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Tuesday 22 July 2025
Nvidia and MediaTek delay AI PC launch to 2026 due to Microsoft OS hurdles and market headwinds
MediaTek and Nvidia have postponed the launch of their highly anticipated AI PC platform to the first quarter of 2026, supply chain sources say, citing a combination of delays in Microsoft's...
Tuesday 22 July 2025
Tenstorrent pushes RISC-V into AI's fast lane with open chiplet strategy
The rise of AI and high-performance computing (HPC) is accelerating the adoption of RISC-V, the open-source instruction set architecture that is reshaping the global semiconductor...
Monday 21 July 2025
South Korea's US$2.15 billion bet on humanoid robots gains MIT-Naver partnership
South Korea's Naver Corporation is teaming up with the Massachusetts Institute of Technology (MIT) to develop a bipedal humanoid robot, highlighting the nation's accelerating push...
Monday 21 July 2025
CHT Security targets drone and autonomous vehicle cybersecurity
Traditional protection mechanisms are no longer sufficient to address the needs of cyber-physical systems (CPS) that are becoming ubiquitous, with Taiwan-based CHT Security eyeing...
Monday 21 July 2025
Nvidia and ASIC dual engines accelerate CSP data center deployments
The GB200 servers are expected to begin smooth shipments starting in the second quarter of 2025, coupled with strong shipments of ASIC servers, signaling that US-based cloud service...
Monday 21 July 2025
Unitree files for IPO as JD.com doubles down on embodied AI — market reacts
Unitree Robotics, a Hangzhou-based developer of quadruped and humanoid robots, has filed for IPO counseling with the Hangzhou office of China's securities regulator as of July 18,...
Monday 21 July 2025
Foxconn subsidiary invests US$60 million in AI-centric Oceanus Growth Fund
Foxconn's subsidiary, Hon Chi International Investments, has announced a significant investment of US$60 million in the Oceanus Growth Fund, L.P., a private equity fund.
Monday 21 July 2025
Is computing the wrong focus? Lightmatter's 3D photonics tackles AI's data bottleneck
As AI workloads hit data movement bottlenecks, MIT spinoff Lightmatter is betting that photonics, not more transistors, holds the key to next-generation infrastructure. After years...
Monday 21 July 2025
Nvidia CEO Jensen Huang highlights China's unique role in AI innovation and tech ecosystem
Nvidia founder and CEO Jensen Huang recently visited China, and in a one-on-one interview with CCTV, he highlighted the uniqueness and significance of the Chinese AI market...
Monday 21 July 2025
Taiwan AI server makers boost North America investment ninefold on tariff fears
Although the US has yet to finalize its reciprocal tariffs on Taiwan, Taiwanese AI server manufacturers have already taken aggressive preemptive measures. In the first half of 2025,...
Monday 21 July 2025
Taiwan govt unveils response plan to US reciprocal tariffs
The US's reciprocal tariff policy has posed serious challenges for many export-oriented countries, with Taiwan hit by a 32% levy when the policy was first announced in April 2025....
Monday 21 July 2025
Broadcom, MediaTek battle for cloud AI chips as CSPs double down on custom silicon
As major US-based cloud service providers (CSPs) prepare to announce their latest earnings, investors are closely monitoring their investment strategies in cloud infrastructure and...
Monday 21 July 2025
Million-unit AI robot army no longer a dream: Analyzing Foxconn's three-pronged strategy
TSMC chairman C.C. Wei recently revealed that major US tech clients anticipate the business potential of humanoid robots to be more than ten times that of electric vehicles (EVs)....
Monday 21 July 2025
Teco secures data center project in Malaysia amid AI-driven demand surge
Teco Electric & Machinery has won new data center construction contracts in Malaysia after acquiring NCL Energy Mechanical and Electrical Engineering. The projects in Selangor...
Monday 21 July 2025
AI server growth lifts ABF market, while BT substrates struggle with supply constraints

A surge in demand for ABF substrates driven by AI applications has created ripple effects across the semiconductor packaging supply chain...