Nvidia has reportedly invested US$20 billion to acquire technology licenses from Groq, marking its largest investment to date. The move is drawing significant attention in South Korea as Groq is backed by Samsung Electronics and collaborates with it in the foundry sector.

Set-top box maker Skardin Industrial confirmed that it has recovered a portion of its bad debt from an Argentine client, recognizing approximately NT$110 million (US$3.5 million) in bad-debt reversal gains, which have significantly strengthened operating cash flow. The company plans to continue advancing its transformation strategy, focusing on green energy, internet data centers (IDC), and resilient communications modules as its next growth engines.

According to Nikkei, although electric vehicle (EV) demand has been below expectations, weighing heavily on Rohm Semiconductor's SiC power semiconductor equipment investments, the company has decided to expand applications into the AI server sector. Rohm's annual revenue from server-related fields is only around JPY10 billion (approx. US$64 million), but it has already started supplying new products in collaboration with Nvidia.

Data centers are entering a new phase of infrastructure upgrades in 2026, feeding off generative AI under Nvidia's leadership. While silicon photonics (SiPh) and co-packaged optics (CPO) technologies are still in the deployment stage, the optical communications industry is expected to move into commercialization by 2026.

Nvidia has announced a US$20 billion deal to acquire non-exclusive technology licenses from AI chip startup Groq, with Groq's current CEO and core research and development team joining Nvidia to work on technology integration. Meanwhile, Groq's CFO will succeed as the new CEO and continue operating services, including Groq Cloud.

China has released draft rules to regulate human-like artificial intelligence interaction services, marking a significant step toward governing AI companions, virtual personas, and emotionally responsive systems as authorities seek to balance innovation with social stability and user protection.

In 2025, the global electronics supply chain transformed due to rising demand for artificial intelligence (AI) and high-performance computing (HPC), boosting servers, chips, and cooling sectors. Geopolitical tensions, export controls, and multi-location approaches also reshaped the supply chain to improve flexibility and risk management. The DIGITIMES Asia news team has summarized the top 10 key developments from this shift.

Japanese firms like Rohm and AOI Electronics built partnerships with Indian partners. Foxconn is mimicking its strategy in China, setting up a factory city in India.

South Korean PNT has secured its first mass-production order for battery copper foil in China, marking a strategic expansion beyond its core battery equipment business into materials and strengthening its foothold in the Chinese market.

The development paths for artificial intelligence (AI) integration in smartphones are diverging as ByteDance extends its collaborations with multiple brands, while technology giants Apple Inc. and Alphabet maintain a standardized application programming interface (API) strategy. Following the December 2025 launch of the Doubao phone M153 in partnership with ZTE Corporation's Nubia, recent reports indicate that ByteDance is broadening its AI smartphone alliances to include Vivo, Lenovo Group, and Transsion.

Market attention in the modern AI computing power competitive landscape has mainly focused on semiconductor chip upgrades. But according to Chih-Ming Lin, chairman of Tatun Electric, the real challenge lies elsewhere. The company, with more than 70 years of industry experience, believes AI will not turn into a bubble—provided power transmission issues are effectively resolved.