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Friday 3 October 2025
OpenAI visits Samsung's Pyeongtaek plant following Stargate investment agreement
After signing a letter of intent (LOI) for investment cooperation under the Stargate project with Samsung Electronics, OpenAI sent a team to visit Samsung's Pyeongtaek facility to...
Friday 3 October 2025
Nvidia's Spectrum-X dominates Ethernet switch market, surpassing Cisco
Since the generative AI (GenAI) era began in late 2022, Nvidia has been known for its GPU-driven revenue surge. Now, with the success of its Spectrum-X platform, Nvidia is replicating...
Thursday 2 October 2025
Wiwynn breaks ground on new headquarters in Taipei with 2029 completion target
Wiwynn officially began construction of its new headquarters in Neihu District, Taipei, during a ceremony held on October 2. The event was led by chairperson and CSO Emily Hong, with...
Thursday 2 October 2025
SK Group partners with OpenAI to advance global AI infrastructure
Seoul, October 1, 2025 - SK Group announced today that SK Chairman Chey Tae-won and OpenAI CEO Sam Altman met at SK headquarters in Seoul to sign a Letter of Intent (LOI) and a Memorandum...
Thursday 2 October 2025
OpenAI CEO's Korea visit leads to memory supply pact and AI data center plan
OpenAI CEO Sam Altman arrived in South Korea on October 1 to advance cooperation agreements with leading conglomerates SK Group and Samsung. His visit included meetings with SK chairman...
Tuesday 30 September 2025
Schneider Electric and Nvidia announce global partnership on AI data center infrastructure
Schneider Electric and Nvidia have announced a global strategic partnership to advance the development of infrastructure supporting artificial intelligence workloads. The collaboration...
Thursday 25 September 2025
Alibaba stakes out AI chip ecosystem, setting up a clash with Huawei
Alibaba is steadily building a vertically integrated chip ecosystem that spans cloud computing, AI chip design, and advanced packaging. People's Daily recently revealed a...
Wednesday 24 September 2025
Onsemi to acquire Aura Semiconductor's Vcore power technologies
Onsemi has announced an agreement to acquire rights to Aura Semiconductor's Vcore power technologies, including related intellectual property licenses. The acquisition, expected to...
Wednesday 24 September 2025
Stargate unveils five new US AI data center sites: OpenAI, Oracle, SoftBank push US$400 billion expansion
OpenAI, Oracle, and SoftBank announced five new US AI data center sites under the Stargate platform, expanding the companies' AI infrastructure capacity and advancing ongoing investments...
Wednesday 24 September 2025
Micron sees demand broaden; ramps 1y DRAM and manufacturing expansion plans
Micron Technology raised its 2025 outlook on stronger data center demand while keeping supply growth disciplined. Growth in PCs, smartphones, and automotive markets remains modest,...
Wednesday 24 September 2025
Micron sees tight DRAM supply extending into 2026 as demand from AI and servers drives pricing strength
Micron Technology expects tight DRAM supply conditions to persist into fiscal 2026, underpinning pricing strength and margin expansion. Executives highlighted robust data center and...
Tuesday 23 September 2025
Nvidia-Intel alliance to boost long-term demand for ABF substrates
Nvidia and Intel have announced a rare partnership to jointly develop next-generation AI data center and PC platform chips. Despite predominantly negative market interpretations,...
Tuesday 23 September 2025
Meta, OpenAI fuel Oracle's AI surge; Taiwan ODMs scramble to keep up
Oracle's AI data center business is booming, with reports of a US$20 billion order from Meta following a US$300 billion deal with OpenAI, and the surge in related AI server demand...
Monday 22 September 2025
Samsung secures IBM chip orders, taps China clients as advanced node struggles linger
Samsung Electronics has reportedly won IBM's foundry order for its next-generation Power11 data center CPU, produced on an enhanced 7nm (7LPP) process. The node, the world's first...
Monday 22 September 2025
Sunengine enters CPO advanced packaging supply chain
The explosive growth in AI computing demand is driving increased needs for GPUs, ASICs, and other components, accelerating the rapid development of global data center infrastructure...