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Wednesday 5 February 2025
Server ODM clients prep production shifts amid policy uncertainty
While US President Donald Trump's recent suspension of tariffs on Canada and Mexico aligns with his characteristic unpredictability, it has heightened concerns about future trade...
Wednesday 5 February 2025
Google Cloud revenue slows amid intensifying AI competition
Alphabet's most recent earnings report indicates that its cloud business is beginning to show signs of slowing amidst growing competition in the AI sector. Nevertheless, the company...
Wednesday 5 February 2025
Alphabet acknowledges DeepSeek's advancements, stresses competitive edge in AI efficiency
Alphabet is intensifying its focus on AI by allocating more resources and integrating AI into its products. Consequently, the company has decided to increase its capex. This decision...
Wednesday 5 February 2025
AMD forecasts slower sequential growth in 2025 despite record 2024 earnings
In the most recent earnings call, AMD revealed expectations of a deceleration in revenue growth. CEO Lisa Su explained the slowdown as a result of seasonal factors, yet she expressed...
Wednesday 5 February 2025
AMD warns of a weaker-than-expected 1Q25 data center outlook amid Nvidia's AI dominance
Despite a strong performance in its financial performance, AMD expects first-quarter data center sales that may fall short of expectations, raising doubts about AMD's competitiveness...
Wednesday 5 February 2025
AMD caught between Broadcom and Nvidia as custom chip trend gains momentum
Advanced Micro Devices (AMD) will release its fourth-quarter 2024 financial results on February 4. As leading tech firms ramp up investments in custom chip development, industry analysts...
Wednesday 5 February 2025
DeepSeek's meteoric rise: China's AI power play reshaping global competition
DeepSeek's rapid ascent highlights China's growing dominance in AI. Supported by a robust ecosystem of domestic technology and resources, the startup reflects the nation's drive to...
Wednesday 5 February 2025
India, Europe diverge from the US on DeepSeek, igniting AI ambitions
Hangzhou-based AI startup DeepSeek has made global waves with the launch of its large language model (LLM). While US mainstream media remains largely critical, international coverage—especially...
Wednesday 5 February 2025
TSMC launches 5-year CoWoS expansion; bolsters Nvidia's AI dominance amid DeepSeek challenge
The global political and economic landscape is characterized by volatility; nevertheless, sources within the semiconductor industry suggest that TSMC's expansion strategy for advanced...
Tuesday 4 February 2025
Samsung optimistic for 2025 with launch of Galaxy S25
Samsung Electronics (Samsung) has made pre-ordering for the Galaxy S25 series available in Taiwan. According to Jacob Chen, president of Samsung Taiwan's Mobile Communications Division,...
Tuesday 4 February 2025
Nvidia faces challenges as DeepSeek disrupts AI market ahead of 1Q25 earnings
Nvidia's stock value has declined sharply in recent days following the emergence of Chinese AI startup DeepSeek, resulting in a substantial decrease in its market capitalization....
Tuesday 4 February 2025
South Korean industry skeptical of DeepSeek's AI cost claims
DeepSeek, a Chinese artificial intelligence (AI) startup, has stirred industry discussion with the announcement of its new "high-efficiency AI" model. The company claims this new...
Tuesday 4 February 2025
Where do Nvidia and TSMC fit in Trump's 'Made in America' vision?
Nvidia CEO Jensen Huang, who was notably absent from Donald Trump's inauguration, visited the White House on January 31, 2025, for a meeting with the US president. According to The...
Tuesday 4 February 2025
DIGITIMES exclusive: Samsung Taiwan confirms participation in Computex; first time in 13 years
With the advent of the artificial intelligence (AI) era, Taiwan's industrial ecosystem has become increasingly significant. Samsung Electronics (Samsung), which previously prioritized...
Tuesday 4 February 2025
Rise of DeepSeek brings new opportunities, according to component suppliers
Component manufacturers foresee that the emergence of DeepSeek may attract the interest of additional enterprises engaged in innovative AI applications, stimulate the advancement...