News tagged Nvidia at DIGITIMES

NEWS TAGGED NVIDIA

Sunday 16 November 2025

Taiwan supply chain chases AI growth after missing initial wave

Benefiting from the artificial intelligence (AI) boom driving strong semiconductor and server exports, Taiwan's economic growth forecast for 2025 has been revised up to 5.94% by the...

Saturday 15 November 2025

Commentary: The AI bubble question resurfaces, yet China's cycle logic diverges sharply

As 2025 nears its close, the global artificial intelligence (AI) boom is again prompting debate over whether the sector is entering speculative territory. From Silicon Valley to Wall...

Friday 14 November 2025

SK Hynix reportedly to order HBM4 equipment, accelerate mass production

SK Hynix is reportedly set to begin ordering equipment for its 12-layer sixth-generation high-bandwidth memory (HBM4) as early as November 2025. Considering the construction schedule...

Friday 14 November 2025

China's supernode boom sends warning to Nvidia

Since Huawei debuted the CloudMatrix 384 (CM384) in mid-2025, China's supernode race has taken centre stage in the global AI infrastructure...

Friday 14 November 2025

China's AI silicon enters the Gulf with SenseTime at the helm

President Donald Trump's mid-May visit to Saudi Arabia, Qatar, and the UAE, joined by Nvidia's Jensen Huang and AMD's Lisa Su, sparked renewed investment interest across the Middle...

Friday 14 November 2025

Samsung expected to dominate HBM4 market as prices snap back

Samsung Electronics is poised for a commanding performance in the advanced memory sector, with analysts forecasting the tech giant could seize 40 percent of the lucrative HBM4 market...

Friday 14 November 2025

Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026

With demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025...

Friday 14 November 2025

From scale-up to scale-across: How AI data centers are redefining transmission technology

The surge in generative AI has intensified demand for AI servers and chips, shifting the focus from pure computational power to data transmission speed. This transition has accelerated...

Thursday 13 November 2025

Rising demand for AI computing drives data center upgrades and power system innovation

The escalating need for AI computing power is significantly accelerating global data center construction and prompting server upgrades. Market forecasts indicate that capex by the...

Thursday 13 November 2025

Wistron sees rising margins as AI server demand surges

Wistron expects its robust 2025 momentum to continue into the first quarter of 2026, fueled by sustained, strong demand for artificial intelligence (AI) servers.

Thursday 13 November 2025

Inventec anticipates growth in 2026 fueled by servers and NB

Inventec President Jack Tsai stated that AI demand has been strong, and server shipments are expected to achieve double-digit growth in 2026, with AI servers growing more than 40%...

Thursday 13 November 2025

Jensen Huang and AI pioneers debate whether field is in a bubble as they accept Queen Elizabeth prize

Six leading AI experts convened in the UK on November 5, 2025, for a rare discussion on artificial intelligence, marking their joint receipt of the 2025 Queen Elizabeth Prize for...

Thursday 13 November 2025

Beijing steps in? SMIC capacity reallocated to Huawei as China's chip shortage worsens

US export controls on advanced chips are starting to show real impact. People familiar with the matter say China is running short of high-end semiconductors, pushing Beijing to step...

Thursday 13 November 2025

Google, AMD, Nvidia reveal AI development roadmaps from cloud to physical world

In light of AI bubble concerns, Google, AMD, and Nvidia came together to share insights on generative AI expansion and development strategies. All three companies are confident in...

Thursday 13 November 2025

Nvidia to centralize AI server assembly with select manufacturers, altering ODM shipment model

Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta,...

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