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Tuesday 28 October 2025
HBM boom tightens DRAM supply as Samsung, SK Hynix secure long-term deals
As demand for memory surges alongside the build-out of AI infrastructure and soaring data volumes from AI agents developed by OpenAI, Google, and others, consumption has spiked not...
Tuesday 28 October 2025
OpenAI acquires Apple-veteran startup to build next-gen AI assistant for ChatGPT
OpenAI has acquired startup Software Applications to integrate its unreleased AI assistant, Sky, into ChatGPT. Sky is designed to understand screen content and assist users with writing,...
Saturday 25 October 2025
OpenAI, AMD, Broadcom unite behind Ethernet to reshape AI infrastructure
The Ethernet for Scale-Up Networking (ESUN) Alliance officially launched at the 2025 Open Compute Project (OCP) Global Summit, uniting North America's AI heavyweights, including OpenAI,...
Wednesday 22 October 2025
OpenAI diversifies chip suppliers to challenge Nvidia's infrastructure dominance
OpenAI's recent chip procurement deals with AMD and Broadcom signal a strategic effort to reduce reliance on Nvidia Corporation, the dominant supplier in the AI hardware space. Although...
Wednesday 22 October 2025
DeepSeek unveils optical compression model to enhance long text processing for AI
Chinese artificial intelligence startup DeepSeek has introduced DeepSeek-OCR, an open-source model accompanied by a research paper that pioneers a novel "optical compression" method...
Wednesday 22 October 2025
Anthropic, Google weigh multibillion-dollar cloud deal to rival Microsoft's AI alliance
Anthropic PBC is in early talks with Alphabet Inc.'s Google on a potential cloud computing deal worth between US$1 billion and US$10 billion to secure additional AI computing power,...
Wednesday 22 October 2025
OpenAI debuts ChatGPT Atlas for Mac users, eyeing Google’s AI browser turf
OpenAI's new ChatGPT Atlas browser brings artificial intelligence directly into users' web experience, blending conversational assistance with browsing. Analysts see the move as a...
Tuesday 21 October 2025
Google's growing TPU empire fuels Broadcom–MediaTek upside
Google's "TPU as a Service" is drawing an increasing number of enterprise clients keen to expand cooperation, pointing to strong growth prospects. The key beneficiaries are expected...
Friday 17 October 2025
Salesforce partners with OpenAI and Anthropic to build next-gen AI platform
At its annual Dreamforce developer conference, Salesforce unveiled a series of product updates aimed at addressing the slowdown of enterprise AI pilot programs.
Friday 17 October 2025
AI expansion pushes HBM market towards $100 billion by 2028
As the AI ecosystem continues to expand, South Korean securities analysts predict the semiconductor industry's upward cycle will extend at least until after 2028. Samsung Electronics...
Thursday 16 October 2025
Tech giants' circular investments raise concerns of financial imbalances in AI sector
Venture capital firm Air Street Capital's recent "State of AI 2025" report reveals a growing pattern of circular investments within the AI industry, involving prominent firms such...
Thursday 16 October 2025
Samsung, SK Hynix gear up for memory demand driven by US$500B Stargate plan
South Korea's semiconductor industry anticipates that OpenAI's large-scale high-bandwidth memory (HBM) supply requirements will accelerate production expansion at Samsung Electronics...
Wednesday 15 October 2025
Broadcom joins AI accelerator race with major OpenAI deal
Broadcom is jumping into the booming artificial intelligence chip market, striking a major deal to develop custom AI accelerators for OpenAI. The move positions Broadcom alongside...
Wednesday 15 October 2025
Graphcore to invest GBP1 billion in Bengaluru AI engineering campus, creating 500 semiconductor jobs
Graphcore, a wholly owned subsidiary of SoftBank, announced plans to establish a new AI Engineering Campus in Bengaluru, India, with an investment of up to GBP1 billion (approx. US$1.26...
Tuesday 14 October 2025
OpenAI, Broadcom team up on 10GW AI accelerator project
OpenAI and Broadcom have announced a wide-ranging collaboration to co-develop and deploy 10GW of custom AI accelerators, marking one of the largest hardware initiatives yet in the...