Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements, tight GPU supply, and cost pressure prompt more developers to test the company's Trainium processors, according to The Information.
Tesla remains a bellwether for humanoid robots, but its delayed production timeline is prompting Taiwanese suppliers to reassess where near-term opportunities may emerge in the robotics supply chain.
Taiwan has opened a new robotics R&D center in southern Taiwan, aiming to help local manufacturers move beyond component supply and into higher-value robotics systems as automation demand spreads across healthcare, logistics, food service, and public safety.
China's OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging supply, creating an opening for companies that have long played a lower-profile role in the semiconductor value chain.
Phison Electronics has completed pricing for its first overseas unsecured convertible bond sale, raising US$800 million as the NAND controller supplier moves to support expanding demand for AI storage and related solutions.
