DIGITIMES ICT news

Home Tech ICT

Jan 30

China approves DeepSeek's Nvidia H200 chip purchase, but conditions still pending

China has given its leading AI startup DeepSeek approval to buy Nvidia's H200 artificial intelligence chips, with regulatory conditions still being finalized, according to Reuters.

Taiwan pledges full US cooperation to build new non-China supply chain

Jan 30

Smart glasses market transitions from Meta dominance to three-way showdown in 2026

Jan 30

AI integration drives cautious optimism in global collaborative robot market

Jan 30

Samsung, LG hike laptop prices as memory 'chipflation' hits

Jan 30

MORE NEWS

ICT MANUFACTURINGIndia roundup: EU and India concludes FTA amid global trade disruption

Feb 2, 08:06

After two decades, India and the EU close an FTA deal as US's tariff policy is disrupting the global supply chain.

ICT MANUFACTURINGTaiwan achieves breakthrough with 20-qubit quantum computer

Feb 2, 08:05

Taiwan has taken a significant step forward in quantum computing development. On January 29, 2026, Academia Sinica—the island's premier national research institution—announced the successful development of a 20-qubit superconducting quantum computer, marking a major milestone in the global race for quantum supremacy.

AIColumn: Taiwan's cooling and power solutions rise to serve soaring AI chips demand

Feb 2, 08:04

Nvidia continues to dominate the global AI accelerator market. But its technological moat is increasingly being tested from three directions.

PC, CELG shifts TV production to Vietnam, expands webOS reach

Feb 2, 08:04

LG Electronics is formalizing a shift in its television manufacturing strategy, extending outsourcing beyond China to Vietnam as part of a structural overhaul. The move comes as the company seeks to address intensifying global competition and weakening profitability in the TV market.

PC, CEChina controls 80% of global AI glasses production

Feb 1

China has become the primary manufacturing and innovation hub for AI glasses, backed by an integrated supply chain. Omdia and IDC forecast global shipments exceeding 10 million units in 2026, with China holding roughly 12% market share, per Sina.

SERVER, IPC, CLOUD COMPUTING, IOTLMOC ramps silicon photonics output with new MOCVD expansion plan

Feb 1

LandMark Optoelectronics Corporation (LMOC) reported strong fourth-quarter 2025 performance, driven by a sharp ramp in silicon photonics (SiPh) shipments, with all three profitability metrics rising sequentially. The company expects silicon photonics demand to remain robust, forecasting faster quarter-over-quarter revenue growth in the first quarter of 2026 than in the previous quarter. Shipments are set to sustain threefold growth, supported by planned capital spending of about NT$700 million (US$22.3 million) to expand capacity ahead of demand growth in the second half of 2027.

ICT MANUFACTURINGCSPs ramp up AI capex as supply chain gains confidence

Feb 1

The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while Microsoft is also increasing its spending significantly. Unlike consumer electronics sectors struggling with memory shortages, neither major CSP mentioned such issues during their earnings calls.

AINvidia CEO calls ASIC rivalry "illogical" as R&D spending heads toward $45 billion

Jan 31

Nvidia CEO Jensen Huang issued a sharp rebuke to market speculation regarding the rise of custom silicon (ASIC) during an interview in Taipei on January 31, 2026.

AI"Complete Nonsense": Jensen Huang shuts down rumors of OpenAI rift, confirms Nvidia's "largest investment" ever

Jan 31

Nvidia CEO Jensen Huang delivered a fiery defense of his company's alliance with OpenAI on Saturday night, January 31, 2026, dismissing reports of a "cooling" relationship as "complete nonsense."

AITaiwan's capital markets reach new highs, signaling broader global role

Jan 31

At a Lunar New Year press conference, the Financial Supervisory Commission said that combined revenues of Taiwan's listed companies surpassed NT$50 trillion (approx. US$1.59 trillion) in 2025, while total market capitalization reached NT$101 trillion. By market value, Taiwan now ranks as the world's seventh-largest securities market.

ICT MANUFACTURINGChina claims 64% of ESS battery market as South Korea scrambles to launch a comeback

Jan 31

The global energy storage system (ESS) market based on lithium-ion batteries expanded in 2025. According to ET News and Ddaily, SNE Research reported that global shipments of lithium-ion batteries for ESS by manufacturers totaled 550 GWh in 2025, up 79% from 307 GWh in 2024, reflecting strong growth momentum. However, China alone accounted for more than 60% of the total. Unlike electric vehicle (EV) batteries, which are installed in vehicles and then sold to consumers, ESS batteries are typically deployed directly into regional projects. As a result, there is little discrepancy between shipment volumes and actual installed capacity.

More coverage