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Wednesday 3 December 2025
AMD, HPE expand partnership around Helios rack-scale AI architecture
AMD and Hewlett Packard Enterprise (HPE) are expanding their long-standing partnership with a new plan to deliver open, rack-scale infrastructure for the AI era. HPE becomes one of the first adopters of AMD's "Helios" architecture, a full-stack, Ethernet-based platform built to streamline and accelerate the deployment of large AI clusters.
Wednesday 3 December 2025
Nvidia CFO: US$100bn OpenAI agreement still unsettled

Nvidia CFO Colette Kress said at the UBS Global Technology and AI Conference in Arizona that the company's potential investment agreement with OpenAI of up to US$100 billion has not been finalised.

Wednesday 3 December 2025
Vultr plans US$1bn AI cluster in Ohio with AMD's newest chips
US cloud infrastructure provider Vultr said it plans to build a 50 MW AI computing cluster at its Ohio data centre, using around 24,000 chips powered by AMD's latest AI processors. The project exceeds US$1 billion and is slated to launch in the first quarter of 2026, targeting lower-cost, large-scale AI training and inference.
Wednesday 3 December 2025
Japan's humanoid robot alliance expands to counter Chinese dominance
The Kyoto Humanoid Association (KyoHA), a coalition initiated by Waseda University and Murata Manufacturing Co., has welcomed several new members, including Renesas Electronics, in its effort to mass-produce fully Japanese-made humanoid robots by 2027. The alliance now comprises 13 Japanese electronic components and semiconductor manufacturers aiming to strengthen Japan's presence in the humanoid robot market.
Wednesday 3 December 2025
EOC reshapes into integrated supply chain eyeing AI and semiconductors
Optical communication filter maker East Tender Optoelectronics Corp. (EOC) completed a board restructuring in March 2025, positioning itself to capture booming opportunities in AI, semiconductors, high-speed computing, satellite communications, and advanced packaging. The company is shifting from its traditional optical filter business toward integrated solutions spanning optics, networking, AI, lasers, and semiconductor materials, aiming to transform from a component supplier into an integrated optoelectronic solution provider.
Wednesday 3 December 2025
AI companion toys break out in China after Huawei's sell-out launch

AI-driven emotional-companion toys are becoming a new growth driver for the consumer electronics sector as advances in AI accelerate.

Wednesday 3 December 2025
OpenAI declares 'code red': tests ad formats as Google gains ground
OpenAI has declared a "code red" status, concentrating efforts on improving ChatGPT and delaying other initiatives such as advertising, according to Reuters, citing The Information. CEO Sam Altman instructed employees in an internal memo to prioritize optimizing the AI chatbot.
Wednesday 3 December 2025
China's AI glasses market splits in two as ultra-low-cost models flood in
AI glasses have become a new competitive front for global tech giants. Since 2025, China's smart-glasses sector has accelerated into what analysts describe as a "hundred-model race," with Alibaba, Baidu, Xiaomi, Huawei, RayNeo, Meizu, Inmo, and others rapidly launching products.
Wednesday 3 December 2025
Samsung sixth-gen HBM reportedly cleared for production readiness, targets Nvidia supply chain
Samsung Electronics has reportedly completed the Production Readiness Approval (PRA) for its sixth-generation high-bandwidth memory (HBM), officially entering the production preparation stage, according to South Korean media outlets. The move positions the company to accelerate entry into Nvidia's supply chain following internal HBM4 certification.
Wednesday 3 December 2025
South Korea receives first 13,000 Nvidia GPUs under Jensen Huang's AI infrastructure pledge
Following Nvidia CEO Jensen Huang's commitment to supply 260,000 GPUs to South Korea, the government has received its first shipment of approximately 13,000 units, including the latest B200 GPUs and a range of earlier-generation models.
Wednesday 3 December 2025
Trio of Chinese humanoid-robot giants seize majority of 2025 contracts
China's humanoid robotics sector remains some way from mass deployment, but commercialization is accelerating in 2025, with Ubtech, Unitree Robotics , and AgiBot securing 60% of disclosed large orders.
Wednesday 3 December 2025
AI pivot opens fresh opportunities across the global supply chain, says DIGITIMES president
The DIGITIMES Tech Forum commences on December 3, drawing over 1,500 participants from the technology sector. The hybrid event spotlighted the industry's focus on global supply chain restructuring and accelerating artificial intelligence (AI) developments.
Wednesday 3 December 2025
Marvell to acquire Celestial AI to accelerate shift toward optical interconnects for AI data centers
Marvell's planned acquisition of Celestial AI signals a major shift toward all-optical interconnects in AI data centers, with the company positioning itself to capture a rapidly expanding market driven by multi-rack, high-bandwidth system architectures.
Wednesday 3 December 2025
AWS plays both sides as Trainium 4 leans into NVLink
In a bid to maintain its dominance in cloud computing and challenge Nvidia's chokehold on the artificial intelligence (AI) chip market, Amazon Web Services (AWS) used its annual re:Invent conference to reveal a torrent of new products, headlined by its next-generation custom silicon and a calculated partnership with its main rival.
Wednesday 3 December 2025
Marvell reports strong third-quarter growth driven by data center demand
Marvell Technology reported strong third-quarter results driven by accelerating demand for AI data center products, with revenue, profit, and key business segments posting sharp year-over-year gains. The company also raised its outlook for next year and announced the acquisition of Celestial AI to strengthen its position in next-generation data center infrastructure.
Wednesday 3 December 2025
North American EMS providers see growth from AI data-center boom
North American electronics manufacturing services (EMS) and original design manufacturing (ODM) providers are seeing sustained, broad-based growth as accelerating investment in AI servers and data-center infrastructure reshapes the regional manufacturing landscape.
Wednesday 3 December 2025
3Q25 Global ODM/EMS rankings: AI continues to drive revenue growth
In December 2025, DIGITIMES tracked global EMS/ODM companies and compiled the rankings of the top 20 companies for the third quarter of 2025. Generative AI has driven a paradigm shift in the technology industry and reshaped market power. It remains the most critical factor affecting EMS/ODM companies' growth this quarter and influenced the reshuffling of the rankings.
Wednesday 3 December 2025
ZDT, Topoint forge drilling alliance for AI server and IC substrate PCBs
Zhen Ding Technology (ZDT) has signed a strategic cooperation agreement with drill-bit supplier Topoint Technology, creating a partnership centred on high-end PCB precision drilling, micro-drill development, and technology and market expansion for AI servers and advanced IC substrates.
Wednesday 3 December 2025
Delta Electronics acquires Vivotek outright in US$119m move to cement its smart-building ecosystem

Delta Electronics and Vivotek jointly announced on 1 December that Delta will acquire 100% of Vivotek at NT$100 (US$3.18) per share, bringing the total deal value to NT$3.733 billion (approx. US$118.8 million).

Wednesday 3 December 2025
Huawei Cloud reinforces ICT backbone to navigate the next AI cycle
Huawei Cloud entered a new phase of its intelligent-computing strategy in late November 2025 with a sweeping leadership and organizational overhaul.
Wednesday 3 December 2025
Anthropic's 1 million TPU deal intensifies Google's challenge to Nvidia
The AI chip market is at a turning point. Nvidia maintains its absolute technological and market dominance with its Blackwell architecture, but the full commercial rollout of Google TPUs has begun to loosen Nvidia's seemingly incontestable pricing power.
Wednesday 3 December 2025
BizLink to acquire XFS Communications, expand optical interconnect business

BizLink said on December 1 that it signed a definitive agreement to acquire Shenzhen-based XFS Communications, aiming to expand its optical interconnect capabilities as demand for high-speed links in AI data centers accelerates. The company expects the deal to close in the first quarter of 2026, after which XFS will be folded into BizLink's High Performance Computing Business Unit.

Tuesday 2 December 2025
AI drives cybersecurity demand as Acer Cyber Security eyes double-digit growth in 2026
Acer Cyber Security (ACSI), a leading cybersecurity firm under the Acer Group, is setting AI and cloud services as its core operational focus for 2026. General manager I-Nan Wu highlighted ongoing efforts to develop new products and services, projecting double-digit growth for the company's operations next year.
Tuesday 2 December 2025
US rallies allies to secure AI and mineral supply chains amid rare earth crunch
The US is moving to reinforce critical mineral and semiconductor supply chains with key allies as the West's push to expand rare earth magnet production runs into a worsening shortage of heavy rare earth elements. Officials from eight allied nations will gather at the White House on December 12, 2025, to negotiate new agreements on energy, advanced manufacturing, semiconductor production, AI infrastructure, and logistics, according to Bloomberg. The initiative seeks to limit dependence on China, which controls more than 90% of global rare earth and permanent magnet refining capacity.
Tuesday 2 December 2025
Alibaba Cloud's global expansion tests geopolitical boundaries
Alibaba Cloud is ramping up its global strategy, pushing aggressively into the Middle East and Southeast Asia to expand its presence in fast-growing emerging markets.