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Dec 18

Why OpenAI is courting AWS chips—and what it signals about cracks in its AI expansion

OpenAI is reportedly in negotiations with Amazon Web Services (AWS) to secure funding and collaborate on AWS's in-house developed application-specific integrated circuits (ASICs). The move comes as OpenAI faces challenges scaling its existing AI partnerships into broader commercial deployments, prompting questions about the strategic significance of this potential alliance.

Google reportedly launches TorchTPU project to boost TPU compatibility with PyTorch

Dec 18

Xiaomi unveils MiMo-V2-Flash open-source model to enhance human-car-home ecosystem

Dec 18

Apple reportedly explores chip assembly in India, signaling supply chain diversification

Dec 18

US-China AI rivalry shifts to the power front

Dec 18

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AIEtron founder sees Moore's Law rebound as memory crunch stretches to 2027

Dec 22, 14:51

Etron Technology founder Nicky Lu says the boom in AI is accelerating semiconductor innovation and restoring the momentum of Moore's Law, even as a global memory shortage threatens to persist through the first half of 2027. Speaking in Taipei as the industry closes a record-breaking year, Lu noted that the demand for high bandwidth and customized memory architectures is forcing a structural shift in how chips are designed and manufactured.

AIWeekly news roundup: Intel's TSMC talent grab draws scrutiny, Samsung foundry lands Intel order, Moore's Law talent gap looms

Dec 22, 14:07

These are the most-read DIGITIMES Asia stories in the week of December 15 to December 21, 2025.

SOFTWARE, BIG DATASun Tech to list on Emerging Stock Board in January 2026, leveraging fintech for supply chain integration

Dec 22, 12:41

Sun Tech, a third-party payment brand under Softstar Entertainment, submitted its application on December 17, 2025, to list on the Taiwan Exchange's Emerging Stock Board (ESB). The company will hold a pre-listing earnings call on December 29, 2025, to outline its future business strategies and growth drivers, with the official ESB debut scheduled for January 5, 2026.

IT COMPONENTS, PERIPHERALSAcer Gadget, RoyalTek and NFA team up to expand smart auto market

Dec 22, 10:03

The PC market has been heavily impacted by memory supply disruptions. In response, Acer Group's subsidiary Acer Gadget has partnered with Quanta Group's RoyalTek and Taiwan's leading auto parts retailer New Focus Auto (NFA) to launch smart in-vehicle products.

AIElon Musk predicts xAI will outpace rivals with expanded AI computing power

Dec 22, 09:15

Elon Musk, CEO of Tesla Inc. and founder of xAI, recently declared that if xAI survives the critical next two to three years, it will surpass competitors like OpenAI and Google by harnessing massive GPU computing power. Speaking at an all-hands meeting at xAI's San Francisco headquarters, Musk outlined an aggressive expansion plan for the company's AI infrastructure and emphasized its substantial financial backing.

SERVER, IPC, CLOUD COMPUTING, IOTWistron invests US$683M to expand AI server capacity, backs US cloud startup

Dec 22, 09:12

Wistron's board approved a new investment plan on December 19 to expand AI server and networking production. The company will build a new factory in Vietnam for network products and increase AI server capacity at its Hsinchu campus. To support this growth, Wistron authorized up to NT$21.528 billion (approx. US$683 million) for machinery and facility upgrades at Hsinchu, aiming to meet rising AI demand.

ICT MANUFACTURINGAmtran's pivot from TVs to high-value products delivers revenue and profit gains

Dec 22, 04:26

Taiwan's Amtran Technology is reshaping its growth trajectory, pivoting from scale-driven contract manufacturing to a profit-focused strategy built around high-value products—a shift now clearly reflected in its financial performance and product mix.

AIPower supply tech diverges for cloud and edge AI

Dec 22, 04:23

Amid sustained investments in AI computing infrastructure fueled by cloud service providers (CSPs) and large data centers, a structural differentiation has quietly emerged in the supply chain for power supplies. Due to differences in power architecture and site conditions between cloud-based hyperscale AI data centers and edge AI applications, power supply makers have adopted different approaches, leading to different timelines in realizing benefits.

SERVER, IPC, CLOUD COMPUTING, IOTSugon debuts scaleX, China's first physical 10,000-accelerator AI supercluster

Dec 22, 04:22

At the HAIC2025 Artificial Intelligence Innovation Conference in Kunshan on December 18, Dawning Information Industry Co. (Sugon) unveiled its scaleX 10,000-accelerator supercluster, marking the first physical debut of a domestically developed AI cluster at this scale.

AIApaq Technology sees strong growth in solid capacitors driven by AI demand

Dec 22, 03:21

Apaq Technology reported a sharp rise in demand for solid capacitors, fueled primarily by AI servers and AI PCs, during an investor briefing on December 17. General Manager ST Lin stated that existing production lines for V-Chip, CAP, and Hybrid capacitors are now operating at full capacity, contributing to record revenue and profitability in the third quarter of 2025.

ICT MANUFACTURINGEternal Precision Mechanics commands 95% share of ABF vacuum press market

Dec 22, 02:25

Eternal Precision Mechanics, a subsidiary of LCY Technology (Eternal Materials), has quietly become one of the most dominant players in the global semiconductor equipment supply chain.

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