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Mar 13 SEMICONDUCTORS

Exclusive: Inside GlobalFoundries CEO's stealth Taiwan blitz: wafer deals, not a UMC takeover

Mar 20, 15:58 SEMICONDUCTORS

Samsung reportedly secures OpenAI HBM4 supply deal, shifts foundry capacity

Mar 20, 14:52 SEMICONDUCTORS

Nvidia and AWS strike massive GPU supply deal through 2027

Nvidia GTC 2026

Nvidia's annual GTC conference took place March 16-19, returning to the SAP Center in San Jose, with CEO Jensen Huang outlining the company's latest advances across the full AI stack.

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SEMICONDUCTORS

Mar 13

Apple's Mac Neo gambit: when volume alone can't hold the TSMC crown

The semiconductor landscape is undergoing a fundamental shift, moving from a mobile-first volume game to an AI-driven value competition.

Mar 20, 15:45

Malaysia chipmakers monitor helium supply risks as Middle East tensions weigh Qatar output

Malaysia's semiconductor industry is closely monitoring helium supply risks amid escalating tensions in the Middle East, though companies have not yet reported operational disruptions.

Mar 20, 15:33

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 shift in its growth model. The traditional cyclical, recovery-driven growth is giving way to competition centered on high-end capacity deployment, control of critical materials, and global expansion capabilities.

ICT

Mar 13

AW 2026: a reality check for the fully autonomous era

Global headlines may proclaim a fully autonomous era, but AW 2026 told a different story. The show made clear that robots are not yet fully autonomous — a fact obscured by modern robotics coverage. The industry is heading in the right direction, but independent operation remains out of reach. A surprising number of robots were teleoperated via controllers. Those left unsupervised often struggled with basic environmental navigation.

Mar 20, 12:11

Tencent leverages WeChat ecosystem to lead AI agent race in China

Tencent's rapid rollout of agentic AI across WeChat could reshape the competitive dynamics of Chinese AI, with potential implications for global markets given WeChat's 1.4 billion users and integrations across communication, payments, content, and services, possibly accelerating AI agent adoption and raising questions about competitors' responses and timing.

Mar 20, 10:29

Nvidia to supply 1 million GPUs to Amazon through 2027 in landmark AI cloud deal

Nvidia will supply 1 million graphics processing units (GPUs) to Amazon.com's cloud computing division by 2027 in one of the largest artificial intelligence infrastructure agreements to date, a company executive told Reuters.

TRENDING

COMMUNICATIONS

Mar 20, 12:22

Samsung reportedly ceasing TriFold smartphone sales

Samsung Electronics is reportedly discontinuing its premium Galaxy Z TriFold smartphone just months after launch, underscoring the device's role as a technological showcase rather than a mass-market product, according to Bloomberg. The US$2,899 foldable, featuring a dual-hinge design that expands into a 10-inch tablet, will first be pulled from South Korea before sales are halted in the US. Samsung's website has already removed messaging around restocks, listing the device as "sold out."

Mar 20, 08:08

Meta's pullback on Metaverse shows the limits of the virtual world bet

Meta Platforms is retreating further from the metaverse, scaling back a once-central pillar of Chief Executive Mark Zuckerberg's long-term vision in favor of a renewed focus on artificial intelligence.

Mar 19

Foldable phone shipments may near 30 million in 2026 as Apple enters market

Apple's entry into the foldable phone market, alongside established players Samsung, Oppo, and Huawei, is set to expand consumer choice and accelerate global market growth. The shift stands to affect handset makers, app developers, and component suppliers alike, as competition drives innovation, product variety, and potentially lower prices.

ELECTRIC VEHICLES

Mar 20, 08:01

Automotive chipmakers exit inventory reset; SDV, electrification define next growth battle

As global automotive supply chain inventories normalize, the automotive semiconductor market enters a critical transition phase in 2026. DIGITIMES Research indicates that, despite slowing growth in traditional vehicle sales, software-defined vehicles (SDV) and powertrain electrification have become the two core growth drivers for automotive IDMs.

Mar 20, 16:23

Nvidia and Uber team up on end-to-end self-driving system for robotaxis

At GTC 2026, Nvidia formally unveiled an end-to-end autonomous driving technology stack and announced plans to deploy the full solution through ride-hailing platform Uber. The move is widely seen as a turning point in the intensifying robotaxi race, sharpening the competitive landscape with autonomous driving leader Waymo.

Mar 20, 08:05

Volkswagen signals shift away from Nvidia as Chinese chips gain ground

Recent reports suggest that Volkswagen may move away from relying on Nvidia's automotive computing platforms, instead increasingly integrating Chinese-made chips into its vehicles.

SUSTAINABILITY