News tagged opinion at DIGITIMES

NEWS TAGGED OPINION

Monday 27 July 2026

AI agents reshape smart cars as auto industry shifts toward AIDV

As the global electric vehicle (EV) market enters a growth adjustment phase, the auto industry is shifting from "electrification" toward...

Sunday 26 July 2026

Podcast: TSMC, SK Hynix, Intel face AI chip and cash flow inflection

This excerpt of DIGITIMES analyst Luke Lin's podcast looks at two major themes: SK Hynix's openness to building in the US and the logic behind TSMC's extra US$100 billion investment...

Saturday 25 July 2026

Rapidus links 2nm chips, HBM and advanced packaging in AI foundry strategy

Rapidus is treating advanced packaging as a central part of its 2nm foundry strategy, not a downstream assembly service. The Japanese chipmaker aims to connect design enablement, front-end...

Saturday 25 July 2026

Commentary: OpenAI and Apple heat up AI hardware; Anthropic stands apart

As OpenAI extends its foundation model outward to capture every entry point, Anthropic has chosen almost the opposite path. Rather than emulate Google or Apple, Anthropic is concentrating...

Friday 24 July 2026

Commentary: Wistron's Texas AI factory shows why US manufacturing still needs Taiwan

Wistron's opening of its D1 AI smart factory in Fort Worth, Texas, marks a new milestone for Taiwan's downstream electronics manufacturers. The plant will support...

Thursday 23 July 2026

Commentary: Intel must show real AI orders to prove its turnaround

Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...

Thursday 23 July 2026

In-depth: Alibaba builds three-layer AI empire across chips, memory and models

Competition in China's AI industry is moving beyond large language models into chips, memory and computing infrastructure. CXMT's planned IPO on Shanghai's STAR Market has put renewed...

Wednesday 22 July 2026

Analysis: Why Taiwan solar makers' overseas push is hitting a cloudy patch

Taiwan's solar manufacturers are looking beyond the island for growth as China's oversupplied solar sector keeps prices low, local...

Wednesday 22 July 2026

Interview: Why agentic AI could be SiPearl's biggest break—and Europe's

Philippe Notton has spent nearly 20 years traveling to Taiwan roughly once a month. That rhythm—born from his time at MStar Semiconductor...

Monday 20 July 2026

Commentary: China's DRAM comes of age with CXMT's IPO — but a trio of hurdles remains

CXMT's STAR Market IPO marks a coming-of-age moment for China's DRAM industry, but the listing is only the beginning. Having proved...

Monday 20 July 2026

Commentary: Apple sues OpenAI, but Trump holds the whistle

Apple has filed a sharp antitrust-style complaint against OpenAI, turning a once-celebrated AI partnership into a legal clash over...

Monday 20 July 2026

Interview: AI race is now a financing race, and Compute Labs wants to bankroll GPUs

As AI's bottleneck shifts from chips to capital, Compute Labs pitches GPUs as financeable assets.

Monday 20 July 2026

Exclusive Interview: Inside VSMC's Singapore fab, where silicon interposers and power chips underpin AI growth

TSMC raised its 2026 capital expenditure forecast to US$60–64 billion during its second-quarter earnings conference, with a substantial...

Monday 20 July 2026

Interview: AI's rise is pushing Singapore and ASEAN firms toward multicloud and security bets

As AI moves from experimentation to deployment, enterprises in Singapore and across ASEAN are shifting their focus from cloud adoption to multicloud integration, cybersecurity, and...

Sunday 19 July 2026

Interview: The pragmatic playbook behind Agility Robotics' rise

Humanoid robots are very hyped these days. They are performing ever more impressive feats, from pulling off coordinated dance performances...

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Jul 30, 08:00

EDOM Accelerates Edge AI Deployment with NVIDIA Technologies

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