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Wednesday 5 November 2025
Nvidia US$10B deal elevates South Korea to third in GPU stockpile for physical AI push
Nvidia has built a massive AI infrastructure project with the South Korean government, and local enterprises will now adopt Nvidia's next-generation RTX Pro 6000 Blackwell server-version GPU. During the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju in 2025, Nvidia announced plans to supply 260,000 GPUs to the country, a deal worth US$10 billion.
Wednesday 5 November 2025
Trump pauses China port fees but leaves room to negotiate
Since beginning his second term, US President Donald Trump has repeatedly used tough rhetoric in both domestic and foreign policy, signing numerous controversial executive orders. Following a meeting with Chinese President Xi Jinping at the APEC summit, Trump and Xi agreed to suspend the port fees on Chinese-made ships and Chinese shipowners for one year.
Wednesday 5 November 2025
Jinpao hits 6th straight monthly revenue record on AI, energy, aerospace push
Jinpao Precision Industry (JPP) saw record-high revenue for October 2025, driven by strong shipments of AI server power supply components, server cases, and racks. The company remains optimistic about 2026, citing sustained AI demand alongside growing aerospace and energy-related orders.
Wednesday 5 November 2025
Supermicro's cash flow turns negative as AI infrastructure push strains finances
Supermicro reported a challenging first quarter of fiscal 2026, with rising costs, higher working capital, and negative free cash flow reflecting the company's rapid expansion to meet surging demand for artificial intelligence (AI) data center infrastructure. CFO David Weigand and CEO Charles Liang emphasized that these pressures are part of a deliberate strategy to support long-term growth.
Wednesday 5 November 2025
Supermicro reports lower quarterly sales but expects AI-driven rebound in December
Supermicro reported financial results for the fiscal first quarter of 2026, reflecting a temporary slowdown caused by shipment delays and customer upgrades, but reaffirmed a strong growth outlook driven by record artificial intelligence (AI) infrastructure demand and expanding production capacity.
Wednesday 5 November 2025
Astemo shifts from parts manufacturing to software services, betting on future EV market
The dominance of internal combustion engine (ICE) vehicles in the 19th and 20th centuries is now being challenged by environmentally friendly cars in the 21st century. Automotive parts suppliers, in turn, are being forced to adjust their strategies, gradually reducing their reliance on components for traditional fuel-powered vehicles. Some manufacturers are pivoting toward software and cloud platforms, expanding their definition of "parts" to include software. One such company is Japan's auto parts giant Astemo.
Wednesday 5 November 2025
Supermicro’s fiscal 1Q results show strain beneath the AI surge
On November 4, Supermicro reported lower revenue and profit for the fiscal first quarter of 2026 as gross margin narrowed sharply, signaling persistent cost and pricing pressures. However, the company raised its full-year sales forecast, betting on robust demand for artificial intelligence and data center infrastructure systems.
Wednesday 5 November 2025
Why Malaysia is attracting the world’s biggest AI data centers

"Electricity is computing power," said Taiwan's Industrial Technology Research Institute (ITRI), predicting that global data center power demand will more than double by 2030. The trend toward hyperscale facilities is accelerating, with each data center in the Americas averaging 100MW of IT capacity, about twice the global average of 50MW. Malaysia has become a key hotspot for US and Chinese tech giants expanding their AI and cloud infrastructure, while Taiwan's average load of just 7MW underscores its lag in large-scale AI development.

Tuesday 4 November 2025
Cisco unveils Unified Edge platform to capture AI inference market
Targeting the shift of AI workloads toward distributed computing, Cisco has unveiled its new Unified Edge solution. The platform integrates computing, networking, storage, and security closer to data sources, focusing on real-time AI inference and agentic AI use cases in retail, manufacturing, healthcare, and other sectors.
Tuesday 4 November 2025
Cisco unveils AI cloud network solutions to optimize enterprise management
As AI applications expand from data centers to various enterprise work environments, demands for network bandwidth, low latency, and intelligent management are rising. Cisco has introduced multiple new solutions at the Cisco Partner Summit 2025, including a unified dashboard integrating its Meraki and Catalyst Center platforms and automation workflows supporting natural language commands, aimed at helping enterprises upgrade networks and simplify operations.
Tuesday 4 November 2025
Ibiden raises fiscal 2025 financial forecast as GenAI orders exceed expectations
Japanese IC substrate giant Ibiden announced an upward revision of its fiscal year 2025 financial forecast, running April 2025 to March 2026, with revenue, operating profit, and net profit all expected to exceed previous estimates. The revision is mainly driven by orders for high-value-added products related to generative artificial intelligence (GenAI), far surpassing expectations.
Tuesday 4 November 2025
Wistron launches AI computing power donation program, donating 1 million GPU hours annually
Wistron announced the launch of the Wistron Computing Power Donation Program, pledging to donate 1 million GPU hours annually starting in 2026. The free resources will be made available to promising startups and academic research institutions both in Taiwan and abroad.
Tuesday 4 November 2025
OpenAI partners with Amazon Web Services in US$38 billion deal to scale AI workloads
Amazon Web Services (AWS) and OpenAI have announced a US$38 billion, multi-year strategic partnership that will see OpenAI use AWS infrastructure to run and scale its artificial intelligence workloads. The deal underscores growing demand for computing power as the AI industry continues to expand rapidly.
Tuesday 4 November 2025
Global VCs shift focus to AI, quantum, and defense
Global venture capital markets have shown signs of recovery in 2025 despite challenging conditions, including reciprocal tariffs announced by US President Donald Trump and ongoing conflicts in Ukraine and the Middle East. Recent surveys show VC investors are concentrating on AI, quantum technology, and defense industries, while previously highlighted biotech and drug development sectors have not seen landmark investments this year.
Tuesday 4 November 2025
IREN signs US$9.7 billion GPU cloud deal with Microsoft to expand AI infrastructure
On November 3, IREN announced a multi-year contract with Microsoft to provide GPU cloud services, marking a significant milestone for the AI infrastructure provider. Under the five-year agreement, valued at approximately US$9.7 billion, including a 20% prepayment, IREN will supply Microsoft with Nvidia GB300 GPUs. The GPUs will be deployed in phases through 2026 at IREN's 750-megawatt Childress, Texas campus, alongside new liquid-cooled data centers capable of supporting 200 MW of critical IT load, according to the official press release.
Tuesday 4 November 2025
Qualcomm's AI200 and AI250 challenge Nvidia's dominance in AI data center chip market
Qualcomm has officially announced its entry into the data center AI chip sector with the launch of its next-generation solutions for AI inference computing, built on AI200 and AI250 chips in the form of accelerator cards and rack systems.
Tuesday 4 November 2025
Taiwan rolls out new measures to sustain manufacturing edge amid labor shortages
Following multiple rounds of negotiation and the successful "Trump–Xi summit," US–China trade tensions have eased, reflecting a cautiously resilient yet competitive relationship. Nonetheless, Washington's stringent technology sanctions and containment policies toward Beijing remain firmly in place. Consequently, Taiwanese firms operating between the two powers must navigate carefully to avoid falling under US extraterritorial jurisdiction.
Tuesday 4 November 2025
Nvidia's NVQLink breaks quantum computing barriers, proving that GPUs remain irreplaceable
Nvidia CEO Jensen Huang stressed that the combination of quantum computing with AI will be crucial for driving developments in future technology, with industry consensus highlighting the need for directly connecting quantum computers to GPU-powered supercomputers to advance practical quantum computing.
Tuesday 4 November 2025
Quantum computing hits key turning point as Nvidia and partners drive real-world applications
The quantum computing industry is at a critical inflection point, shifting from "scientific fantasy" to practical industrial application, driven by major breakthroughs in quantum error correction (QEC) technology. This shift was a focal theme of Nvidia CEO Jensen Huang's keynote at the recent GTC conference in Washington.
Tuesday 4 November 2025
Murata clarifies US$15B supply plan for US data center represents component supplies, not capital investment
Murata president Norio Nakajima revealed on October 31, 2025, during an online earnings briefing that the company will supply power modules, batteries, multilayer ceramic capacitors (MLCCs), and inductors to US data centers as part of a US-Japan government initiative announced on October 28, 2025.
Monday 3 November 2025
Nvidia expands partnership with Samsung and SK Hynix in AI memory technology development
Nvidia CEO Jensen Huang has confirmed continued collaboration with South Korean memory giants Samsung Electronics and SK Hynix, highlighting their crucial role in the next wave of artificial intelligence (AI) semiconductor technology. Industry observers view Samsung's official entry into Nvidia's AI semiconductor supply chain as a landmark moment for South Korea's semiconductor sector.
Monday 3 November 2025
Samsung challenges Chrome dominance with new PC browser launch
Samsung Electronics has officially launched its new PC web browser, Samsung Internet PC, marking a major step in its effort to extend its mobile ecosystem to desktop platforms. The company said the browser aims to deliver a more personalized and connected user experience, with plans to evolve into an AI-powered browser in future updates.
Monday 3 November 2025
Taiwan manufacturing set to gain as traditional and electronics sectors strengthen
The recent meeting between US President Donald Trump and his Chinese counterpart Xi Jinping has eased tensions between the two countries, de-escalating rare earth export controls and soybean trade barriers. It remains uncertain whether Trump will come up with other threats when dealing with China. But for Taiwan, the speculation about the US sacrificing the island nation in return for better ties with China has not materialized. Neither has the US taken concrete steps to impose semiconductor tariffs under Section 232 of the Trade Expansion Act. Taiwan's manufacturing sector may gain momentum over the next two months if geopolitical and economic conditions remain stable.
Monday 3 November 2025
Amazon launches Rainier data center in Indiana to support AI startup Anthropic
Amazon Web Services (AWS) has activated its Rainier data center in Indiana, US, to accelerate the training of Anthropic's large language model (LLM), Claude, using Amazon's proprietary Trainium chips. The Rainier facility represents Amazon's largest investment in the state, backed by US$11 billion in funding.
Monday 3 November 2025
Huawei server spin-off xFusion eyes IPO after four years of rapid growth

Singapore-based xFusion International (xFusion) is preparing for an IPO nearly four years after it separated from Huawei's x86 server division, according to Chinastarmarket.cn.