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News

DIGITIMES
digitimes.com > news > a20/26/0911VL203 > jensen-huang-nvidia-goldman-sachs-growth-silicon.html

Jensen Huang bets Nvidia's next leg of growth on turning AI compute into an investable asset

2+ day, 6+ hour ago   (120+ words) digitimes Jensen Huang bets Nvidia's next leg of growth on turning AI compute into an investable asset Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace,…...

DIGITIMES
digitimes.com > news > a20/26/0911VL204 > ai-server-revenue-taipei-materials.html

AI server tracker: Taiwan's August filings say demand is still accelerating

2+ day, 6+ hour ago   (186+ words) The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies spanning AI server assembly, cooling, power, substrates, materials, networking, test, and optics…...

DIGITIMES
digitimes.com > news > a20/26/0910VL222 > gpu-ai-inference-nvidia-dram-data-center.html

GPU economics face pressure as token prices fall, d-Matrix says

2+ day, 10+ hour ago   (169+ words) digitimes GPU economics face pressure as token prices fall, d-Matrix says d-Matrix Vice President Chris Nicol presents an inference cost model at the SEMICON Taiwan 2026 Memory Executive Summit. Credit: Sherri Wang Falling token prices are putting pressure on the economics…...

DIGITIMES
digitimes.com > news > a20/26/0910PD234 > nvidia-antitrust-groq-probe-technology.html

US Justice Department probes Nvidia-Groq deal over antitrust concerns

3+ day, 32+ min ago   (107+ words) digitimes US Justice Department probes Nvidia-Groq deal over antitrust concerns Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - Google's v10 TPU opens door to AMD…...

DIGITIMES
digitimes.com > news > a20/26/0910PD216 > loongson-cpu-gpu-development-technology.html

Loongson raises funds to expand CPU and GPU development as AI inference boosts domestic chip plans

3+ day, 4+ hour ago   (127+ words) digitimes Loongson raises funds to expand CPU and GPU development as AI inference boosts domestic chip plans Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace,…...

DIGITIMES
digitimes.com > news > a20/26/0908PD239 > asia-revenue-demand-asic-2026.html

Asia Vital revenue hits record as US CSP ASIC server demand climbs

4+ day, 2+ hour ago   (114+ words) digitimes Asia Vital revenue hits record as US CSP ASIC server demand climbs Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - OCP APAC 2026: TSMC…...

DIGITIMES
digitimes.com > news > a20/26/0908PD226 > partnership-bandwidth-ip-3d-performance.html

Backed by Nanya partnership, PieceMakers eyes AI memory upgrade boom

4+ day, 8+ hour ago   (170+ words) As AI compute requirements scale, memory bandwidth has become a primary bottleneck governing system performance. PieceMakers Technology, which maintains a strategic partnership with Nanya Technology, is slated to debut on Taiwan's Emerging Stock Board on September 16, 2026. Leveraging 3D stacking and Near…...

DIGITIMES
digitimes.com > news > a20/26/0907PD219 > itri-realtek-wi-fi-communications-nvidia.html

Realtek expands Wi-Fi 8, optical communications, ASICs, keeps Nvidia partnership low-profile

4+ day, 8+ hour ago   (162+ words) digitimes Realtek expands Wi-Fi 8, optical communications, ASICs, keeps Nvidia partnership low-profile Realtek chairman Chiu Shun-chien. Credit: DIGITIMES ITRI held its 15th Laureate Ceremony on September 7, honoring three new laureates in 2026: TSMC executive vice president and co-COO Y.P. Chyn, Realtek chairman Sun-Chien Chiu,…...

DIGITIMES
digitimes.com > news > a20/26/0908PD243 > twm-ai-solutions-governance-infrastructure-2026.html

Taiwan Mobile moves into enterprise AI integration with Systex

4+ day, 8+ hour ago   (116+ words) digitimes Taiwan Mobile moves into enterprise AI integration with Systex Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - OCP APAC 2026: TSMC tackles CoWoS material…...

DIGITIMES
digitimes.com > news > a20/26/0907PD242 > adata-team-group-memory-module-inventory-revenue-2027.html

Adata, Team Group post record August revenue as memory module makers build inventory for 2027

5+ day, 6+ hour ago   (118+ words) digitimes.com Adata, Team Group post record August revenue as memory module makers build inventory for 2027 Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense…...