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News
US reportedly expands AI infrastructure security push with planned restrictions on Chinese optical transceivers
1+ hour, 30+ min ago (156+ words) digitimes US reportedly expands AI infrastructure security push with planned restrictions on Chinese optical transceivers The Trump administration is preparing new restrictions on Chinese-made optical transceivers used in AI data centers, broadening Washington's efforts to reduce reliance on Chinese technology…...
Wistron sees AI demand widening as Taiwan ODMs gain pricing power
2+ hour, 32+ min ago (115+ words) digitimes Wistron sees AI demand widening as Taiwan ODMs gain pricing power Keep me signed in - Track financials & stock data of Taiwan tech. - Haesung DS lands CXMT as DDR5 substrate customer, weighs panel production for DDR6 - Samsung struggles to secure AI chip…...
Nanya Technology July revenue hits record as DDR4 contract prices surge
2+ hour, 19+ min ago (116+ words) digitimes Nanya Technology July revenue hits record as DDR4 contract prices surge Keep me signed in - Track financials & stock data of Taiwan tech. - Haesung DS lands CXMT as DDR5 substrate customer, weighs panel production for DDR6 - Samsung struggles to secure AI chip substrates,…...
AMD leans on Helios and hyperscaler deals to press its case against Nvidia in AI chips
3+ hour, 56+ min ago (168+ words) digitimes AMD leans on Helios and hyperscaler deals to press its case against Nvidia in AI chips AMD used its second-quarter 2026 results to reinforce a broader argument: that it can replicate in AI accelerators the market-share gains it has already…...
Waymo weighs ending Uber robotaxi role as app control battle intensifies
5+ hour, 27+ min ago (118+ words) digitimes Waymo weighs ending Uber robotaxi role as app control battle intensifies Keep me signed in - Track financials & stock data of Taiwan tech. - Haesung DS lands CXMT as DDR5 substrate customer, weighs panel production for DDR6 - Samsung struggles to secure AI chip…...
US dominates world's largest AI data centers as China places three in global top 60
5+ hour, 29+ min ago (126+ words) digitimes US dominates world's largest AI data centers as China places three in global top 60 Keep me signed in - Track financials & stock data of Taiwan tech. - Haesung DS lands CXMT as DDR5 substrate customer, weighs panel production for DDR6 - Samsung struggles to…...
SK hynix Unveils First HBF Standard Specifications with Sandisk
1+ day, 3+ hour ago (485+ words) SK hynix and Sandisk introduce the first HBF standard specifications. SK hynix SK hynix Inc. (or "the company", www.skhynix.com) announced today in collaboration with Sandisk that it has unveiled the first standard specifications for High Bandwidth Flash (HBF),…...
2027 memory capacity reportedly sold out as buyers quietly lock in supply
1+ day, 1+ hour ago (129+ words) digitimes 2027 memory capacity reportedly sold out as buyers quietly lock in supply Tight memory supply is expected to persist into 2027, with industry sources saying manufacturers have already completed much of their capacity-allocation negotiations for next year. Keep me signed in…...
China's chip output jumps nearly 350% in a decade as semiconductor supply chain expands
18+ hour, 48+ min ago (118+ words) digitimes China's chip output jumps nearly 350% in a decade as semiconductor supply chain expands Keep me signed in - Track financials & stock data of Taiwan tech. - Haesung DS lands CXMT as DDR5 substrate customer, weighs panel production for DDR6 - Samsung struggles to secure…...
Wistron backs Taiwan's sovereign AI effort with 2.4 million computing hours
20+ hour, 19+ min ago (135+ words) digitimes Wistron backs Taiwan's sovereign AI effort with 2.4 million computing hours Wistron will provide 2.4 million hours of AI computing capacity in 2026 and support Taiwan's first open-source language model for three years as it steps up efforts to strengthen Taiwan's sovereign…...