Nvidia's GTC 2025 has concluded with great fanfare, attracting global attention. CEO Jensen Huang transformed this serious AI conference into a carnival atmosphere, drawing nearly 30,000 attendees to the San Jose Convention Center
The combined revenue of Taiwan's major wafer foundry houses is anticipated to hit US$27.71 billion in the first quarter of 2025, a sequential decline of 5.8%. However, as AI/HPC chip demand continues to be strong and consumer electronics inventory is being gradually replenished, revenue in the second quarter is expected to rebound 5.7% quarterly to US$29.3 billion, according to DIGITIMES' quarterly report covering Taiwan's wafer foundry industry
In today's evolving global digital economy, submarine cables have emerged as crucial assets for tech giants seeking to dominate internet infrastructure through strategic investments and direct ownership
At Nvidia's GTC, robots once again took center stage. The BDX robot "Blue," inspired by "Star Wars," made a surprise appearance during CEO Jensen Huang's keynote speech, captivating the audience and sparking industry anticipation for significant advancements in humanoid robotic cognitive abilities
Submarine cables are crucial for global internet traffic, handling over 95% of data transmission. They enhance intercontinental connectivity, lower latency, and extend internet access, especially in regions with weaker infrastructure. TeleGeography reports over 600 submarine cable systems worldwide, including the 2Africa cable by companies like Meta and Vodafone, spanning 45,000 kilometers across three continents
China's advancements in manufacturing and technology have posed a threat to the US, leading it to adopt strategies that utilize trade wars and technological conflicts to contain China's development. It is unlikely that the US can completely decouple from China's industrial chain, economy, and trade, nor can Taiwan's economy be expected to fully disengage from China
Nvidia's GTC conference hit a new high in scale this year, and CEO Jensen Huang told reporters this afternoon that he had already attended 13 events the day before. Still brimming with energy—"like a lively dragon," as he put it—Huang capped the day by hosting Taiwan Night. The event featured 21 tables, where he wined and dined with key figures from Taiwan's supply chain, including ASUS Chairman Jonney Shih and Foxconn Chairman Young Liu
Former Premier of Taiwan Chuan Lin (2016-2017) once asked me, "Will the AI wave become a bubble?" I do not see any signs of a bubble. Perhaps you are thinking of the dot-com bubble, but did the internet bubble really burst? In the spring of 2000, internet stocks plummeted, and many startups closed down. However, the internet wave did not vanish; it even found greater opportunities after the launch of the iPhone in 2007. Today's AI wave is merely a new opportunity arising from the diverse connections of big data, cloud services, and more
As AI continues to attract widespread attention, the race to build large-scale data centers is ongoing. Regarding energy consumption, the power demand of hyperscale data centers has reached GW, equivalent to the output of a nuclear power unit
Samsung Electronics has struggled to retain the top-tier professionals it recruited in semiconductors, robotics, big data, and artificial intelligence (AI). The departure of these key talents points to a concerning pattern that industry watchers link to potential issues within Samsung's corporate culture and decision-making approach. As these specialized experts continue to leave, questions emerge about the company's ability to sustain innovation in critical technology sectors
As MWC 2025 concluded, industry observers are focusing on the evolution of next-generation communication technologies. This year's conference highlighted Non-Terrestrial Networks (NTN), with major telecom operators actively positioning themselves as related technologies continue to mature.
As the global electric vehicle (EV) market grows, key regions such as China, Europe, and the US face challenges due to high EV-per-charger ratios in direct current (DC) charging infrastructure since the imbalance has led to longer waiting times for EV owners, according to DIGITIMES' latest finding in its latest report, which added that the introduction of liquid-cooled ultrafast charging systems appears to have emerged as an optimal solution for high-power charging to address charging anxiety
While the global EV market continued to grow in 2024, the growth rate had slowed down with sales only reaching around 17 million units, a year-on-year increase of 25.5%. Although China maintained an overwhelming lead in the global market, the performances of the European and American markets were below expectations due to policies and weak demand, according to DIGITIMES' new global EV sales report
Intel has named Lip-Bu Tan as its new CEO, following a three-month search. The market has reacted positively to this appointment, but some insiders in the semiconductor supply chain remain skeptical. They express concern that as an outsider, Tan might find it challenging to initiate change at Intel, particularly in revitalizing its foundry business, without establishing clear goals
