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Friday 12 December 2025
Broadcom forecasts surging AI chip demand after record fourth quarter results
Broadcom reported record revenue in the fourth quarter of fiscal year 2025, driven by soaring AI semiconductor demand, and issued an upbeat outlook for the first quarter of fiscal year 2026 with expectations that AI chip revenue will double year over year.
Friday 12 December 2025
Broadcom confirms fifth ASIC customer as custom AI chip business doubles
Broadcom is rapidly scaling its custom AI chip business, with CEO Hock Tan detailing a US$73 billion AI backlog, major new ASIC customers, and multi-billion-dollar XPU orders. The company expects to accelerate AI revenue through fiscal year 2026 as hyperscalers expand large-scale model training and inference infrastructure.
Friday 12 December 2025
Oracle's rising debt and capital spending in AI hardware push prompt mixed reactions
Oracle's fiscal second-quarter report for 2025 showed increased borrowing and shrinking free cash flow as the company expands from software into artificial intelligence (AI) hardware. The firm's remaining performance obligations (RPO) linked to AI surged to US$523 billion, marking a 438% year-over-year increase and prompting an increase in capex guidance from US$35 billion to US$50 billion for the year. Despite concerns about growing financial leverage, supply chain partners such as Foxconn and MiTAC Holdings maintain confidence, citing steady customer orders and capacity growth.
Friday 12 December 2025
AI server demand propels MLCCs into strategic role in passive components market
As the demand for cloud artificial intelligence (AI) infrastructure rapidly grows, multilayer ceramic capacitors (MLCCs) have emerged as one of the top cost contributors in AI server bills of materials (BOM), second only to graphics processing units (GPUs) and memory modules. This surge is driven by rising average selling prices and increased per-unit usage of MLCCs in next-generation AI server designs.
Friday 12 December 2025
Mistral AI introduces new open-source tools targeting software dev
French artificial intelligence startup Mistral AI has launched two new open-source models and a command-line interface tool designed for software developers, expanding its focus beyond general language models. The offerings include the Devstral 2 series models, Devstral Small 2, and the Mistral Vibe CLI tool, aimed at the growing vibe coding market.
Thursday 11 December 2025
Meta reportedly delays Llama successor, shifts to closed-source AI amid internal reorganization
Meta Platforms is reportedly delaying the release of its next-generation artificial intelligence (AI) model, Avocado, to the first quarter of 2026, according to sources cited by CNBC. The move accompanies a strategic shift from open-source to closed-source AI development and a major restructuring of Meta's AI division.
Thursday 11 December 2025
Nvidia says no concrete evidence yet in alleged DeepSeek GPU smuggling case
Chinese artificial intelligence startup DeepSeek is under scrutiny for allegedly circumventing US export restrictions by illegally acquiring thousands of Nvidia's Blackwell architecture GPUs. Nvidia acknowledged the situation but said it had no concrete evidence and would investigate all available leads.
Thursday 11 December 2025
UiPath highlights Taiwan's competitiveness in Asia-Pacific AI agent surge
Asia-Pacific enterprises are rapidly advancing AI adoption, with investments expected to grow from nearly US$90 billion in 2025 to US$176 billion by 2028, primarily focused on building agentic AI systems. On December 9, UiPath outlined six key AI agent development trends for 2026 in Taiwan, emphasizing the country's leadership in the manufacturing and finance sectors as a model for global AI governance, deployment, and advancement.
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.