News tagged infrastructure at DIGITIMES

NEWS TAGGED INFRASTRUCTURE

Thursday 2 April 2026

South Korea's market volatility hands Taiwan a rare edge in AI

During a lecture hosted by the Chinese National Association of Industry and Commerce (CNAIC), DIGITIMES Chairman Colley Hwang analyzed the East Asian industrial landscape...

Thursday 2 April 2026

The ascension of Arm: hyperscalers rewire AI server CPUs for the post-x86 era

The architecture of host CPUs in custom AI servers is undergoing a significant shift, with proprietary Arm-based designs steadily displacing traditional x86 processors, according to...

Thursday 2 April 2026

Microsoft bets US$6.5 billion on Southeast Asia AI buildout, spanning Singapore and Thailand

Microsoft has unveiled back-to-back investments across Southeast Asia, committing US$5.5 billion to Singapore and more than US$1 billion...

Thursday 2 April 2026

Deep dive: Huawei 2025 annual report reveals why its AI strategy starts with infrastructure

As the global AI race accelerates, Huawei's 2025 annual report leaves little ambiguity: AI now sits at the core of its strategy. The 147-page...

Thursday 2 April 2026

ACME sees AI-driven shipment growth; oil price surge boosting EV demand turnaround

Benefiting from the AI infrastructure boom, Taiwan-based soft magnetic ferrite core and silicon carbide (SiC) powder supplier Acme Electronics Corporation (ACME) expects growth in...

Thursday 2 April 2026

Starcloud bets on space-based computing with fresh funding

Starcloud, a company pursuing the idea of solar-powered data centers in orbit, said on March 30 that it had raised US$170 million in new funding, valuing the business at US$1.1 billion...

Thursday 2 April 2026

Salesforce enters Taiwan, eyes local cloud services with AWS and Google Cloud

US CRM software provider Salesforce has established its Taiwan subsidiary and opened a Taipei office in early 2026, underscoring Taiwan's role in the global semiconductor and AI supply...

Wednesday 1 April 2026

Nvidia moves beyond GPUs with three-system push to own the AI stack

At GTC 2026, Nvidia introduced three new systems simultaneously: the Groq LPX inference rack, the Vera ETL256 CPU rack, and the STX storage reference architecture. These launches extend...

Wednesday 1 April 2026

Nvidia's US$2 billion bet on Marvell turns rivals into ecosystem partners

Nvidia's US$2 billion investment in Marvell signals a shift toward hybrid AI infrastructure, balancing dominance with openness while intensifying competition across custom silicon,...

Wednesday 1 April 2026

China LLM usage tops US for fourth week as OpenClaw drives token surge

Global large model competition is entering a new phase, with usage data pointing to a shift toward AI agents and a rising “token economy” reshaping pricing, infrastructure...

Wednesday 1 April 2026

Lumentum expands InP production in North Carolina to capture AI infrastructure demand across GPU and ASIC ecosystems

US-based optical communications leader Lumentum is making a major investment in core AI data center hardware, reinforcing its strategic position in the AI infrastructure supply chain...

Tuesday 31 March 2026

Innodisk: AI memory demand outpaces supply; NAND, DRAM price keeps climbing

AI and edge computing demand is accelerating, prompting industrial memory module maker Innodisk to project strong growth through 2026. Chairman and president Randy Chien said NAND...

Tuesday 31 March 2026

Lens Technology shifts beyond iPhone into AI servers, robotics, and aerospace

China-based Lens Technology is accelerating a shift beyond consumer electronics, positioning itself across AI terminals, server infrastructure, robotics, and commercial aerospace as...

Tuesday 31 March 2026

Top 10 chart: Taiwan's AI winners diverge as market corrects ahead of lagging revenue data

By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year...

Tuesday 31 March 2026

Chinese GPU maker Moore Threads wins US$91 million AI cluster order

Chinese GPU developer Moore Threads has secured a CNY660 million (approx. US$95.5 million) contract to supply its KUAE intelligent computing...

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