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Friday 19 September 2025
TSMC to maintain lead for next 5 to 10 years, says new Minister of Taiwan's National Development Council
Chun-Hsien Yeh, the new minister of Taiwan's National Development Council (NDC), pointed out on September 17 that with strong demand for artificial intelligence (AI), TSMC will be running at full capacity through 2026. He believes that TSMC can maintain its technological lead for at least another 5 to 10 years. Taiwan's policies, work culture, talent education, and ecosystem are all key drivers behind TSMC's success.
Friday 19 September 2025
Foxconn Interconnect's server orders hit full capacity amid rapid expansion
A one-two punch of artificial intelligence (AI) and electric vehicles (EVs) is sparking a new era of structural change across global industries. The surging demand for AI computing power is creating an urgent need for lightning-fast data transfer and a massive, reliable energy supply. At the same time, a flood of government incentives and private investment is supercharging growth in the EV market.
Friday 19 September 2025
Samsung and SK Hynix set stage for global battle over HBM4 chips

SK Hynix has announced it is the first in the world to establish a mass production system for sixth-generation High Bandwidth Memory (HBM4), signaling the start of a new technological arms race in next-generation memory chips.

Thursday 18 September 2025
Tencent Cloud embraces Chinese semiconductor ecosystem in shift from Nvidia, AMD

Tencent said its cloud business has fully integrated with China's mainstream domestic chips, marking a milestone in its AI and cloud computing roadmap unveiled at the 2025 Tencent Global Digital Ecosystem Summit.

Thursday 18 September 2025
Microsoft to invest US$6.2 billion in AI computing capacity in Norway
Microsoft has announced a US$6.2 billion investment to lease artificial intelligence (AI) computing capacity in Narvik, Norway. The capacity will be provided by UK cloud infrastructure firm Nscale and Norwegian energy company Aker, utilizing 100% renewable energy under a five-year agreement starting in 2026.
Thursday 18 September 2025
Baidu's Kunlun chip nab China Mobile contract, but still trails Huawei Ascend ecosystem
Baidu, one of China's leading internet companies, has cultivated its in-house Kunlun chip for years and recently secured a significant contract with China Mobile, marking the first step in its commercialization process of supplying external customers.
Thursday 18 September 2025
Trump's UK visit spurs US tech giants' AI investment pledges; experts urge London to prioritize AI inference apps
US President Donald Trump's three-day state visit to the United Kingdom (September 16-18) has become a showcase of America's technology clout, marked by the presence of Silicon Valley power players such as Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman. Their joint commitment to invest heavily in Britain's artificial intelligence (AI) infrastructure underscores Trump's push for "sovereign AI" development, a theme he has advanced throughout his recent visits to France and the Middle East.
Wednesday 17 September 2025
Tesla and Boston Dynamics redefine humanoid robots with lightweight materials
Tesla is upgrading its next-generation humanoid robot, Optimus, with a new focus on lightweight construction. Under Tesla's leadership, the robotics manufacturing sector is experiencing a trend toward slimming down robots by refining materials to reduce overall structure lighter. This translates into longer battery life, greater payload capacity, and enhanced precision.
Wednesday 17 September 2025
Nvidia's Jensen Huang reverses quantum strategy, bets billions on next computing era
Nvidia CEO Jensen Huang is making a big U-turn on quantum computing. After years of downplaying the technology's timeline, the tech titan is now pouring money into quantum startups.
Tuesday 16 September 2025
CoreWeave secures US$6.3B Nvidia deal to backstop AI cloud capacity
CoreWeave, the US AI data center operator, announced a US$6.3 billion deal with investor Nvidia that will guarantee demand for its cloud computing capacity through 2032.
Tuesday 16 September 2025
Intel China chairmanship changes hands: Wang Rui retires, Wang Zhicong takes over
Intel announced on September 16, 2025, that Dr. Wang Rui, chair of Intel China with more than 30 years at the company, will retire this month. The leadership transition has been underway since February 2025, when Wang Zhicong was named vice chairman to prepare for succession.
Tuesday 16 September 2025
YS Tech growth fueled by automotive, AI server sectors in 2025
Fan manufacturer Yen Sun Technology (YS Tech) expects solid operational growth for the full year of 2025. Despite challenges in August, such as European automakers entering their summer shipment offseason and cautious sentiment regarding US tariffs, automotive-related sales within China remained strong. Additionally, the ongoing artificial intelligence (AI) boom continues to drive demand for its high-end networking and IT products.
Tuesday 16 September 2025
South Korea's August ICT exports hit record high, Taiwan surge drives growth
South Korea's information and communications technology (ICT) exports in August 2025 reached a record high for the period compared to previous years. Due to rising memory semiconductor prices and increased investment in artificial intelligence server infrastructure, semiconductor export values also reached an all-time high.
Tuesday 16 September 2025
CSPs' shift to eSSDs set to cause QLC NAND Flash shortage by 2026
The increasing demand for big data storage driven by artificial intelligence data centers is expected to intensify a supply shortage of QLC NAND Flash memory, potentially resulting in a significant deficit by 2026. Major US cloud service providers are planning to replace traditional hard disk drives with enterprise-grade solid-state drives on a large scale starting in 2026, which will drive explosive growth in demand for high-capacity QLC SSDs. This transition is anticipated to narrow the price gap between SSDs and HDDs to roughly three times.
Tuesday 16 September 2025
Unprecedented AI boom pushes Quanta, Wistron, and peers into massive capacity build-up
Server ODMs are significantly expanding their production capabilities to meet the surging demand in the artificial intelligence (AI) market. Mike Yang, EVP at Quanta, revealed efforts to increase capacity at facilities in the US and Thailand, with a new plant in Mexico set to begin production in early 2026. The scale of orders has grown beyond prior expectations, driving this intensified expansion.
Tuesday 16 September 2025
AI data centers turn to high-voltage direct current as new power backbone
The global artificial intelligence (AI) boom is not only driving demand for AI servers and AI data center hardware construction but also pushing high-voltage direct current (HVDC) to become the future mainstream in power supply due to the AI sector's massive energy consumption. This shift is accelerating investments from power grids, heavy electrical equipment, and power supply manufacturers, while the technical and capital barriers are expected to trigger a new round of market shakeouts.
Monday 15 September 2025
Aurotek leans into AI robots for second growth curve, orders keep rising
Benefiting from the global labor shortage, Aurotek Corp. has accelerated its second growth curve through AI-driven intelligent robots, with orders on hand continuing to climb. Expanding demand for advanced processes and smart manufacturing has pushed Aurotek's cumulative revenue for the first eight months of 2025 to rise more than 50%.
Monday 15 September 2025
Quantum computing can solve AI energy consumption issues, says Wiwynn chair
Wiwynn chair and chief strategy officer Emily Hong said that the company is collaborating with silicon photonics companies to address the rapid increase in AI computing power. As computing power surges, energy consumption has become a major challenge, with industry players working to tackle this issue through cooling and other technologies. Hong believes that quantum computing could serve as a potential solution to the energy consumption problem.
Monday 15 September 2025
Google eyes Nvidia's turf with new TPU-as-a-service model

In a significant strategic pivot, Google is preparing to move its custom-built Tensor Processing Units (TPUs) beyond its own cloud infrastructure—marking a bold step toward monetizing its advanced AI chips through a "hardware-as-a-service" model, rather than traditional chip sales.

Monday 15 September 2025
Panasonic Industry to invest in new factory in Thailand for AI server materials
Panasonic Group's subsidiary, Panasonic Industry, announced plans to construct a new factory in central Thailand with an investment of JPY17 billion (approx. US$115 million). The facility will produce multilayer circuit board materials specifically designed for artificial intelligence (AI) servers, addressing the surging global demand driven by generative AI technologies.
Monday 15 September 2025
Weekly news roundup: Tech giants pivot and partner as AI demand collides with geopolitical reality
Below are the most-read DIGITIMES Asia stories from the week of September 8–September 14.
Monday 15 September 2025
Nvidia reportedly moving forward with SOCAMM2, Korean memory giants set to gain
Nvidia has reportedly abandoned its initial SOCAMM1 low-power DRAM module for AI workloads, shifting focus to SOCAMM2 with faster speeds and broader supplier collaboration, including Micron, Samsung, and SK Hynix. This move signals a strategic push to address technical challenges and advance AI memory solutions ahead of mass production in 2026.
Monday 15 September 2025
Ant Group debuts humanoid robot R1 in Shanghai, with cooking and caregiving skills
Shanghai-based Ant Lingbo Technology, a subsidiary of Ant Group, has introduced its first humanoid robot, the R1, at the Inclusion Conference in Shanghai. The robot demonstrated its ability to guide visitors, sort medicines, and cook meals during the event.
Monday 15 September 2025
Taiwan’s quantum push under review as progress slows
Ever since Academia Sinica announced a 5-qubit superconducting quantum computer in January 2024, and National Tsing Hua University unveiled a photonic quantum computer capable of integer factorization using just one photon in October 2024, Taiwan has seen no major breakthroughs in quantum computing research. in addition, no clear results have been obtained from the quantum computer purchased from the Finnish company IQM, and National Science and Technology Council (NSTC) officials have stated that they will soon conduct an on-site inspection of the IQM Spark in Taiwan.
Sunday 14 September 2025
Beyond the data center: Nvidia’s GB10 and DGX Spark mark a new phase in its AI strategy
At the recent Hot Chips 2025 conference, Nvidia detailed its latest GB10 system-on-chip (SoC) architecture, representing a miniaturized application of the Blackwell GPU architecture. Through collaboration with MediaTek, Nvidia integrated 20 Arm v9.2 CPU cores with a high-performance GPU into a single 2.5D package, creating a compact version of the Grace Blackwell platform.