Nvidia's copper-to-fiber AI shift boosts China's optical plays
May 11, 2026, 10:18 pm By Levi Li
Nvidia is deepening its partnership with US fiber-optics maker Corning, with plans to replace copper…Ichia targets optical communications growth with Evercast Precision investment
May 11, 2026, 10:06 pm By Jingyue Hsiao
Ichia Technologies announced on May 11 that it plans to make a cash-based strategic investment in…Intel's revival secret: Suppliers with TSMC's stamp of approval
May 11, 2026, 9:48 pm By Joseph(C) Chen
With TSMC capacity under mounting supply-demand pressure, Intel — once written off by many as a…Arm's AGI CPU demand surges as supply constraints loom
May 11, 2026, 9:31 pm By Jingyue Hsiao
Arm is preparing to expand beyond its traditional IP licensing business by introducing data center…Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight
May 11, 2026, 8:44 pm By Jingyue Hsiao
TSMC is facing fierce customer competition and supply shortages as demand surges for artificial…Commentary: Musk's xAI exit shows Anthropic's AI strength
May 11, 2026, 8:43 pm By Lily Hess
On May 6, Elon Musk was in several places at once: confronting OpenAI in court, announcing on X that…Research insight: Taiwan's auto tech pushes beyond components into autonomous systems
May 11, 2026, 8:43 pm By Elaine Chen
A DIGITIMES Research observation at the 2026 Taipei International Auto Electronics Show found that…Commentary: SEA semiconductor industry pivots towards AI as a strategic hub
May 11, 2026, 8:43 pm By Charlene Chen
SEMICON SEA 2026 drew heavy crowds, underscoring Southeast Asia's emergence as an indispensable…Transcend chair sees AI memory supercycle
May 11, 2026, 5:45 am By Lily Hess
AI will bring an epochal technology revolution, as did the invention of steam power and electricity,…Samsung strike threat puts memory output at risk as 18-day walkout looms
May 11, 2026, 5:14 am By DIGITIMES
A planned 18-day strike at Samsung Electronics is shifting investor attention from labor…Taiwan ranks among top 20 markets as AI adoption surges, Microsoft says
May 11, 2026, 5:00 am By DIGITIMES
Microsoft's AI Economy Institute released a global update showing rapid growth in generative AI use…Advantech April revenue hits record as edge AI surges
May 11, 2026, 4:51 am By Lily Hess
Advantech posted a fresh monthly revenue record in April 2026 as rising demand for edge AI…AI data center spending frenzy ignites Sunon's next cooling windfall
May 11, 2026, 4:34 am By Levi Li
Sunonwealth Electric Machine Industry (Sunon) said surging global investment in AI infrastructure is…Delta Electronics rides AI power, liquid cooling boom to another strong month
May 11, 2026, 4:19 am By Levi Li
Continuing the strong growth trajectory seen in the first quarter of 2026, Delta Electronics…For India's chip dream, Lam Research points beyond fabs
May 11, 2026, 3:39 am By DIGITIMES
As India's semiconductor ambitions move from policy announcements to execution, Lam Research sees…China's cybersecurity AI charges ahead despite US model lockout
May 11, 2026, 3:28 am By DIGITIMES
AI is upending the world of cybersecurity, as more capable models and agentic capabilities bring…DeepSeek's US$7bn funding bid puts China's AI race on notice
May 11, 2026, 3:14 am By DIGITIMES
Chinese AI startup DeepSeek is seeking to raise as much as CNY50 billion (US$7.35 billion) in its…Analysis: Intel's Apple deal boosts CEO Tan's turnaround, but hard part still lies ahead
May 11, 2026, 3:10 am By DIGITIMES
Intel's reported preliminary agreement to manufacture some chips for Apple devices would mark a…Taiwan backs military-civilian cyber tech to counter AI attacks
May 11, 2026, 2:35 am By Kevin Wang
AI smartphones from Chinese brands are widely available in Taiwan, yet AI text summarization…Memory bottlenecks threaten data-center GPU efficiency as AI inference scales, says Micron SVP
May 11, 2026, 12:35 am By Jingyue Hsiao
Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a…
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