Hewlett Packard Enterprise (HPE) has rolled out a new portfolio anchored by the HPE Cray Supercomputing EX system, debuting the industry's first fully fanless direct liquid cooling (DLC) architecture. The suite spans compute nodes, networking, and storage, alongside newly introduced software solutions.
Taiwan-based E-One Moli Energy (Molicel) has commenced shipments of backup battery units (BBU) to a major cloud service provider (CSP), according to parent company Taiwan Cement (TCC).
Nvidia's next-gen Blackwell chips, launched in November, are gearing up for a production surge starting in early 2025. Strong demand for Hopper and GB200 models has already outstripped supply, signaling unprecedented market appetite. Reuters notes Nvidia expects Blackwell sales to surpass initial projections.
Geopolitical tensions have spurred another major shift in global supply chains, as highlighted by TSMC founder Morris Chang's proclamation that globalization is dead. With Donald Trump's upcoming return to the White House, manufacturers are intensifying their supply chain localization efforts, with a particular focus on Vietnam and India while reducing their China dependence.
A booming market for robots has been driving optimism for robotics startups, yet many in the industry point to the challenges of shaking the conventional stereotype that the field of robotics is a mere blue-collar industry. Taiwan-based Touché Solutions is the latest company to attempt to overcome this stereotype and expand the range of robotic applications.
Nvidia's recent earnings paint a mixed picture of the AI chip giant's trajectory. While quarterly revenue continued to climb sequentially, annual growth slowed to 70% from 90% in the previous year, signaling a potential moderation in AI chip demand.
Google is advancing its global data center expansion while targeting sustainability goals centered on energy efficiency, carbon neutrality, and water reuse. Senior executives emphasize that energy costs represent the largest operational expense for maintaining data center infrastructure, underscoring the importance of strategic energy planning during transitions from legacy to new technologies.
Following President-Elect Donald Trump's election victory, PC brands are intensifying their strategic shifts. Hewlett-Packard (HP), the world's second-largest PC maker, has reportedly moved to restructure its senior procurement and R&D operations. Industry sources suggest the company is preparing another round of R&D layoffs as it redirects focus toward North America.
Taiwan-based Qisda Group, with over 200 affiliated companies, continues to expand its global footprint under its "Grand Fleet Strategy." Chairman and CEO Peter Chen highlighted the group's proactive risk management approach through a "three-pronged strategy," rooted in the principle: "Do not rely on the enemy not coming; rely on being prepared for them." This strategy transforms potential risks into opportunities by ensuring readiness before challenges arise.
Touch panel maker GIS posted a net loss of NT$73.86 million (approx. US$2.28 million) for the first three quarters of 2024, a marked improvement from the NT$1.8 billion loss a year earlier. Chairman Hsien-ying Zhou highlighted a three-pronged strategy: enhancing touch display products, global capacity planning, and diversifying into optical modules.
OpenAI's unveiling of its text-to-video AI model, Sora, in February 2024 ignited fierce competition in the AI video generation market. Major tech players from Europe, the US, and China have since quickly launched their own models to cater to both corporate clients and consumers. However, despite the initial excitement, Sora's public release has yet to materialize, raising questions about its development challenges and commercial viability.
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