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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

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.

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

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

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

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

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.

Tuesday 9 December 2025

IBM to acquire Confluent for US$11 billion to expand real-time data and AI capabilities

IBM said on December 8 that it has agreed to acquire Confluent in an all-cash deal valuing the data-streaming company at US$11 billion. Under the agreement, IBM will purchase all outstanding Confluent shares for US$31 each, a price approved by both companies' boards and supported by Confluent shareholders representing about 62% of voting power. The transaction, funded with IBM's cash on hand, is expected to close by mid-2026 pending regulatory and shareholder approvals.

Friday 5 December 2025

Taiwan urged to shift from open-source user to global contributor in AI era

As artificial intelligence (AI) advances at breakneck speed and global competition over foundation models intensifies, open-source software has emerged as a strategic pillar for national digital resilience. The US, Europe, and China have all turned to open-source development to accelerate innovation, attract talent, and strengthen domestic software ecosystems.

Friday 5 December 2025

Nvidia invests US$2 billion in Synopsys to advance AI chip design

Nvidia has made another major move by investing US$2 billion in Synopsys, one of the world's largest chip design and engineering software companies. The investment will expand Nvidia's reach into software, chip design automation, and AI-driven engineering.

Friday 5 December 2025

Google TPU surge drives Taiwan's advanced testing boom

Google DeepMind's latest AI model, Gemini 3, has made a stunning debut, outperforming ChatGPT, Claude, and other competitors, signaling a new phase in the generative AI landscape. This has drawn attention to the Google-developed TPU chips that train this model, which have also attracted interest from other US-based cloud service providers (CSPs).

Wednesday 3 December 2025

Tencent opens Kuala Lumpur office to boost Malaysia's digital sector and talent development

Tencent has officially inaugurated its Kuala Lumpur office, underscoring its growing commitment to Malaysia's digital market and talent pool, according to reports from The Edge Malaysia and Bernama. The new facility is expected to house around 500 employees and aims to establish Kuala Lumpur as one of Tencent's key global hubs.

Wednesday 3 December 2025

AWS plays both sides as Trainium 4 leans into NVLink

In a bid to maintain its dominance in cloud computing and challenge Nvidia's chokehold on the artificial intelligence (AI) chip market, Amazon Web Services (AWS) used its annual re:Invent conference to reveal a torrent of new products, headlined by its next-generation custom silicon and a calculated partnership with its main rival.

Tuesday 2 December 2025

Column: Quantum software growth accelerates

The UN has designated 2025 as the International Year of Quantum Science and Technology, recognizing significant breakthroughs in quantum hardware, quantum error correction, and practical quantum applications throughout the year. Research firm QURECA reports that worldwide investment in quantum technologies has exceeded US$55.7 billion, reflecting growing global interest.

Tuesday 2 December 2025

Apple AI chief to retire, replaced by ex-Microsoft executive

Apple announced that John Giannandrea, its senior vice president of Machine Learning and AI Strategy, will officially retire in spring 2026. He will serve as an advisor during the transition period.

Tuesday 2 December 2025

India mandates non-removable state cybersecurity app on all smartphones, raising privacy alarms

India has ordered smartphone makers to pre-install a state-owned cybersecurity app on all new devices and push it to existing phones via software updates. The move is already drawing industry pushback over privacy implications.

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

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

Taiwan sees highest weekly average of cyberattacks in Asia Pacific, says Fortinet executive

Taiwan is experiencing the highest weekly average of cyberattacks in the Asia-Pacific region, distinguished by a notably large share of attacks targeting the "impact" phase, according to Fortinet's latest threat intelligence data. Derek Manky, Fortinet's global threat intelligence vice president, shared insights with DIGITIMES, revealing Taiwan's cybersecurity landscape deviates significantly from global patterns observed in the first three quarters of 2025.

Sunday 30 November 2025

Solvit unveils tools to accelerate search-and-rescue in signal dead zones

South Korea's Solvit System is rolling out new search-and-rescue technologies designed to locate missing people in areas with no mobile coverage. The company introduced two systems honored with CES Innovation Awards that aim to sharply reduce search zones and speed up rescue missions in radio shadow regions where phones cannot connect.

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.

Friday 28 November 2025

Automakers under siege: cyberattacks threaten electric and digital transformation

As mainstream automakers accelerate their push toward electrification and digitalization, an "invisible siege" from the digital world is rapidly closing in. Hackers are no longer just stealing data; they are exploiting vulnerabilities exposed during costly upgrades to automotive electronic/electrical (E/E) architectures, complicating the industry's already high-stakes transformation.

Thursday 27 November 2025

Foxconn's CityGPT platform optimizes smart city security ecosystem

At Hon Hai Tech Day 2025 (HHTD25), Foxconn clearly showcased its ambition to transition from hardware manufacturing to platform solutions. For the first time in the smart city exhibition area, Foxconn acted as a system integrator, leveraging its self-developed CityGPT platform to integrate technologies from global leaders such as NVIDIA and Microsoft. Supported by Taiwan's Ministry of Economic Affairs' (MOEA's) Asia New Bay 2.0 project, Foxconn is partnering with trusted technology service provider Gogolook to jointly build city-level AI solutions with cybersecurity resilience.

Thursday 27 November 2025

Pentagon flags Alibaba, Baidu, and BYD as military-linked companies

The Pentagon has concluded that Alibaba Group Holding Ltd., Baidu Inc., and BYD Co. should be added to its Section 1260H list of companies that aid the Chinese military, according to a letter sent to Congress on October 7, according to Bloomberg, Reuters, and Cryptopolitan.

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