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Friday 17 October 2025
Micron's alleged China exit signals accelerating G2 chip decoupling
Micron reportedly plans to stop supplying server chips to data centers in China, according to a Reuters report citing sources familiar with the decision. The move comes two years after Beijing imposed a ban on Micron's products for use in "critical infrastructure," a decision widely interpreted as retaliation for US export restrictions on advanced chips and AI technologies.
Friday 17 October 2025
OCP Summit: Lite-On, QCT showcase Nvidia AI server solutions
Lite-On Technology teamed up with Quanta Cloud Technology (QCT) to showcase an artificial intelligence (AI) server solution based on the Nvidia GB300 NVL72 platform at the 2025 Open Compute Project (OCP) Global Summit. The server rack features Lite-On's 33kW power shelf, delivering an optimized power solution that ensures system stability under high-density computing workloads.
Friday 17 October 2025
Airoha leverages MediaTek Wi-Fi chips to diversify into global telecom market
Airoha Technology has continued to secure new collaboration opportunities in the international telecom market in 2025, with some of its previously developed markets now entering mass production and shipment phases, driving steady growth in its overall revenue. The company has also integrated MediaTek's Wi-Fi chips into its solutions.
Friday 17 October 2025
Salesforce partners with OpenAI and Anthropic to build next-gen AI platform
At its annual Dreamforce developer conference, Salesforce unveiled a series of product updates aimed at addressing the slowdown of enterprise AI pilot programs.
Friday 17 October 2025
Taiwan PCB makers seize semiconductor opportunity amid load board shortage
As the AI boom drives demand for advanced packaging, chip testing at the backend is facing challenges in temperature, frequency, and speed. In response, the testing interface industry has been pushed into a new wave of product upgrades.
Friday 17 October 2025
Samsung, Vivo reignite MR market with new releases
As the topic of artificial intelligence (AI) glasses continues to heat up, a new wave of sales is expected to emerge, driven by recent launches of augmented reality (AR) glasses and mixed reality (MR) headsets from companies such as Meta, Google, and Samsung Electronics.
Friday 17 October 2025
Alibaba Cloud deepens Middle East bet with new AI-powered Dubai data center
Alibaba Cloud, the cloud unit of Alibaba Group, has opened its second data center in the United Arab Emirates (UAE) — its first in nearly a decade — as the Chinese tech giant deepens its presence in one of the Middle East's fastest-growing digital markets.
Friday 17 October 2025
Why Google Cloud's AI fightback starts in Taiwan
Mike Chen, Country Director of Google Cloud Taiwan, said Taiwan ranked first worldwide in Gemini Enterprise subscriptions in the third quarter of 2025. He noted that Google Cloud is going all-in on its AI agent platform to reclaim the AI leadership that OpenAI seized with ChatGPT.
Friday 17 October 2025
Taiwan Innotech Expo opens with strong focus on AI
The Taiwan Innotech Expo (TIE) opened on October 16, spotlighting over 1,000 innovative technologies with a strong focus on AI. The event continues the theme of major 2025 exhibitions by emphasizing Taiwan's critical role in the global technology value chain.
Friday 17 October 2025
AI expansion pushes HBM market towards $100 billion by 2028
As the AI ecosystem continues to expand, South Korean securities analysts predict the semiconductor industry's upward cycle will extend at least until after 2028. Samsung Electronics is expected to sustain its strong third-quarter performance and continue growing, supported by rising prices of general-purpose memory and surging demand for HBM.
Friday 17 October 2025
Power Integrations joins Nvidia's 800V AI data center supply chain
US-based PMIC manufacturer Power Integrations (PI) announced that it has officially entered Nvidia's 800V data center power supply architecture supply chain, becoming a certified supplier for the entire platform.
Thursday 16 October 2025
How a viral Taiwan dinner photo put Nvidia and its partners under Washington’s microscope
A publicly shared photo from a private gathering in Taiwan has set off debate over whether US export rules on advanced technology are being skirted, putting Taiwanese hardware makers MSI and Gigabyte under fresh scrutiny.
Thursday 16 October 2025
OCP Summit: Taiwan emerges as backbone of global AI supply chain
Speaking at the 2025 OCP Global Summit in California, Eric Huang, Vice President of DIGITIMES, delivered a keynote address spotlighting Taiwan's pivotal role in the fast-evolving global AI supply chain. According to Huang, two sectors in Taiwan are becoming indispensable in the AI age: advanced chip development and AI server system integration.
Thursday 16 October 2025
HPE posts record quarterly revenue but sees sharp profit decline
Hewlett Packard Enterprise (HPE) posted record revenue but weaker margins in its fiscal third quarter of 2025, reflecting both the strength of AI infrastructure demand and the costs of strategic restructuring.
Thursday 16 October 2025
Fortune Electric secures second phase of Stargate orders, US market share expected to rise
Fortune Electric, the first Taiwanese company to receive US Stargate project orders, is negotiating its second phase, with results due by year-end. With booming AI infrastructure, over 80% of its exports target the US, contributing to projected double-digit revenue growth for 2024.
Thursday 16 October 2025
OCP Summit: Arm expands ecosystem to support AI workloads and chiplet integration
Arm is strengthening its ecosystem for next-generation AI applications by adding partners across firmware, ASIC design, networking, and packaging. The company is also advancing chiplet standardization through the Open Compute Project (OCP), promoting reusable components, and maintaining collaborations with Nvidia and other vendors to accelerate AI, edge, and data center deployments.
Thursday 16 October 2025
OCP Summit: Intel takes on AI rivals with new 'Crescent Island' GPU and open-system push
Intel is making a major play in the artificial intelligence market, unveiling a new strategy focused on open and modular systems. The plan, detailed at the OCP Global Summit 2025 by Chief Technology and AI Officer Sachin Katti, is headlined by a new inference-focused GPU, codenamed "Crescent Island," designed to challenge the industry's closed ecosystems.
Thursday 16 October 2025
Samsung, SK Hynix gear up for memory demand driven by US$500B Stargate plan
South Korea's semiconductor industry anticipates that OpenAI's large-scale high-bandwidth memory (HBM) supply requirements will accelerate production expansion at Samsung Electronics and SK Hynix, with their future capacities becoming a key factor in dominating the market.
Wednesday 15 October 2025
China Mobile to fully adopt domestic AI chips by 2028
China Mobile announced at its global partner conference in Guangzhou that it plans to exclusively use domestically produced chips across the country's largest artificial intelligence (AI) computing network by 2028. The move seeks to accelerate AI autonomy and reduce reliance on foreign technology amid growing geopolitical tensions.
Wednesday 15 October 2025
OCP Summit: Axiado teams up with Jabil to deliver AI-driven security for OCP modular servers

Axiado Corporation, a pioneer in AI-powered, hardware-based platform security and system management, has announced a strategic collaboration with Jabil, a global leader in engineering, supply chain, and manufacturing solutions. Together, they are developing AI-enhanced cybersecurity and Modular Hardware System (MHS) server solutions aligned with the Open Compute Project (OCP). These next-generation products, designed for advanced AI and cloud workloads, are showcased at the OCP Global Summit, taking place from October 13 to 16, 2025, at booths A1 (Axiado) and C12 (Jabil).

Wednesday 15 October 2025
OCP Summit: Arm redefines AI infrastructure with open chiplet collab
At the OCP Global Summit 2025, Arm's Mohamed Awad, Senior Vice President and General Manager of Infrastructure Business, delivered a keynote urging the data center industry to rethink how systems are built in the age of AI. His talk, titled "What AI Wants: New Silicon, New Systems, and a New Era for the Data Center," highlighted that performance-per-watt optimization, ecosystem collaboration, and custom silicon are key to meeting the explosive growth in AI workloads.
Wednesday 15 October 2025
OCP Summit: Foxconn Interconnect Technology showcases high-speed and cooling innovations
Foxconn Interconnect Technology (FIT) unveiled its latest high-speed interconnect and thermal management solutions aimed at enhancing 224G generation transmission and energy efficiency at the 2025 Open Compute Project (OCP) Global Summit in San Jose, the US. The exhibition highlighted FIT's efforts to address rising power consumption challenges in high-performance computing (HPC) and data centers.
Wednesday 15 October 2025
OCP Summit: Intel to launch Crescent Island AI server GPU in 2026 to re-enter AI market
Intel CTO Sachin Katti announced at the 2025 Open Compute Project (OCP) Global Summit that the company plans to launch a new AI server GPU, codenamed Crescent Island, in 2026. The company expects to provide samples to customers for testing in the second half of 2026, signaling its renewed efforts to compete in the AI hardware sector.
Wednesday 15 October 2025
OCP Summit: Meta warns power scarcity threatens AI scaling ambitions
At the Open Compute Project (OCP) Summit held in San Jose, Dan Rabinovitsj, Vice President of data center infrastructure at Meta, delivered a keynote on the monumental challenges and innovations involved in scaling AI infrastructure across global data center regions. Drawing on his more than 30 years of experience in connectivity and technology, Rabinovitsj offered a candid look into Meta's efforts to support AI for its 3.4 billion daily users.
Wednesday 15 October 2025
Commentary: Lip-Bu Tan's AI and openness strategy to reinvent new Intel
Since Lip-Bu Tan took over as CEO in March 2025, Intel has experienced a historic year of upheaval, becoming the center of attention in the global tech community.