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News

Google News
digitimes.com > news > a20/26/0913PR200 > taiwan-photonics-demand.html

Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan

9+ hour, 20+ min ago   (112+ words) digitimes From assembly and test to intelligent manufacturing - Google's v10 TPU opens door to AMD without sidelining Broadcom, MediaTek - Update: ABF substrate maker Unimicron searched in origin-labeling probe - Qualcomm's HBC play pulls Samsung and SK hynix into a new race beyond…...

DIGITIMES
digitimes.com > news > a20/26/0914PD210 > google-tpu-google-cloud-ceo-mediatek.html

Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues

7+ hour, 18+ min ago   (186+ words) Google Cloud CEO Thomas Kurian recently revealed that Google's overall payback period for AI server investments is less than two years, with in-house silicon recovering its costs in half that time. This translates to a payback period of less than…...

DIGITIMES
digitimes.com > news > a20/26/0910PD245 > revenue-robotics-robot-component-shipments.html

Aurotek posts record August revenue on semiconductor, robot shipments

8+ hour, 48+ min ago   (110+ words) digitimes Aurotek posts record August revenue on semiconductor, robot shipments Keep me signed in - Track financials & stock data of Taiwan tech. - Google's v10 TPU opens door to AMD without sidelining Broadcom, MediaTek - Update: ABF substrate maker Unimicron searched in origin-labeling probe…...

DIGITIMES
digitimes.com > news > a20/26/0914VL201 > nvidia-sales-development-openai-anthropic.html

AI labs ask to be slowed, Congress stirs, and Nvidia calls the alarm a sales pitch

8+ hour, 13+ min ago   (74+ words) The strongest case for restraining frontier AI development is now coming from the companies building it, and one of the sharpest rebuttals is from the supplier that sells them the chips. That split is the political problem US lawmakers inherit:…...

DIGITIMES
digitimes.com > news > a20/26/0911PD225 > dell-taiwan-idc-2026-cloud-ai.html

AI agents drive token use 300-600x, Dell Taiwan says

8+ hour, 50+ min ago   (160+ words) Dell Taiwan said the shift from generative AI to agentic AI is pushing token usage up by hundreds of times, sharply lifting costs and accelerating demand for on-premises AI computing as enterprises move faster toward hybrid cloud. General manager Terence…...

Google News
digitimes.com > news > a20/26/0913PR201 > hpc-technology-testing.html

Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects

9+ hour, 20+ min ago   (379+ words) digitimes Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects R&D teams from AUO (left) and Hauman Technologies (right). Credit: Hauman Technologies As AI-driven high-performance computing (HPC) and chip-to-chip optical interconnects continue to see rapid growth, Hauman Technologies,…...

DIGITIMES
digitimes.com > news > a20/26/0911PD235 > testing-btl-certification-revenue-high-power.html

Taiwan's BTL builds new plant for high-power AI server testing, eyeing 4Q27 launch

1+ day, 8+ hour ago   (154+ words) Electronic testing and certification provider BTL Inc. has kicked off construction plans for Guishan Plant 3. The expansion targets high-power testing capacity for AI server systems, power delivery infrastructure, liquid-cooling equipment, and related peripherals, positioning the company to meet next-generation AI…...

Google News
digitimes.com > news > a20/26/0910PD202 > exports-taiwan-electronics-2025-ai-server.html

AI server exports to US slow; electronics parts jump 1.5 times in August

1+ day, 8+ hour ago   (105+ words) digitimes AI server exports to US slow; electronics parts jump 1.5 times in August Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - Google's v10 TPU opens…...

DIGITIMES
digitimes.com > news > a20/26/0910VL220 > sk-hynix-high-na-dram-2028-samsung.html

Samsung, SK Hynix eye 2028 High-NA DRAM rollout

3+ day, 11+ hour ago   (106+ words) digitimes Samsung, SK Hynix eye 2028 High-NA DRAM rollout ASML's TWINSCAN EXE:5200B High-NA EUV lithography system. Credit: ASML Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace,…...

DIGITIMES
digitimes.com > news > a20/26/0911VL203 > jensen-huang-nvidia-goldman-sachs-growth-silicon.html

Jensen Huang bets Nvidia's next leg of growth on turning AI compute into an investable asset

3+ day, 7+ hour ago   (120+ words) digitimes Jensen Huang bets Nvidia's next leg of growth on turning AI compute into an investable asset Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace,…...