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Thursday 18 December 2025
Rapidus launches AI design tools to support 2nm semiconductor development
On December 17, Rapidus announced a new suite of AI-based semiconductor design tools under its Rapidus AI-Assisted Design Solution (Raads), aimed at supporting the company's Rapid and Unified Manufacturing Service (RUMS) concept. The technology will be rebranded as Rapidus AI-Agentic Design Solution, with multiple tools scheduled for release starting in 2026. Customers will receive the tools alongside a process design kit (PDK) and reference flows.
Thursday 18 December 2025
Google reportedly launches TorchTPU project to boost TPU compatibility with PyTorch
Google has reportedly initiated the TorchTPU project to enhance support for the PyTorch machine learning framework on its tensor processing units (TPUs), aiming to challenge the software dominance of Nvidia's CUDA ecosystem. Reuters, citing insiders, said the effort focuses on lowering barriers for developers and increasing TPU adoption in cloud and enterprise settings.
Thursday 18 December 2025
Manufacturing giant Jabil signals confidence with higher targets for 2026
Jabil Inc., the global manufacturing linchpin that assembles everything from medical devices to data center racks, reported on Wednesday a surge in quarterly profit and revenue that comfortably cleared Wall Street's expectations, fueled by a relentless corporate appetite for artificial intelligence infrastructure.
Thursday 18 December 2025
Xiaomi unveils MiMo-V2-Flash open-source model to enhance human-car-home ecosystem
At the recent "Human X Car X Home" partner conference, Xiaomi's MiMo model team leader Luo Fuli introduced the open-source MiMo-V2-Flash model, designed to boost agent execution capabilities as foundational technology within Xiaomi's interconnected device ecosystem.
Thursday 18 December 2025
Why OpenAI is courting AWS chips—and what it signals about cracks in its AI expansion
OpenAI is reportedly in negotiations with Amazon Web Services (AWS) to secure funding and collaborate on AWS's in-house developed application-specific integrated circuits (ASICs). The move comes as OpenAI faces challenges scaling its existing AI partnerships into broader commercial deployments, prompting questions about the strategic significance of this potential alliance.
Thursday 18 December 2025
US-China AI rivalry shifts to the power front
Texas has become one of the world's leading regions for AI data center construction. However, this trend has put its power grid under dangerous pressure, exceeding what realistic power supply conditions can support. Texas is only one example; several other states are facing similar problems of aging and fragmented power grids, lacking a cross-regional, large-scale power dispatch system.
Thursday 18 December 2025
AI agents: the new weapon in cybercriminals' arsenal
Even as the enterprise sector remains reluctant to adopt AI due to potential reputational damage or legal risks from LLM hallucinations, cybercriminal groups have long abandoned these worries. For hackers, AI errors simply mean they need to try again, leading them to rapidly adopt new technologies that have now enabled cyberattacks on a fully industrial scale.
Thursday 18 December 2025
Taiwan's AI software push needs substance, not stopgaps
Taiwan Premier Cho Jung-tai recently announced the government plans to invest NT$31.1 billion (US$992.95 million) in 2026 for 10 major AI infrastructure initiatives, including a government-subsidized project to advance the country's AI software sector. The software initiative aims to encourage all industries to adopt intelligent applications, transforming Taiwan into a truly smart technology island.
Thursday 18 December 2025
Beyond human hackers: 2026 marks the era of autonomous AI warfare
As 2025 draws to a close, leading cybersecurity firms are publishing their forecasts for 2026 trends, and their conclusions are strikingly aligned. Analyses from Check Point, Fortinet, and Trend Micro point to a pivotal shift: artificial intelligence will evolve from a mere "assistive tool" into an autonomous agent capable of independent decision-making.
Thursday 18 December 2025
InnoCare eyes steady growth in 2026 as AI accelerates medical applications
InnoCare Optoelectronics held an investor conference on December 16, 2025, where company chairman James Yang pointed out that while the global medical device market grows annually by about 5–8%, InnoCare maintains a double-digit growth rate, outperforming the overall market. The company expects to sustain stable growth through 2026.
Thursday 18 December 2025
SpaceX sets sights on orbital data centers, with Musk's role seen as both asset and risk

SpaceX could go public as early as 2026 and emerge as one of the world's most valuable listed companies, with market estimates putting its post-IPO valuation at around US$1.5 trillion, as the company pushes to secure a leading position in space-based artificial intelligence (AI) data centers.

Wednesday 17 December 2025
Advantest, Tokyo Seimitsu to co-develop die-level probers for AI and HPC
Semiconductor test equipment supplier Advantest and Tokyo Seimitsu have announced a joint plan to co-develop a next-generation die-level prober for high-performance computing components.
Wednesday 17 December 2025
Tenstorrent advances RISC-V AI chips in China with former Arm China CEO
Tenstorrent, under Jim Keller, cut 7.5% of its staff to boost teamwork, launched the Ascalon RISC-V CPU in China for AI and HPC markets, and is partnering with CoreLab and former Arm China CEO Allen Wu to compete with the Arm ecosystem.
Wednesday 17 December 2025
UMT powers Taiwan's role in the rise of orbital data centers
With a recent launch by the American startup Starcloud of a satellite equipped with Nvidia's H100 graphics processor—and the first successful training of an artificial-intelligence model in orbit—the idea of an "orbital data center" has moved decisively from science fiction to proof of concept.
Wednesday 17 December 2025
15 nuclear reactors expected to be added in 2026 to fuel AI data centers
A recent report from Bloomberg New Energy Finance (BNEF) states that the global nuclear industry is expected to commission fifteen nuclear reactors in 2026, adding approximately 12GW of fission-based electricity capacity. This expansion will reverse the decline seen in 2025, when global nuclear capacity decreased by about 1.1GW. BNEF statistics show that only two new reactors became operational globally by November 2025, while seven reactors were permanently shut down.
Wednesday 17 December 2025
China's AI chip war: Domestic GPUs challenge Nvidia H200 dominance

Nvidia's H200 GPU is set to reshape China's high-end AI computing market, driving a surge of activity among domestic chipmakers. Chinese GPU and computing firms are mobilizing across the board, accelerating product tape-outs, building software ecosystems, and securing capital. This aggressive, multi-pronged effort signals the rapid formation of a localized compute architecture designed to break international reliance and capture diverse market segments.

Wednesday 17 December 2025
Viking Tech's alloy resistors win major OBC order, extended material lead times push volume shipments to 2Q26
Automotive-grade thin-film resistor maker Viking Tech held an in-person investor conference, where VP Shun-he Li reported that demand for ultra-low-resistance alloy resistors continues to increase. The company has recently secured a major order from China's second-largest on-board charger (OBC) supplier. The order volume is expected to contribute around NT$60-70 million (approx. US$1.9-2.2 million) in revenue, with gross margins higher than those of general resistor products. With this contribution, the share of automotive electronics revenue in 2026 is expected to rise from the current 53% to 55-57%, remaining the company's largest revenue segment.
Wednesday 17 December 2025
Nvidia H200 volatility disrupts China's SOE compute strategy
China's AI computing sector is facing acute short-term planning turmoil, spurred by the potential re-entry of Nvidia's H200 GPU. This market volatility directly impacts numerous state-owned AI computing centers.
Wednesday 17 December 2025
Taiwan's WIN Semiconductors bets on optical and microwave tech for the space age
The rapid push by companies such as SpaceX and Amazon to develop space-based AI data centers is creating new applications for optical communications, a technology long viewed as central to the future of high-speed data transmission.
Wednesday 17 December 2025
AI data centers' sky-high electricity bills spark public backlash
AI data centers (AIDCs) in the US are reshaping power dynamics between energy and technology sectors. Although they were once considered a cornerstone of cloud services and AI, it has become clear that their unrelenting power consumption has caused electricity bills to skyrocket. According to January 2025 statistics from the National Energy Assistance Directors Association (NEADA), the national average electricity bill in the US has risen by around 11%, roughly three times the overall inflation rate. In the first half of 2025, approximately 14 million people nationwide were behind on their electricity bills, with average debts reaching US$789, an increase of about 30% year-over-year compared with 2022.
Wednesday 17 December 2025
Nvidia seeks solutions as AI data centers push power supply limits
As artificial intelligence applications and model scales continue their rapid expansion, the technology industry faces a mounting infrastructure crisis: power supply cannot keep pace with demand. Time Magazine has declared there is no turning back from AI's unrelenting growth, yet this advancement comes at a steep cost—massive energy consumption that is pushing data centers to the limits of existing power grids.
Tuesday 16 December 2025
Taiwan startups expand South Korea presence at COMEUP 2025
At the startup expo COMEUP 2025 that took place in Seoul last week, Taiwan's emerging companies, including Infinitix and SurveyCake, showcased plans to deepen their footprint in South Korea's growing AI and consumer markets. Led by the National Development Council (NDC) and local startup communities under the Startup Island Taiwan brand, these firms aim to leverage South Korea's vibrant tech ecosystem for expansion.
Tuesday 16 December 2025
China taps MetaX GPUs to advance brain-inspired AI beyond big models
For decades, artificial intelligence (AI) has pursued scale: more parameters, more data, more GPUs. That approach delivered rapid breakthroughs but also revealed hard limits in power consumption, cost, and accessibility. In China, a different path is taking shape, one that looks beyond silicon scaling laws to the human brain itself.
Tuesday 16 December 2025
Nvidia acquires Slurm developer SchedMD to deepen open-source AI ecosystem
Nvidia announced on December 15, 2025, the acquisition of AI software company SchedMD, underscoring its accelerated push into open-source technologies and deeper investment in the AI ecosystem amid intensifying competition. SchedMD is the primary developer of Slurm, a widely used open-source workload management system.
Tuesday 16 December 2025
OpenAI swaps equity for Disney IP to enhance Sora
Walt Disney and OpenAI have reached a cooperation agreement under which Disney licenses its classic characters for use on Sora, OpenAI's video generation platform. Bloomberg reports that OpenAI did not pay a traditional cash licensing fee to obtain Disney's IP this time, but instead provided stock purchase warrants, allowing Disney to buy OpenAI shares at an agreed price in the future, on top of its existing US$1 billion equity stake.