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    Notebook shipment update, February 2026
    20min ago
    NEWS TAGGED INFRASTRUCTURE
    Wednesday 1 April 2026
    Nvidia moves beyond GPUs with three-system push to own the AI stack
    At GTC 2026, Nvidia introduced three new systems simultaneously: the Groq LPX inference rack, the Vera ETL256 CPU rack, and the STX storage reference architecture. These launches extend...
    Wednesday 1 April 2026
    Nvidia's US$2 billion bet on Marvell turns rivals into ecosystem partners
    Nvidia's US$2 billion investment in Marvell signals a shift toward hybrid AI infrastructure, balancing dominance with openness while intensifying competition across custom silicon,...
    Wednesday 1 April 2026
    China LLM usage tops US for fourth week as OpenClaw drives token surge
    Global large model competition is entering a new phase, with usage data pointing to a shift toward AI agents and a rising “token economy” reshaping pricing, infrastructure...
    Wednesday 1 April 2026
    Lumentum expands InP production in North Carolina to capture AI infrastructure demand across GPU and ASIC ecosystems
    US-based optical communications leader Lumentum is making a major investment in core AI data center hardware, reinforcing its strategic position in the AI infrastructure supply chain...
    Tuesday 31 March 2026
    Innodisk: AI memory demand outpaces supply; NAND, DRAM price keeps climbing
    AI and edge computing demand is accelerating, prompting industrial memory module maker Innodisk to project strong growth through 2026. Chairman and president Randy Chien said NAND...
    Tuesday 31 March 2026
    Lens Technology shifts beyond iPhone into AI servers, robotics, and aerospace
    China-based Lens Technology is accelerating a shift beyond consumer electronics, positioning itself across AI terminals, server infrastructure, robotics, and commercial aerospace as...
    Tuesday 31 March 2026
    Top 10 chart: Taiwan's AI winners diverge as market corrects ahead of lagging revenue data

    By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year...

    Tuesday 31 March 2026
    Chinese GPU maker Moore Threads wins US$91 million AI cluster order

    Chinese GPU developer Moore Threads has secured a CNY660 million (approx. US$95.5 million) contract to supply its KUAE intelligent computing...

    Tuesday 31 March 2026
    AI computing shifts from training to inference; heterogeneous architectures go mainstream
    As generative AI continues to advance, its capabilities and application scenarios are rapidly expanding, driving structural changes in computing infrastructure. At AI EXPO Taiwan 2026,...
    Tuesday 31 March 2026
    Nvidia CEO Jensen Huang reframes AI compute as a token-minting revenue machine
    Nvidia CEO Jensen Huang said on the Lex Fridman Podcast that computing is undergoing a structural shift — from a "storage system," where data is pre-defined and retrieved, to...
    Monday 30 March 2026
    China's semiconductor capacity share to reach 32% by 2030
    The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...
    Monday 30 March 2026
    SoftBank secures US$40 billion loan to fund OpenAI investment
    SoftBank Group Corp. has secured a US$40 billion bridge loan to support its ongoing investment in US artificial intelligence developer OpenAI, marking one of the largest dollar-denominated...
    Monday 30 March 2026
    Weekly news roundup: AI, supply chains, new entrants intensify global chip race
    Below are the most-read DIGITIMES Asia stories from the week of March 23-27, 2026:
    Monday 30 March 2026
    Taiwan’s AI pivot: from chip factory to “silicon innovation island”
    Taiwan is moving to cement its status as the "beating heart" of the global technology industry by transitioning from a hardware manufacturing powerhouse into what Acer founder Stan...
    Sunday 29 March 2026
    Adata invests US$3 million in KonstTech to boost AI computing infrastructure
    Amid the rapid development of generative artificial intelligence (GenAI) and large language models (LLM), global demand for high-performance computing (HPC) continues to rise. Memory...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook