DigiTimes Nachrichten

 

US-based Qualcomm plans to invest up to US$150 million in Indian startups through a new AI-focused fund, underscoring its strategy to expand on-device and sector-specific artificial intelligence in one of the world's fastest-growing technology markets....

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....

The European Union is preparing a structural shift in industrial policy, linking electric vehicle subsidies and public procurement to binding "Made in Europe" content rules that would reshape automotive supply chains....

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....

Nvidia and Meta have signed an expanded multiyear agreement under which Meta will deploy millions of Nvidia AI chips across its global data centers, securing long-term GPU, CPU and networking supply for large-scale artificial intelligence infrastructure....

Vietnam has granted Starlink an operating licence to provide satellite internet services in the country, clearing the way for the SpaceX subsidiary to deploy ground infrastructure and serve up to 600,000 user terminals during an initial rollout phase....

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....

Japan's Murata Manufacturing Co., the world's largest supplier of multilayer ceramic capacitors (MLCCs), is weighing price increases for high-end MLCCs used in AI servers as demand outpaces supply....

The semiconductor industry is shifting at 2nm from transistor scaling to chiplet-based architectures and advanced packaging. Performance gains are increasingly driven by heterogeneous integration rather than monolithic shrink, reshaping how power, performance, area, and cost are optimized....

Taiwan-based IC design firm Nuvoton said this week that price increases announced by Chinese microcontroller maker Cmsemicon have begun to narrow longstanding pricing gaps, prompting the return of customer orders — a development the company expects to support a market-share rebound in China in 2026....

TSMC's decision to upgrade its second Kumamoto fab to 3nm reflects long-term customer demand and supply chain strategy rather than competitive pressure from Rapidus, according to Luke Lin, speaking on a DIGITIMES podcast....

Invest International will provide Nexperia with a US$60 million loan to expand chip production and upgrade manufacturing lines across its global facilities, the Dutch state-backed lender said on February 16....

Micron Technology is accelerating capacity expansion in response to what executives describe as the most severe memory supply shortage in more than 40 years, driven by surging demand for AI infrastructure....

Artificial intelligence is shifting the center of gravity in semiconductors. For decades, processors defined performance. Now memory bandwidth, capacity and energy efficiency increasingly determine how much of a GPU's power can actually be used....

Adani Group said it will invest US$100 billion by 2035 to build renewable-powered, AI-ready data centres in India, aiming to expand domestic computing capacity and support the country's push to become a global artificial intelligence hub, according to The Wall Street Journal, Bloomberg, and Reuters....

While humanoid robot technology advances rapidly, South Korea is moving to establish regulatory clarity on safety, liability and verification standards ahead of industrial deployment. Legal experts in the country say significant gaps remain in current frameworks, particularly regarding safety and labor, prompting accelerated field validation to provide a clearer basis for future standard-setting....

As global geopolitics continue to shift, Singapore is emerging from its image as a garden city to become a safe harbor for Chinese companies expanding overseas. With competition between the US and China intensifying, Singapore's neutral standing is no longer just diplomatic language for Chinese firms seeking to go global. It has become a core competitive advantage that can determine corporate survival and is increasingly viewed as an invaluable asset....

As the "Nvidia effect" continues to gain momentum, companies such as Taiwan-based construction materials supplier Goldsun Building Materials are benefiting from the ongoing expansion by major technology firms across Taiwan's science parks, including Linkou, Hsinchu Science Park, Central Taiwan Science Park Phase 2, Chiayi Science Park, Southern Taiwan Science Park, and Kaohsiung's Nanzih Technology Industrial Park....

GlobalFoundries Inc. and Renesas Electronics Corp. have unveiled a multi-billion-dollar expansion of their manufacturing alliance, a move that underscores the deepening "friend-shoring" of the semiconductor industry as Washington and Tokyo scramble to insulate critical silicon from geopolitical volatility....

OpenAI's recruitment of personal AI specialist Peter Steinberg and public predictions from industry figures have intensified claims that most smartphone apps may disappear as AI agents assume data management and decision-making roles. Steinberg told Lex Fridman that "80% of apps will disappear," arguing that personal agents can better manage users' information and actions....