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Friday 17 October 2025
AI expansion pushes HBM market towards $100 billion by 2028
As the AI ecosystem continues to expand, South Korean securities analysts predict the semiconductor industry's upward cycle will extend at least until after 2028. Samsung Electronics...
Wednesday 15 October 2025
Broadcom joins AI accelerator race with major OpenAI deal
Broadcom is jumping into the booming artificial intelligence chip market, striking a major deal to develop custom AI accelerators for OpenAI. The move positions Broadcom alongside...
Wednesday 15 October 2025
Global server shipment forecast, 2026 and beyond

Introduction

Wednesday 15 October 2025
Oracle picks AMD's MI450 GPUs to power next-gen AI supercluster
Oracle and AMD announced a major expansion of their partnership to support large-scale artificial intelligence (AI) computing, marking one of AMD's biggest supply deals for its upcoming...
Wednesday 15 October 2025
OCP Summit: Pegatron showcases next-gen AI and HPC server platforms
At the OCP Global Summit 2025 in San Jose, Pegatron showcased a comprehensive lineup focused on next-generation AI, HPC, and professional visual computing workloads. The company also...
Tuesday 14 October 2025
Beyond the rack: how OCP is wiring the world for AI
The Open Compute Project (OCP) Global Summit, held at the San Jose Convention Center, drew a record crowd of more than 11,000 participants, underscoring the event's growing importance...
Tuesday 14 October 2025
OCP Summit: AMD CTO projects US$500 billion AI market by 2028, calls openness 'fundamental' for scale
Open collaboration and shared standards will be essential to sustain the exponential growth of artificial intelligence (AI), AMD Chief Technology Officer and Executive Vice President...
Tuesday 14 October 2025
OCP Summit: Deepens AI focus with AMD, Arm, and Nvidia joining board
The Open Compute Project Foundation (OCP) opened its 2025 Global Summit with a pivot toward artificial intelligence, setting its sights on becoming the leading global platform for...
Monday 13 October 2025
Closed-loop AI frameworks may help enterprises address trust barriers in GenAI adoption, says research firm
OpenAI CEO Sam Altman has been a fixture in the headlines in the past two weeks, securing partnerships with AMD, Samsung Group, and SK Group, and signing a memorandum of understanding...
Monday 13 October 2025
Weekly news roundup: China pushes DUV breakthroughs, Intel and AMD weigh partnership, Arm CEO reflects on Nvidia's strategic pivot
Below are the top DIGITIMES Asia stories from October 6 to 12, 2025.
Wednesday 8 October 2025
OpenAI drives DRAM demand, accelerates top trio's HBM expansion
OpenAI has recently surged in influence by forging strategic partnerships with global AI leaders. Beyond close ties with Nvidia and AMD, OpenAI announced collaborations with Samsung...
Wednesday 8 October 2025
OpenAI reignites AMD ecosystem, boosting Taiwan supply chain prospects
OpenAI has recently intensified collaborations with chip suppliers, signing an AI GPU partnership with AMD following deals with Nvidia and Broadcom. This move revitalizes the previously...
Wednesday 8 October 2025
Boom or bubble: OpenAI's US$500 billion alliances will face make-or-break moment in 2H26
OpenAI has secured collaboration agreements with leading system and chip manufacturers, including Microsoft, Oracle, Nvidia, Broadcom, and AMD, as part of an extensive effort to expand...
Wednesday 8 October 2025
Commentary: The rising concerns surrounding AMD's alliance with OpenAI
AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights...
Wednesday 8 October 2025
OpenAI-AMD GPU pack intensifies AI hardware infrastructure expansion
OpenAI and AMD have reached a multi-year deal for up to 6GW of AI chips, starting with 1GW in 2026. This underscores infrastructure growth in generative AI, with Taiwan's supply chain...