Nvidia has introduced its latest AI personal supercomputers powered by the Grace Blackwell platform. The DGX Spark, formerly Project DIGITS, and the DGX Station, built on Blackwell Ultra, allow AI developers, researchers, and data scientists to prototype, fine-tune, and run large-scale models directly on a desktop. These models can be processed locally or deployed to DGX Cloud and other accelerated cloud or data center platforms.

Former Premier of Taiwan Chuan Lin (2016-2017) once asked me, "Will the AI wave become a bubble?" I do not see any signs of a bubble. Perhaps you are thinking of the dot-com bubble, but did the internet bubble really burst? In the spring of 2000, internet stocks plummeted, and many startups closed down. However, the internet wave did not vanish; it even found greater opportunities after the launch of the iPhone in 2007. Today's AI wave is merely a new opportunity arising from the diverse connections of big data, cloud services, and more.

Following TSMC's announcement of an additional US$100 billion investment in the US, President Lai Ching-te has unveiled Taiwan's new "eastward expansion" strategy, extending beyond past regional policies to strengthen ties with the Americas and global markets, with a focus on building resilient, non-red supply chains and fostering digital alliances with democratic partners.

Industry insiders suggest that since Huawei was placed on the US Entity List in 2019, the company has faced continuous challenges in obtaining related technologies. The license for Windows operating systems for personal computers (PCs) is set to expire in March, raising concerns that ongoing pressure from the US may hinder Huawei's ability to secure a renewal agreement with Microsoft.

Arizona Governor Katie Hobbs recently led a delegation to Taiwan seeking semiconductor supply chain investments, personally recruiting 20 companies at a banquet amid Taiwan's concerns about ecosystem migration. Taiwan's Minister of Economic Affairs J.W. Kuo clarified that TSMC's expanded US$165 billion Arizona investment won't impact planned domestic facilities in southern Taiwan, maintaining Taiwan's complete semiconductor supply chain.

Xiaomi's fourth-quarter financial surge, boasting a 49% revenue jump and a 90% net income rise, was significantly propelled by its successful EV launch. The SU7 exceeded delivery goals, driving Xiaomi to raise its 2025 EV production target to 350,000 units, highlighting a major push into the automotive market.

Foxconn showcased its next-generation GB300 NVL72 platform, co-developed with Nvidia, at the Nvidia GTC 2025 event, underscoring its leading position in AI server hardware as the GB200 enters mass production. The company holds the largest market share among global AI server manufacturers.

Recent market rumors revealed that Apple Intelligence's AI Siri is in a critical development phase and is likely to miss its planned spring launch. This news, initially shared through hearsay, has caused significant uproar.

Nvidia unveiled its next-generation DGX SuperPOD AI infrastructure at GTC 2025, powered by Blackwell Ultra GPUs. Engineered for agent-based AI inference, the system provides enterprises with scalable, high-performance AI computing across industries.

Nvidia founder and CEO Jensen Huang took the stage at GTC 2025, unveiling a slew of hardware advancements and AI infrastructure breakthroughs that position the company as a leader in the rapidly evolving US$1 trillion AI computing landscape.

MediaTek is reportedly poised to replace Broadcom as Google's primary partner for developing its next-generation Tensor Processing Unit (TPU). While MediaTek has not commented on market speculation or client relationships, industry analysts see the move as plausible due to the company's established partnership with Google in the ASIC space.