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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.
Amid sustained high demand for AI computing power and accelerated deployment of data center expansions and edge AI applications, Powertech expressed an optimistic outlook for its 2026 operations during its December 16, 2025, earnings call. The company plans to continue targeting high-growth product lines and markets by expanding its portfolio based on core technologies while concentrating resources on high-value and fast-growing customers.

On December 16, the Taipei Computer Association (TCA) convened its first board and supervisory meeting of its 18th term, completing the election of its standing directors and supervisors and formally appointing Jason Chen, chairman and CEO of Acer, as its new chairman. The meeting also marked a smooth leadership transition from the outgoing chairman.

Taiwanese tech giants Acer and Asus, along with Chinese home appliance and display leader Hisense, won a favorable ruling from London's High Court in their global litigation against Nokia over audiovisual streaming technology patents. The court confirmed that before finalizing patent licensing terms, the defendants are entitled to an interim license allowing continued sales of related products.

Etron's subsidiaries eYs3D Microelectronics, DeCloak and eEver Technology are beginning to translate years of technology investment into concrete AI applications, with early momentum emerging in robotics, drones and edge intelligence.

AI is reshaping global industries, but for smart healthcare startups, the biggest challenge remains how to translate technology into real-world clinical markets beyond isolated experiments. On December 18, the Taiwan Stock Exchange (TWSE) and international venture accelerator SparkLabs Taiwan co-hosted the Smart Health Capital Forum, bringing together representatives from medical startups, global pharmaceutical companies, and tech firms to share practical experiences in launching AI medical products and discuss balancing commercialization with clinical application.
As generative AI accelerates a new era of data-driven applications beyond big data, the quality and governance of data have emerged as decisive factors for success. In response, Taiwan's data community has taken a significant step toward standardization and trust by establishing the Taiwan Data Management Association (TDAMA) on December 16, 2025, aiming to address the long-standing lack of data governance standards across Taiwan's industries
Meta is accelerating its AI strategy with the development of two new flagship AI models. According to The Wall Street Journal, its image and video generation system code-named "Mango," and a text-based LLM dubbed "Avocado" are both expected to debut in the first half of 2026. The initiative marks Meta's most aggressive attempt yet to close the gap with rivals OpenAI, Google, and Elon Musk's xAI.
Chang Wah Electromaterials (CWE) announced on December 18 that it will recognize an asset impairment loss of NT$655 million (US$20.75 million) related to its investment in JMC Electronics in the fourth quarter of 2025. The company's board approved recording corresponding investment and goodwill impairment losses totaling the same amount in line with international accounting standards.
Saudi Arabia is promoting the idea of "data embassies" to draw global investments in artificial intelligence (AI) infrastructure, aiming to become the first G20 country with a comprehensive legal framework to protect foreign data sovereignty. The concept, reported by CNBC and Bloomberg, envisions data centers on Saudi soil governed by the laws of the data-owning country, similar to diplomatic embassies.
Samsung to supply SOCAMM2 LPDDR modules to Nvidia
Dec 19, 09:48
Samsung Electronics has moved ahead in the race to supply next-generation AI server memory, providing Nvidia with samples of its SOCAMM2 LPDDR-based modules. The development signals a strategic shift as the AI memory market diversifies beyond high-bandwidth memory (HBM), with Samsung's LPDDR expertise offering a competitive edge, according to Samsung and Korean media ZDNet Korea and Biz Herald.
China's 3C market has been reporting successive price hikes despite a sluggish macroeconomic environment and deflationary pressure. Xiaomi, followed by Honor, Lenovo, and Dell, have increased prices, demonstrating the impact of memory shortages on the 3C end market.