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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

8+ hour, 47+ min 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…...

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digitimes.com > news > a20/26/0910PD204 > tpk-holding-revenue-demand-panel-gis.html

TPK, GIS post mixed August sales as 2H26 demand stays cautious

2+ day, 11+ hour ago   (148+ words) digitimes TPK, GIS post mixed August sales as 2H26 demand stays cautious Touch panel makers TPK and General Interface Solution Holding reported diverging August revenue trends, but both remained cautious on consumer electronics demand in the second half of 2026. They expect…...

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

2+ day, 6+ 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,…...

DIGITIMES
digitimes.com > news > a20/26/0911VL204 > ai-server-revenue-taipei-materials.html

AI server tracker: Taiwan's August filings say demand is still accelerating

2+ day, 7+ hour ago   (186+ words) The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies spanning AI server assembly, cooling, power, substrates, materials, networking, test, and optics…...

DIGITIMES
digitimes.com > news > a20/26/0910VL222 > gpu-ai-inference-nvidia-dram-data-center.html

GPU economics face pressure as token prices fall, d-Matrix says

2+ day, 11+ hour ago   (169+ words) digitimes GPU economics face pressure as token prices fall, d-Matrix says d-Matrix Vice President Chris Nicol presents an inference cost model at the SEMICON Taiwan 2026 Memory Executive Summit. Credit: Sherri Wang Falling token prices are putting pressure on the economics…...

DIGITIMES
digitimes.com > news > a20/26/0910PD234 > nvidia-antitrust-groq-probe-technology.html

US Justice Department probes Nvidia-Groq deal over antitrust concerns

3+ day, 1+ hour ago   (107+ words) digitimes US Justice Department probes Nvidia-Groq deal over antitrust concerns 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 door to AMD…...

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digitimes.com > news > a20/26/0910PD222 > gpu-revenue-ai-chip-2026-2025.html

Enflame to list on Septemper 11 as China's four major domestic GPU makers complete IPOs

3+ day, 3+ hour ago   (125+ words) digitimes Enflame to list on Septemper 11 as China's four major domestic GPU makers complete IPOs 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 - OCP…...

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digitimes.com > news > a20/26/0910PD216 > loongson-cpu-gpu-development-technology.html

Loongson raises funds to expand CPU and GPU development as AI inference boosts domestic chip plans

3+ day, 5+ hour ago   (127+ words) digitimes Loongson raises funds to expand CPU and GPU development as AI inference boosts domestic chip plans 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 > a20/26/0909PD240 > revenue-probe-cpo-transmission-growth.html

Hermes Testing ships membrane probe cards, targets SiPh and CPO

3+ day, 4+ hour ago   (178+ words) Hermes Testing Solutions said its August revenue kept rising and topped NT$500 million for the first time, setting a new monthly record on steady growth in semiconductor test equipment engineering services and customized products. The wafer-testing solutions provider also said…...

DIGITIMES
digitimes.com > news > a20/26/0908PD245 > ample-electronic-mlcc-passive-components-demand-copper.html

Ample Electronic hits 120% utilization as MLCC customers step up copper paste orders

4+ day, 1+ hour ago   (145+ words) digitimes Ample Electronic hits 120% utilization as MLCC customers step up copper paste orders Ample Electronic Technology said strong demand for passive components and artificial intelligence (AI) server-related products is boosting business momentum, as multi-layer ceramic capacitor (MLCC) customers ramp up copper…...