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Tuesday 18 November 2025
3D DRAM steps into AI inference: d-Matrix links with Alchip, Andes for Raptor build-out
d-Matrix completed a US$275 million Series C round in early November, raising its valuation to US$2 billion, and is speeding up the commercialisation of its 3D In-Memory Compute (3D...
Tuesday 18 November 2025
Why China's AI boom now favors power systems over silicon
China's AI boom is entering a new phase as investors shift from high-valuation chip and pure-AI stocks to the infrastructure that keeps AI running, namely power, metals, cooling,...
Tuesday 18 November 2025
Samsung, SK Hynix inventory drop signals AI memory supercycle
South Korea's top memory chip makers are entering what industry executives call a full-scale "supercycle," as Samsung Electronics and SK Hynix report steep inventory reductions through...
Tuesday 18 November 2025
Huawei pitches a new vision for AI compute: one cluster, one software brain
Huawei will unveil a new unified AI compute-management technology on November 21 at the "2025 AI Container Application Implementation and Development Forum," a move widely viewed...
Tuesday 18 November 2025
GMI Cloud to build US$500 million AI factory in Taiwan with 7,000 Blackwell Ultra GPUs
GMI Cloud, an Nvidia Cloud Partner (NCP) and GPU-as-a-Service provider, has announced plans to build a US$500 million AI Factory in Taiwan, adding new large-scale compute capacity...
Tuesday 18 November 2025
South Korean President and SoftBank's Son to discuss AI investment and Stargate
South Korean President Jae-Myung Lee is coordinating a meeting with SoftBank chairman Masayoshi Son, expected to take place in 2025. The discussion is speculated to focus on AI investments...
Tuesday 18 November 2025
Ennoconn eyes stronger growth in 2026 with global service and brand integration
Amid accelerating consolidation in the global artificial intelligence of things (AIoT), smart manufacturing, and industrial control markets, the supply value chain is shifting from...
Tuesday 18 November 2025
Etron benefits from booming edge AI market, shortages extend through 2026
AI has pushed the memory industry into a growth cycle. Etron Technology President Elvis Deng stated that memory supply is now in short supply across the board. DDR4, LPDDR4, and DDR3...
Tuesday 18 November 2025
Tesla unveils three-phase blueprint to scale Optimus robot
The head of Tesla's artificial-intelligence division recently warned employees that 2026 will be the most demanding year of their lives, urging the AI organization to brace for an...
Tuesday 18 November 2025
South Korean AI-powered memorial videos go global
South Korea-based JL Standard showcased its AI-driven video services for memorials, events, and digital content at the 2025 Pangyo Global Media Meet-Up. The presentation at Pangyo...
Tuesday 18 November 2025
Arm plugs into NVLink — and suddenly the AI data-center map looks less x86-shaped
Arm and Nvidia announced new steps to expand their collaboration on AI data center infrastructure, highlighting the growing demand for energy-efficient computing as AI workloads scale...
Tuesday 18 November 2025
Tesla AI VP Ashok Elluswamy emerges as key figure in firm's ambitious robotics and FSD plans
Tesla has outlined an aggressive roadmap targeting mass production of its Optimus humanoid robot and expansion of its Robotaxi service, with CEO Elon Musk's trillion-dollar compensation...
Tuesday 18 November 2025
Eric Schmidt warns global rise of Chinese AI models poses geopolitical risks
Former Google CEO Eric Schmidt has raised concerns about developing countries adopting Chinese AI models, mostly because of cost. According to Business Insider, Schmidt stated...
Tuesday 18 November 2025
OSE plans price hikes and capacity expansion as memory market tightens
Orient Semiconductor Electronics (OSE) said the global memory industry has shifted decisively into a "seller's market," prompting the company to pass higher costs to customers and...
Tuesday 18 November 2025
Microsoft benefits from OpenAI tech sharing for ASIC development
Microsoft CEO Satya Nadella recently stated in an interview that Microsoft can access OpenAI's model research outcomes. System-level innovations developed by OpenAI can also be fully...