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Wednesday 10 December 2025
RnPT targets rising demand for foreign patient services with KRACE platform
Healthcare startup RnPT showcased its AI medical coordination platform KRACE to international media at the 2025 Pangyo Global Media Meet-Up, underscoring Korea's effort to expand its global healthcare footprint as demand from foreign patients continues to climb.
Wednesday 10 December 2025
Google TPU gains test Nvidia's lead, but the GPU ecosystem still rules
Google's latest TPU gains have rattled the AI hardware market, but IC distributors maintain that Nvidia's GPU-led ecosystem still sets the benchmark for modern AI compute. TPUs may edge out GPUs in some LLM workloads, yet Nvidia's end-to-end stack, from CUDA to silicon to systems, keeps its lead firmly intact, reinforced further by the Jetson Thor platform for edge AI.
Wednesday 10 December 2025
Amazon plans more than US$35 billion in new India investments through 2030
Amazon plans to invest more than US$35 billion in India across its businesses through 2030, expanding on the nearly US$40 billion it has already invested in the country, the company said on December 10, 2025, at the sixth Amazon Smbhav Summit in New Delhi. The planned investment will target business expansion and three priority areas: AI-driven digitization, export growth, and job creation.
Wednesday 10 December 2025
US allows Nvidia H200 chip exports to China, but Beijing may impose restrictions
Despite US President Donald Trump's decision to permit the export of Nvidia Corporation's advanced H200 chips to China, reports indicate that Beijing might enforce limitations on their use as part of China's ongoing strategy to boost domestic semiconductor self-sufficiency. Chinese authorities remain cautious while evaluating how these imports fit within national technology goals.
Wednesday 10 December 2025
Microsoft, Intel outline major commitments in meetings with Indian PM
Prime Minister Narendra Modi met Microsoft CEO Satya Nadella and Intel CEO Lip-Bu Tan in New Delhi, where the two US tech leaders outlined major investments and support for India's ambitions in artificial intelligence and semiconductors.
Wednesday 10 December 2025
OpenAI's 'code red' exposes internal rift over ChatGPT's future
OpenAI has reportedly initiated a "code red" in response to increasing competition and decelerating growth, temporarily halting projects such as advertising and Sora for eight weeks to concentrate on enhancing ChatGPT. This strategic pivot reveals internal conflicts regarding the company's development priorities.
Wednesday 10 December 2025
H200 returns to China's market, but local chipmakers have already built resilience
US President Donald Trump has announced that Nvidia's H200 will be allowed to return to the Chinese market after Jensen Huang's lobbying efforts. Nvidia is expected to resume securing revenue from China.
Wednesday 10 December 2025
Analysis: US eases Nvidia chip ban, marking pivot in China tech strategy
The US government's decision to ease restrictions on exporting Nvidia's H200 AI chip to China marks a significant victory for one of the world's most influential computing companies. It also signals a subtle but unmistakable shift in Washington's China tech strategy—from a rigid, across-the-board blockade to a more transactional, negotiable system of conditional controls.
Wednesday 10 December 2025
Yageo posts record November revenue on strong AI demand, Shibaura acquisition gains

Yageo reported year-over-year and month-over-month revenue growth for November 2025, driven by the acquisition benefits from Japan-based Shibaura Electronics and robust demand for high-end components and AI-related applications.

Wednesday 10 December 2025
Local datasets key to Taiwan's smart healthcare market edge
Smart healthcare is poised to drive Taiwan's next industrial upgrade with a projected output of NT$2.3 billion (US$73.5 billion), at growth rates surpassing even the semiconductor industry. Although Taiwan's world-leading healthcare and ICT industries have mostly evolved on parallel tracks without intersecting, industry experts believe that bridging supply and demand between the two could lead to another wave of strong momentum. However, smart healthcare goes beyond hardware manufacturing, and instead emphasizes comprehensive solutions where data and AI functionality could lead the way.
Wednesday 10 December 2025
Taiwan chipmakers shift to non-consumer AI markets as cloud AI outpaces edge
Due to the lack of a significant surge in edge AI demand in 2025 and China's push for chip localization, Taiwan-based IC design houses are increasingly losing ground in global competition. Research institutions predict that by 2026, Taiwanese IC designers may cede their second-place revenue position to Chinese firms.
Wednesday 10 December 2025
Taiwan signals openness to US chip targets on condition of support
As 2025 nears its end, negotiations over the US Section 232 tariffs closely tied to Taiwan's semiconductor and ICT exports remain unresolved. The US government's expectation of a "50-50 chip split" has yet to receive a commitment from Taiwan. However, Taiwanese President Lai Ching-te recently sent a positive message in an interview with US media, stating that Taiwan is willing to assist the US in chip production, and that if the US provides policy support, achieving the "50-50 chip split" goal is possible. This marks a significant shift in the government's stance toward US expectations based on mutual benefits.
Wednesday 10 December 2025
Qatar launches national AI firm Qai to join Gulf AI investment race
Qatar has established a national-level AI company, Qai, fully owned by its sovereign wealth fund, the Qatar Investment Authority (QIA), to invest in domestic and international AI infrastructure and provide high-performance computing services. This move marks Qatar's official entry into the Gulf region's accelerated AI development competition.
Tuesday 9 December 2025
China's Moore Threads sets developer conference to launch new GPU and escalate Nvidia challenge
After US President Donald Trump approved Nvidia's H200 exports to China on 9 December, domestic GPU start-up Moore Threads responded with rapid action.
Tuesday 9 December 2025
Meta VP: AI will transform, not extinguish, job roles in advertising and beyond
As generative AI applications accelerate, public debates over whether AI will ultimately replace humans have intensified. Benjamin Joe, Meta Platforms' regional vice president for Asia Pacific, recently weighed in, stressing that while current AI models are powerful, they remain far from achieving human-like autonomy and proactive decision-making abilities.
Tuesday 9 December 2025
Russia falls behind US and China in AI race amid sanctions, brain drain
Russia has fallen behind China and the US in artificial intelligence (AI) development, hindered by supply restrictions on critical hardware, international sanctions, and a significant outflow of skilled professionals. Despite President Vladimir Putin's repeated calls for Russia to lead in the AI field, experts widely acknowledge that catching up is no longer feasible.
Tuesday 9 December 2025
Trend Micro sees high AI cybersecurity interest but limited orders
Trend Micro predicts that enterprise protection priorities in 2025 will be closely linked to AI technology development, but the market for actual implementation is still in its early stages. General Manager Bob Hung said that while customer inquiries about AI cybersecurity solutions are very high, actual order volumes remain limited. At this stage, revenue contributions still primarily come from traditional cybersecurity products.
Tuesday 9 December 2025
Commentary: Are East Asia tensions a threat to supply chains?
The Indo-Pacific region has become the world's most critical theater for both technology manufacturing and geopolitical competition. As military tensions escalate across East Asia, executives are increasingly questioning whether their supply chains can withstand potential disruptions.
Tuesday 9 December 2025
China's AI chip race nears US$275bn; Cambricon, Hygon lead the field
Baidu is considering a spin-off and listing of its AI chip unit Kunlunxin, a development that has quickly become a focal point in China's fast-moving GPU and AI semiconductor market. The company said it is evaluating the potential listing but noted any move would require regulatory clearance and is not guaranteed.
Tuesday 9 December 2025
OpenAI introduces confession mechanism to enhance transparency in large language models
OpenAI has introduced a new safety research approach designed to improve honesty and transparency in large language models (LLMs). The method requires the model to provide a "confession" after answering a query, in which it self-assesses whether it lied, took shortcuts, or deviated from instructions, while also disclosing uncertainties and subjective judgments.
Tuesday 9 December 2025
Johny Srouji to stay with Apple amid executive exodus
Apple chip leader Johny Srouji has reassured staff that he plans to stay with the firm for the foreseeable future, following reports that states he considered leaving for another tech company.
Tuesday 9 December 2025
South Korea AI startups face 56% survival rate, heavily reliant on government funding
South Korea aims to be a leading AI powerhouse, yet a report from the Korea Industrial Technology Association (KOITA) shows that only 56% of its AI startups last over three years. These companies rely significantly on external funding, highlighting a fragile R&D base in the industry.
Tuesday 9 December 2025
Google to launch AI-powered smart glasses in 2026 as competition in wearable AI intensifies
Google said it plans to introduce its first AI-enabled smart glasses in 2026, expanding its push into consumer AI devices and positioning itself against rivals such as Meta. The company is developing two product categories: audio-only glasses that interface with its Gemini assistant, and eyewear with built-in displays capable of showing navigation, translations, and other augmented-reality overlays.
Tuesday 9 December 2025
IBM to acquire Confluent for US$11 billion to expand real-time data and AI capabilities
IBM said on December 8 that it has agreed to acquire Confluent in an all-cash deal valuing the data-streaming company at US$11 billion. Under the agreement, IBM will purchase all outstanding Confluent shares for US$31 each, a price approved by both companies' boards and supported by Confluent shareholders representing about 62% of voting power. The transaction, funded with IBM's cash on hand, is expected to close by mid-2026 pending regulatory and shareholder approvals.
Tuesday 9 December 2025
Trump clears Nvidia's H200 shipments to China under new 25% revenue-share rule
US President Donald Trump said his administration will allow Nvidia to ship H200 AI accelerators to approved customers in China under conditions tied to national-security reviews and a 25% revenue payment to the US government. The move marks a major shift in Washington's chip-export approach and offers Nvidia a partial win after months of lobbying.