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Thursday 24 July 2025
SK Hynix reassures on China fabs with stable VEU status amid US AI chip export easing
SK Hynix addressed concerns about the potential impacts of tightening US export controls on its fabrication operations in China, adding no change in the company's validated end user...
Thursday 24 July 2025
OpenAI, Oracle salvage US$500 billion Stargate AI project after SoftBank exit
The US$500 billion Stargate artificial intelligence infrastructure project is moving forward despite internal disputes and SoftBank's withdrawal, with OpenAI and Oracle signing agreements...
Thursday 24 July 2025
'Awkward' fit: Nvidia's H20 snubbed in China as Qihoo 360 turns to Huawei AI chips
Nvidia's H20 chip has re-entered the Chinese market but is facing an underwhelming reception, as influential tech leaders increasingly favor local semiconductor alternatives. Zhou...
Thursday 24 July 2025
AI data center boom and OpenAI deal propel Alphabet's cloud ambitions into 2026
Oracle is rapidly expanding its cloud infrastructure footprint across the US and Europe, securing significant contracts and projecting substantial revenue growth for fiscal year 2026...
Thursday 24 July 2025
From search to smart glasses: Alphabet bets big on AI agents
Alphabet CEO Sundar Pichai said AI is "positively impacting every part of the business," citing growing adoption of Gemini models, momentum in agentic AI, and strong user engagement...
Thursday 24 July 2025
SK Hynix rides DRAM wave, doubles down on HBM with capex boost
SK Hynix reported second-quarter 2025 revenue of KRW22.23 trillion (US$16.17 billion), up 35% year-over-year, driven by surging demand for AI and high-performance DRAM. The company...
Thursday 24 July 2025
Alphabet opens its wallet for AI supremacy
On July 23, Alphabet Inc. reported robust second-quarter 2025 financial results, marked by double-digit revenue growth and a sharp increase in capex. The company posted revenue of...
Thursday 24 July 2025
Why it’s too early to write off Tim Cook
Apple is currently facing turbulent times, with mounting market criticism focusing on its lack of product innovation, lagging development in generative AI (GenAI), and executive personnel...
Thursday 24 July 2025
AWS shutters Shanghai AI lab, following Microsoft and IBM exits
AWS has confirmed that its last overseas research institute, located in Shanghai, has officially disbanded, stating that this organizational adjustment aligns with the company's future...
Wednesday 23 July 2025
SK Group chairman meets OpenAI CEO Sam Altman to deepen AI, HBM ties
SK Group chairman Chey Tae-won recently visited OpenAI's headquarters in San Francisco for a private meeting with CEO Sam Altman, according to reports from South Korean outlets Maeil...
Wednesday 23 July 2025
Taiwan rallies industry to fast-track AI robot development with three-phase strategy
As artificial intelligence increasingly converges with robotics, humanoid machines are moving beyond the realm of science fiction and into the spotlight of global technology and investment...
Wednesday 23 July 2025
This week on GeoWatch: Nvidia's H20, TSMC, and Pegatron Chair
Nvidia's H20 chip gets the green light for China after US policy shifts; TSMC breaks records and joins the trillion-dollar club; and Taiwan's tech community quietly backs a grassroots...
Wednesday 23 July 2025
Apple discloses AI training practices, stressing transparency and legal compliance
Apple has released a technical report detailing its 2025 Apple Intelligence language models, providing insight into the architecture of its on-device and cloud-based systems, as well...
Wednesday 23 July 2025
Taiwan's AI robotics alliance seeks democratic supply chains partnerships in humanoid race
AI-powered unmanned systems are emerging as strategic assets, with governments worldwide prioritizing robotics beyond industrial automation. Wu Tsung-tsong, chairman of Taiwan's Cloud...
Wednesday 23 July 2025
OpenAI and Google AI models reach Olympiad gold medal-level in math but diverge on rollout plans
Large language models (LLMs) from OpenAI and Alphabet's Google have achieved gold medal-level performance on International Mathematical Olympiad problems, marking a breakthrough in...