DIGITIMESAsia

12/05/2026

set out to build xAI to "understand the universe." Three years later, he shut it down and handed its massive AI compute power to , a pivot that reveals just how fierce (and expensive) the AGI race has become.

On May 6, Elon Musk was in several places at once: confronting OpenAI in court, announcing on X that xAI would no longer operate as an independent company, and handing over a large share of his AI compute to another AI firm, Anthropic. Three years after Musk gathered 12 researchers from DeepMind, Go...

11/05/2026

is expanding its influence beyond AI chips and deeper into the infrastructure layer, announcing a strategic partnership with AI cloud and data center operator to deploy up to 5 gigawatts of AI infrastructure globally.

Nvidia is expanding its influence beyond AI chips and deeper into the infrastructure layer underpinning the global artificial intelligence boom, announcing a strategic partnership with AI cloud and data center operator IREN to deploy up to 5 gigawatts of AI infrastructure globally.

11/05/2026

[Tech Forum] AI on Air 🔥 How many ways are there to experience Tech Forum? 🌍

The Tech Forum live streaming program gives you unlimited access to the forum’s key insights and industry analysis—anytime, anywhere.

With the live streaming pass, you’ll get:
⭐ Full forum sessions
⭐ Expert speaker insights
⭐ The latest industry trends
Stay connected to the pulse of global technology through Tech Forum live streaming 🌐

▶️ Please refer to the link below for the full agenda, speaker lineup, and registration passes

[About Tech Forum]
Tech Forum is where we break down modern complexities into practical strategies. Bringing together DIGITIMES’ analysts, ace correspondents, and global technology leaders, Tech Forum is more than just a conference—it is an observatory connecting the frontlines of the industry with the core decision-making. Tech Forum goes beyond simple observations. It analyzes market trends, strategies, and the shifts shaping the future of technology.

08/05/2026

[Tech Forum] AI on Air 🔥 Deep Dive Into 4 Key Topics

Get exclusive access to the complete COMPUTEX trend presentation materials through our livestream.

From the next wave of AI transformation to the technologies redefining global industries—explore trends across AI servers, power infrastructure, thermal management, Physical AI, Edge AI, and low-earth orbit satellites all in one place.
🚀 𝟰 key topics, 𝟏 complete view of how technology is reshaping industries' future

Join this premier gathering of industry leaders and explore global competitiveness in the age of AI Agents 💪
Don’t miss your chance—register now and be part of the transformation.🔥


[About Tech Forum]
Tech Forum is where we break down modern complexities into practical strategies. Bringing together DIGITIMES’ analysts, ace correspondents, and global technology leaders, Tech Forum is more than just a conference—it is an observatory connecting the frontlines of the industry with the core decision-making. Tech Forum goes beyond simple observations. It analyzes market trends, strategies, and the shifts shaping the future of technology.

08/05/2026

Taiwan remained the largest foreign delegation at the Department of Commerce's SelectUSA Investment Summit for a third straight year, with indicating it may further expand its US investment footprint.

Taiwan remained the largest foreign delegation at the US Department of Commerce's SelectUSA Investment Summit for a third straight year, with TSMC indicating it may further expand its US investment footprint amid rising demand for advanced semiconductor manufacturing and AI infrastructure.

08/05/2026

The "winner-takes-all" crown in China's AI chip war? Right now it belongs to Huawei.

With US high-end AI chips harder to get, China's market is splitting into:
1️⃣ Third-party ASICs
2️⃣ CSP in-house ASICs
3️⃣ Domestic GPUs

But market share isn't even close. DIGITIMES projects Huawei will grab 50%+ of China's AI accelerator market in 2026. leaving rivals like Cambricon, T-Head, Kunlunxin, and Hygon in the dust.

Why Huawei? Two things: Full-stack, system-level integration.
They're syncing chips, advanced packaging, memory, interconnects, and software into one vertically integrated ecosystem. That’s what wins big enterprise deals.

This isn't about substituting Nvidia anymore. China is building its own AI computing architecture from the ground up.

Curious how the other camps are fighting back? The numbers and strategies are in the latest DIGITIMES report 👇
https://dgt.ms/reportCNChip_f1

07/05/2026

Over the past decade, market assessments of have been confined to ex*****on in advanced processes. However, things have shifted.

The defining question in 2026 is now: who can integrate 4, 8, or even up to 17 chiplets into a single package?

Over the past decade, market assessments of Intel have largely been confined to a single lens: ex*****on in advanced process technology. By that metric, Intel has struggled, with delays in 10nm and setbacks at the 7nm node, leading to the loss of Apple's chip orders. This view assumes that semicondu...

06/05/2026

CEO Charles Liang used the opening of his fiscal 3Q26 earnings call to address a topic unrelated to revenue or margins: the DOJ indictment of former employees for allegedly smuggling AI servers equipped with Nvidia GPUs to China.

Supermicro CEO Charles Liang used the opening of his fiscal third quarter of 2026 earnings call to address a topic unrelated to revenue or margins: the DOJ indictment of former employees for allegedly smuggling AI servers equipped with Nvidia GPUs to China through Southeast Asian transshipment netwo...

05/05/2026

is exploring a significant shift in its semiconductor supply chain, holding early discussions with and to produce its main processors. The move would mark a potential diversification away from its long-standing reliance on TSMC

Apple is exploring a significant shift in its semiconductor supply chain, holding early discussions with Intel and Samsung Electronics to produce the main processors used in its devices, according to . The move would mark a potential diversification away from its long-standing reliance on TSMC, Appl...

05/05/2026

Advanced packaging.
Not a sidekick anymore.
$80B by 2030.
And it’s not just Taiwan now.

📍Malaysia by 2026: Fastest mover. Taking overflow capacity thanks to its existing OSAT ecosystem
📍 USA by 2028: Tons of new plants coming online. Building its own packaging hub
📍 Japan & Korea 2029+: Playing the long game with next-gen tech like glass substrates

The line between fab and packaging? Gone.
A new equipment buying cycle? Started.

Are you tracking it?
Deep dive here 👉 https://dgt.ms/report25D3D_fb1

04/05/2026

A looming at Electronics is exposing deeper fractures than a typical labor dispute, with widening pay gaps, divisional tensions, and a controversial bonus structure converging into a broader test of how AI-era profits are distributed.

A looming strike at Samsung Electronics is exposing deeper fractures than a typical labor dispute, with widening pay gaps, divisional tensions, and a controversial bonus structure converging into a broader test of how AI-era profits are distributed inside one of the world's most critical semiconduct...