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Monday 10 February 2025
DeepSeek's rise highlight the shift in global market and geopolitical dynamics
DeepSeek, a Chinese artificial intelligence startup, has disrupted the global AI landscape by launching two open-source models that demonstrate significant innovation and cost efficiency,...
Monday 10 February 2025
Weekly news roundup: ASML CEO signals US advantage; Tongfu reportedly begins HBM2 trial assembly
These are the most-read DIGITIMES Asia stories from February 3 – February 8.
Saturday 8 February 2025
New Nvidia RTX cards drive Powerlogic's January revenue growth
Powerlogic, a cooling fan manufacturer, reported revenue of NT$135 million (US$4.11 million) in January 2025, representing a 37.05% increase compared to the previous month. This marks...
Friday 7 February 2025
Chinese AI chip suppliers work with DeepSeek to boost competitiveness
With the growing buzz surrounding DeepSeek, its website and application have seen a massive surge in traffic. The influx of new users has led to repeated "server busy" delays, raising...
Friday 7 February 2025
DeepSeek may help China achieve semiconductor self-sufficiency
The advent of DeepSeek is expected to promote China's goal of achieving self-sufficiency in semiconductor development, according to sources at semiconductor equipment companies.
Friday 7 February 2025
Supermicro ramps up Blackwell-based AI server production amid financial scrutiny
Super Micro Computer, Inc. (Supermicro) has initiated full-scale production of its AI data center systems powered by Nvidia's next-generation Blackwell chips, with shipments expected...
Thursday 6 February 2025
Arm stands to benefit as AI innovations spur chip demands, with DeepSeek emerging as driving force
Amid the excitement surrounding AI, which is prompting developers to create related products that demand more Arm-based ASIC chips, Arm anticipates reaping the benefits of this surge...
Thursday 6 February 2025
Huawei reports 2024 revenue, Ascend 910C hits 60% of Nvidia H100's AI performance
Huawei Chairman Howard Liang announced that 2024 revenue exceeded CNY860 billion (approx. US$118.6 billion) at the Guangdong Provincial Conference on high-quality development, driven...
Wednesday 5 February 2025
China reportedly weighs antitrust probe into Intel following Google investigation
On February 4, 2025, Chinese regulators revived their antitrust investigation into Google, following a similar probe into Nvidia announced in December 2024. The move came after Washington...
Wednesday 5 February 2025
AMD warns of a weaker-than-expected 1Q25 data center outlook amid Nvidia's AI dominance
Despite a strong performance in its financial performance, AMD expects first-quarter data center sales that may fall short of expectations, raising doubts about AMD's competitiveness...
Wednesday 5 February 2025
AMD caught between Broadcom and Nvidia as custom chip trend gains momentum
Advanced Micro Devices (AMD) will release its fourth-quarter 2024 financial results on February 4. As leading tech firms ramp up investments in custom chip development, industry analysts...
Wednesday 5 February 2025
Gartner: Samsung tops Intel; Nvidia climbs amid AI surge
In 2024, the global semiconductor market surged to US$626 billion—an 18.1% increase from the previous year—with projections from Gartner indicating that revenues will...
Wednesday 5 February 2025
DeepSeek ripples low-cost chip in the AI market, impacts HBM suppliers
A significant shift in the artificial intelligence (AI) sector is reshaping the semiconductor market. DeepSeek, a Chinese AI startup, recently unveiled a large language model (LLM)...
Wednesday 5 February 2025
TSMC launches 5-year CoWoS expansion; bolsters Nvidia's AI dominance amid DeepSeek challenge
The global political and economic landscape is characterized by volatility; nevertheless, sources within the semiconductor industry suggest that TSMC's expansion strategy for advanced...
Tuesday 4 February 2025
Samsung chairman's legal victory sparks speculation on upcoming meeting with Nvidia's Jensen Huang
Jae-Yong Lee, chairman of Samsung Electronics, has been acquitted in the second trial concerning an improper merger case, marking the resolution of years of legal uncertainty. With...