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Friday 14 November 2025
ASUS AI servers near 20% of 3Q25 revenue
ASUS held its earnings call on November 11, 2025, reporting that in the third quarter of 2025, brand revenue reached NT$189.9 billion (US$6.1 billion), up 21% year-over-year, setting...
Friday 14 November 2025
Pegatron chairman urges Taiwan to adopt AI beyond manufacturing
Pegatron chairman TH Tung attended the opening ceremony of the 2025 IT Month and EdTech Taiwan Exhibition in his capacity as honorary chairman of the Taipei Computer Association on...
Friday 14 November 2025
From scale-up to scale-across: How AI data centers are redefining transmission technology
The surge in generative AI has intensified demand for AI servers and chips, shifting the focus from pure computational power to data transmission speed. This transition has accelerated...
Friday 14 November 2025
China's Moonshot AI claims new model rivals GPT-5 despite GPU shortfall
China's Moonshot AI has launched its Kimi K2 Thinking model, which tops OpenAI's GPT-5 in multiple reasoning and coding tests while delivering lower training costs and full commercial...
Thursday 13 November 2025
Taiwan's materials suppliers ride AI and semiconductor boom into record revenue

Taiwan's major materials distributors — Niching Industrial, Wah Lee Industrial, Topco Scientific (TSC), and Chang Wah Electromaterials...

Thursday 13 November 2025
Rising demand for AI computing drives data center upgrades and power system innovation
The escalating need for AI computing power is significantly accelerating global data center construction and prompting server upgrades. Market forecasts indicate that capex by the...
Thursday 13 November 2025
Anthropic aims for profitability by 2028 while OpenAI's losses could reach US$74 billion
AI startup Anthropic is projected to break even by 2028, fueled by steady enterprise client revenue, whereas OpenAI is expected to continue incurring significant operating losses...
Thursday 13 November 2025
Inventec anticipates growth in 2026 fueled by servers and NB
Inventec President Jack Tsai stated that AI demand has been strong, and server shipments are expected to achieve double-digit growth in 2026, with AI servers growing more than 40%...
Thursday 13 November 2025
Jensen Huang and AI pioneers debate whether field is in a bubble as they accept Queen Elizabeth prize
Six leading AI experts convened in the UK on November 5, 2025, for a rare discussion on artificial intelligence, marking their joint receipt of the 2025 Queen Elizabeth Prize for...
Thursday 13 November 2025
Bellwether rides AI server wave to cement high-end connector dominance
As AI servers and high-performance computing (HPC) drive a wave of high-current and high-speed transmission demand, Taiwan-based electronic connector maker Bellwether Electronic Corp...
Thursday 13 November 2025
Google, AMD, Nvidia reveal AI development roadmaps from cloud to physical world
In light of AI bubble concerns, Google, AMD, and Nvidia came together to share insights on generative AI expansion and development strategies. All three companies are confident in...
Thursday 13 November 2025
Microsoft speeds up AI chip development with OpenAI IP licensing
Microsoft has accelerated its artificial intelligence (AI) chip development by licensing proprietary chip and system design innovations from OpenAI, CEO Satya Nadella disclosed during...
Thursday 13 November 2025
GlobalFoundries raises 4Q25 outlook on strong auto, data center demand
GlobalFoundries forecasts stronger results for the fourth quarter of 2025, saying robust demand from automotive and data center customers is expected to offset continued weakness...
Thursday 13 November 2025
Anthropic announces US$50 billion investment in US data center infrastructure
Anthropic plans to invest US$50 billion in American computing infrastructure, constructing data centers in Texas and New York with additional sites planned. The project is expected...
Thursday 13 November 2025
Rebellions expands US presence with Silicon Valley hires, launches North America entity
South Korean AI chip startup Rebellions is accelerating its global expansion, establishing a US entity and appointing two senior Silicon Valley executives to strengthen its position...