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Thursday 16 October 2025
How a viral Taiwan dinner photo put Nvidia and its partners under Washington’s microscope
A publicly shared photo from a private gathering in Taiwan has set off debate over whether US export rules on advanced technology are being skirted, putting Taiwanese hardware makers MSI and Gigabyte under fresh scrutiny.
Thursday 16 October 2025
OCP Summit: Taiwan emerges as backbone of global AI supply chain
Speaking at the 2025 OCP Global Summit in California, Eric Huang, Vice President of DIGITIMES, delivered a keynote address spotlighting Taiwan's pivotal role in the fast-evolving global AI supply chain. According to Huang, two sectors in Taiwan are becoming indispensable in the AI age: advanced chip development and AI server system integration.
Thursday 16 October 2025
HPE posts record quarterly revenue but sees sharp profit decline
Hewlett Packard Enterprise (HPE) posted record revenue but weaker margins in its fiscal third quarter of 2025, reflecting both the strength of AI infrastructure demand and the costs of strategic restructuring.
Thursday 16 October 2025
Fortune Electric secures second phase of Stargate orders, US market share expected to rise
Fortune Electric, the first Taiwanese company to receive US Stargate project orders, is negotiating its second phase, with results due by year-end. With booming AI infrastructure, over 80% of its exports target the US, contributing to projected double-digit revenue growth for 2024.
Thursday 16 October 2025
OCP Summit: Arm expands ecosystem to support AI workloads and chiplet integration
Arm is strengthening its ecosystem for next-generation AI applications by adding partners across firmware, ASIC design, networking, and packaging. The company is also advancing chiplet standardization through the Open Compute Project (OCP), promoting reusable components, and maintaining collaborations with Nvidia and other vendors to accelerate AI, edge, and data center deployments.
Thursday 16 October 2025
OCP Summit: Intel takes on AI rivals with new 'Crescent Island' GPU and open-system push
Intel is making a major play in the artificial intelligence market, unveiling a new strategy focused on open and modular systems. The plan, detailed at the OCP Global Summit 2025 by Chief Technology and AI Officer Sachin Katti, is headlined by a new inference-focused GPU, codenamed "Crescent Island," designed to challenge the industry's closed ecosystems.
Thursday 16 October 2025
Samsung, SK Hynix gear up for memory demand driven by US$500B Stargate plan
South Korea's semiconductor industry anticipates that OpenAI's large-scale high-bandwidth memory (HBM) supply requirements will accelerate production expansion at Samsung Electronics and SK Hynix, with their future capacities becoming a key factor in dominating the market.
Wednesday 15 October 2025
China Mobile to fully adopt domestic AI chips by 2028
China Mobile announced at its global partner conference in Guangzhou that it plans to exclusively use domestically produced chips across the country's largest artificial intelligence (AI) computing network by 2028. The move seeks to accelerate AI autonomy and reduce reliance on foreign technology amid growing geopolitical tensions.
Wednesday 15 October 2025
OCP Summit: Axiado teams up with Jabil to deliver AI-driven security for OCP modular servers

Axiado Corporation, a pioneer in AI-powered, hardware-based platform security and system management, has announced a strategic collaboration with Jabil, a global leader in engineering, supply chain, and manufacturing solutions. Together, they are developing AI-enhanced cybersecurity and Modular Hardware System (MHS) server solutions aligned with the Open Compute Project (OCP). These next-generation products, designed for advanced AI and cloud workloads, are showcased at the OCP Global Summit, taking place from October 13 to 16, 2025, at booths A1 (Axiado) and C12 (Jabil).

Wednesday 15 October 2025
OCP Summit: Arm redefines AI infrastructure with open chiplet collab
At the OCP Global Summit 2025, Arm's Mohamed Awad, Senior Vice President and General Manager of Infrastructure Business, delivered a keynote urging the data center industry to rethink how systems are built in the age of AI. His talk, titled "What AI Wants: New Silicon, New Systems, and a New Era for the Data Center," highlighted that performance-per-watt optimization, ecosystem collaboration, and custom silicon are key to meeting the explosive growth in AI workloads.
Wednesday 15 October 2025
OCP Summit: Foxconn Interconnect Technology showcases high-speed and cooling innovations
Foxconn Interconnect Technology (FIT) unveiled its latest high-speed interconnect and thermal management solutions aimed at enhancing 224G generation transmission and energy efficiency at the 2025 Open Compute Project (OCP) Global Summit in San Jose, the US. The exhibition highlighted FIT's efforts to address rising power consumption challenges in high-performance computing (HPC) and data centers.
Wednesday 15 October 2025
OCP Summit: Intel to launch Crescent Island AI server GPU in 2026 to re-enter AI market
Intel CTO Sachin Katti announced at the 2025 Open Compute Project (OCP) Global Summit that the company plans to launch a new AI server GPU, codenamed Crescent Island, in 2026. The company expects to provide samples to customers for testing in the second half of 2026, signaling its renewed efforts to compete in the AI hardware sector.
Wednesday 15 October 2025
OCP Summit: Meta warns power scarcity threatens AI scaling ambitions
At the Open Compute Project (OCP) Summit held in San Jose, Dan Rabinovitsj, Vice President of data center infrastructure at Meta, delivered a keynote on the monumental challenges and innovations involved in scaling AI infrastructure across global data center regions. Drawing on his more than 30 years of experience in connectivity and technology, Rabinovitsj offered a candid look into Meta's efforts to support AI for its 3.4 billion daily users.
Wednesday 15 October 2025
Commentary: Lip-Bu Tan's AI and openness strategy to reinvent new Intel
Since Lip-Bu Tan took over as CEO in March 2025, Intel has experienced a historic year of upheaval, becoming the center of attention in the global tech community.
Wednesday 15 October 2025
OCP Summit: Dell highlights role of open collaboration in scaling AI data center infrastructure
At the Open Compute Project (OCP) Global Summit held in San Jose, Dell Technologies CTO and senior vice president Ihab Tarazi outlined how open collaboration is driving the next phase of artificial intelligence (AI) infrastructure scaling. Tarazi emphasized Dell's decade-long partnership with OCP and its continued investment in open standards to enable high-performance, modular, and energy-efficient data centers that can meet the exponential demands of AI workloads.
Wednesday 15 October 2025
Samsung's rebound sparks optimism across South Korean semiconductor supply chain
As Samsung Electronics' performance rebounds, previously stagnant sectors such as materials, components, and equipment are expected to regain momentum. Improved performance across the supply chain is bringing optimism to the industry, and market watchers anticipate that companies with Samsung as a key customer will reap the greatest benefits, with the potential to achieve record-high earnings.
Wednesday 15 October 2025
OCP Summit: AI data centers embrace high-voltage power and liquid cooling
The global artificial intelligence data center sector is advancing into a phase characterized by high-power, high-density infrastructure, as highlighted at the Open Compute Project (OCP) 2025 Global Summit held in San Jose, in the US. The event has emerged as a key indicator for the next stage in AI infrastructure development, focusing on innovations in power supply, cooling, interconnectivity, and cluster platform design.
Wednesday 15 October 2025
Oracle picks AMD's MI450 GPUs to power next-gen AI supercluster
Oracle and AMD announced a major expansion of their partnership to support large-scale artificial intelligence (AI) computing, marking one of AMD's biggest supply deals for its upcoming AI accelerators.
Wednesday 15 October 2025
Google to invest US$15B in AI hub in Visakhapatnam to accelerate India's AI transformation
Google has announced plans to establish a large-scale artificial intelligence (AI) hub in Visakhapatnam, Andhra Pradesh, marking its largest investment in India to date. The company stated that the initiative, valued at around US$15 billion between 2026 and 2030, aims to accelerate AI-driven transformation across India while supporting the government's "Viksit Bharat 2047" vision for a developed digital economy.
Wednesday 15 October 2025
Taiwan's strained power grid fuels heavy electrical sector boom
The global AI wave is driving rapid expansion of data centers worldwide, with server computing density and power consumption rising in tandem. According to the International Energy Agency (IEA), global data center electricity demand could double by 2030, while load growth from AI training and inference may far exceed current expectations.
Wednesday 15 October 2025
China's lithium battery export controls set to disrupt NB supply chain
Tensions are flaring yet again between China and the US. China has reportedly made plans to impose export controls on certain lithium batteries, key anode and cathode materials, and manufacturing equipment starting November 8, 2025. If China enforces the controls, consumer electronics like notebooks will be significantly impacted. However, data center Battery Backup Unit (BBU) systems primarily use Japanese and Korean cells, making the impact there relatively limited.
Wednesday 15 October 2025
BTL Group expands AI server testing, cybersecurity certification capacity
Amid the global surge in AI infrastructure development, Taiwan's professional electronic testing firm BTL Group is rapidly expanding its capabilities to meet rising demand for AI server certification and cybersecurity compliance.
Wednesday 15 October 2025
OCP Summit: Pegatron showcases next-gen AI and HPC server platforms
At the OCP Global Summit 2025 in San Jose, Pegatron showcased a comprehensive lineup focused on next-generation AI, HPC, and professional visual computing workloads. The company also collaborated with key partners such as Nvidia and AMD to present a series of server platforms.
Tuesday 14 October 2025
OCP Summit: Supermicro says soaring GPU power demands are forcing shift to rack-scale AI standardization
The explosive rise in AI computing power is pushing the data center industry to rethink its entire architectural model, according to Vik Malyala, senior vice president for technology and AI at Supermicro.
Tuesday 14 October 2025
OCP Summit: Oracle outlines zettascale AI ambitions, urges open standards to support gigawatt-scale data centers
Oracle Cloud Infrastructure (OCI) is expanding its global footprint with plans to build multiple gigawatt-scale AI supercluster campuses capable of hosting millions of GPUs, as it seeks to meet surging demand for large-scale AI workloads.