
    As the AI buildout accelerates and chipmakers race to secure advanced process capacity, TSMC finds itself in an increasingly commanding position.
    Friday 24 April 2026
    DIGITIMES Insight: SK Hynix's US HBM push sets up a showdown with Micron
    SK Hynix Inc. has moved to deepen its presence in the US by building an HBM packaging and testing plant and planning a US stock exchange listing to raise capital — steps that...
    Monday 23 March 2026
    Research insight: F1's 2026 regulations reshape powertrain competition and accelerate low-carbon transition
    With the 2026 Formula One (F1) season opener in Australia, the first competitive validation of the sport's new regulatory framework has already highlighted the impact of a fundamental...
    Friday 20 March 2026
    Research Insight: AI reshapes Taiwan's PCB industry around high-end capacity and materials
    DIGITIMES observes that as demand surges for AI servers, high-speed switches, optical communication modules, and edge AI devices, Taiwan's PCB industry is undergoing a structural...
    Monday 9 March 2026
    Research Insight: Global EV charging stations to surpass 9 million by 2026 as China, Europe expand

    Global public electric vehicle (EV) charging infrastructure is projected to reach 9.01 million stations worldwide by 2026, according to...

    Monday 2 March 2026
    Insight: Broadcom delivers 2nm 3.5D AI processor, expanding custom chip push against Nvidia

    Broadcom has begun shipping the industry's first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform...

    Monday 2 March 2026
    Insight: Memory shortage tightens grip on smartphone market as prices near tipping point
    The memory market is no longer just a component story — it is becoming a fault line running through the entire tech industry. As AI infrastructure buildout accelerates, cloud...
    Thursday 26 February 2026
    Insight: Qualcomm ships rack-scale AI systems built on 2019 AI 100 chip; analyst sees structural barriers
    Qualcomm has begun delivering rack-scale AI hardware and software systems for data centers, built around its AI 100 inference chip. The move signals a renewed push into a market where...
    Thursday 19 February 2026
    DIGITIMES Insight: TSMC's swelling facilities budget signals a global capacity race
    When chipmakers spend big, it is usually the machines that cost the most. Process equipment — the lithography tools, deposition systems, and etch chambers that define the bleeding...
    Thursday 19 February 2026
    DIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production
    A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES...
    Wednesday 18 February 2026
    DIGITIMES Insight: TSMC's Kumamoto 3nm upgrade targets automotive, AI demand rather than Rapidus
    TSMC's decision to upgrade its second Kumamoto fab to 3nm reflects long-term customer demand and supply chain strategy rather than competitive pressure from Rapidus, according to Luke...
    Wednesday 11 February 2026
    DIGITIMES Insight: Intel 14A delays expose cracks in AI infrastructure expectations
    Intel's 14A process node has become a focal point for the semiconductor industry, with market observers viewing it as a critical test of the company's manufacturing resurgence strategy...
    Monday 9 February 2026
    Insight: ASIC servers accelerate liquid cooling adoption, share set to surge in 2026
    Liquid cooling adoption has been led by Nvidia servers, with ASIC servers now accelerating the shift. DIGITIMES Research estimates liquid cooling will account for 50% of AI server...
    Tuesday 3 February 2026
    Research insight: Blue Origin's TeraWave bets on space-based optical backhaul
    Blue Origin recently unveiled plans to deploy its TeraWave satellite constellation starting in the fourth quarter of 2027, signaling a strategic push into space communications beyond...
    Wednesday 21 January 2026
    Research Insight: High-end fiberglass cloth supply tightens as server demand spotlights Nittobo

    As next-generation AI server platforms enter volume deployment, supply chain constraints are extending beyond high-bandwidth memory (HBM)...

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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook