Nvidia's recent revelations at GTC 2025 showcased its expanding partnerships across hardware and software vendors eager to accelerate AI development within its ecosystem. Meanwhile, a coalition of competitors is forming in the chip industry as emerging players work to escape niche markets and establish themselves as a legitimate alternative to Nvidia's solutions. As Nvidia approaches edge computing markets, it has shown increased flexibility, with multiple chip manufacturers reporting Nvidia's efforts to forge relationships with IC design houses.

The TV market in 2025 will be significantly influenced by political factors, particularly with US President Donald Trump's aggressive tariff policies and China's "trade-in" policy extending from 2024. These developments are causing shifts in the market while also impacting the inventory rhythm of upstream panel manufacturers. Observing the TV market in 2025 reveals five major changes.

AI infrastructure startup CoreWeave is seeking a valuation of up to US$32 billion in its upcoming IPO on the NASDAQ, with plans to raise as much as US$2.7 billion. The listing marks a major test of investor confidence in a new generation of AI-focused cloud providers as uncertainty clouds the future of data center demand.

Several South Korean media outlets have reported that South Korean AI chip startup FuriosaAI has rejected Meta's US$800 million acquisition proposal.

Taiwan's leading sensor company, FineTek, pointed out that AI server customers began pulling orders in January. However, the subsequent orders are difficult to predict, although customer inquiries are numerous, indicating potential business opportunities for liquid cooling solutions. In response to customer demand, FineTek has developed a second-generation AI server sensor that integrates flow, pressure, and temperature.

Top business leaders, including Apple CEO Tim Cook, Qualcomm CEO Cristiano Amon, and Siemens CEO Roland Busch, recently attended the 2025 China Development Forum in Beijing. In his opening address, Chinese Premier Li Qiang reaffirmed China's previously established commitments which include fostering open cooperation, fair competition under international rules, and supporting global supply chain stability. He invited foreign enterprises to deepen their integration into the Chinese market, according to Reuters, HK01, and a press release by the Chinese government.

BYD Electronics reported its full-year financial results for 2024, with revenue rising 36.43% year-over-year to CNY177.306 billion (approx. US$24.45 billion). Gross profit increased 17.9% to CNY12.3 billion, while net income attributable to shareholders reached CNY4.27 billion, up 5.55% from the previous year. EBITDA surged 45.21% to CNY11.66 billion. Earnings per share stood at CNY1.89, and the company proposed a final dividend of CNY0.568, slightly higher than last year's CNY0.538.

OpenAI has announced leadership changes as the company scales its operations, with three senior executives assuming expanded responsibilities. CEO Sam Altman stated that the adjustments aim to advance the company's research, product development, and global deployment while maintaining a focus on artificial general intelligence (AGI).

Search is the most lucrative part of Google's business. So when ChatGPT launched in 2022 and offered to answer users' every question, it posed an existential threat to the company, forcing Google to respond. Google had to figure out how to compete. But integrating generative AI into Google search would fundamentally change the company's core product, and it introduced big risks.

Samsung Electronics Co. announced on March 24 that its co-CEO, Jong-Hee Han, had died from cardiac arrest at the age of 63. Han shared leadership duties with co-CEO Young-hyun Jun, who manages the company's semiconductor division. Since his appointment as co-CEO in 2021, Han has led the company's efforts to compete with Apple in the smartphone market while maintaining a strong presence in consumer electronics, reports Reuters, Bloomberg, and Yonhap News.

Hyundai Motor Group is making a bold US$21 billion bet on the US economy between 2025 and 2028, targeting key B2B sectors across manufacturing, supply chain logistics, steel production, and next-gen mobility technologies.