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Jul 27, 17:10
Samsung converts AMD and OpenAI ties into HBM4 supply wins

Samsung Electronics is showing renewed momentum in the AI memory race as it deepens ties with both OpenAI and AMD, two partnerships that could strengthen its position in the next-generation HBM4 ecosystem after ceding early ground in AI memory to rival SK hynix.

Taiwan's largest digital health technology platform H2U debuted on the Taiwan Stock Exchange's Taiwan Innovation Board on July 24 at an offering price of NT$49.13 (approx. US$1.52) per share, marking its official listing as it seeks to capture the growing digital health market.
Pegatron unveils AMD EPYC server platform for AI and HPC
Jul 27, 13:59
Pegatron unveiled a new server platform powered by AMD's sixth-generation EPYC processors at AMD Advancing AI 2026, targeting enterprise AI, agentic AI, high-performance computing (HPC), cloud computing, and data-intensive workloads.
Tensions between the US and China are escalating following allegations that Moonshot AI improperly extracted capabilities from advanced US-developed AI models and accessed export-controlled Nvidia hardware while developing Kimi K3. The model has drawn industry attention for approaching the performance of leading US systems despite Moonshot's comparatively limited computing resources.
Taiwan manufacturers are facing sharply higher procurement costs, and more than half have already passed those increases to customers, according to a survey presented at a Chung-Hua Institution for Economic Research seminar on July 24. The findings showed rising pressure on margins as AI-related shortages, energy costs and delivery uncertainty weighed on the sector.
Nvidia weighs US$250B backstop for OpenAI's Ohio data center
Jul 27, 12:14

Nvidia is in talks to provide a financial backstop of roughly US$250 billion that would help OpenAI lease and finance a massive AI data center campus in southern Ohio, the Wall Street Journal reported, citing people familiar with the matter.

IBM has signed a definitive agreement to acquire HRL Laboratories, a US research and development company known for its work in quantum technologies, to strengthen its long-term quantum computing roadmap.
Hitachi has been selected as the prospective implementation organization for a Japanese government-backed project to advance next-generation quantum computers, with Intel contributing semiconductor manufacturing expertise.

Samsung Electronics and Hyundai Motor Group used the San Francisco AI Summit to outline separate artificial intelligence (AI) expansion plans spanning semiconductors, autonomous driving and robotics.

AI infrastructure, memory and advanced chipmaking led this week's tech agenda, with Intel, Samsung, SK Hynix, CXMT, Alibaba and Foxconn reshaping capacity and supply chains. Below are the most-read DIGITIMES stories from the week of July 20-26, 2026.
Nvidia CEO Jensen Huang has backed open-weight artificial intelligence (AI) models in his first post on X, adding weight to a widening industry dispute over whether advanced AI should remain tightly controlled or be more broadly shared as competition with China accelerates.
India's HCLTech plans US$4.4B AI data center
Jul 27, 09:26
HCLTech said it plans to establish its first AI data center at the upcoming Odisha Sovereign AI Park, marking a further step in its expansion into the full-stack artificial intelligence market through a partnership with AI startup Sarvam and the Government of Odisha.