DIGITIMES ICT news

Home Tech ICT

Aug 6

Unitree's impending IPO draws Meituan and Tencent as investors

Chinese robotics company Unitree is entering a critical stage in its initial public offering. The IPO is expected to raise about CNY4.2 billion (approximately US$622 million), while the company's post-listing valuation could range from CNY40 billion to CNY50 billion. It would become the first company on China's A-share market whose primary investment theme is humanoid robotics.

Analysis: SpaceX's first earnings call reveals machinery behind its infrastructure empire

Aug 6

Meta turns its engineers into trainers in coding race with Anthropic and OpenAI

Aug 6

Apple's CXMT play reportedly backfires on DUV limits, giving Samsung and SK Hynix more DRAM leverage

Aug 6

Microsoft's OpenAI disclosure reveals an unshakable dependency

Aug 6

MORE NEWS

SERVER, IPC, CLOUD COMPUTING, IOTWistron sees AI server growth accelerate in August; new HPE, Lenovo and Oracle orders add 4Q26 lift

Aug 7, 16:41

Wistron expects stronger AI server growth in August 2026 after reporting July revenue of NT$308.22 billion (approx. US$9.53 billion), down 4.2% month-over-month but up 60.8% year-over-year. Revenue for the first seven months reached NT$2.05 trillion, up 88.2% from a year earlier. The company expects AI server shipments to grow sequentially throughout the second half of 2026.

AIIbiden raises full-year profit forecast as AI server and substrate demand strengthens

Aug 7, 16:15

Ibiden said on August 4 that it raised its fiscal 2026 outlook after stronger-than-expected demand from generative AI and a recovery in the general-purpose server market lifted results in the first quarter. The Japan-based IC substrate maker now expects full-year net profit to rise, reversing an earlier forecast for a decline.

AIIntegrated ecosystems become focus of AI-driven smart vehicle development

Aug 7, 16:07

The global automobile industry has been at the cusp of a critical transition into electrification and smart technologies, and the focus of future competition in the industry will move beyond mere performance to software-hardware integration, smart applications, and the building of cross-industry ecosystems, according to Larry Chang, director of planning and research and head of automobile electrification outreach at the Mechanical and Mechatronics Systems Research Labs (MMSL) of the Industrial Technology Research Institute (ITRI).

SERVER, IPC, CLOUD COMPUTING, IOTAbu Dhabi sovereign wealth fund Mubadala weighs US$6.3B investment in Japan AI data center

Aug 7, 16:04

The United Arab Emirates is considering investing as much as JPY1 trillion (approx. US$6.3 billion) in a 500MW artificial intelligence data center in Akita Prefecture, according to Bloomberg. Abu Dhabi sovereign wealth fund Mubadala Investment is expected to lead the investment in a project that could become Japan's largest data center.

ICT MANUFACTURINGMalaysia weighs loosening rare earth export limits as global supply chase intensifies

Aug 7, 15:50

Malaysia is reviewing limits on unprocessed rare earth exports as investors seek access and governments worldwide race to secure strategic minerals. Any policy shift could affect supply chains far beyond Southeast Asia, shaping how global manufacturers, defense industries, and clean-energy firms source critical materials in an increasingly geopoliticized market.

SOFTWARE, BIG DATAChina launches review of Palo Alto Networks as trade tensions with US escalate

Aug 7, 15:34

China's cyberspace authority said it has begun to scrutinize products sold by US cybersecurity company Palo Alto Networks within the country, citing risks to national security and critical infrastructure in its decision. This takes place during a time of heightened tensions between the US and China over technology supply chains and AI advancements.

ICT MANUFACTURINGControlled scarcity: MP Materials builds America's rare earth answer while China keeps the heavies at home

Aug 7, 13:57

MP Materials' second quarter is best read as a status report on an industrial contest. On the one hand, China has tightened its grip on the parts of the rare earth chain that matter most for defense and high-performance motors. On the other hand, the US is paying to stand up a parallel supply chain inside a single company.

AIChinese AI firms shift toward monetization as LLM providers reportedly signal price increases

Aug 7, 12:48

Chinese large language model (LLM) developers are beginning to move away from aggressive price competition, with leading players reportedly introducing higher prices and new commercial licensing models as they seek more sustainable returns on growing AI investments.

SERVER, IPC, CLOUD COMPUTING, IOTUS optical transceiver ban risks slowing AI data center build-out

Aug 7, 12:44

A proposed US ban on new Chinese optical transceivers could disrupt the build-out of AI data centers before Western suppliers have enough capacity to replace Chinese production, raising the risk of higher costs, delayed cluster deployments and stranded GPU capacity.

ICT MANUFACTURINGInterview: Nvidia exec on progress of CPO production and pluggable optics

Aug 7, 12:12

Nvidia Senior Vice President of Networking Gilad Shainer said the company is building the key network architecture and optical interconnect technologies needed for AI factory deployments at scale, in a DIGITIMES interview ahead of the OCP APAC Summit on August 11-12, 2026. He said the biggest shift in AI factories is that the computing unit is no longer a single server but the entire data center, while Nvidia's announcement that co-packaged optics (CPO) switch has entered mass production signals a new round of upgrades for the optical communications industry and the AI networking market.

AIAnalysis: SpaceX's Nvidia exclusivity isn't a knock on AMD — it's a land grab in orbit

Aug 7, 11:49

SpaceX's earnings call — the first since its IPO disclosure — beat expectations on Aug 4, but the line that moved markets wasn't a revenue figure.

More coverage