Taiwan's AI data center operator Zettabyte has announced that Pegatron will integrate Zware, its self-developed GPU software solution, to boost AI server performance and set a new standard for high-performance AI computing.

Advanced Micro Devices (AMD) CEO Lisa Su has spent most of her decade in the top job at the chipmaker keeping a tight rein on expectations.

Leading power supply maker Phihong Technology held its quarterly earnings call on December 5, during which general manager Allan Lin noted that the company has begun low-volume shipments of power supplies for low Earth orbit (LEO) satellite applications in recent months, with plans to gradually ramp up production in the first half of 2025. Meanwhile, the company is continuing its transition toward high-wattage products, with growth anticipated particularly in the network communications and industrial control markets.

Recent reports indicate that Hongjun Microelectronics Technology, a Chinese Arm server processor IC designer, is undergoing significant layoffs. Industry insiders suggest this may be connected to TSMC's prior decision to reduce the supply of advanced processes at 7nm and below to China, which has likely had a ripple effect on the company.

Tata Electronics, rapidly establishing itself as a significant iPhone assembler in line with Apple's production diversification strategy, is expanding its capabilities to become a fully integrated electronics manufacturer while pursuing discussions with other major technology companies for manufacturing contracts.

Amid surging electricity demands and growing potential in green energy, Foxconn is strengthening its market presence by leveraging AI to enhance operational efficiency and value creation.

Following the Bureau of Industry and Security's (BIS) addition of over 100 Chinese companies to its entity list, China's four major associations for automobiles, internet, semiconductors, and communications have called upon Chinese businesses to exercise caution when using American chips and to speed up domestic production. The US Department of Commerce's move aims to limit these companies' artificial intelligence (AI) and semiconductor technology development.

AWS announced significant cloud developments and custom chip design progress at its major conference in the US this week. The company's next-generation 3nm chip, Trainium 3, is set to launch in 2025, with industry sources suggesting Taiwan-based ASIC company Alchip will lead its development. Additionally, AWS is reportedly finalizing a long-term ASIC collaboration agreement with Marvell, demonstrating strong market demand. Industry insiders remain optimistic about the ASIC market's long-term prospects.

Nvidia plans to collaborate with the Thai government to establish a world-class AI infrastructure, though questions remain about Thailand's ability to fully capitalize on its strengths in developing a significant presence in the AI data center ecosystem.

FineTek, a leading Taiwanese sensor manufacturer, is experiencing a sharp increase in orders from server ODM clients this December, driven by the mass production of Nvidia's GB200 liquid-cooled servers. The company anticipates continued strong momentum beyond the first quarter of 2025, with expectations of "astounding" order volumes in the second quarter.

Dixon Technologies India has partnered with Taiwan's Compal Electronics to manufacture Google Pixel smartphones through its subsidiary Padget Electronics. The production will take place at Padget's manufacturing facility in Noida, India, marking a significant expansion of Google's manufacturing presence in the country.