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Monday 2 February 2026
Advantech sole IPC vendor at Nvidia banquet as edge AI becomes next frontier
Nvidia CEO Jensen Huang recently hosted a banquet for key supply chain partners, where Advantech Co., Ltd. was the sole industrial PC (IPC) vendor invited. Miller Chang, president...
Monday 2 February 2026
Weekly news roundup: Diversification, memory power, capacity politics
Below are the most-read DIGITIMES stories from the week of January 16 – February 1, 2026.
Monday 2 February 2026
Nvidia CEO projects TSMC capacity to double, warns of memory shortage, reaffirms OpenAI investment during Taiwan visit
Nvidia chief executive Jensen Huang, on February 1, 2026, underscored Taiwan's central role in the global artificial intelligence supply chain, saying the company "would not be possible...
Monday 2 February 2026
Column: Taiwan's cooling and power solutions rise to serve soaring AI chips demand
Nvidia continues to dominate the global AI accelerator market. But its technological moat is increasingly being tested from three directions.
Monday 2 February 2026
Nvidia speeds up silicon photonics momentum in 2026, optical supply chain mobilizes
With Nvidia's next-generation Rubin Ultra platform approaching launch, the shift to 800G and 1.6T high-speed interconnects and the adoption of silicon photonics (SiPh) are set to open...
Monday 2 February 2026
Micron ramps global memory investments as Nvidia prepares HBM4 rollout

As Nvidia prepares to adopt its sixth-generation HBM4, Micron has taken a quieter approach to supply timelines compared with Samsung Electronics...

Saturday 31 January 2026
Nvidia CEO calls ASIC rivalry "illogical" as R&D spending heads toward $45 billion

Nvidia CEO Jensen Huang issued a sharp rebuke to market speculation regarding the rise of custom silicon (ASIC) during an interview in Taipei on...

Saturday 31 January 2026
"Complete Nonsense": Jensen Huang shuts down rumors of OpenAI rift, confirms Nvidia's "largest investment" ever

Nvidia CEO Jensen Huang delivered a fiery defense of his company's alliance with OpenAI on Saturday night, January 31, 2026, dismissing reports...

Saturday 31 January 2026
Nvidia CEO tells TSMC to "work harder" as 2026 demand surges; reveals 10-year capacity doubling plan

Nvidia CEO Jensen Huang hosted a high-profile banquet in Taipei on January 31, 2026, for the leaders of Taiwan's semiconductor ecosystem.

Saturday 31 January 2026
Jensen Huang touts MediaTek-powered AI PC roadmap while debuting new VP from TSMC

Nvidia CEO Jensen Huang attended the company's Taiwan branch year-end party on January 30. Notably, he was accompanied by Vanessa Lee, the former...

Friday 30 January 2026
Musk's TeraFab dream meets Nvidia reality check on chip manufacturing limits
Elon Musk's ambition to build a massive in-house semiconductor manufacturing complex has drawn fresh caution from Nvidia CEO Jensen Huang, who stressed that advanced chip production...
Friday 30 January 2026
China approves DeepSeek's Nvidia H200 chip purchase, but conditions still pending
China has given its leading AI startup DeepSeek approval to buy Nvidia's H200 artificial intelligence chips, with regulatory conditions still being finalized, according to Reut...
Friday 30 January 2026
Alibaba, Baidu advance IPO plans for AI chip subsidiaries
China's two largest technology companies, Alibaba and Baidu, have launched initial public offering (IPO) processes for their semiconductor design subsidiaries, a move widely seen as...
Friday 30 January 2026
US-China rivalry enters next phase: Nvidia's H200 chips get Beijing's nod
Recent reports from mainland China indicate that authorities have approved the import of an initial batch of Nvidia's H200 chips. The move highlights yet another turn in the intensifying...
Friday 30 January 2026
South Korea NAND flash gains strategic role in next-gen AI infrastructure

With artificial intelligence (AI) technology advancing at a breakneck pace—particularly as applications move from the training phase...