News tagged Server, IPC, cloud computing, IoT at DIGITIMES

NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT

Monday 2 March 2026

Commentary: Nvidia sparks silicon photonics race, yet copper still anchors data centers?

As data center computing demand expands, high-speed transmission architectures are under pressure to upgrade. Scaling high-performance computing platforms is exposing bandwidth and...

Monday 2 March 2026

Insight: Memory shortage tightens grip on smartphone market as prices near tipping point

The memory market is no longer just a component story — it is becoming a fault line running through the entire tech industry. As AI infrastructure buildout accelerates, cloud...

Monday 2 March 2026

Google brings Intrinsic in-house to accelerate physical AI development

Google has announced that robotics software company Intrinsic will join its operations as a distinct unit within the company, a move aimed at accelerating the deployment of artificial...

Monday 2 March 2026

Nvidia's Vera Rubin platform faces HBM4, cooling, and software hurdles ahead of ramp

Nvidia's next-generation Vera Rubin platform has moved from public unveiling to early customer sampling, with the company projecting a broader production ramp later this year. Both...

Sunday 1 March 2026

Taiwan's Fitipower eyes stronger year as AI and edge chips gain traction

Fitipower, a Taiwanese driver IC and semiconductor supplier, offered a cautiously optimistic outlook for 2026 during its February 25 investor briefing. Chairman Young Lin said the...

Sunday 1 March 2026

BizLink advances modular integration to boost data center interconnect growth

Despite no signs of a slowdown in AI infrastructure investments by global cloud service providers (CSPs), debates about a potential AI bubble persist. BizLink CEO Felix Teng emphasized...

Friday 27 February 2026

Wiwynn's AI products exceed 50% of sales in 2025, revenue and profit double

US cloud service providers (CSP) continue to invest heavily in artificial intelligence (AI), with Nvidia's latest fourth-quarter fiscal 2026 earnings report showing record-high revenue,...

Friday 27 February 2026

Nobel laureate John Martinis explains quantum computing's industrial revolution from lab to fab

As AI dominance drives computing costs to unprecedented heights, a surprising truth is emerging at the front of quantum technology: the future of AI may depend not on replacing classical...

Thursday 26 February 2026

BizLink sees HPC and semiconductor revenue surpass 50% with AI data center upgrade wave

As generative AI drives rapid expansion in data centers and high-performance computing (HPC) infrastructure, the importance of interconnect technology is evolving from traditional...

Thursday 26 February 2026

Nvidia constrained in China as local AI players strengthen market position

Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...

Thursday 26 February 2026

King Slide says GenAI-driven density surge will raise slide rail demand and reshape supply footprints

King Slide, a manufacturer of server slide rails, told investors on its fourth-quarter 2025 earnings call on February 25 that generative AI-driven upgrades to data center architectures...

Thursday 26 February 2026

Cloud AI's ripple effect: A comeback for 8-inch wafers

The boom in cloud-based artificial intelligence (AI) is reverberating far beyond the most advanced chipmaking nodes.

Thursday 26 February 2026

As US-China trade frays, Taiwan emerges at the center of America's AI supply chain

Amid a deepening structural decoupling between the US and China and the full-scale launch of the artificial intelligence (AI) investment...

Thursday 26 February 2026

Nvidia says space data centers are feasible but uneconomic for now

At the latest earnings call on February 25, Nvidia chief executive Jensen Huang said deploying data centers in space is technically feasible but currently uneconomic. However, he expects...

Thursday 26 February 2026

Nvidia ships first Vera Rubin samples, positions Vera CPU as core to next-generation AI architecture

At the earnings call on February 25, Nvidia detailed its next-generation Rubin platform and Vera CPU roadmap as Blackwell systems continue to ramp, with management signaling sustained...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook