Global spending on sovereign AI infrastructure is surging, fueling record demand for Nvidia's rack-scale server systems. JPMorgan Chase, as cited by Wccftech, says Foxconn — Nvidia's top contract assembler — stands to be one of the largest beneficiaries of this multi-trillion-dollar buildout

Samsung Electronics will resume its investment in the foundry plant in Taylor, Texas. The previous delays caused by customer confirmation issues have reportedly been resolved, and Samsung is set to launch approximately KRW4 trillion (US$2.9 billion) worth of equipment investments at the Taylor facility, driven primarily by a large order from Tesla

Saudi Arabia aims to become a leading global AI supplier, positioning computing power as its new economic focus. The kingdom targets reaching the world's third-largest AI supplier status, following the United States and China, with significant investments in data centers and AI infrastructure

The global surge in generative AI is driving explosive growth in the AI server market, making advanced CoWoS packaging a crucial battleground for GPU makers and custom chip developers. However, shortages of key upstream materials for IC substrates have created a chokepoint, forcing customers to scramble for supply

OpenAI is exploring plans for a massive data center in India that would rank among the country's largest facilities, according to Bloomberg. The proposed site would feature at least 1 gigawatt of capacity, with details on location and timeline expected during CEO Sam Altman's upcoming visit to India

Alibaba Group is reportedly making progress in its development and supply strategies for AI chips. There are mixed reports regarding the company’s procurement of computing power chips. Some foreign and Chinese media sources have suggested that Alibaba's next-generation AI chip is currently in the testing phase and is compatible with Nvidia products. However, reportedly, this chip may not be manufactured by TSMC anymore and could instead be produced by a domestic Chinese foundry. Alibaba has not publicly confirmed these claims

China's drive to develop a homegrown GPU ecosystem is accelerating, but industry leaders warn of overheating and deep-seated bottlenecks. Cambricon Technologies, frequently portrayed as the nation's AI champion, cautioned investors against inflated expectations, projecting 2025 revenue of just CNY5–7 billion (approx. US$700 million–US$980 million). The guidance highlights the widening gulf between market hype and the hard realities of China's semiconductor ambitions

India is preparing its most significant tax overhaul in nearly a decade, with plans to cut goods and services tax (GST) rates by at least 10 percentage points on nearly 175 products, according to Reuters, citing two people familiar with the matter. The move comes as the government seeks to counter the economic impact of a steep US tariff hike and stimulate domestic demand ahead of the festive season

India's smartphone manufacturing shipments rose 15% year-over-year in the second quarter of 2025, driven by higher exports and domestic demand, according to Counterpoint Research. Dixon Technologies led the market for the first time by volume, though intensifying competition from rivals signals shifting dynamics in the country's EMS landscape

The global AI surge has turned computing power into a core strategic resource. With Washington tightening curbs on advanced GPU exports, Nvidia's revenue in China has collapsed, opening a rare market window for domestic AI chipmakers

BYD's financial report reveals a 30% year-over-year decline in profit for the second quarter of 2025. This drop not only fell short of market expectations but also marked the first decline since 2021, underscoring how intense price competition in China's automotive market is affecting even industry leaders

Taiwan's prosecutors are pursuing a 14-year prison term in a high-profile TSMC trade secrets case, underscoring how Taipei views semiconductor technology leaks as threats to national security. The indictment, handed down on August 27, 2024, charged three suspects with violating the National Security Act and misusing core technology abroad. The defendants face potential sentences of 14, nine, and seven years, according to the Intellectual Property Branch of the Taiwan High Prosecutors' Office

As high-bandwidth memory (HBM) moves to taller stacks with denser chip-to-chip I/O connections, thermal compression bonding (TC bonder) technology is hitting bottlenecks. Hanwha Semitech aims to address the challenge with advanced fluxless bonding tools, targeting the market for HBM4 and beyond

South Korea-based optical wafer inspection equipment manufacturer Nextin has made strides in the high-bandwidth memory (HBM) segment, gaining traction after launching its dedicated HBM inspection system, KROKY, in 2023. The company has already supplied the tool to SK Hynix, the world's leading HBM vendor, and plans to roll out more advanced systems tailored to Micron and other major players

South Korea recently hosted the second annual Social Value Festa, exploring ways to design a sustainable future. The event attracted over 300 major corporations, social enterprises, and venture capital firms, including SK Group, Kakao, and LG Chem. Leading companies showcased solutions leveraging artificial intelligence (AI) and other emerging technologies to address pressing social challenges