Commentary: China's chip-model strategy pressures Nvidia's AI economics
Apr 28, 2026, 10:49 pm By Levi Li
The global AI industry is shifting into an inference cost war in 2026, with DeepSeek V4 accelerating…The AI funding loop: Cloud giants pour billions into Anthropic to sell it back compute
Apr 28, 2026, 10:45 pm By Jingyue Hsiao
Google has pledged up to US$40 billion to Anthropic — US$10 billion upfront and US$30 billion…AI token demand drives TSMC node expansion, buoying Taiwan's economy
Apr 28, 2026, 10:30 pm By Willis Ke
A global surge in artificial intelligence computing is accelerating demand for advanced…Taiwan logs record chip exports, AI demand outpaces geopolitical risk
Apr 28, 2026, 10:00 pm By Willis Ke
As the conflict involving the US, Israel, and Iran enters its second month, a fragile ceasefire has…Meta reportedly to cancel Manus acquisition as China clamps down on 'Singapore washing' in AI
Apr 28, 2026, 9:53 pm By Charlene Chen
After China's National Development and Reform Commission (NDRC) banned Meta's acquisition of AI…Osense develops baseball hawk-eye system to capture US$10 billion sports tech market
Apr 28, 2026, 9:45 pm By Eifeh Strom
Taiwanese artificial intelligence (AI) software company Osense Technology is targeting the rapidly…Taiwan makes its quantum move, rallying 18 companies
Apr 28, 2026, 9:30 pm By Sherri Wang
Quantum computing has long been regarded as one of the defining technology races of the coming…Huizuan Technology breaks ground on Thailand plant to scale high-end CPO, AI HDD and cooling
Apr 28, 2026, 8:55 pm By DIGITIMES
Superior Plating Technology announced a groundbreaking for a new factory in Ayutthaya, Thailand,…Faraday Technology posts profit decline in the first quarter as gross margin hits 13-quarter high
Apr 28, 2026, 8:49 pm By DIGITIMES
Faraday Technology reported consolidated revenue of NT$2.59 billion (US$82.4 million) in the first…NetApp inks four-year deal with Google Cloud to bring sovereign private clouds to air-gapped environments
Apr 28, 2026, 8:46 pm By DIGITIMES
NetApp signed a four-year enterprise agreement with Google Cloud to expand their collaboration and…Hotai warns hybrid vehicle shortages could persist through 2027 amid high oil prices
Apr 28, 2026, 8:44 pm By DIGITIMES
Hotai Motor said hybrid demand has surged as elevated oil prices pushed consumers toward…NXP beats expectations and lifts outlook on improving chip demand
Apr 28, 2026, 8:13 pm By DIGITIMES
NXP Semiconductors reported first-quarter fiscal 2026 revenue of US$3.18 billion, rising 12.2% year…Nvidia's LPX cabinet and Foxconn's supply lead reshape inference-era AI infrastructure
Apr 28, 2026, 8:12 pm By Jingyue Hsiao
The shift from model training to real-time inference, driven by open-source agent applications, is…Oracle moves Supermicro orders to Taiwan, elevating local server makers
Apr 28, 2026, 8:12 pm By Emily Kuo
Outsourcing by US cloud service providers (CSPs) has become an increasingly dominant trend, with…CPUs reclaim the core of AI architecture as multicore trend tightens substrate supply
Apr 28, 2026, 8:11 pm By Emily Kuo
Workloads are shifting from training to inference. In this transition, CPUs are regaining a central…Analysis: Taiwan's two major panel makers enter semiconductor packaging; CPO and FOPLP become key
Apr 28, 2026, 7:57 pm By Emily Kuo
Optical communication technology is shifting from traditional pluggable optics toward co-packaged…PCB industry urges four policy moves in Thailand expansion
Apr 28, 2026, 7:56 pm By Eifeh Strom
Amid global supply chain restructuring, Asia's PCB industry is moving toward closer regional…Memory test capacity stays high as substrate prices may rise in 2Q26
Apr 28, 2026, 7:56 pm By Charlene Chen
The memory industry cycle is on the upswing, driven by strong customer orders, rising OSAT prices,…China high-end AI accelerator market 2026: Localization trends, competitive landscape, and supply chain constraints
Apr 28, 2026, 5:03 am By DIGITIMESGovernment policies drive China's chip autonomy; 2026 Chinese cloud AI accelerator shipments to top…Nvidia signs record Bengaluru office lease as India AI push accelerates
Apr 28, 2026, 4:42 am By DIGITIMES
Nvidia has signed a 10-year lease for approximately 760,000 square feet of office space in…
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