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Saturday 8 August 2026
Interview: Lightmatter maps CPO future with Nvidia NVLink, Taiwan supply chain
The 2026 OCP APAC Summit will take place in Taipei on August 11-12. Ahead of the event, Lightmatter founder and CEO Nicholas Harris spoke exclusively with DIGITIMES about the company's...
Saturday 8 August 2026
Analysis: Memory makers hold US$38 billion that isn't theirs to keep

Suppliers locked supply and price floors through 2030. The collateral protecting them runs out first — and that is when procurement...

Saturday 8 August 2026
Interview: SailPoint says Taiwan hardware leads but identity governance lags
Taiwan's hardware manufacturing sector leads globally, but the country's level of investment in cybersecurity software and identity governance still ranks in the back half of the Asia-Pacific...
Saturday 8 August 2026
Commentary: China IC design rules reshape patent battles

China's State Council has released a revised version of the regulations on the protection of IC layout designs, set to take effect...

Friday 7 August 2026
Interview: Nvidia exec on progress of CPO production and pluggable optics
Nvidia Senior Vice President of Networking Gilad Shainer said the company is building the key network architecture and optical interconnect technologies needed for AI factory deployments...
Friday 7 August 2026
Analysis: SpaceX's Nvidia exclusivity isn't a knock on AMD — it's a land grab in orbit

SpaceX's earnings call — the first since its IPO disclosure — beat expectations on Aug 4, but the line that moved markets...

Friday 7 August 2026
Commentary: Why playing it safe could cost Taiwan the next battery boom

From smartphones and smartwatches to emerging AI glasses, electric vehicles, autonomous driving systems, and the rapidly expanding...

Thursday 6 August 2026
Analysis: SpaceX's first earnings call reveals machinery behind its infrastructure empire

SpaceX's first earnings disclosure delivered a stronger-than-expected quarterly performance, but the greater significance of the call...

Thursday 6 August 2026
Commentary: Why China's AI optical-module dominance is Washington's next target

The AI boom is accelerating data-centre expansion and turning high-speed optical interconnects into the next globally scrutinised supply...

Wednesday 5 August 2026
Analysis: Musk's empire closes in on China — from orbit to the factory floor

SpaceX's rapid growth in AI, satellite connectivity, and space infrastructure is widening the strategic challenge for China beyond...

Wednesday 5 August 2026
Analysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending
Two earnings calls three months apart show AMD and Nvidia converging on the same AI infrastructure boom from opposite directions. AMD is building a single rack-scale platform, Helios,...
Wednesday 5 August 2026
Research Insight: Samsung indicates diversification in AI memory demand, LTA reshapes supply
Samsung Electronics' memory business was the clear focus of its second quarter 2026 earnings call, accounting for about one-third of the Q&A session. DIGITIMES Intelligence said...
Tuesday 4 August 2026
Analysis: Tesla's driverless ambitions get regulatory reality check

Tesla's latest quarterly results fell short of market expectations, but another development attracted equal attention: CEO Elon Musk...

Monday 3 August 2026
Research insight: Robotaxis, AI chips and shared platforms accelerate AIDV commercialization
DIGITIMES Intelligence observed at the 2026 World Artificial Intelligence Conference (WAIC) that AI is rapidly reshaping the direction of the automotive industry. Competition in vehicle...
Monday 3 August 2026
Commentary: AUO's stalled transformation comes under fire after Frank Ko's sudden exit

AUO, Taiwan's largest display panel maker, has spent recent years shifting away from consumer LCD panels toward higher-value markets...