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Friday 3 October 2025
OpenAI's massive memory deal with Samsung and SK Hynix signals shift in AI chip supply chain
OpenAI has signed a sweeping cooperation agreement with Samsung Electronics and SK Hynix, securing high-performance memory supplies for the massive Stargate Project. According to...
Friday 3 October 2025
Wiwynn accelerates global factory expansion amid booming AI server demand
Wiwynn is rapidly expanding its manufacturing footprint worldwide, driven by strong orders for AI servers expected to sustain through 2027. The company's president, William Lin, highlighted...
Friday 3 October 2025
Samsung accelerates humanoid robot R&D to stake future role in robotics ecosystem
Samsung Electronics is stepping up its robotics ambitions, advancing research and development across multiple humanoid robot types while leveraging its ecosystem strengths to secure...
Friday 3 October 2025
Taiwan's economy hits new heights on semiconductor, AI, and green infrastructure strengths
Taiwan is set to surpass South Korea in per capita GDP a year ahead of schedule, reaching the US$40,000 target by 2026. This is fueled by record-breaking exports, robust semiconductor...
Friday 3 October 2025
Taiwan IPC market in recovery despite looming tariff and supply chain risks
Due to exchange rate and tariff fluctuations in the first half of 2025, Taiwan's industrial PC (IPC) manufacturers were facing pressure on continued growth. However, the situation...
Friday 3 October 2025
Taiwan machine tools hit by tariffs, weak Europe; components ride robotics wave
The Taiwanese machinery industry is experiencing a challenging 2025, with traditional sectors grappling with tariff and currency pressures in the first half of the year. The US's...
Friday 3 October 2025
Nvidia's Spectrum-X dominates Ethernet switch market, surpassing Cisco
Since the generative AI (GenAI) era began in late 2022, Nvidia has been known for its GPU-driven revenue surge. Now, with the success of its Spectrum-X platform, Nvidia is replicating...
Friday 3 October 2025
Research insights: Nvidia's US$100 billion OpenAI investment builds closed-loop control of AI cloud market
In September 2025, Nvidia announced plans to invest up to US$100 billion in OpenAI in phases, deploying at least 10GW of Nvidia server systems to support the development of next-generation...
Thursday 2 October 2025
Supernodes, not servers: How Alibaba, Baidu, Huawei are rewiring AI compute
At the Apsara Conference 2025, Alibaba introduced its PanJiu AI Infra 2.0 with a 128-chip supernode, the most-watched launch of the event. The debut underscores how China's cloud...
Thursday 2 October 2025
Wiwynn breaks ground on new headquarters in Taipei with 2029 completion target
Wiwynn officially began construction of its new headquarters in Neihu District, Taipei, during a ceremony held on October 2. The event was led by chairperson and CSO Emily Hong, with...
Thursday 2 October 2025
Intel bets its future on Nvidia's CUDA
When Intel and Nvidia announced their partnership on September 18, 2025, the US$5 billion equity stake dominated headlines. But beneath the financial fanfare lies a far more consequential...
Thursday 2 October 2025
Commentary: China's computing power market faces contract cancellations as AI bubble bursts
Huatie's CNY3.69 billion (US$518.3 million) computing contract ended without delivery, indicating potential cancellations in China's computing market. Speculative contracts amid rising...
Thursday 2 October 2025
OpenAI CEO's Korea visit leads to memory supply pact and AI data center plan
OpenAI CEO Sam Altman arrived in South Korea on October 1 to advance cooperation agreements with leading conglomerates SK Group and Samsung. His visit included meetings with SK chairman...
Thursday 2 October 2025
Google DeepMind introduces advanced Gemini Robotics 1.5 models to enhance robot reasoning and task execution
Google DeepMind has announced the release of two updated AI models, Gemini Robotics 1.5 and Gemini Robotics-ER 1.5, aimed at improving robots' ability to reason, plan multi-step tasks,...
Thursday 2 October 2025
ODM shifts to server demand as 4Q25 consumer market weakens
Consumer electronics like notebooks are losing momentum amid a sluggish 2025 market. However, AI-driven server demand is surging, providing sustained growth for ODMs.