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Tuesday 3 March 2026
AI RAN prototypes promise uplink gains as vendors prepare MWC 2026
Keysight Technologies and MediaTek said they have jointly developed an AI-driven radio access network technology aimed at improving uplink performance and will debut a validated prototype...
Tuesday 3 March 2026
MediaTek invests US$90M in SiPh startup Ayar Labs
MediaTek has announced that its holding company, Digimoc Holdings, will acquire 1,722,759 preferred shares of US-based silicon photonics (SiPh) startup Ayar Labs at US$52.24 per share,...
Tuesday 3 March 2026
DRAM prices to surge up to 70% in 2Q26; Nvidia GTC 2026 ignites AI memory rally
AI-driven data centre expansion has pushed the memory market beyond traditional supply-demand cycles, creating a structural shortage that continues to deepen. Industry sources say...
Tuesday 3 March 2026
Tesla's Optimus push deepens rivalry as Nvidia's ecosystem strategy reshapes global robotics competition
Tesla's pivot to free factory space for its humanoid robot Optimus by cutting Model S and Model X production lines highlights a broader shift in the robotics industry toward a structural...
Tuesday 3 March 2026
Nvidia invests in Lumentum to advance AI optics technology
Nvidia has announced a strategic partnership with Lumentum Holdings, accompanied by a US$2 billion investment aimed at boosting US-based manufacturing and R&D for advanced optics...
Monday 2 March 2026
AMD deal with Meta puts CPU firm as leading alternative to Nvidia in AI compute
AMD secured a five-year agreement with Meta Platforms Inc. to supply up to 6GW of AI chips, a deal Meta said could be worth more than US$100 billion, and which industry observers say...
Monday 2 March 2026
Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure
As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite...
Monday 2 March 2026
Google signs multibillion-dollar AI chip deal with Meta to escalate Nvidia rivalry
According to The Information, Meta has signed a multibillion-dollar, multi-year agreement to rent artificial intelligence chips from Google, marking a significant shift in...
Monday 2 March 2026
Nvidia confirms liquid cooling as standard, boosting supply chain revenue outlook
Nvidia delivered a strong fourth quarter fiscal year 2026 earnings report and issued an optimistic forecast, driven by robust sales of its GB architecture AI servers. Notably, liquid...
Monday 2 March 2026
Analysis: AMD bets on AI surge in 2H26 with OpenAI and Meta ecosystem pact
AMD is stepping up efforts to expand its position in the artificial intelligence semiconductor market, combining long-term customer agreements with equity-linked incentives as it seeks...
Monday 2 March 2026
Huawei takes 8,192-chip Atlas 950 global, escalates AI data center fight with Nvidia

Huawei has unveiled its Atlas 950 SuperPoD at Mobile World Congress (MWC) 2026 in Barcelona, marking the first overseas showcase of its...

Monday 2 March 2026
Insight: Broadcom delivers 2nm 3.5D AI processor, expanding custom chip push against Nvidia

Broadcom has begun shipping the industry's first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform...

Monday 2 March 2026
Meta reportedly scraps advanced in-house AI chip, deepens reliance on Nvidia and AMD

Meta's push to design its own AI chips has reportedly hit major technical and strategic setbacks, forcing the company to scrap its most...

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
Weekly news roundup: semiconductor power shifts and AI momentum
Below are the most-read DIGITIMES Asia stories from the week of Feb 3 - Mar 1, 2026.