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Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war - digitimes

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www.digitimes.com 2026-05-25 digitimes

Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments reflect a shared urgency to expand beyond traditional hyperscale clouds into... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time

AI chips Semiconductor industry NVIDIA AMD Taiwan semiconductor Artificial intelligence chips Chip war Semiconductor investment

Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war

0.95

digitimes.com 2026-05-25

Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments reflect a shared urgency to expand beyond traditional hyperscale clouds into the booming, highly lucrative global enterprise, industrial, and sovereign AI factory frontiers.

AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers

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digitimes.com 2026-05-25

The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power semiconductors, boosting shipments for Taiwanese lead frame suppliers SDI Corporation and Jih Lin Technology and raising expectations for double-digit revenue growth in 2026.

Beyond Silicon Valley: Lam Capital's startup contest goes global

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digitimes.com 2026-05-25

Lam Research's Lam Capital recently held its fourth startup competition, drawing teams from the US, South Korea, Singapore, India, and Taiwan to vie for a sizeable prize pool. US startup Lightfinder won the top prize with a proposal centered on silicon photonics and intelligent software for a chip-scale spectrometer.

Nvidia AI Chip Smuggling Draws Taiwan's First Criminal Prosecution: Jensen Huang Rebukes Supermicro - Tech Times

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www.techtimes.com 2026-05-25 Tech Times

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