Facing accelerated AI server upgrades and soaring power consumption, Giga Computing is promoting next-generation cooling technology and one-stop data center solutions, with South Korea identified as a key market. The company recently participated in the Korea Electronics Show (KES 2025) to highlight its competitive edge to potential local customers.

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.

US electronic design automation (EDA) software company Cadence Design Systems posted third-quarter 2025 revenue of US$1.34 billion, up 10% from a year earlier and slightly above analysts' consensus estimate of US$1.32 billion. The results underscore how surging demand for AI and high-performance computing (HPC) continues to drive the company's core business.

Applied Digital, a firm specializing in data center design, development, and operations, has signed a US$15 billion infrastructure lease agreement spanning 15 years with an unnamed major US hyperscaler. The deal aims to add 200 MW of computing power at the company's Polaris Forge 2 campus in North Dakota, increasing its total leased capacity at both Polaris Forge 1 and Polaris Forge 2 to 600 MW.

Driven by the global surge in generative AI, Foxconn announced plans to invest NT$42 billion (approximately US$1.37 billion) toward procuring AI computing power and cloud business operational IT equipment. This investment aims to establish an AI computing cluster and supercomputing center, expand its cloud platform, and accelerate development in smart manufacturing, smart electric vehicles (EV), and smart cities.

AI data centers are putting tremendous pressure on the US's already fragile power infrastructure. In addition to Nvidia CEO Jensen Huang and Tesla CEO Elon Musk, multiple Wall Street investment banks and industry organizations have recently warned that the US power grid faces increasing risks of blackouts and rising electricity prices.

OpenAI has acquired startup Software Applications to integrate its unreleased AI assistant, Sky, into ChatGPT. Sky is designed to understand screen content and assist users with writing, planning, coding, and operating applications via natural language.

Qualcomm Technologies, Inc. has unveiled its next-generation AI inference solutions for data centers — the AI200 and AI250 chip-based accelerator cards and racks — marking its boldest move yet into the fast-growing generative AI infrastructure market. Designed to deliver high performance per dollar per watt, the new lineup leverages Qualcomm's expertise in neural processing unit (NPU) technology to offer scalable and energy-efficient AI inference for large language and multimodal models.

Samsung Electronics Co. chairman Lee Jae-yong marked his third anniversary as chairman on October 27, a milestone widely interpreted as the first year of the company moving past judicial risks. This anniversary has generated considerable attention regarding whether Lee will adopt a more direct management role and guide comprehensive operational decisions at the tech giant.

The Taiwan Semiconductor Industry Association (TSIA) held its annual meeting on October 23, during which Pegatron Chairman Tzu-hsien Tung delivered a keynote speech on industrial development and the current global situation. In his speech, Tung stressed that the high-tech and semiconductor sectors have boosted Taiwan's economy, but the country must now consider how to sustain these advantages from the past decade and prioritize the development of advanced service industries going forward.