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Friday 23 October 2026
Commentary: How long can the humanoid robot bubble last? Unitree's valuation correction puts physical AI to the test
Concerns over a potential AI bubble are intensifying. From large language models (LLMs) and AI data centers to humanoid robots, investors are increasingly questioning when massive...
Friday 23 October 2026
Analysis: Nvidia's Vera CPU takes on Intel and AMD with a platform play
Nvidia has won a CPU supply order from AI startup Modal, challenging Intel and AMD in the server CPU market as it expands beyond GPUs into general-purpose computing. Although Modal's...
Friday 23 October 2026
DIGITIMES Insight: BCI grasping reaches market; implant stability and chip heat keep advanced uses beyond 2030
Invasive brain-computer interfaces (BCIs) are demonstrating long-term commercial potential. Neuralink has enabled paralysed patients to control computers and robotic arms through thought;...
Friday 23 October 2026
Analysis: Nvidia's DSX POD reshapes AI factory supply chains
As AI data centers accelerate construction, supply-chain competition is expanding beyond servers and fully integrated racks to the integrated delivery of computing modules and site...
Friday 23 October 2026
Interview: TI sees liquid cooling shift to tray-level control in AI data centers
Liquid cooling in AI data centers is moving toward more granular control architectures. Patrick Zeng, general manager of data center thermal management at Texas Instruments (TI), told...
Thursday 22 October 2026
Analysis: Musk's thrusting Roadster takes off, but questions remain up in the air
Tesla unveiled its new Roadster, equipped with rocket-style thrusters, on October 15 and announced plans to begin production in 2028, more than a decade after the second-generation...
Thursday 22 October 2026
Analysis: Why Tesla needs to manufacture Optimus robots before its humanoid AI is ready
Tesla's move into early production of its Optimus humanoid robot has exposed an unusual challenge in scaling embodied artificial intelligence (AI): the company may need to manufacture...
Wednesday 21 October 2026
DIGITIMES Insights: AI server PCB upgrades drive explosive demand for advanced backdrilling equipment
DIGITIMES observes that as AI servers and high-speed networking equipment continuously pursue higher data transmission rates, printed circuit boards (PCBs) are being upgraded through...
Tuesday 20 October 2026
Analysis: China's proposed AI export controls reach beyond chips to design IP, computing infrastructure
China is proposing to extend AI technology export controls to chip design, memory technologies, and large-scale computing clusters, introducing specific technical thresholds for ea...
Tuesday 20 October 2026
Analysis: China's proposed AI export controls target top-ranked foundation models, advanced agents
Chinese AI companies expanding overseas could face more clearly defined technology export restrictions under proposed regulations covering foundation models, AI agents, chip design,...
Tuesday 20 October 2026
DIGITIMES Insight: AI packaging power reaches kilowatt scale as thermal design moves toward the die
Generative AI is pushing chip power consumption and heat flux to unprecedented levels, driving AI packaging thermal management requirements from several hundred watts to the kilowatt...
Tuesday 20 October 2026
Analysis: US backing grows, but Intel insists turnaround remains independently run
The economics of the foundry business have always carried a particular contradiction: semiconductor manufacturing demands enormous upfront capital and years of sustained investment,...
Tuesday 20 October 2026
DIGITIMES Insights: Renewable energy bottlenecks in South Korea, Taiwan, Singapore slow memory chipmakers' RE100 progress
The world's three largest memory manufacturers—Samsung Electronics, SK Hynix, and Micron Technology—along with Taiwan-based Nanya Technology, Winbond Electronics, and Macronix...
Monday 19 October 2026
Podcast highlights: Microsoft Maia 300 leads 2nm race, TSMC's US strategy shifts, Intel EMIB-T faces yield challenge
Microsoft's early adoption of TSMC's 2nm process, a US$2 billion manufacturing partnership between TSMC and GlobalFoundries, and delays to Google's next-gen TPU highlight diverging...
Monday 19 October 2026
Exclusive: Wooptix targets leading chipmakers with wafer metrology technology, eyes production adoption within 3-5 years
Spanish semiconductor metrology startup Wooptix, whose technology originated in astronomical observation, is accelerating efforts to enter the supply chains of leading semiconductor...