AI server tracker: Taiwan's rack supply chain reveals where the AI buildout is accelerating
Sep 10, 2026, 10:55 pm By DIGITIMES
The three Taiwanese supply chain categories closest to the physical AI rack — thermal, power…Anthropic disrupts Chinese AI firms' attempts to extract Claude capabilities
Sep 10, 2026, 10:37 pm By DIGITIMES
Anthropic has disrupted a series of operations in which Chinese AI companies allegedly used its…Pentagon reportedly weighs US$5B loan to AI infrastructure startup Fluidstack
Sep 10, 2026, 10:25 pm By DIGITIMES
The US Pentagon is in talks to provide about US$5 billion in financing to AI cloud-computing startup…Jensen Huang bets Nvidia's next leg of growth on turning AI compute into an investable asset
Sep 10, 2026, 10:16 pm By DIGITIMES
Jensen Huang used a Goldman Sachs conference appearance to argue that the constraints on AI's…Nvidia's US$13 billion Hugging Face deal bets physical AI can start at US$400, not US$40,000
Sep 10, 2026, 9:58 pm By DIGITIMES
Humanoid robotics has become one of the most visible fronts of the physical-AI race, but the…Oracle turns its AI build-out into a delivery number, and the cost lands where management said it would
Sep 10, 2026, 9:57 pm By DIGITIMES
Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI…Oracle's AI cloud build-out is now rewriting its cost structure
Sep 10, 2026, 9:57 pm By DIGITIMES
Oracle has passed the point where its artificial-intelligence infrastructure business is large…AI server tracker: Taiwan's August filings say demand is still accelerating
Sep 10, 2026, 9:54 pm By DIGITIMES
The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch…Apple makes the hinge, not the screen, the centerpiece of its first foldable
Sep 10, 2026, 8:31 pm By DIGITIMES
Apple has built its first foldable around a component nobody sees. The iPhone Duo, unveiled 9…Taiwan startup taps CMOS infrared chips to give robots an electronic 'nose'
Sep 10, 2026, 6:07 pm By Scarlett Yu
Breaking from the industry's mainstream reliance on III-V compound semiconductors, Taiwanese startup…Rayzher rides semiconductor fab buildout to record revenue
Sep 10, 2026, 6:07 pm By DIGITIMES
Rayzher Industrial, a high-tech factory gas supply system solutions provider, reported consolidated…China's Shenzhen Kaifa plans CNY1.85 billion expansion for high-end memory packaging and testing
Sep 10, 2026, 6:04 pm By DIGITIMES
Chinese electronics manufacturer Shenzhen Kaifa Technology, also known as Shenzhen Kaifa or Kaifa,…GPU economics face pressure as token prices fall, d-Matrix says
Sep 10, 2026, 6:03 pm By DIGITIMES
Falling token prices are putting pressure on the economics of GPU-based AI inference, potentially…Samsung, SK Hynix eye 2028 High-NA DRAM rollout
Sep 10, 2026, 5:56 pm By DIGITIMES
SK Hynix is targeting 2028 to apply High-NA extreme ultraviolet lithography to DRAM mass production…Global IC substrate market to surge 32% to US$19.5 billion in 2026 as Taiwan, Korea lead ABF, BT
Sep 10, 2026, 5:56 pm By Scarlett Yu
Rising demand for generative AI, high-performance computing (HPC), and data center buildouts is…Nuvoton sees robots driving MCU demand over next decade
Sep 10, 2026, 5:53 pm By Sherri Wang
Nuvoton Technology sees robots and other physical AI applications becoming an important source of…Academia Sinica to open 8-inch quantum chip platform in September 2026
Sep 10, 2026, 5:53 pm By Charlene Chen
Academia Sinica's Quantum Chip Fabrication Space (QC-Fab) in Tainan will open to external users at…ITRI to showcase 3.2T silicon photonics and AI data center cooling
Sep 10, 2026, 8:29 am By DIGITIMES
Taiwan's 2026 Innovation Technology Expo will run from September 17 to 19 at Taipei World Trade…Taiwan pushes smart health care partnerships at Singapore medical trade show
Sep 10, 2026, 7:27 am By DIGITIMES
Taiwan's National Science and Technology Council recently led hospitals and smart health care…Meta loses key AI researcher after billion-dollar hiring push
Sep 10, 2026, 6:26 am By DIGITIMES
Meta said on September 9 that AI researcher Andrew Tulloch will leave the company after less than a…
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