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Saturday 22 March 2025
Semi Country excerpt 2: The unique 'Taiwan' advantage of Nvidia
Nvidia pays premium prices to TSMC but gains absolute market advantages. The key question now is: "Are you relevant to AI leaders or core enterprises?"
Thursday 20 March 2025
Huawei turns to SMIC's 7nm for Kirin X90 PC chip, cutting ties with Intel and Microsoft
Huawei Technologies is strengthening its independence in personal computing, accelerating chip development to reduce reliance on US hardware and software. The company's latest PC...
Wednesday 19 March 2025
AI streamlines government regulations with Syscom's inquiry system
Syscom Computer Engineering has utilized Microsoft technology to create an AI regulatory inquiry system for the Directorate-General of Personnel Administration under the Executive...
Tuesday 18 March 2025
Nvidia expands ecosystem strategy with CoreWeave's Project Osprey
With explosive demand for artificial intelligence (AI) chips, Nvidia has not only become a global giant in AI chip supply but is also quietly orchestrating a strategically significant...
Monday 10 March 2025
Microsoft creates in-house AI models it believes rival OpenAI's
Microsoft has created in-house artificial intelligence models it believes can go toe-to-toe with industry leaders including partner OpenAI, according to a person familiar with the...
Saturday 8 March 2025
Microsoft cuts US data center leases; Taiwanese operators forecast a 20-year boom
Rumors suggest Microsoft has ended some US data center leases, sparking fears of reduced demand for Internet Data Centers (IDCs). In contrast, Taiwanese IDC operators are optimistic,...
Friday 7 March 2025
New contender in the error-corrected computing race: AWS's Ocelot quantum chip
AWS has entered the quantum computing race with Ocelot, a chip featuring built-in error correction aimed at dramatically slashing development costs. The move follows IBM, Google,...
Tuesday 4 March 2025
Small language model competition intensifies as Microsoft expands portfolio
Microsoft is advancing small language models (SLM), introducing Phi-4-multimodal and Phi-4-mini after the Phi-4 open-source model's 2024 release. These are tailored for low-computing...
Monday 3 March 2025
Microsoft's data center retreat fuels AI oversupply worries
Microsoft's decision to forgo renewing some data center leases has raised questions about a potential oversupply of AI computing power, despite the company maintaining its planned...
Friday 28 February 2025
Google ramps up AI code assistant rivalry with Gemini, challenging Microsoft's GitHub Copilot
Google has launched a free version of Gemini Code Assist, providing developers with access to AI-powered code completion. The offering includes 180,000 code completions per month,...
Thursday 20 February 2025
Inside Microsoft's Majorana 1 chip: million-qubit quantum leap towards commercial reality
Microsoft has unveiled its groundbreaking Majorana 1 quantum chip, marking a significant advancement in quantum computing technology. This development represents a fundamental shift...
Thursday 20 February 2025
Microsoft unveils quantum computing chip for future data centers
Microsoft Corp. announced its first quantum computing chip, a major step in the company's effort to produce devices that might someday solve problems beyond the reach of modern com...
Wednesday 19 February 2025
Nuvoton readies Microsoft co-developed BMC chip for mass production in 2025
Nuvoton, a microcontroller (MCU) provider, is emerging stronger from inventory corrections. Driven by recent pre-shipment demand from notebook/PC clients and continued adjustments...
Monday 17 February 2025
IBM Japan VP outlines quantum opportunities for Taiwanese firms
While quantum computing has become a major topic in the tech industry in recent years, with leading figures such as Nvidia CEO Jensen Huang and Microsoft founder Bill Gates weighing...
Wednesday 12 February 2025
Notebook ODMs see promising outlook for 2025
The emergence of DeepSeek, combined with strong sales of Nvidia's RTX 50 series and Microsoft's decision to cease Windows 10 support are creating favorable conditions for the previously...