Despite the recent military maneuvers by China's navy and coast guard that threaten Taiwan's security, as well as challenges within China such as a struggling real estate market, US technological sanctions, and supply chain restructuring, the Mainland Affairs Council reports that cross-strait trade is steadily recovering.
Google DeepMind has unveiled the next generation of its artificial intelligence (AI) video generation model, Veo 2, positioning it as a direct competitor to OpenAI's Sora. The company has simultaneously upgraded its image generation model, Imagen 3, and introduced Whisk, a new AI-powered image blending tool.
The networking landscape for AI clusters is undergoing a significant transformation as Ethernet emerges as a viable alternative to traditional interconnect technologies. While Nvidia's proprietary interconnect technology currently offers the lowest latency for AI workloads, the industry is increasingly exploring more cost-effective networking solutions that can support growing AI deployments.
With the upcoming Trump administration, the Indonesian government is working to deepen its ties with Elon Musk, who maintains close connections with the president-elect and is expected to play a key role in the transition.
The year 2024 marks a pivotal shift in the silicon carbide (SiC) industry, as unprecedented production increases by Chinese manufacturers transform the global supply chain. This critical compound semiconductor material, once valued for its scarcity, has become a double-edged sword causing ripples throughout the sector.
In a strategic move to strengthen its global presence, Wistron's board of directors approved several overseas investment projects on December 20, 2024, including a major renovation of its Texas facility in the US, the construction of a new factory in Vietnam, and additional capital investment in India.
Indonesia has demanded Apple establish manufacturing facilities commensurate with its market size in the country. As global supply chains continue to evolve, such requirements from nations may become increasingly common.
World Known Precision Industry (WKPT), Taiwan's largest supplier of metal-processed parts for commercial vehicles, is advancing its global footprint with new plants in the US, Taiwan, and China. At a recent earnings call, Chairman Kevin Lu outlined plans to gradually transform WKPT from a traditional machining specialist into a key player in the electronics supply chain.
Nanya Technology has greenlit a strategic alliance with DRAM design firm PieceMakers Technology, committing up to NT$6.6 billion (US$1.5 million) in a cash capital increase to secure a 38% stake. The collaboration targets customized ultra-high-bandwidth memory solutions tailored for AI and edge computing demands.
On December 17, Maggie Chen, chairperson of Chenbro, which has been designated as a server case supplier for Nvidia, was invited to speak at the 12th National Science and Technology Conference held by the Executive Yuan, where she shared her insights on the journey of managing a small and medium-sized enterprise (SME) in Taiwan. Chen noted that while PC molds used to last for 20 years, AI server case molds are now discarded within a year due to constant specification changes from Nvidia, forcing suppliers into a cycle of trial and error.
China has approved a new set of generative artificial intelligence (GenAI) services, marking the smallest batch this year, indicative of a potential saturation in the domestic AI market.
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