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Thursday 4 December 2025

Tech Forum 2026: GW-level AI data centers become new norm as Taiwan supply chain eyes energy storage and fuel cell opportunities

The rising demand for AI servers is driving rapid growth in data center power consumption. Low-carbon energy technologies such as fuel cells and energy storage batteries are seen as key advantages for Taiwan's supply chain.

Thursday 4 December 2025

Samsung previews Exynos 2600, claims to match Apple and Qualcomm chips

In an unusual move, Samsung Electronics has released a teaser video for its next-generation mobile application processor, the Exynos 2600, before the chip officially hits the market. The announcement signals Samsung's growing confidence in its chipmaking capabilities, with leaked benchmark data suggesting that the Exynos 2600 could rival the latest processors from Qualcomm and Apple.

Thursday 4 December 2025

Tech Forum 2026: Telecoms pull back on 5G as agentic AI sparks new momentum for 6G

The DIGITIMES Tech Forum 2026 opened on December 3, with DIGITIMES senior analyst Benson Wu saying that the lack of breakthrough 5G applications has made operators cautious about next-generation infrastructure investment, yet Agentic AI services may become the catalyst that re-energises 6G development and drives new demand for future communications networks.

Thursday 4 December 2025

Samsung reportedly wins majority of Nvidia's 2026 SOCAMM2 supply

Samsung Electronics is reportedly on track to supply more than half of Nvidia's next-generation System on CAMM (SOCAMM2) memory modules in 2026, becoming the largest contributor to the AI-server CPU ecosystem. SOCAMM — touted by Nvidia as a new high-performance DRAM standard and often described as a "second HBM" — is set to redefine how CPU-side memory is deployed inside advanced AI servers, Hankyung and ICsmart reported.

Thursday 4 December 2025

Tech Forum 2026: AI glasses technology matures with demand set to hit 15M units by 2027

DIGITIMES' Tech Forum 2026 kicked off on December 3, 2025, where DIGITIMES analyst Brandon Fang highlighted that the AI glasses market is expected to grow steadily year-over-year. Despite inherent challenges such as weight limiting breakthroughs in functionality and battery life, deep integration of AI applications will create new development opportunities and ultimately define the ceiling for AI glasses advancement.

Thursday 4 December 2025

Nvidia's Jetson Thor platform drives edge-AI surge as Edom eyes medical assistive devices as mainstream applications

Taiwan's Edom Technology, a leading distributor of semiconductor and electronic components and a provider of integrated platform solutions for OEMs and ODMs, hosted a landmark seminar on December 3, highlighting the next generation of physical artificial intelligence (AI). Focused on Nvidia's newly released Jetson Thor platform, the event explored how advanced AI can be embedded directly into autonomous machines to deliver real-time decision-making and operational efficiency.

Thursday 4 December 2025

Tera Auto Tech eyes military and AI growth, optimistic for 2026

Tera Auto Tech held an online earnings call on December 3, 2025, with its management team expressing confidence in two major growth drivers. As Taiwan's defense budget increases annually, Tera Auto—long established in the military industry with deliveries to the Ministry of National Defense's Armaments Bureau—is set to benefit. Additionally, the booming AI sector is boosting demand in the PCB industry, supporting the company's core businesses in automation equipment and micro drill bits. The company expects 2026 revenue to surpass that of 2025.

Thursday 4 December 2025

Nvidia's stake in Synopsys raises questions over UALink future

Nvidia's recent acquisition of a stake in Synopsys has stirred debate about the potential impact on the UALink Consortium, an industry group focused on establishing open standards for AI accelerator interconnects. The investment follows Nvidia's attempt to strengthen its position amid growing competition from ASIC and chip suppliers like AMD and Intel Corporation.

Thursday 4 December 2025

Acer emphasizes strengthening PC fundamentals before AI PC mass adoption

In a DIGITIMES interview with Acer's Chao-Guang Yang, senior vice president of the Computing Software Technology Division, Yang stated that an AI PC is essentially still just a more advanced PC. Every major technological upgrade ultimately comes down to applying the newest technologies to make a "better" PC. Most AI PC upgrades are built upon fundamentals such as performance, battery life, lighter design, and integrated peripheral AI functions. The core of Acer's strategy boils down to making improvements that consumers can naturally adapt to, which will enable smoother penetration into the mass market.

Thursday 4 December 2025

Tech Forum 2026: ASICs gain ground as AI reshapes the global chip market

For years, the artificial intelligence chip market has been dominated by a singular narrative: Nvidia's GPUs reigning supreme as the engines powering the AI revolution. But as cloud giants confront mounting costs and seek greater control over their computing destinies, a quieter transformation has been taking shape. This shift could fundamentally alter the balance of power in the semiconductor industry.

Thursday 4 December 2025

Tech Forum 2026: Quanta races ahead to lead high-end AI servers in 2026

Google's TPU has drawn massive attention to the competitive landscape between ASIC and GPU servers. During the DIGITIMES Tech Forum 2026, DIGITIMES Research senior analyst Jim Hsiao stated that while GPU servers will remain the mainstream AI server type in 2026, ASIC servers are rapidly catching up. In 2026, ASIC server shipments are expected to grow 64.2% year-over-year, surpassing the 43.8% growth rate projected for GPU servers.

Thursday 4 December 2025

OpenAI reportedly in talks with TCS to build AI data infrastructure in India

The Economic Times, citing unnamed sources, reported that OpenAI is talking with Tata Consultancy Services (TCS) to develop AI compute infrastructure in India and co-create agentic AI solutions for enterprises. A partnership with TCS would mark the launch of OpenAI's Stargate India initiative and support TCS's aim to become a leading AI-driven services provider.

Thursday 4 December 2025

Tech Forum 2026: Trump shifts trade tools toward legal frameworks, server supply chain splits into dual tracks

Facing the modern trade environment and supply chain restructuring in the Donald Trump 2.0 era, industry players have many approaches to respond. At the DIGITIMES Tech Forum on December 3, 2025, DIGITIMES deputy director Tom Lo and analyst Chou Yen shared that, whether from a policy or supply chain perspective, the market in 2025 has already shown clear nonlinear changes.

Thursday 4 December 2025

Exclusive: Qualcomm SVP says AI PC still in early stage, focuses on tech and market education

Qualcomm is hosting another summit with Taiwan's local PC ecosystem by the end of 2025, following its 2023 event. Kedar Kondap, Qualcomm's senior vice president responsible for PC and gaming computing divisions, delivered a keynote speech in Taiwan and spoke exclusively with DIGITIMES.

Thursday 4 December 2025

OpenAI to acquire Neptune to bolster model training

OpenAI said it has entered into a definitive agreement to acquire Neptune, or neptune.ai, a startup that develops tools for tracking machine-learning experiments and monitoring model-training workflows. The acquisition is intended to expand OpenAI's internal infrastructure for training advanced AI systems. Financial terms were not disclosed.

Thursday 4 December 2025

Western automakers embrace AI, but supply chains bear the brunt

While European and American automakers push forward with artificial intelligence (AI) to upgrade manufacturing and operations, the true burden of this digital transformation often falls on the sprawling and fragmented automotive supply chain.

Thursday 4 December 2025

Tech Forum 2026: Quanta flags memory shortage as top AI hardware risk for 2026

Quanta Computer vice chairman and president C.C. Leung warned on December 3, 2025, that persistent memory shortages and rising costs could become the most significant risk to the artificial intelligence hardware market in 2026, even as competition between Nvidia and custom chip developers continues to intensify.

Thursday 4 December 2025

Eris Tech targets data center opportunities; Nexperia chip crisis effects to surface in 2026

To meet the rising power management demands of AI data centers, power semiconductor company Eris Technology has begun deploying AI power components, and its subsidiary Yea Shin Technology has already developed 800V energy-efficient AI power chips. In addition, the supply chain disruptions triggered by the Nexperia dispute have prompted Eris to report increased demand from multiple customers. Though product certification will take time, the benefits from order shifts are expected to materialize in 2026.

Thursday 4 December 2025

Chunghwa Telecom expands Southeast Asia presence

Chunghwa Telecom (CHT) officially established its Malaysia subsidiary, Chunghwa Telecom Malaysia Sdn. Bhd., on December 1. CHT chairman Chih-Cheng Chien said during a digital empowerment conference on December 2 that the latest move in Malaysia follows Taiwanese supply chain expansion and focuses on ICT and cloud network demands from local Taiwanese businesses and multinational corporations.

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.

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