News tagged AI at DIGITIMES

NEWS TAGGED AI

Friday 12 December 2025

Broadcom confirms fifth ASIC customer as custom AI chip business doubles

Broadcom is rapidly scaling its custom AI chip business, with CEO Hock Tan detailing a US$73 billion AI backlog, major new ASIC customers, and multi-billion-dollar XPU orders. The...

Friday 12 December 2025

Oracle's rising debt and capital spending in AI hardware push prompt mixed reactions

Oracle's fiscal second-quarter report for 2025 showed increased borrowing and shrinking free cash flow as the company expands from software into artificial intelligence (AI) hardware...

Friday 12 December 2025

AI server demand propels MLCCs into strategic role in passive components market

As the demand for cloud artificial intelligence (AI) infrastructure rapidly grows, multilayer ceramic capacitors (MLCCs) have emerged as one of the top cost contributors in AI server...

Friday 12 December 2025

Mistral AI introduces new open-source tools targeting software dev

French artificial intelligence startup Mistral AI has launched two new open-source models and a command-line interface tool designed for software developers, expanding its focus beyond...

Thursday 11 December 2025

Meta reportedly delays Llama successor, shifts to closed-source AI amid internal reorganization

Meta Platforms is reportedly delaying the release of its next-generation artificial intelligence (AI) model, Avocado, to the first quarter of 2026, according to sources cited by CNBC...

Thursday 11 December 2025

Nvidia says no concrete evidence yet in alleged DeepSeek GPU smuggling case

Chinese artificial intelligence startup DeepSeek is under scrutiny for allegedly circumventing US export restrictions by illegally acquiring thousands of Nvidia's Blackwell architecture...

Thursday 11 December 2025

UiPath highlights Taiwan's competitiveness in Asia-Pacific AI agent surge

Asia-Pacific enterprises are rapidly advancing AI adoption, with investments expected to grow from nearly US$90 billion in 2025 to US$176 billion by 2028, primarily focused on building...

Thursday 11 December 2025

Commentary: China's tech M&A unravels from EDA to compute

China's tech capital markets have slipped into a drawn-out, messy stretch, with multiple high-profile mergers either collapsing or failing to advance beyond early talks.

Thursday 11 December 2025

Oracle's AI cloud deal with OpenAI drives surge in obligations but raises debt concerns

Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights...

Thursday 11 December 2025

Oracle warns of rising depreciation strains as AI data-center buildout accelerates

Oracle's rapid expansion of AI data centers is intensifying concerns over depreciation and capital needs, prompting the company to outline new funding approaches and margin expectations...

Thursday 11 December 2025

Oracle’s 2Q earnings pop: Ampere divestiture drives profit surge, resets chip strategy

Oracle reports double-digit revenue growth in the second quarter of fiscal year 2026, with profit nearly doubling year over year after recording a gain from the sale of its stake...

Thursday 11 December 2025

FarEasTone taps satellite tech to bridge Indonesia's healthcare divide

FarEasTone (FET) has taken a major step in exporting its telemedicine capabilities abroad, announcing on Dec. 8 that it has signed a...

Thursday 11 December 2025

WITS breaks revenue record again with strong AI and internet-sector growth

WITS, formerly Wistron Information Technology and Services (Wistron ITS), reported consolidated revenue of NT$1.08 billion (approx. US$34.5...

Thursday 11 December 2025

Taiwan's Getac sees strong 2026 demand for rugged PCs despite memory shortages

Getac, the Taiwanese maker of rugged industrial computers, reported NT$3.62 billion (approx. US$116.1 million) in revenue for November...

Thursday 11 December 2025

MiTAC expands factories to meet strong AI order demand

Given ODM manufacturers' expansion plans, there are no signs of an AI bubble. MiTAC plans to bring four factories online in 2026. Its new plant at the Linkou headquarters can flexibly...

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