Jodi Shelton, co-founder and CEO of the Global Semiconductor Alliance (GSA) and Shelton Group, recently launched a new podcast, A Bit Personal. Following its January 16 debut episode featuring an in-depth conversation with Nvidia CEO Jensen Huang, the series' second episode, released on January 23, spotlighted AMD CEO Lisa Su.
DIGITIMES' tally of 2025 revenue for the world's top 20 electronics manufacturing services (EMS) and original design manufacturing (ODM) providers shows nine Taiwan-based companies on the list, including Foxconn, Wistron Group (including Wiwynn), Quanta Computer, Pegatron, Compal Electronics, Inventec, Accton, Qisda, and China-listed Universal Scientific Industrial (USI). The rankings could see changes in 2026.
Tighter US export controls on advanced artificial intelligence chips are accelerating China's push to develop domestic chip technologies and expand its semiconductor supply chain, according to recent research. The shift is contributing to structural changes in the global AI chip market.
High-Bandwidth Flash (HBF) is likely to reach commercialization sooner than previously expected and could become a key technology supporting large-scale data training and real-time inference, said Joungho Kim, professor of electrical engineering at the Korea Advanced Institute of Science and Technology.
Nvidia CEO Jensen Huang said rising demand for AI computing has pushed the company past Apple to become the largest customer of Taiwan Semiconductor Manufacturing Company (TSMC).
