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Tuesday 2 December 2025
Google CTO reveals strategy behind Gemini's comeback
When Google DeepMind launched the Gemini project two and a half years ago, CTO and Chief AI Architect Koray Kavukcuoglu acknowledged that Google was "still far from the top level"—a...
Tuesday 2 December 2025
Foxconn becomes critical supplier for both Nvidia GPU and Google TPU AI racks
Artificial intelligence (AI) has remained one of the few sectors with sustained global momentum over the past two years, but the underlying architecture of AI computing is shifting...
Tuesday 2 December 2025
OpenAI–Thrive equity swap raises fresh circular-deal questions
OpenAI's decision to take an ownership stake in Thrive Holdings has reignited debate over whether the arrangement constitutes another circular deal. While analysts warn the structure...
Tuesday 2 December 2025
Nvidia's US$2 billion Synopsys stake signals a bid to strengthen CUDA ecosystem amid ASIC challenges
Nvidia's US$2 billion investment in Synopsys marks a pivotal attempt to extend CUDA and GPU-accelerated computing from AI training into the core of industrial and semiconductor engineering,...
Tuesday 2 December 2025
AI drives Samsung's 2026 operating profit toward KRW100T
Artificial intelligence (AI) is fueling a DRAM supercycle, prompting South Korean securities firms to continuously raise their forecasts for Samsung Electronics' operating profit...
Tuesday 2 December 2025
Google CEO maps out quantum future and space data center plan

Google CEO Sundar Pichai has dismissed concerns that the company's rapid expansion of its proprietary artificial intelligence infrastructure...

Tuesday 2 December 2025
Taiwan's Robotics Innovation Alliance targets six major industries
Although Taiwan possesses core upstream technologies in the robotics supply chain, downstream applications are only just getting started. To fill the gap, companies have formed the...
Monday 1 December 2025
PaleBlueDot AI seeks US$300m loan for Nvidia chips
US AI company PaleBlueDot AI is reportedly seeking a US$300 million loan to help Chinese social media platform RedNote (Xiaohongshu) use Nvidia's high-end AI chips through a data...
Monday 1 December 2025
Nittobo, Nan Ya Plastics join forces to meet AI glass-fiber fabric demand
The rapid rise of artificial intelligence (AI) applications has significantly boosted demand for specialized glass-fiber fabrics in recent years, creating a growing supply shortage...
Monday 1 December 2025
China turns to Baidu's Kunlun as AI chip constraints intensify
Following the US ban on sales of Nvidia's high-end chips to China, expectations have grown that Baidu could rapidly emerge as a new force in China's AI chip sector and become the...
Monday 1 December 2025
Google’s TPU victory widens China’s path to a post-Nvidia future
Google's success training the Gemini frontier model entirely on in-house TPUs has boosted confidence among China's tech giants. It strengthens the view that reducing Nvidia dependence...
Monday 1 December 2025
A coming quantum shock? Pat Gelsinger says AI's GPU era is nearing its end
In a recent interview with the Financial Times, former Intel CEO Pat Gelsinger delivered a bold forecast: quantum computing could reach mainstream...
Monday 1 December 2025
Jensen Huang says Nvidia must run very fast as AI chip competition intensifies

Nvidia CEO Jensen Huang made his fifth visit to Taiwan in 2025 on November 27, reportedly to pay a personal visit to TSMC founder Morris...

Monday 1 December 2025
Beijing’s new frontier for AI computing is 800 kilometers above Earth

As global demand for AI computing power surges, conventional ground-based data centers are increasingly constrained by limits in energy...

Monday 1 December 2025
ACME shifts SiC R&D to AI and defense as auto market slowly recovers
Silicon carbide (SiC) demand has been weighed down by a sluggish automotive market, but ACME recently observed signs of market reversal and expects the auto sector to gradually recover...