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Thursday 13 March 2025
Nvidia reportedly visits Samsung packaging plant amid HBM3E supply uncertainty
High bandwidth memory (HBM) major client Nvidia is said to have visited Samsung Electronics' advanced packaging plant again, just over a month after their last visit. Industry sources...
Thursday 13 March 2025
India's Yotta drives AI growth but leaves Asus with significant bad debt
Asus declared a significant bad debt over the last quarter of 2024 due to delayed payments for server products sold to Yotta, a company highlighting India's eagerness to build AI...
Thursday 13 March 2025
Alibaba's Qwen AI takes on DeepSeek, taps Nvidia RTX 4090 for low-cost AI scaling
Just six weeks after DeepSeek-R1 launched with open-source model weights and app updates, Alibaba's Qwen (Tongyi Qianwen) AI model is accelerating its efforts to compete. Selected...
Thursday 13 March 2025
Trump card: Did US pressure sink Samsung's Baidu 2nm chip deal?
Samsung Electronics' potential collaboration with Baidu on advanced artificial intelligence (AI) chips may have been disrupted due to increased US pressure on China, according to...
Wednesday 12 March 2025
TSMC reportedly proposes joint venture for Intel's foundry division
TSMC has reportedly proposed a joint venture to operate Intel's foundry division, engaging companies like Nvidia, AMD, Broadcom, and Qualcomm. The plan suggests that TSMC would not...
Wednesday 12 March 2025
Asus reports Indian bad debt, anticipates RTX-driven recovery in 2Q25
Asus disclosed a bad debt of NT$5.35 billion (US$160 million) in the fourth quarter of 2024, which affected its expected annual profitability, according to a financial briefing on...
Tuesday 11 March 2025
COMPUTEX 2025: Jensen Huang marshals AI supply chain and heavyweights under 'AI Next' banner
COMPUTEX 2025 will run from May 20–23 at Taipei's Nangang Exhibition Center, spotlighting "AI Next" as its core theme. The event will host top global tech companies unveiling...
Tuesday 11 March 2025
Server ODMs to see growth momentum persist through 2H25
Taiwan-based server ODMs, having had strong sales in February, anticipate that this growth momentum will persist through the end of the second quarter and potentially into the latter...
Tuesday 11 March 2025
xAI supercharges Colossus supercomputer: Elon Musk's AI powerhouse races toward 1 million Nvidia GPUs
xAI, the artificial intelligence (AI) startup founded by Elon Musk, has acquired 1 million square feet (93,000 square meters) of land in southwest Memphis, Tennessee, for the expansion...
Monday 10 March 2025
Asian Perspectives 4: from ChatGPT's AI disruption to DeepSeek's shockwaves
Nvidia's meteoric rise in AI hardware following ChatGPT's debut has been nothing short of remarkable. But as history has shown, no industry leader stays unchallenged forever. As Intel's...
Friday 7 March 2025
DeepSeek's value lies in open-source innovation, not cost, says AMD CEO Lisa Su
Nvidia CEO Jensen Huang recently announced the company's fourth-quarter fiscal 2025 (4QFY25) financial results, reinforcing investor confidence in AI's long-term growth, even amid...
Friday 7 March 2025
Nvidia standardizing BBUs for AI data centers? Battery module suppliers scale up production
The surge in AI server deployments is fueling increased demand for backup battery units (BBUs). Dynapack International Technology President Chung-hsing Chang noted that demand is...
Friday 7 March 2025
OpenAI, Oracle eye Nvidia chips worth billions for Stargate site
OpenAI and Oracle plan to begin filling a massive new data center in Texas with tens of thousands of powerful AI chips from Nvidia in the coming months, part of a push to get the...
Friday 7 March 2025
Micron's Mark Liu hire aims to close HBM gap amid US chip push
Micron has appointed former TSMC chairman Mark Liu as a board member. Multiple South Korean media outlets report this move as Micron's attempt to expand its market share in high bandwidth...
Thursday 6 March 2025
AI to transform smartphone industry in two years, says MediaTek
In 2025, at the MWC conference themed "AI everywhere," MediaTek's president and COO Joe Chen emphasized that AI will play a crucial role in consumer electronics, particularly in the...