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Tuesday 9 December 2025
Google and Microsoft prioritize speed over cost as CSPs scramble for memory
A major memory shortage is hitting the industry as the supply-demand gap widens. Some upstream memory manufacturers are prioritizing server shipments, while other companies have been...
Tuesday 9 December 2025
Samsung moves up Pyeongtaek Phase 4 timeline in aggressive HBM4 push
Samsung Electronics, fresh off completing sixth-generation HBM4 development, is reportedly accelerating DRAM capacity expansion in a renewed effort to reclaim leadership in AI memo...
Tuesday 9 December 2025
Google TPU demand remains strong, but CoWoS and memory cap 2026 production
Google's TPU demand is expected to stay high through 2027, driven by AI applications like Gemini. However, production growth in 2026 may be limited by advanced packaging (CoWoS) and...
Tuesday 9 December 2025
Google to launch AI-powered smart glasses in 2026 as competition in wearable AI intensifies
Google said it plans to introduce its first AI-enabled smart glasses in 2026, expanding its push into consumer AI devices and positioning itself against rivals such as Meta. The company...
Monday 8 December 2025
India reviews proposal to make smartphone location tracking permanently active
India is reviewing a proposal that would require smartphone makers to keep satellite-assisted location tracking permanently enabled on all devices, triggering strong pushback from...
Monday 8 December 2025
OpenAI’s next frontier? Altman explores a space detour with Stoke Space
OpenAI CEO Sam Altman has reportedly engaged in discussions to invest in or acquire Stoke Space, a rocket manufacturer, aiming to develop space-based data centers and compete with...
Monday 8 December 2025
Schmidt says China’s AI ascent is losing lift as capital thins—but the real bubble, he argues, is in doubting AI
Eric Schmidt, former Google CEO, has warned that China may fall behind the US in artificial intelligence (AI) development due to restricted access to funding. Speaking at a Harvard...
Monday 8 December 2025
India roundup: India flip-flops on mandatory security app installation
India backtracks on plan for pre-installation of security app after public pushback. Global AI firms are partnering with local giants for AI data centers in India.
Saturday 6 December 2025
Alibaba Cloud accelerates on AI; Huawei Cloud enters a pivotal leadership transition
Alibaba and Google have converged on a common view as the US tech giant re-engages in AI: a full-stack strategy is now the price of entry for large-model competition. Both stand among...
Friday 5 December 2025
Broadcom CEO visits South Korea as Samsung HBM4 reportedly obtains Google TPU certification
Update: Samsung has since reached out to DIGITIMES and denied this report. The company also declined to provide more details.
Friday 5 December 2025
ChatGPT faces intensifying pressure from Google's Gemini 3 and Anthropic as AI competition accelerates
Since its launch on November 30, 2022, OpenAI's ChatGPT has reshaped global technology, productivity, and capital markets, becoming the world's most popular AI chatbot. Despite its...
Friday 5 December 2025
Google TPU surge drives Taiwan's advanced testing boom
Google DeepMind's latest AI model, Gemini 3, has made a stunning debut, outperforming ChatGPT, Claude, and other competitors, signaling a new phase in the generative AI landscape...
Thursday 4 December 2025
Tech Forum 2026: Quanta races ahead to lead high-end AI servers in 2026
Google's TPU has drawn massive attention to the competitive landscape between ASIC and GPU servers. During the DIGITIMES Tech Forum 2026, DIGITIMES Research senior analyst Jim Hsiao...
Thursday 4 December 2025
OpenAI reportedly in talks with TCS to build AI data infrastructure in India
The Economic Times, citing unnamed sources, reported that OpenAI is talking with Tata Consultancy Services (TCS) to develop AI compute infrastructure in India and co-create...
Wednesday 3 December 2025
OpenAI declares 'code red': tests ad formats as Google gains ground
OpenAI has declared a "code red" status, concentrating efforts on improving ChatGPT and delaying other initiatives such as advertising, according to Reuters, citing