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Thursday 11 December 2025
Commentary: China's tech M&A unravels from EDA to compute
China's tech capital markets have slipped into a drawn-out, messy stretch, with multiple high-profile mergers either collapsing or failing to advance beyond early talks.
Thursday 11 December 2025
Oracle's AI cloud deal with OpenAI drives surge in obligations but raises debt concerns
Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights Oracle's rapid expansion in the artificial intelligence (AI) cloud sector, but also rekindles concerns about the company's growing heavy reliance on OpenAI.
Thursday 11 December 2025
Oracle warns of rising depreciation strains as AI data-center buildout accelerates
Oracle's rapid expansion of AI data centers is intensifying concerns over depreciation and capital needs, prompting the company to outline new funding approaches and margin expectations as it navigates a costly scale-up phase.
Thursday 11 December 2025
Oracle’s 2Q earnings pop: Ampere divestiture drives profit surge, resets chip strategy
Oracle reports double-digit revenue growth in the second quarter of fiscal year 2026, with profit nearly doubling year over year after recording a gain from the sale of its stake in chipmaker Ampere. The company highlights multicloud momentum and expanding AI opportunities.
Thursday 11 December 2025
FarEasTone taps satellite tech to bridge Indonesia's healthcare divide

FarEasTone (FET) has taken a major step in exporting its telemedicine capabilities abroad, announcing on Dec. 8 that it has signed a memorandum of understanding with Taiwan's Teleport Access Services and Indonesia's state-owned satellite operator Telkomsat. The three parties will jointly develop satellite-based telemedicine services aimed at remote and underserved communities across Indonesia's far-flung islands.

Thursday 11 December 2025
WITS breaks revenue record again with strong AI and internet-sector growth

WITS, formerly Wistron Information Technology and Services (Wistron ITS), reported consolidated revenue of NT$1.08 billion (approx. US$34.5 million) for November 2025, up 7.2% from the previous month and 18% year-over-year, marking a new monthly record after its peak in September. Consolidated revenue for the first eleven months reached NT$10.43 billion, an 11.5% increase year-over-year and already higher than the full-year total for 2024.

Thursday 11 December 2025
Taiwan's Getac sees strong 2026 demand for rugged PCs despite memory shortages

Getac, the Taiwanese maker of rugged industrial computers, reported NT$3.62 billion (approx. US$116.1 million) in revenue for November 2025, an 8.48% increase from the previous month and a 15.6% rise from a year earlier. Revenue for the first 11 months of the year reached NT$36.093 billion, up 10.59% year-over-year.

Thursday 11 December 2025
MiTAC expands factories to meet strong AI order demand
Given ODM manufacturers' expansion plans, there are no signs of an AI bubble. MiTAC plans to bring four factories online in 2026. Its new plant at the Linkou headquarters can flexibly adjust production according to its strong customer order demand.
Thursday 11 December 2025
Yulon Mobility Group focuses on ESG and AI to expand smart mobility
Yulon Mobility Group (YMG) subsidiaries Carplus and Singan, known for their steady operations in automotive, travel, and vehicle services, are pursuing future strategies centered on ESG and AI.
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.