Semiconductor giant Broadcom has introduced the third generation of its co-packaged optics (CPO) technology, significantly advancing the capabilities of high-speed data transmission critical to artificial intelligence (AI) infrastructure. The new solution doubles the transmission speed to 200 Gbps per lane, while dramatically improving energy efficiency and cost.
Artificial intelligence (AI) is no longer confined to data centers. At Computex 2025 in Taipei, executives from Arm, Nvidia, and MediaTek laid out a shared vision for AI's next chapter—one where intelligence moves to the edge, power becomes the new bottleneck, and collaboration across the ecosystem is the only way forward.
The global surge in DRAM prices, combined with the increasing momentum of artificial intelligence (AI) development in the Middle East, positions South Korea's memory chip giants—Samsung Electronics and SK Hynix—to benefit significantly from the renewed growth in the semiconductor sector. With both companies at the forefront of this market shift, they are set to capitalize on the rising demand for advanced memory solutions driven by AI innovations and broader technological trends.
GlobalWafers, the Taiwan-based semiconductor materials giant, officially opened its new US$3.5 billion manufacturing facility in Sherman, Texas, on May 16. Chairperson Doris Hsu marked the occasion by also announcing plans for an additional US$4 billion expansion, which would bring the company's total investment in the US to US$7.5 billion.
Jensen Huang, CEO of Nvidia, continued his closely watched Taiwan visit with a high-profile gathering of semiconductor and electronics leaders on May 17, following a private dinner the night before with TSMC Chairman C.C. Wei and senior executives. Attendees included some of the most influential names in the region's supply chain: MediaTek CEO Rick Tsai, Quanta Chairman Barry Lam, Wistron Chairman Simon Lin, and Asus Chairman Jonney Shih.
Nvidia CEO Jensen Huang arrived in Taiwan on May 16, marking the start of a tightly scheduled visit that blends symbolic gestures with strategic meetings. When asked about the location of Nvidia's new Taiwan headquarters, Huang offered only a teaser: "I'll tell everyone next Monday."
