As next-generation AI server platforms enter volume deployment, supply chain constraints are extending beyond high-bandwidth memory (HBM). Bottlenecks are increasingly emerging in printed circuit boards (PCBs) and critical upstream materials, according to DIGITIMES analysis

While the global EV market shifts gears into a phase of slower, regionally fragmented growth (15.2%) as subsidies fade, the edge AI chip sector is aggressively evolving. DIGITIMES observes a clear bifurcation in semiconductor strategies: startups are now splitting between cost-effective mature nodes and high-risk, high-performance bets on sub-5nm processes to meet surging computing demands

Nvidia unveiled its Alpamayo family at CES 2026, introducing a suite that includes the open-source AI model Alpamayo 1, the AlpaSim simulation framework, and Physical AI Open Datasets. Alpamayo 1 centers on chain-of-thought reasoning and vision-language-action (VLA) inference models designed for autonomous driving applications

As electric vehicles and autonomous driving technologies spread rapidly, and as automotive electrical and electronic (E/E) architectures grow more centralized, the value of semiconductors embedded in each vehicle is rising sharply. According to an analysis by DIGITIMES, the average semiconductor content per car is expected to increase from about US$759 in 2024 to US$1,332 by 2030

On December 10, 2025, Qualcomm Inc. disclosed its acquisition of Ventana Micro Systems in the US without revealing the deal's financial terms or completion date. The company highlighted that the move would reinforce its global leadership in the RISC-V ecosystem and improve its CPU development capabilities, complementing its existing Oryon custom CPU team

DIGITIMES has recently published three latest research reports regarding Qualcomm's cloud AI ASIC business strategy for 2026, the status of the worldwide top-3 memory makers, plus the latest trends of the memory industry, and an update to DIGITIMES' estimate of global smartphone shipments in 2026 as a result of ongoing price hikes of memory

After attending the 2025 Guangzhou Auto Show, DIGITIMES analyzed the latest strategies unveiled by leading automakers and suppliers in two pivotal areas: energy replenishment technologies and advanced intelligent driving. The conclusion was hard to miss. Chinese carmakers have accumulated deep technical capabilities in both domains and are moving steadily toward a long-held ambition: making electric vehicles refuel as quickly as gasoline cars, while bringing high-level autonomous driving into everyday use

SpaceX is widely expected to pursue an initial public offering in mid to late 2026. In anticipation, investors have increasingly tied the company's long-term growth story to the idea of orbital—or space-based—data centers, making the concept one of the most closely watched themes in capital markets

According to the latest report published by DIGITIMES Asia, global data center AI chip shipments are projected to grow from 30.5 million units in 2024 to 53.4 million units in 2030. This data center AI chip category includes high-end and mid-range GPUs, application-specific AI chips (such as Google's TPUs), AI server CPUs, and networking/interconnect-related chips (e.g., Switch ASICs/rack-scale-up Interconnect Chips/DPUs & NICs)

The 2025 Guangzhou International Automobile Exhibition concluded on Nov. 30, offering one of the clearest snapshots yet of where China's auto market is headed. After an on-site review of the show, DIGITIMES identified three defining trends for China's 2025 model-year vehicles: the rise of 800V high-voltage architectures, the rapid adoption of roof-mounted front LiDAR, and the emergence of multi-screen cabins. Together, these features are becoming essential for any carmaker hoping to compete in the world's largest auto market

With the advent of 5G-Advanced (5.5G) in 2024, the journey toward 6G is swiftly approaching. Non-terrestrial networks (NTN) have become a key transformative force in the future of communications. By expanding network coverage from terrestrial to aerial and space domains, NTN not only paves the way for "ubiquitous connectivity," a central objective of 6G, but also signifies a crucial milestone in the convergence of the telecommunications and aerospace sectors

SpaceX continues to dominate the low Earth orbit (LEO) satellite communications market, but other US companies are advancing with distinct strategies aimed at capturing emerging opportunities in the rapidly evolving space connectivity sector

The development of the hydrogen energy industry has been driven by demand from application sectors, including scenarios ranging from hydrogen vehicles to power usage. Although global hydrogen vehicle sales have declined over the past two years, Japan has remained committed to promoting hydrogen fuel cell commercial vehicles and even expanding trials of natural gas-hydrogen blended combustion power generation

The US satellite industry has evolved over nearly seven decades through sustained investment from NASA and the Department of Defense (DoD). Early NASA commercial resupply and launch contracts also enabled SpaceX to build its technological and financial foundation, setting the stage for its dominance in the New Space era

SoftBank Group's agreement to acquire the robotics division of Switzerland's ABB for approximately US$5.4 billion is a significant strategic move. The deal highlights Japan's increasing dominance in industrial automation and simultaneously marks a substantial withdrawal for Europe from the rapidly evolving, AI-driven robotics race