CONNECT WITH US
Tuesday 2 December 2025
OpenAI–Thrive equity swap raises fresh circular-deal questions
OpenAI's decision to take an ownership stake in Thrive Holdings has reignited debate over whether the arrangement constitutes another circular deal. While analysts warn the structure obscures true performance, OpenAI and Thrive insist it is a mutually reinforcing partnership rather than an artificial value loop.
Tuesday 2 December 2025
Nvidia's US$2 billion Synopsys stake signals a bid to strengthen CUDA ecosystem amid ASIC challenges
Nvidia's US$2 billion investment in Synopsys marks a pivotal attempt to extend CUDA and GPU-accelerated computing from AI training into the core of industrial and semiconductor engineering, tightening its grip on the entire AI server ecosystem, as ASIC servers, particularly TPU-based, are challenging Nvidia.
Tuesday 2 December 2025
AI drives Samsung's 2026 operating profit toward KRW100T
Artificial intelligence (AI) is fueling a DRAM supercycle, prompting South Korean securities firms to continuously raise their forecasts for Samsung Electronics' operating profit in 2026. Some projections now approach KRW90-100 trillion (approx. US$61.3-68.1 billion).
Tuesday 2 December 2025
Google CEO maps out quantum future and space data center plan

Google CEO Sundar Pichai has dismissed concerns that the company's rapid expansion of its proprietary artificial intelligence infrastructure threatens Nvidia's market dominance. He argued that global demand for AI compute is growing fast enough for multiple chipmakers to prosper.

Tuesday 2 December 2025
Taiwan's Robotics Innovation Alliance targets six major industries
Although Taiwan possesses core upstream technologies in the robotics supply chain, downstream applications are only just getting started. To fill the gap, companies have formed the Robotics Innovation Alliance (RIA), emphasizing that future efforts will begin from actual industry needs to connect the supply and demand sides and push applications toward successful commercialization.
Monday 1 December 2025
PaleBlueDot AI seeks US$300m loan for Nvidia chips
US AI company PaleBlueDot AI is reportedly seeking a US$300 million loan to help Chinese social media platform RedNote (Xiaohongshu) use Nvidia's high-end AI chips through a data center located in Tokyo.
Monday 1 December 2025
Nittobo, Nan Ya Plastics join forces to meet AI glass-fiber fabric demand
The rapid rise of artificial intelligence (AI) applications has significantly boosted demand for specialized glass-fiber fabrics in recent years, creating a growing supply shortage in the market. To address this trend,Formosa Plastics subsidiary Nan Ya Plastics and Japan's leading manufacturer Nitto Boseki (Nittobo) have announced a strategic partnership focused on specialized glass-fiber fabrics.
Monday 1 December 2025
China turns to Baidu's Kunlun as AI chip constraints intensify
Following the US ban on sales of Nvidia's high-end chips to China, expectations have grown that Baidu could rapidly emerge as a new force in China's AI chip sector and become the country's second major source of domestic compute capacity after Huawei.
Monday 1 December 2025
Google’s TPU victory widens China’s path to a post-Nvidia future
Google's success training the Gemini frontier model entirely on in-house TPUs has boosted confidence among China's tech giants. It strengthens the view that reducing Nvidia dependence is both viable and commercially sound, accelerating investment in domestic tensor-processor designs and other non-GPU accelerators.
Monday 1 December 2025
A coming quantum shock? Pat Gelsinger says AI's GPU era is nearing its end
In a recent interview with the Financial Times, former Intel CEO Pat Gelsinger delivered a bold forecast: quantum computing could reach mainstream adoption within just two years, potentially puncturing the current AI hype. He went further, asserting that GPUs, which currently dominate AI processing, may begin to be gradually replaced by 2030.
Monday 1 December 2025
Jensen Huang says Nvidia must run very fast as AI chip competition intensifies

Nvidia CEO Jensen Huang made his fifth visit to Taiwan in 2025 on November 27, reportedly to pay a personal visit to TSMC founder Morris Chang. Speaking publicly, Huang confirmed he had met with Chang, describing the semiconductor pioneer's health as "very good," and added that he would be leaving Taiwan later that day.

Monday 1 December 2025
Beijing’s new frontier for AI computing is 800 kilometers above Earth

As global demand for AI computing power surges, conventional ground-based data centers are increasingly constrained by limits in energy supply and cooling capacity.

Monday 1 December 2025
ACME shifts SiC R&D to AI and defense as auto market slowly recovers
Silicon carbide (SiC) demand has been weighed down by a sluggish automotive market, but ACME recently observed signs of market reversal and expects the auto sector to gradually recover from late 2025 into 2026. The company is refocusing its R&D on SiC for AI data centers and inductive materials, while expanding production of semi-insulating grade SiC powder to meet surging defense industry needs.
Monday 1 December 2025
Reliance JV to invest US$11 billion in AI data center in Andhra Pradesh
According to Bloomberg, Reuters, and Mint, Digital Connexion, a joint venture between Mukesh Ambani's Reliance Industries, Canada-based Brookfield Asset Management, and US-based Digital Realty Trust, announced that it will invest US$11 billion by 2030 to develop a 1GW artificial intelligence-native data center campus in Visakhapatnam, Andhra Pradesh.
Monday 1 December 2025
India's Adani to invest up to US$5 billion in Google's AI data center in Andhra Pradesh
According to Reuters and Bloomberg, India's Adani Group plans to invest as much as US$5 billion in Google's artificial intelligence (AI) data center project in Visakhapatnam, Andhra Pradesh, the company said on Friday. The investment will be made through AdaniConneX, a joint venture between Adani Enterprises and private data center operator EdgeConneX.
Monday 1 December 2025
Jensen Huang visits Taiwan and refutes ODM capacity concerns
Nvidia CEO Jensen Huang has recently been on the move, drawing significant attention. Aside from visiting TSMC founder Morris Chang and Quanta chairman Barry Lam during his Thanksgiving trip to Taiwan, there are also rumors that Huang made the trip to address ODM shipment issues with the GB300. Supply chain companies clarified that GB300 shipments are proceeding without problems, though pushing output to meet Nvidia's required volume will need an extra push.
Monday 1 December 2025
Commentary: Nvidia’s trillion-dollar test as the AI build-out hits a harder phase
Michael Burry, famed for predicting the 2008 financial crisis, has launched a paywalled Substack called Cassandra Unchained. In his debut post, he targets the AI boom and warns that Nvidia may now sit in the same systemic hotspot Cisco occupied during the dot-com era.
Monday 1 December 2025
Research Insight: Gemini threatens OpenAI's AI crown: Ecosystem advantage signals strategic shift in tech landscape
Google has launched Gemini 3, a new generative AI model that has quickly outperformed competing models, including OpenAI's recently released GPT-5.1, across most AI benchmark leaderboards. Launched on November 19, Gemini 3 introduces several novel features such as Deep Think mode, Nano Banana, and Antigravity, and is supported by Google's seventh-generation TPU Ironwood hardware unveiled the same month. This marks a strategic shift for Google from a defensive to an offensive approach in the AI arena.
Monday 1 December 2025
India roundup: India launches US$820M scheme to secure local rare earth supply
India aims to secure rare earth magnet supply amid Chinese dominance as firms from the country deepen ties with Korean giants.
Monday 1 December 2025
Riding the AI wave, Abico Asia pivots toward robotics and semiconductors

As generative AI applications surge, global venture investment has shown a steady rebound, with AI and robotics emerging as two of the most sought-after sectors. Sensing the momentum of this technological shift, Abico Asia Capital has already repositioned its portfolio and will make AI, robotics, and semiconductors its core investment pillars for 2026. The firm also emphasized its commitment to identifying Taiwan's "hidden champions" and helping them upgrade and globalize their supply chains.

Sunday 30 November 2025
Taiwan's vertical integration cluster advantage limits industry relocation risk
Amid reports that Taiwan plans to invest US$400 billion in the US to secure better tariff treatment, avoid overlapping tax rates, and reduce Section 232 impacts under the Trump administration, a Deloitte Taiwan consultant says concerns over industrial relocation and hollowing out are largely unfounded.
Saturday 29 November 2025
Tech giants lead energy self-sufficiency push
As AI computing power surges exponentially, electricity has become a critical strategic resource for the tech industry. With traditional power supply models struggling to meet the rapidly growing demand from data centers, US tech giants are transforming from mere consumers into active investors and traders in energy.
Saturday 29 November 2025
OT vulnerabilities push cybersecurity to core competency in manufacturing
As global supply chains realign and tariff barriers rise, Taiwan's manufacturing sector—at the heart of this storm—feels the uncertainty acutely. At the Fortinet Cybersecurity Carnival 2025 held on November 26, 2025, in Taipei, IDC senior research analyst Yvette Lin stressed that amid geopolitical tensions and rising operating costs, manufacturers must treat cybersecurity not as a simple cost of protection but as a core competitive advantage that ensures uninterrupted production and reinforces operational resilience.
Saturday 29 November 2025
Chinese AI giants bypass US chip curbs with Southeast Asian compute hubs
China's top technology companies are shifting their LLM training to overseas data centers as Washington tightens controls on advanced AI chips and Beijing orders domestic firms to stop using foreign hardware for model development.
Saturday 29 November 2025
GPU and TPU dispute illustrates zero-sum fallacy
The AI chip market is witnessing intensifying competition as Google's tensor processing units (TPUs) gain momentum alongside Nvidia's dominant graphics processing units (GPUs). With Google's Gemini 3 launch expected to reset the competitive landscape, according to multiple market sources cited by the Financial Times, concerns have emerged about potential impacts on Nvidia's market position.