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Wednesday 2 July 2025
The AI talent arms race: Nvidia, Meta, and Huawei battle for brains
As the AI revolution accelerates, global tech giants are racing to shortcut innovation by acquiring not just technology but the talent behind it. Companies like Nvidia, Meta, Google,...
Wednesday 2 July 2025
Taiwan's Southern tech hubs boom on Nvidia chip demand and expansion
Fueled by booming global demand for Nvidia's GB200 chips—and the anticipated launch of the more powerful GB300 in the second half of 2025—Taiwan's semiconductor manufacturing...
Wednesday 2 July 2025
China's AI chip companies struggle for survival as four key players hold less than 1% market share
Nvidia CEO Jensen Huang has recently warned multiple times that the Trump administration may further tighten US export controls, inadvertently allowing Chinese domestic AI chips,...
Tuesday 1 July 2025
SOCAMM 2: Samsung's silent play to upend AI memory economics
Samsung Electronics is ramping up development of its next-generation SOCAMM memory, which it sees as a potential rival to high-bandwidth memory (HBM) in terms of market opportunity...
Monday 30 June 2025
Nvidia taps top Chinese AI researchers in bid to expand deep learning team
US semiconductor giant Nvidia has recruited two leading artificial intelligence (AI) specialists from China as part of its ongoing efforts to broaden its research team, according...
Monday 30 June 2025
Rebellions readies next-gen AI chip to take on Nvidia’s H100
South Korean artificial intelligence chip startup Rebellions has unveiled a prototype of its next-generation neural processing unit (NPU), integrating Samsung Electronics' 12-stack...
Monday 30 June 2025
AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth
Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second...
Friday 27 June 2025
Race for T-Glass heats up as AI giants lock in supply from Japan's Nittobo amid mounting shortages
Senior executives from Nvidia, AMD, and Microsoft have frequently visited Japanese manufacturer Nitto Boseki to secure a critical raw material for AI servers: low coefficient of thermal...
Friday 27 June 2025
AI wave powers Taiwan's corporate revenue to new highs, says CRIF
Taiwan's technology sector saw a strong rebound in 2024, fueled by soaring AI-related demand. Nvidia led the charge, supported by TSMC's advanced chip manufacturing, according to...
Thursday 26 June 2025
Jensen Huang eyes physical AI as US manufacturing begins
At Nvidia's 2025 annual shareholder meeting, CEO Jensen Huang presented the company's strategic outlook for the coming decade, emphasizing the critical role of AI infrastructure,...
Thursday 26 June 2025
GB300 shipments boost exports; private investment in 2025 expected to reach NT$5.7 trillion
Chin-Ching Liu, chairman of the National Development Council (NDC), stated during a briefing at Taiwan's Economic Committee on June 25 that manufacturers' annual shipments are usually...
Thursday 26 June 2025
SK Hynix expands DRAM dominance with new chip packaging plant in South Korea
SK Hynix said it plans to construct a new semiconductor backend facility in Cheongju, North Chungcheong Province, marking its seventh such plant in South Korea, as the company moves...
Wednesday 25 June 2025
The push for humanoid robots' final mile unlocks the era of dexterous hands
Tech giants like Nvidia are optimistic that the next AI revolution will center around humanoid robots. However, the question remains: when will these robots truly become widespread?...
Wednesday 25 June 2025
Huawei's benchmarks show CloudMatrix 384 helps put Ascend chips ahead of Nvidia H800
Huawei has released new benchmark results showing its CloudMatrix 384 AI infrastructure outperforming Nvidia's H800 GPU in running DeepSeek's R1 reasoning model, which contains 671...
Tuesday 24 June 2025
Taiwan tech supply chains brace for tariff deadline amid currency headwinds
Taiwan's IT supply chain faces mounting pressures as the July 9 expiration of a 90-day reciprocal tariff grace period approaches. The New Taiwan dollar's sharp appreciation has already...