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Thursday 23 January 2025
HPC chip demand set to soar for the next 4 years as US drives AI growth
The US intends to sustain its dominance in artificial intelligence (AI), and the market for HPC chips is expected to increase significantly for another four years, according to sources...
Thursday 23 January 2025
Foxconn, Mitac to benefit from Trump's AI infrastructure plan
The US is set to enhance its AI infrastructure under President Donald Trump's administration, with Taiwan-based server manufacturers Foxconn and Mitac positioned to capitalize on...
Wednesday 22 January 2025
AI-generated code disrupts software development, redefining engineering roles
AI is revolutionizing the global software industry, with tech giants like Meta and Google emphasizing its ability to generate code on par with mid-level software engineers. This shift...
Wednesday 22 January 2025
PTI sees memory backend demand start recovering in 2Q25
Backend house Powertech Technology (PTI) anticipates a resurgence in demand from the memory sector beginning in the second quarter, with further enhancement projected through the...
Wednesday 22 January 2025
Microsoft relaxes exclusivity, allowing OpenAI to use rival cloud providers
Microsoft has revised its agreement with OpenAI, allowing the AI company to partner with other cloud service providers (CSPs). However, Microsoft retains the Right of First Refusal...
Wednesday 22 January 2025
Taiwan's export orders set to decline in early 2025 amid electronics off-season
Export orders from Taiwan are expected to decline significantly in January 2025, with the Ministry of Economic Affairs (MOEA) forecasting values between US$44.5 billion and US$46.5...
Wednesday 22 January 2025
EU to raise Biden's AI chip curbs with Trump administration
The European Union will raise concerns with the US over a decision to restrict the export of artificial intelligence chips from the likes of Nvidia to some of its
member states,...
Wednesday 22 January 2025
Server ODMs to rapidly open production sites in US, with Texas being top choice
Server ODMs are swiftly establishing manufacturing facilities in the US to mitigate the impact of geopolitical uncertainties, with Texas emerging as a favored location, according...
Wednesday 22 January 2025
Siri privacy settlement exposes Apple's gaps in AI governance
Apple's US$95 million settlement over Siri privacy violations has brought AI governance and accountability into sharp focus. The case highlights the growing challenges of balancing...
Wednesday 22 January 2025
Jensen Huang's low-key China visit: Nvidia's strategic maneuver through US-Sino tensions
Nvidia CEO Jensen Huang's recent low-profile visit to China has reaffirmed the company's strategic focus on this crucial market amid tightening US restrictions on advanced semiconductor...
Wednesday 22 January 2025
Nvidia GB200 thermal issues may impact SK Hynix's 1Q25 outlook
Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not...
Wednesday 22 January 2025
Foxconn geared up for AI applications and regional manufacturing in 2025
Foxconn Group (Hon Hai) is positioning itself for expanded AI applications and regionalized production in 2025, with projections to surpass NT$7 trillion (US$214.38 billion) in annual...
Wednesday 22 January 2025
Taiwan's machine tools left behind by AI boom: industry seeks relief to counter US tariffs
Taiwan's machine tool sector struggles to keep pace with its AI-driven export growth, as mounting geopolitical challenges and unfavorable exchange rates continue to impact its performance...
Wednesday 22 January 2025
Trump unveils AI investment plan with OpenAI, Softbank, Oracle
President Donald Trump announced a joint venture to fund artificial intelligence (AI) infrastructure worth billions of dollars with the leaders of Softbank Group, OpenAI, and Oracle,...
Tuesday 21 January 2025
Against the odds: China's Big Fund Phase III launches US$8.2 billion AI fund amidst US sanctions
Escalating US sanctions aside, China has launched a national artificial intelligence (AI) industry investment fund worth CNY60 billion (approx. US$8.2 billion), according to reports...