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Saturday 31 May 2025
AI servers lift ASRock to new highs, while strong NT$ erodes profit edge
ASRock Inc. posted NT$25.6 billion (US$855 million) in revenue for 2024, driven by robust shipments of Nvidia H100 and H200-based AI servers. In the first four months of 2025 alone,...
Friday 30 May 2025
ZT slips away, tariffs shift — Compal turns to Nvidia
Compal held its shareholders' meeting on May 29, 2025. Chairman Ray Chen and President Anthony Peter Bonadero spoke with the media after the meeting, sharing their views on the company's...
Thursday 29 May 2025
Nvidia, AMD to launch China-ready AI chips in 3Q25—cut down, not counted out
Nvidia and AMD are set to launch a new wave of downgraded AI GPUs for the Chinese market starting in the third quarter of 2025, according to supply chain sources. These compliance-driven...
Thursday 29 May 2025
Asus welcomes Nvidia to Taipei, warns off talent poaching
Nvidia has opened a new office in Taipei's Beitou Shilin Technology Park (BSTP), igniting talk of a looming talent battle with nearby tech heavyweights including Kinpo Group, Asus,...
Thursday 29 May 2025
Computex 2025: Taiwan's robotics moment, yet still a step behind
In response to the global buzz around robotics, fueled in large part by companies like Nvidia and Tesla, Computex 2025 has, for the first time, introduced a dedicated exhibition zone...
Thursday 29 May 2025
Computex 2025 lacks spark, industry pushes for pragmatic AI innovation

The honeymoon phase is over

Thursday 29 May 2025
Commentary: China's AI computing system ditches Nvidia—Jensen Huang faces new reality
Amid the escalating US-China tech war and supply chain risks, the trend of "de-Nvidia-ization" is rapidly spreading within China's computing power industry. This shift represents...
Thursday 29 May 2025
Nvidia's growth remains strong despite US$4.5B China writedown; forecasts US$8B revenue loss from export ban
Nvidia today announced robust financial results for the first quarter of fiscal year 2026, reporting significant year-over-year and sequential growth, driven primarily by its Data...
Thursday 29 May 2025
Japan plans major US chip purchases as leverage in tariff talks
In ongoing tariff negotiations between Japan and the US, the Japanese government has proposed purchasing semiconductor products from American manufacturers worth several billion US...
Wednesday 28 May 2025
Nvidia partners with top chipmakers to develop 800V HVDC power systems for AI data centers
Nvidia has unveiled a bold move to revolutionize data center infrastructure with the introduction of an 800-volt high-voltage direct current (HVDC) power distribution system, designed...
Wednesday 28 May 2025
Samsung races to deliver HBM3E memory to Nvidia but faces certification hurdles
In the high-stakes race to supply memory for the next generation of artificial intelligence, Samsung Electronics is under mounting pressure to deliver its 12-layer HBM3E chips to...
Wednesday 28 May 2025
Without Nvidia's Jensen Huang, does Computex still compute?
Fueled by the global AI surge, Computex has enjoyed three straight years of star power from Nvidia CEO Jensen Huang. This year's record-breaking edition again centered on Huang, who...
Wednesday 28 May 2025
Samsung Foundry breaks through: eyes Sony and AMD orders after securing Nintendo
Samsung Electronics' foundry division is making strides following its successful acquisition of Nintendo's 8nm process orders. The division, led by Jinman Han, is now actively pursuing...
Wednesday 28 May 2025
Samsung foundry secures Switch 2 chip production in major win against TSMC
Samsung Electronics has reportedly secured the production order for Nintendo's next-generation game console, the Switch 2's core chip, marking a significant turning point for its...
Wednesday 28 May 2025
Nvidia pulls the plug on Hopper in China—AI giants scramble to adapt
In the first half of 2025, Nvidia CEO Jensen Huang officially announced that the company will no longer release Hopper architecture AI chips tailored for China. This announcement...