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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

Lenovo cuts entire Shanghai ISG team in sweeping restructure

Lenovo's Infrastructure Solutions Group (ISG) has initiated a wide-ranging organizational optimization and workforce reduction, with its Shanghai operation drawing the most scrutiny. Multiple employees report that the entire Shanghai ISG division has been dismissed.

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

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

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

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

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

Tariffs are here to stay, and global supply chains may never look the same

As DIGITIMES Tech Forum takes place on December 3, 2025, DIGITIMES Research deputy director Tom Lo highlighted challenges and opportunities for Taiwan's technology supply chain amid the evolving trade and technological landscape under US President Donald Trump's second administration. Lo stressed that Taiwan's companies can no longer rely on a single-market, single-production-base model due to rising trade barriers and regionalized production.

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

Chinese server makers gain ground globally as US tariffs reshape industry manufacturing strategies

Taiwanese EMS companies accelerate factory setups in the US, while Chinese server brands expand overseas amid changing global dynamics.

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

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

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

Column: Quantum software growth accelerates

The UN has designated 2025 as the International Year of Quantum Science and Technology, recognizing significant breakthroughs in quantum hardware, quantum error correction, and practical quantum applications throughout the year. Research firm QURECA reports that worldwide investment in quantum technologies has exceeded US$55.7 billion, reflecting growing global interest.

Tuesday 2 December 2025

Foxconn's FII injects US$283 million into Tianjin to strengthen AI supply chain

Foxconn Industrial Internet (FII), a Foxconn subsidiary, is continuing to expand its strategic investments in artificial intelligence (AI) compute infrastructure. Foxconn announced on the evening of December 1, 2025, that FII, through its China-based Tianjin subsidiary Fulian Precision Electronics (Tianjin) Co., will inject CNY2 billion (US$282.6 million) into its unit Fulian Cloud Computing (Tianjin) Co., a move aimed at long-term strategic planning.

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

Fanuc to collaborate with Nvidia on AI-equipped industrial robots

Japanese industrial robot manufacturer Fanuc announced on December 1, 2025, that it will partner with Nvidia to develop AI-driven robots capable of performing tasks based on verbal commands. The collaboration aims to integrate Nvidia's AI technology and embedded computers into Fanuc's robots, enabling autonomous operation and advanced simulation in virtual factory environments.

Tuesday 2 December 2025

Gigabyte subsidiary partners with Syrma SGS to begin local server motherboard manufacturing in India

Giga Computing, a subsidiary of Gigabyte Technology, has entered a strategic partnership with India-based electronics manufacturing services provider Syrma SGS Technology to begin local production of Gigabyte server products in Tamil Nadu, the companies announced on Thursday. The move aligns with India's "Make in India" policy and is intended to expand Giga Computing's supply chain footprint in South Asia.

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