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Wednesday 3 December 2025
South Korea receives first 13,000 Nvidia GPUs under Jensen Huang's AI infrastructure pledge
Following Nvidia CEO Jensen Huang's commitment to supply 260,000 GPUs to South Korea, the government has received its first shipment of approximately 13,000 units, including the latest...
Wednesday 3 December 2025
Trio of Chinese humanoid-robot giants seize majority of 2025 contracts
China's humanoid robotics sector remains some way from mass deployment, but commercialization is accelerating in 2025, with Ubtech, Unitree Robotics , and AgiBot securing 60% of disclosed...
Wednesday 3 December 2025
AI pivot opens fresh opportunities across the global supply chain, says DIGITIMES president
The DIGITIMES Tech Forum commences on December 3, drawing over 1,500 participants from the technology sector. The hybrid event spotlighted the industry's focus on global supply chain...
Wednesday 3 December 2025
Marvell to acquire Celestial AI to accelerate shift toward optical interconnects for AI data centers
Marvell's planned acquisition of Celestial AI signals a major shift toward all-optical interconnects in AI data centers, with the company positioning itself to capture a rapidly expanding...
Wednesday 3 December 2025
Tariffs are here to stay, and global supply chains may never look the same
As DIGITIMES Tech Forum takes place on December 3, 2025, DIGITIMES Research deputy director Tom Lo highlighted challenges and opportunities for Taiwan's technology supply chain amid...
Wednesday 3 December 2025
AWS plays both sides as Trainium 4 leans into NVLink
In a bid to maintain its dominance in cloud computing and challenge Nvidia's chokehold on the artificial intelligence (AI) chip market, Amazon Web Services (AWS) used its annual re:Invent...
Wednesday 3 December 2025
Marvell reports strong third-quarter growth driven by data center demand
Marvell Technology reported strong third-quarter results driven by accelerating demand for AI data center products, with revenue, profit, and key business segments posting sharp year-over-year...
Wednesday 3 December 2025
Chinese server makers gain ground globally as US tariffs reshape industry manufacturing strategies
Taiwanese EMS companies accelerate factory setups in the US, while Chinese server brands expand overseas amid changing global dynamics.
Wednesday 3 December 2025
North American EMS providers see growth from AI data-center boom
North American electronics manufacturing services (EMS) and original design manufacturing (ODM) providers are seeing sustained, broad-based growth as accelerating investment in AI...
Wednesday 3 December 2025
3Q25 Global ODM/EMS rankings: AI continues to drive revenue growth
In December 2025, DIGITIMES tracked global EMS/ODM companies and compiled the rankings of the top 20 companies for the third quarter of 2025. Generative AI has driven a paradigm shift...
Wednesday 3 December 2025
ZDT, Topoint forge drilling alliance for AI server and IC substrate PCBs
Zhen Ding Technology (ZDT) has signed a strategic cooperation agreement with drill-bit supplier Topoint Technology, creating a partnership centred on high-end PCB precision drilling,...
Wednesday 3 December 2025
Delta Electronics acquires Vivotek outright in US$119m move to cement its smart-building ecosystem

Delta Electronics and Vivotek jointly announced on 1 December that Delta will acquire 100% of Vivotek at NT$100 (US$3.18) per share, bringing...

Wednesday 3 December 2025
China's Kingboard raises prices again as copper and fiberglass costs soar

Following price-hike announcements from Taiwan's major copper-clad laminate (CCL) makers, including Nan Ya, China's market leader Kingboard...

Wednesday 3 December 2025
Huawei Cloud reinforces ICT backbone to navigate the next AI cycle
Huawei Cloud entered a new phase of its intelligent-computing strategy in late November 2025 with a sweeping leadership and organizational overhaul.
Wednesday 3 December 2025
Anthropic's 1 million TPU deal intensifies Google's challenge to Nvidia
The AI chip market is at a turning point. Nvidia maintains its absolute technological and market dominance with its Blackwell architecture, but the full commercial rollout of Google...