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19.02.26 - 10:06
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From AGI to superintelligence: Altman and Hassabis draw varying timelines for AI′s future (Digitimes)
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This week, two of the industry's most powerful voices laid out starkly different visions for where artificial intelligence is headed — and how fast. Both spoke at the India AI Impact Summit 2026, but in separate keynotes. Taken together, their remarks revealed a deepening divide at the heart of the AI world: what the next frontier actually looks like, and whether humanity is years or decades away from reaching it....
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19.02.26 - 04:06
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DIGITIMES Insight: TSMC′s swelling facilities budget signals a global capacity race (Digitimes)
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When chipmakers spend big, it is usually the machines that cost the most. Process equipment — the lithography tools, deposition systems, and etch chambers that define the bleeding edge of semiconductor manufacturing — has historically commanded the largest share of TSMC's capital budget. Facilities and civil construction matter, but they have rarely led the bill. That conventional wisdom is now being tested....
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19.02.26 - 02:06
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Supermicro explores local manufacturing in India amid AI push (Digitimes)
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US-based server maker Supermicro is evaluating local manufacturing options in India as it seeks to expand its footprint in one of the world's fastest-growing artificial intelligence markets, a senior executive said, citing alignment with the government's "Make in India" initiative....
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18.02.26 - 17:48
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AI server supply chain tracker: PCB and CCL lead, ASIC and testing diverge (Digitimes)
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Taiwan's AI server supply chain started 2026 on firmer footing, according to January revenue data from 14 PCB, CCL, ASIC design, and IC testing firms. Year-over-year growth confirms continued AI server demand, while month-over-month shifts point to shipment timing, project concentration, and base effects rather than a change in end demand....
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18.02.26 - 09:06
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Nvidia expands AI partnerships in India under US$1 billion national mission (Digitimes)
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India is using this week's AI Impact Summit in New Delhi to advance a national strategy that combines large-scale compute deployment, sovereign AI model development, and industrial digitization, signaling deeper alignment between the state and the private sector in a rapidly expanding AI market, as per Nvidia's press releases....
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18.02.26 - 07:06
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Commentary: A robot-heavy Spring Festival Gala meets a sceptical youth audience (Digitimes)
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CCTV's 2026 Spring Festival Gala was the most robot-saturated edition in its history, turning a national broadcast into a showroom for China's humanoid and quadruped industry. Four robotics companies appeared across martial arts, comedy skits, and a holiday short film, in a coordinated push to convert visibility into orders and IPO momentum....
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18.02.26 - 05:06
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Zhen Ding sees 2026 growth surge as high-end AI lifts PCB prices and volumes (Digitimes)
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Major printed circuit board (PCB) manufacturer Zhen Ding Technology (ZDT) held its year-end party on February 13, where chairman Charles Shen announced that full-year 2025 revenue reached NT$182.52 billion (US$5.81 billion), up 6.33% from 2024, setting a new record high. Growth was mainly driven by gradually realized benefits from high-end product segments, including servers, optical communications, and IC substrates....
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