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Oct 29, 14:35
Apple and Tesla orders fuel Samsung's recovery
Apple's mobile DRAM orders are expected to increase significantly in 2026, and the South Korean industry predicts that Samsung Electronics will be the largest beneficiary. News 1 referenced KB Securities, stating that mobile DRAM prices exceeded expectations in the fourth quarter of 2025, rising more than 20% quarter-over-quarter. To optimize AI functions, Apple plans to expand the 12GB capacity previously limited to iPhone Pro and Pro Max high-end models to standard models starting with the second half of 2026's iPhone 18 series.
After nearly a year of negotiation, OpenAI has finalized a sweeping corporate restructuring that transforms its hybrid nonprofit model into a fully for-profit enterprise while granting Microsoft Corp. a US$13.5 billion stake.
Pegatron has launched a digital transformation training base in Kaohsiung's Asia New Bay Area, with the intention of creating a manufacturing and technology talent pipeline in southern Taiwan. At the opening ceremony on October 28, 2025, Pegatron Chairman T.H. Tung stated that Kaohsiung is becoming increasingly important in Taiwanese firms' southern expansion and that there is the possibility of Pegatron expanding with a second phase of investment.
Digital transformation solutions integrator International Integrated Systems (IISI) held a pre-IPO performance briefing on October 28, announcing plans to list in November. The company aims to fuel its next growth phase through cloud-native SaaS offerings, transitioning toward a subscription-based revenue model built on long-term partnerships while actively expanding into overseas markets.
Bloom Energy offers 800V DC power solutions for AI data centers
Oct 29, 12:02
As AI data center energy consumption continues to surge, Nvidia has introduced a high-voltage direct current (HVDC) architecture aimed at reducing overall power usage in AI computing infrastructure. Meanwhile, US-based Bloom Energy has presented a supporting solution that uses fuel cells to supply 800V DC directly to servers, integrating carbon capture and combined heat and power (CHP) systems to recycle waste heat and boost efficiency, potentially cutting operational costs by about 15%.

Qualcomm on Tuesday unveiled its latest AI accelerator cards, the AI200 and AI250, along with corresponding rack-level system designs, signaling a major expansion of the company's ambitions in cloud-based AI computing. The two products are slated for commercial release in 2026 and 2027, respectively, and Qualcomm pledged to launch new AI accelerator models every year going forward.

To accelerate AI adoption across industries, the IPO Forum is partnering with multinational companies and local supply chains to launch a "Trusted AI Accelerator" platform in Taiwan. Terence Liao, general manager of Dell Taiwan, who serves as IPO Forum chairman, emphasized that since the emergence of generative AI, the industry has undergone extensive trial and error over the past two years, making 2025 a critical turning point. Liao expressed hope that the accelerator platform will leverage the strength of major players to empower smaller enterprises and enhance the resilience of Taiwan's industrial ecosystem.

Hon Hai Technology Group (Foxconn) used this week's GTC event in Washington to highlight two fronts of collaboration with Nvidia: expanding US-based AI server manufacturing and joining a new alliance with Stellantis and Uber to develop level-4 robotaxis.

As China's AI cloud competition intensifies, Alibaba Cloud has introduced new price cuts across overseas markets to accelerate its global expansion, extending the "dual-giant" rivalry beyond domestic boundaries.
The Incheon Free Economic Zone (IFEZ) Authority opened its Boom-up Festival 2025 on October 28, 2025, at Start-up Park Incheon, positioning the city as a national launchpad for unicorn-caliber startups under the slogan "Beyond Limits, Toward Unicorns."
Semiconductor IC testing equipment manufacturer Hon Precision has, in recent years, successfully entered high-power application markets such as AI, high-performance computing (HPC), and automotive chips through its ATC active temperature control systems, sorting machines, and high-parallel testing solutions. The company is expanding production capacity to meet growing demand from North American AI customers.
AMD and the US Department of Energy (DOE) have announced two next-generation supercomputing systems to be built at Oak Ridge National Laboratory (ORNL) — the Lux AI supercomputer and the Discovery supercomputer. The systems will expand the DOE's high-performance computing (HPC) and artificial intelligence (AI) capabilities as part of a combined US$1 billion public-private investment.