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Tuesday 9 December 2025
Nvidia GB300 orders lift Taiwan ODMs, fuel strong 2026 outlook
Strong demand for Nvidia's GB300 accelerators lifted fourth-quarter 2025 performance for major Taiwanese original design manufacturers. Foxconn, Quanta, and Wistron reported solid...
Tuesday 9 December 2025
Russia falls behind US and China in AI race amid sanctions, brain drain
Russia has fallen behind China and the US in artificial intelligence (AI) development, hindered by supply restrictions on critical hardware, international sanctions, and a significant...
Tuesday 9 December 2025
Apple Silicon chief stays amid wave of leadership departures
In the wake of multiple high-profile resignations at Apple, Johny Srouji, the company's senior vice president of hardware technologies responsible for its in-house chip development,...
Tuesday 9 December 2025
Trend Micro sees high AI cybersecurity interest but limited orders
Trend Micro predicts that enterprise protection priorities in 2025 will be closely linked to AI technology development, but the market for actual implementation is still in its early...
Tuesday 9 December 2025
Commentary: Are East Asia tensions a threat to supply chains?
The Indo-Pacific region has become the world's most critical theater for both technology manufacturing and geopolitical competition. As military tensions escalate across East Asia,...
Tuesday 9 December 2025
China's AI chip race nears US$275bn; Cambricon, Hygon lead the field
Baidu is considering a spin-off and listing of its AI chip unit Kunlunxin, a development that has quickly become a focal point in China's fast-moving GPU and AI semiconductor market...
Tuesday 9 December 2025
OpenAI introduces confession mechanism to enhance transparency in large language models
OpenAI has introduced a new safety research approach designed to improve honesty and transparency in large language models (LLMs). The method requires the model to provide a "confession"...
Tuesday 9 December 2025
Johny Srouji to stay with Apple amid executive exodus
Apple chip leader Johny Srouji has reassured staff that he plans to stay with the firm for the foreseeable future, following reports that states he considered leaving for another...
Tuesday 9 December 2025
Google TPU demand remains strong, but CoWoS and memory cap 2026 production
Google's TPU demand is expected to stay high through 2027, driven by AI applications like Gemini. However, production growth in 2026 may be limited by advanced packaging (CoWoS) and...
Tuesday 9 December 2025
South Korea AI startups face 56% survival rate, heavily reliant on government funding
South Korea aims to be a leading AI powerhouse, yet a report from the Korea Industrial Technology Association (KOITA) shows that only 56% of its AI startups last over three years...
Tuesday 9 December 2025
Google to launch AI-powered smart glasses in 2026 as competition in wearable AI intensifies
Google said it plans to introduce its first AI-enabled smart glasses in 2026, expanding its push into consumer AI devices and positioning itself against rivals such as Meta. The company...
Tuesday 9 December 2025
Catcher eyes cautious 1H26 amid memory and chip supply tightness
Chassis maker Catcher Technology stated that as the calendar moves into the year-end shopping season of 2025, promotional campaigns and a rebound in end-market demand are expected...
Tuesday 9 December 2025
IBM to acquire Confluent for US$11 billion to expand real-time data and AI capabilities
IBM said on December 8 that it has agreed to acquire Confluent in an all-cash deal valuing the data-streaming company at US$11 billion. Under the agreement, IBM will purchase all...
Tuesday 9 December 2025
Trump clears Nvidia's H200 shipments to China under new 25% revenue-share rule
US President Donald Trump said his administration will allow Nvidia to ship H200 AI accelerators to approved customers in China under conditions tied to national-security reviews...
Tuesday 9 December 2025
CyberTAN shifts 100% capacity to Vietnam and Wi-Fi 7
Networking equipment maker CyberTAN Technology held its investors' conference on December 5, 2025, and reported that in the first three quarters of 2025, its revenue contribution...