CoreWeave, the US AI data center operator, announced a US$6.3 billion deal with investor Nvidia that will guarantee demand for its cloud computing capacity through 2032.
Zolix, a major Chinese supplier of precision optical instruments and mechanical control technologies, is expanding its domestic and international presence despite macroeconomic challenges, including tariffs. The company has established branches in Shanghai, Shenzhen, Chengdu, and Xi'an, while also maintaining distributors in France, Poland, and South Korea.
Intel announced on September 16, 2025, that Dr. Wang Rui, chair of Intel China with more than 30 years at the company, will retire this month. The leadership transition has been underway since February 2025, when Wang Zhicong was named vice chairman to prepare for succession.
Fan manufacturer Yen Sun Technology (YS Tech) expects solid operational growth for the full year of 2025. Despite challenges in August, such as European automakers entering their summer shipment offseason and cautious sentiment regarding US tariffs, automotive-related sales within China remained strong. Additionally, the ongoing artificial intelligence (AI) boom continues to drive demand for its high-end networking and IT products.
On the evening of September 8, 2025, Xiaomi issued an internal notice that abruptly ended Wang Teng's rapid nine-year rise within the company. The under-40 executive, who had served as general manager of Xiaomi's China marketing division, was officially terminated for "leaking confidential company information" and "conflicts of interest."
ASM Technologies, an India-based publicly listed company in engineering design-led manufacturing, has signed a Memorandum of Understanding (MoU) with the government of Tamil Nadu to invest INR2.5 billion (approx. US$28.38 million) in the state.
The increasing demand for big data storage driven by artificial intelligence data centers is expected to intensify a supply shortage of QLC NAND Flash memory, potentially resulting in a significant deficit by 2026. Major US cloud service providers are planning to replace traditional hard disk drives with enterprise-grade solid-state drives on a large scale starting in 2026, which will drive explosive growth in demand for high-capacity QLC SSDs. This transition is anticipated to narrow the price gap between SSDs and HDDs to roughly three times.
Acer has teamed up with Nvidia to debut the Veriton GB100, a compact AI workstation built on Nvidia's GB10 chip. The model has generated strong demand from clients even before its commercial launch.
The US and China have outlined a framework deal to resolve disputes over TikTok's US operations, officials said after trade talks in Madrid. The agreement marks progress toward easing tensions but faces hurdles over algorithm ownership, compliance with US law, and approval from both governments.
Server ODMs are significantly expanding their production capabilities to meet the surging demand in the artificial intelligence (AI) market. Mike Yang, EVP at Quanta, revealed efforts to increase capacity at facilities in the US and Thailand, with a new plant in Mexico set to begin production in early 2026. The scale of orders has grown beyond prior expectations, driving this intensified expansion.
The booming semiconductor industry has led to a surge of emerging Chinese laser manufacturers, yet weaker players are being weeded out based on precision and accuracy as competition intensifies, prompting some to seek out new business opportunities.
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