Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war
May 25, 2026, 1:50 am By DIGITIMES
Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan…Kawasaki opens Silicon Valley physical AI center, deepening Nvidia ties
May 25, 2026, 1:42 am By DIGITIMES
Kawasaki Heavy Industries has opened the Kawasaki Physical AI Center in San Jose to accelerate…Blue Origin to expand Rocket Park campus in Florida with US$600 million investment
May 25, 2026, 1:40 am By DIGITIMES
Blue Origin will expand its Rocket Park campus at the Cape Canaveral Spaceport in Florida with a…Lam Research CEO: New fabs alone will not solve chip bottlenecks
May 25, 2026, 1:36 am By Sherri Wang
Lam Research CEO Tim Archer said artificial intelligence and robotics can help chipmakers improve…Nvidia's Vera CPU push lifts LPDDR outlook for Samsung, SK Hynix
May 25, 2026, 1:03 am By DIGITIMES
Nvidia's decision to sell its Vera CPU as a standalone chip could create a new source of demand for…Foxtron advances full-stack EV vision at 2026 shareholder meeting
May 25, 2026, 1:01 am By Elaine Chen
Foxtron Vehicle Technologies convened its 2026 annual shareholder meeting on May 22, where Chairman…AI servers drive order growth; Weltrend's fan motor driver IC visibility strong
May 25, 2026, 1:00 am By Emily Kuo
At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an…Geopolitics and AI push US energy storage to record-breaking quarter
May 25, 2026, 12:54 am By DIGITIMES
The US energy storage industry achieved its most successful first quarter of 2026 to date, driven by…From tech glasses to AI gateways: Smart eyewear becomes the entry point for AI agents
May 25, 2026, 12:17 am By DIGITIMESLightweight and affordable smart glasses are gradually becoming popular, with related brands and…India's electronics manufacturers seek higher-margin businesses as smartphone slowdown shrinks profits
May 25, 2026, 12:10 am By DIGITIMES
India's electronics manufacturing industry, which has emerged as the world's second-largest mobile…AUO eyes MicroLED for short-range optical interconnects, potentially shifting data center wiring and power dynamics
May 24, 2026, 11:55 pm By Jingyue Hsiao
MicroLED short-range optical interconnects are attracting global R&D investment for their low power…Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains
May 24, 2026, 11:50 pm By Lily Hess
Anthropic has reportedly approached Microsoft about renting AI computing power running on…Topco and Bloom Energy install Taiwan's first on-site SOFC low-carbon data center power system
May 24, 2026, 11:48 pm By DIGITIMES
Topco Energy Service, a Topco Group unit, and Bloom Energy installed a 2.6MW solid oxide fuel cell…AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers
May 24, 2026, 11:45 pm By Levi Li
The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is…Weekly news roundup: TSMC faces its first real rivals; Agibot claims 100% success rate in factory deployment
May 24, 2026, 10:45 pm By DIGITIMES
Below are the most-read DIGITIMES Asia stories from the week of May 18-24, 2026:Huawei targets AI optical networking with InP chip startup investment
May 24, 2026, 10:32 pm By Levi Li
Huawei is expanding deeper into AI optical networking and silicon photonics (SiPh) through a new…Singapore launches physical AI testbed at Punggol Digital District
May 24, 2026, 10:20 pm By DIGITIMES
Singapore will launch a new testbed at the Punggol Digital District (PDD) later in 2026 to research,…BOE seeks Galaxy S27 OLED panel order by undercutting Samsung Display by US$5
May 24, 2026, 10:13 pm By Eifeh Strom
China-based BOE Technology Group is reportedly looking to supply OLED panels for the standard model…Manus eyes US$1 billion buyback after Beijing blocks Meta deal
May 24, 2026, 9:52 pm By Eifeh Strom
Chinese artificial intelligence (AI) startup Manus is reportedly evaluating a US$1 billion…Samsung Electro-Mechanics secures large silicon capacitor supply contract
May 24, 2026, 9:38 pm By DIGITIMES
Samsung Electro-Mechanics (Semco)'s KRW1.5 trillion (approx. US$990 million) silicon capacitor…
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