News tagged AI at DIGITIMES

NEWS TAGGED AI

Friday 14 November 2025

Applied Materials faces sharp China retreat in 2026, but AI workloads keep the upgrade cycle alive

Applied Materials reported US$6.8 billion in revenue for the quarter ended October 26 in FY25, a 3% year-over-year decline but still ahead of the US$6.68 billion market forecast....

Friday 14 November 2025

G-Shank sees strong AI-driven growth for stamping parts

G-Shank, a supplier of stamping parts, achieved double-digit revenue growth in the first three quarters of 2025, driven by demand for AI servers and high-performance computing (HPC),...

Friday 14 November 2025

Coretronic and Radiant expand beyond displays, betting on drones and advanced optics

Taiwan's leading backlight module suppliers, Coretronic and Radiant Opto-Electronics, are diversifying into new sectors as demand in the traditional display market slows. The new...

Friday 14 November 2025

AI chip test interface demand surges; Taiwan orders visible through 2026

As AI ASIC makers accelerate the release of next-gen chips to catch up with AI GPU leaders, industry observers expect a major shift in the AI chip landscape by 2026. This transformation...

Friday 14 November 2025

Advantech targets medical and robotics in edge AI

Embedded World North America 2025 took place in Anaheim, California, from November 4-6, 2025. Advantech, alongside partners including MediaTek, Qualcomm, Nvidia, and NXP Semiconductor,...

Friday 14 November 2025

Microip expands into North America, eyes growth in agriculture and defense tech

Microip, a provider of custom ASIC and AI software design services, has established a new business team in North America to tap into the growing demand for edge artificial intelligence...

Friday 14 November 2025

Fortune Electric invests NT$2.5 billion to expand transformer production amid US AI infrastructure boom

Amid the global surge in AI data center construction, reported delays in third-party data center projects in the US have highlighted hidden infrastructure bottlenecks resulting from...

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...

Friday 14 November 2025

China's AI silicon enters the Gulf with SenseTime at the helm

President Donald Trump's mid-May visit to Saudi Arabia, Qatar, and the UAE, joined by Nvidia's Jensen Huang and AMD's Lisa Su, sparked renewed investment interest across the Middle...

Friday 14 November 2025

Potential Foxconn-OpenAI partnership to deepen AI hardware-software integrated ecosystem

At Foxconn's earnings call on November 12, 2025, chairman Young Liu teased its collaboration plan with OpenAI, which will be officially announced at Foxconn's annual Tech Day on November...

Friday 14 November 2025

Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026

With demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025...

Friday 14 November 2025

ASUS AI servers near 20% of 3Q25 revenue

ASUS held its earnings call on November 11, 2025, reporting that in the third quarter of 2025, brand revenue reached NT$189.9 billion (US$6.1 billion), up 21% year-over-year, setting...

Friday 14 November 2025

Pegatron chairman urges Taiwan to adopt AI beyond manufacturing

Pegatron chairman TH Tung attended the opening ceremony of the 2025 IT Month and EdTech Taiwan Exhibition in his capacity as honorary chairman of the Taipei Computer Association on...

Friday 14 November 2025

From scale-up to scale-across: How AI data centers are redefining transmission technology

The surge in generative AI has intensified demand for AI servers and chips, shifting the focus from pure computational power to data transmission speed. This transition has accelerated...

Friday 14 November 2025

China's Moonshot AI claims new model rivals GPT-5 despite GPU shortfall

China's Moonshot AI has launched its Kimi K2 Thinking model, which tops OpenAI's GPT-5 in multiple reasoning and coding tests while delivering lower training costs and full commercial...

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