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04.07.25 - 06:06
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TSMC, suppliers ride AI wave as Nvidia GB series powers record demand (Digitimes)
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Taiwan's semiconductor and electronics industries are entering a new period of explosive growth, driven by the full-scale rollout of Nvidia's next-generation AI server platform, the GB200, and the scheduled launch of the even more powerful GB300 in the fourth quarter. Combined with expanding shipments of ASICs, the surge in demand is expected to significantly ease pressure from tariffs, currency volatility, and rising manufacturing costs....
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30.06.25 - 01:36
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AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth (Digitimes)
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Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second quarter of 2025. Industry analysts expect demand to intensify further in the third quarter of 2025, providing fresh momentum for the broader AI server ecosystem in the second half of the year....
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21.06.25 - 03:06
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Sigurd lifts capex by 75% to chase AI smartphone boom, BIS-driven test orders (Digitimes)
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Riding a wave of demand driven by AI smartphones, servers, ASICs, optical transceivers, and networking gear, Taiwan-based IC testing firm Sigurd Microelectronics is scaling up investment to expand its advanced testing capacity and R&D operations. General Manager Charles Yeh noted that the AI boom has significantly accelerated chip testing needs and fueled top-line growth....
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19.06.25 - 11:06
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New front opens in CPO, SiPh race: TSMC and Taiwanese supply chain in the lead (Digitimes)
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Surging demand for AI compute is driving global investment in GPUs, ASICs, and next-generation datacenter infrastructure. As conventional electronic interconnects fall short of meeting high-bandwidth, low-latency data exchange needs, silicon photonics (SiPh) and co-packaged optics (CPO) are emerging as foundational technologies for next-generation AI system performance....
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18.06.25 - 06:06
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NVLink stays gated; UALink, ASIC contenders step up (Digitimes)
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Nvidia's selective opening of its NVLink interconnect technologies to partners is drawing scrutiny from across the semiconductor supply chain. While pitched as a collaborative gesture, industry insiders still view the move as too limited and may potentially accelerate the momentum of rival standards like UALink and prompting hyperscalers and chipmakers to double down on developing custom AI chips (ASICs) to lessen their reliance on Nvidia's tightly controlled ecosystem....
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17.06.25 - 05:06
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AI ASIC drives expansion in semiconductor test market, intensifying competition among Taiwanese test interface firms (Digitimes)
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As artificial intelligence (AI) applications extend from the cloud to the edge, the surge in AI application-specific integrated circuits (ASICs) is accelerating growth in the semiconductor testing market. Coupled with minimal impact from US-China tariff conflicts on upstream test interface suppliers, Taiwanese supply chains posted impressive revenue performances in May 2025, collectively reaching record highs for the period and laying a solid foundation for quarterly revenue growth throughout the year....
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06.06.25 - 05:06
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The AI chip wars: ASIC uprising challenges Nvidia′s crown as TSMC takes all (Digitimes)
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As Nvidia tightens its near-monopoly grip on the AI GPU market, tech giants and chipmakers are accelerating efforts to develop and mass-produce ASICs, signaling a brewing showdown between Nvidia's GPU empire and a rising ASIC coalition. At the center of this technological arms race stands TSMC, poised to profit regardless of the outcome....
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02.06.25 - 01:00
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Novatek leans into 6nm ASICs while tariff clouds second-half visibility (Digitimes)
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Novatek Microelectronics Corp., a top display driver IC supplier, reported no surprises at its annual shareholder meeting. Vice Chairman and President Steve Wang said the company's market outlook remains in line with prior guidance, though future demand and supply dynamics will largely depend on upcoming tariff decisions....
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16.04.25 - 04:06
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Google DeepMind pushes for faster ASIC design, energy efficiency to meet AI surge (Digitimes)
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As artificial intelligence accelerates across industries, the demand for high-performance computing fuels the rapid development of application-specific integrated circuits (ASICs). Jeff Dean, Chief Scientist at Google DeepMind and Google Research, recently underscored the importance of speeding up chip design cycles and improving energy efficiency to meet the rising needs of AI inference....
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12.04.25 - 01:54
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Taiwanese chipmakers weigh AI′s promise against cloud dominance (Digitimes)
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As AI business opportunities continue to develop, many industry insiders admit that the current landscape remains dominated by large corporations, particularly in the chip sector. Leading companies like Nvidia and other cloud-based AI chip makers, such as those focusing on ASICs, remain the biggest winners. On the other hand, smaller chipmakers, especially those from Taiwan focusing on edge devices, have yet to experience significant momentum in the AI market....
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