After US President Donald Trump approved Nvidia's H200 exports to China on 9 December, domestic GPU start-up Moore Threads responded with rapid action.

A major memory shortage is hitting the industry as the supply-demand gap widens. Some upstream memory manufacturers are prioritizing server shipments, while other companies have been aggressively stockpiling due to shortages. Among US-based CSPs, Google and Microsoft have moved the fastest and come out on top. The four major US CSPs have recently begun product validation with Nanya Technology, intending to diversify DDR4 DIMM module supply beyond Korean memory suppliers.

As generative AI applications accelerate, public debates over whether AI will ultimately replace humans have intensified. Benjamin Joe, Meta Platforms' regional vice president for Asia Pacific, recently weighed in, stressing that while current AI models are powerful, they remain far from achieving human-like autonomy and proactive decision-making abilities.

Strong demand for Nvidia's GB300 accelerators lifted fourth-quarter 2025 performance for major Taiwanese original design manufacturers. Foxconn, Quanta, and Wistron reported solid November revenue and expect growth to continue into the first half of 2026 as GPU server orders accelerate.

Russia has fallen behind China and the US in artificial intelligence (AI) development, hindered by supply restrictions on critical hardware, international sanctions, and a significant outflow of skilled professionals. Despite President Vladimir Putin's repeated calls for Russia to lead in the AI field, experts widely acknowledge that catching up is no longer feasible.

In the wake of multiple high-profile resignations at Apple, Johny Srouji, the company's senior vice president of hardware technologies responsible for its in-house chip development, has reassured staff that he plans to stay with the firm for the foreseeable future. His statement came after reports suggested he was considering leaving.

Trend Micro predicts that enterprise protection priorities in 2025 will be closely linked to AI technology development, but the market for actual implementation is still in its early stages. General Manager Bob Hung said that while customer inquiries about AI cybersecurity solutions are very high, actual order volumes remain limited. At this stage, revenue contributions still primarily come from traditional cybersecurity products.

The Indo-Pacific region has become the world's most critical theater for both technology manufacturing and geopolitical competition. As military tensions escalate across East Asia, executives are increasingly questioning whether their supply chains can withstand potential disruptions.

Baidu is considering a spin-off and listing of its AI chip unit Kunlunxin, a development that has quickly become a focal point in China's fast-moving GPU and AI semiconductor market. The company said it is evaluating the potential listing but noted any move would require regulatory clearance and is not guaranteed.

OpenAI has introduced a new safety research approach designed to improve honesty and transparency in large language models (LLMs). The method requires the model to provide a "confession" after answering a query, in which it self-assesses whether it lied, took shortcuts, or deviated from instructions, while also disclosing uncertainties and subjective judgments.

Apple chip leader Johny Srouji is reportedly considering leaving for another tech company, raising major concerns for Apple's product roadmap in the modern AI landscape. Bloomberg reported that Srouji, Apple's Senior Vice President of Hardware Technologies, informed CEO Tim Cook of his intention to resign. Additionally, he has told colleagues that if he does leave, he will join another tech company. Cook has attempted to retain Srouji with higher compensation and expanded authority. He has even considered promoting him to Chief Technology Officer, but Srouji is unwilling to work under future CEOs.