OpenAI is letting a limited group of users test a new set of search features that will answer questions with more timely information and prominent links to sources, marking its most direct challenge yet to Alphabet Inc.'s Google.

Benefiting from its High Bandwidth Memory (HBM) business, SK Hynix has experienced substantial revenue growth and forecasts a doubling of shipments in 2024. Regarding recent concerns about an "AI bubble" and "HBM oversupply," SK Hynix maintains an optimistic outlook.

AI 3D vision company Solomon has recently gained significant recognition as it's listed as an important member of Nvidia's robotics ecosystem.

As artificial intelligence reshapes industries globally, Taiwan's startup ecosystem finds itself at a critical juncture.

As governments worldwide push for sovereign AI, Taiwan, a key provider of AI hardware, is rapidly expanding its AI ecosystem with the help of both public and private sectors.

International watchdogs are intensifying their scrutiny of leading tech giants, collaborating to examine potential monopolistic behaviors and partnerships that may skew the market.

Nvidia's recent investment in Serve Robotics, involving a minority stake worth US$3.7 million, has captured significant attention.

After releasing the small language model OpenELM in April, Apple introduced two more compact models, DCLM, claiming their performance to have surpassed that of Mistral 7B and is on par with Google's Gemma, Meta's Llama 3 8B, and Microsoft's Phi-3, while being more resource-efficient.

In a forum hosted by the Korean Chamber of Commerce and Industry (KCCI) in Keiju, KCCI Chairman and SK Group chairman Chey Tae-won told participants that Nvidia's dominance in the AI business is unlikely to be shaken in 2-3 years. Still, the Silicon Valley company may face a round of challenges after the period as companies have yet to find profitable business models for artificial intelligence (AI) technologies. Some uncertainties might challenge Nvidia's leadership status.

Due to the AI-driven surge in demand for semiconductor equipment, KLA reported better-than-expected financial results. The company expects to benefit from investments in advanced manufacturing by chipmakers and is optimistic about the growth in advanced packaging, particularly driven by HBM technology.

Taiwan's National Science and Technology Council (NSTC) is betting big on sports technology as a key driver of economic growth. The council aims to cultivate a robust industry capable of generating NT$1.3 trillion (US$39.65 billion) in annual revenue by 2030.

SK Hynix has reported revenue hit an all-time high of KRW16.42 trillion (US$11.8 billion) in the second quarter of 2024, when operating profits topped KRW5 trillion for the first time in six years.

The Japanese yen's depreciation will provide Japan-based ABF substrate companies with an additional advantage over their Taiwanese counterparts, in addition to technology leadership, according to industry sources.

The booming development of AI applications is accelerating the advancement of IC process production, with fabless chipmakers also upgrading manufacturing specifications for their new products, according to industry sources.

Prime Minister Fumio Kishida's administration is drafting legislation to propel further investment in chipmaking capacity at home.

Facebook parent company Meta Platforms Inc. debuted a new and powerful AI model that Chief Executive Officer Mark Zuckerberg called "state of the art" and said will rival similar offerings from competitors like OpenAI and Alphabet Inc.'s Google.

Celebrating the 50th anniversary of Hon Hai Corporation, Hon Hai Research Institute held the AI NExT Forum with the theme of "50 Years-New Era of Wisdom: Generative AI and Future Innovation."

AI startup Tenstorrent, led by chip industry veteran Jim Keller as CEO, recently announced a new generation of AI hardware featuring the Wormhole Tensix processor equipped with RISC-V cores.

Inspur, a Chinese server manufacturer, recently denied a Reuters report, stating it has no collaboration with Nvidia on designing a B20 AI chip based on the Blackwell architecture to meet U.S. export control requirements. The company asserts that the media report was unfounded.

Promoting the development of the artificial intelligence (AI) industry is one of Taiwan's key priorities, according to Yennun Huang, Minister of Digital Affairs. Relevant measures include integrating large language models (LLMs) from Taiwan and abroad, opening up GPU resources for industry applications, and investing NT$10 billion in startups in the AI ecosystem park in southern Taiwan.

On July 21, US President Joe Biden announced that he would not seek re-election, a decision that adds new variables to the semiconductor and electronic manufacturing supply chain diversification efforts in the US-China chip war. It remains unclear who will represent the Democratic Party in the presidential race against Donald Trump.

AI PCs are not just a passing trend, according to Acer COO Jerry Kao. He believes that AI will drive PC purchases among consumers who weren't previously considering an upgrade, as well as motivate current PC users to update their systems.

On July 21, US President Joe Biden officially announced his decision to withdraw from the 2024 presidential race amid growing pressure from within the Democratic Party. Biden stated that stepping down was in the best interest of the party and the nation, and he endorsed Vice President Kamala Harris as his successor.

When will AI PC dividends start to pay off for the chip industry? This question has been closely followed by many in the industry during the first half of 2024. The launch of Copilot+PC, the first product to emerge from the Microsoft-Qualcomm collaboration, signals the official kickoff for AI PC business opportunities.

The buzz around AI smartphones is palpable, but their widespread adoption and impact on upgrade demand are expected to become more significant in approximately two years.