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Oct 27
As Huawei stumbles, ByteDance quietly rewrites China’s AI cloud order
Huawei Cloud CEO Zhang Ping'an and several top executives were recently demoted and had their salaries reduced, officially due to "performance falsification." The punishment, however, reflects a broader shift in the AI era: the inseparable link between large models, AI applications, and AI infrastructure. ByteDance's Volcengine has emerged as a key disruptor representing this integrated vision in China's cloud ecosystem.
Samsung Electronics currently leads the foldable phone market and holds the largest share of foldable phone sales in the US, alongside Motorola and Google. However, Apple is expected to enter the competition by the end of 2026. With foldable hardware design, component durability, and supply chain maturity improving, Apple is expected to challenge Samsung in the US market and potentially compete with Huawei for the top shipment position in China.
AI data centers are putting tremendous pressure on the US's already fragile power infrastructure. In addition to Nvidia CEO Jensen Huang and Tesla CEO Elon Musk, multiple Wall Street investment banks and industry organizations have recently warned that the US power grid faces increasing risks of blackouts and rising electricity prices.
As industrial clusters migrate from China to Southeast Asia and India, Powertip Technology plans to intensify its presence in the Indian market starting in 2025, aiming to establish new distribution channels and leverage growth opportunities. The company highlighted India's expanding contract manufacturing sector and high demand for motorcycles and three-wheelers as key factors driving its strategy.
OpenAI has acquired startup Software Applications to integrate its unreleased AI assistant, Sky, into ChatGPT. Sky is designed to understand screen content and assist users with writing, planning, coding, and operating applications via natural language.
Qualcomm Technologies, Inc. has unveiled its next-generation AI inference solutions for data centers — the AI200 and AI250 chip-based accelerator cards and racks — marking its boldest move yet into the fast-growing generative AI infrastructure market. Designed to deliver high performance per dollar per watt, the new lineup leverages Qualcomm's expertise in neural processing unit (NPU) technology to offer scalable and energy-efficient AI inference for large language and multimodal models.
Samsung Electronics Co. chairman Lee Jae-yong marked his third anniversary as chairman on October 27, a milestone widely interpreted as the first year of the company moving past judicial risks. This anniversary has generated considerable attention regarding whether Lee will adopt a more direct management role and guide comprehensive operational decisions at the tech giant.
The Taiwan Semiconductor Industry Association (TSIA) held its annual meeting on October 23, during which Pegatron Chairman Tzu-hsien Tung delivered a keynote speech on industrial development and the current global situation. In his speech, Tung stressed that the high-tech and semiconductor sectors have boosted Taiwan's economy, but the country must now consider how to sustain these advantages from the past decade and prioritize the development of advanced service industries going forward.
The Government of India has approved the first batch of seven projects under the Electronics Components Manufacturing Scheme (ECMS), with a total investment of INR55.32 billion (US$630 million), marking a major milestone in the country's push toward self-reliance in electronics manufacturing.
AI startup Anthropic plans to open an office in Seoul, South Korea, by early 2026 to bolster its footprint across the Asia-Pacific region, where it has seen revenue soar more than tenfold. South Korea ranks among the top countries globally for user engagement and AI adoption, underscoring its strategic importance to the company.
Apple has begun shipping its first batch of artificial intelligence (AI) servers from a new factory in Houston, Texas, marking a key milestone in its US$600 billion investment in the US. The servers will be deployed across Apple's data centres nationwide to power its Private Cloud Compute (PCC) and Apple Intelligence services.
At the 2025 Future Innovation Technology Expo (FIX 2025) in Daegu, humanoid robots took center stage, walking, waving, sorting packages, and even handing out popcorn. This signals how far South Korea's robotics industry has come in bridging emotional intelligence and industrial automation.