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Friday 12 September 2025
Texas Instruments sees data center revenue surge 50%; projects over US$1B in 2025 as sector recovery accelerates
Texas Instruments (TI) CEO Haviv Ilan stated at the 2025 Goldman Sachs Communacopia + Technology Conference that the data center market is the fastest recovering among all sectors,...
Thursday 11 September 2025
Taiwan govt suggests AI boom as leverage in US Section 232 investigation
Since the beginning of 2025, despite disruptions from US President Donald Trump's trade protectionism, the AI wave has driven American cloud service providers (CSPs) to continuously...
Thursday 11 September 2025
OpenAI's US$300 billion Oracle deal underscores AI infrastructure boom and massive cash burn it comes with
OpenAI has reportedly signed a contract with Oracle to purchase roughly US$300 billion in computing power over the next five years, according to people familiar with the matter, a...
Thursday 11 September 2025
Apple brings vapor chamber cooling to iPhone 17 Pro after six-year wait, yet many suppliers now chase AI servers
Apple is preparing to debut vapor chamber (VC) cooling in the upcoming iPhone 17 Pro, with Taiwan's Asia Vital Components (AVC) and China's Suzhou Tianmai Thermal Technology reportedly...
Thursday 11 September 2025
Chieftek Precision to expand robot development with modular systems beyond humanoid designs
The global robotics sector continues to grow as Taiwanese transmission component manufacturer Chieftek Precision announces a strategic focus on robot development, moving beyond humanoid...
Wednesday 10 September 2025
Google leads cloud AI race with advanced TPU chips, says industry insiders
Competition among major US cloud service providers (CSPs) and AI firms is intensifying, with Google currently perceived as holding a leading position in the overall AI market. Its...
Wednesday 10 September 2025
Nvidia's server rack transition delays revenue growth but AI servers expected to recover in late 2025
Nvidia's shift from GB200 to GB300 server racks is anticipated to regain growth momentum in September 2025 after a transitional slowdown in July and August, benefiting ODMs in the...
Wednesday 10 September 2025
Acer's Pan-Asia HQ advances non-PC business, subsidiaries showing strong growth
Acer's Pan-Asia Operations have made notable progress in expanding their non-PC business sectors through three subsidiaries—Acerpure, Altos, and HSN—each targeting distinct...
Wednesday 10 September 2025
Growth in military and semiconductor sectors fuels new momentum for IPC firms
Industrial PC (IPC) companies have begun releasing their revenue figures for August 2025. Despite challenges from the global high-interest-rate environment and geopolitical tensions,...
Wednesday 10 September 2025
OpenAI reportedly in talks to bring US$500 billion Stargate project to India, sparking data center expansion
The Economic Times, citing unnamed sources, reported that OpenAI is holding preliminary discussions with Indian data center firms, including Sify Technologies, Yotta Data...
Wednesday 10 September 2025
Compal partners with ZutaCore to redefine AI server cooling with waterless direct liquid technology
Taiwan's Compal Electronics has announced a strategic collaboration with US-based ZutaCore, a leader in waterless direct chip liquid cooling, to bring transformative cooling technology...
Wednesday 10 September 2025
AI infrastructure investment may enter adjustment phase in 2026, with small-and medium-sized business demand driving new momentum
At the SEMICON Taiwan event held in September, key international figures from the semiconductor, robotics, and future vehicle sectors convened, highlighting Taiwan's rising importance...
Tuesday 9 September 2025
Microsoft signs US$19.4 billion deal with Nebius amid surging AI cloud demands
The artificial intelligence (AI) boom continues to drive unprecedented computing power demands. Microsoft has signed a five-year AI cloud computing agreement with Nebius valued at...
Tuesday 9 September 2025
Chip, cloud, and AI firms unite to break Nvidia's stranglehold
AMD will launch new products in 2025 and 2026, with OpenAI set to adopt them. OpenAI and Broadcom are targeting mass production in 2026. Interest in diverse AI chip solutions is growing,...
Tuesday 9 September 2025
Aplex partners with Adirtek to enter CoWoS supply chain
Industrial PC (IPC) manufacturers have been actively expanding into new application markets in recent years, optimistic about the semiconductor industry's growing demand for full-process...