The demand for AI chips is driving significant shifts in the semiconductor industry, impacting supply chains, trade relations, and manufacturing strategies. Companies are vying for access to advanced chips, leading to both innovation and geopolitical tensions.
Fortune Electric and Nan Ya are aiming to expand their presence in the US transformer market, capitalizing on the urgent need to upgrade the country's aging grid infrastructure. Demand, driven by large-scale AI computing, is outpacing domestic produc...
Version 0.14.0 of vLLM has been released, a framework designed to optimize inference for large language models (LLMs). This new version promises improvements in performance and efficiency, making the implementation and use of these models easier.
China's artificial intelligence sector is undergoing a profound transformation, with GPUs taking on an increasingly central role as strategic assets. This shift is driven by the growing demand for computing power to train increasingly complex AI mode...
Nvidia has announced Alpamayo, a new platform designed for the development of Level 4 self-driving vehicles. The platform aims to provide car manufacturers and technology suppliers with the tools necessary to accelerate the realization of fully auton...
Nvidia aims to displace Apple as TSMC's priority customer. The competition to secure TSMC's manufacturing capabilities is intensifying, with significant implications for the future of hardware.
Taiwan's Ministry of National Defense has announced a major drone procurement order, simultaneously increasing investments in domestic integrated circuit (IC) design. The strategic move aims to bolster the island's defense capabilities and promote te...
A 100% tariff threat puts Taiwan's memory makers on notice. This protectionist move could have significant repercussions on the local industry, altering the balance of the global market and prompting companies to revise their production and distribut...
The GLM-4.7-Flash model demonstrates remarkable performance in new benchmarks. On a single H200 GPU, it achieves a peak throughput of 4,398 tokens per second. Using an RTX 6000 Ada, the model generates 112 tokens per second utilizing Unsloth dynamic ...
Micron Technology has announced the acquisition of a production site from PSMC (Powerchip Semiconductor Manufacturing Corp.) in Taiwan for $1.8 billion. The move aims to expand Micron's production capabilities in the region. The deal marks a shift in...
The demand for AI servers is expected to significantly impact Taiwan's supply chain in 2025. The primary beneficiaries will be ODM/EMS manufacturers, cooling system specialists, and optical component suppliers. The growth of the AI server market cont...
Taiwanese power management IC (PMIC) manufacturers are experiencing stable demand in the industrial and automotive sectors. This positive trend reflects a shift in global priorities, with increased focus on these specific application areas. The stron...
Taiwan's integrated circuit (IC) designers are investing in new algorithms to fuel the next wave of industry growth. The goal is to improve efficiency and innovation in chip design, in an increasingly competitive and rapidly evolving market.
The evolution of power architectures in AI servers is driving significant growth in the power connector industry. This development is fueled by the increasing demand for more efficient and higher-performing power solutions to support the energy needs...
Taiwanese giant TSMC anticipates strong expansion of its 2nm production starting in 2026, backed by substantial investments and the expansion of its manufacturing capabilities in both Taiwan and the United States. This strategic move aims to solidify...
Quanta Computer is ramping up hiring and expanding its operations to meet the sustained demand for AI servers. The company aims to strengthen its position in a rapidly expanding market, where the ability to meet customer demands has become crucial.
Optics manufacturers are strengthening ties with semiconductor firms in the silicio photonics race. Asia Optical is among the companies targeted for these strategic partnerships. Asia Optical chairman I-Jen Lai is leading the company through this cru...
The United States and Taiwan have finalized a tariff agreement that will secure favorable terms for semiconductor exports. The deal aims to strengthen economic and technological cooperation between the two nations in the strategic semiconductor secto...
OpenAI has tapped Cerebras for a US$10 billion AI chip buildout. The collaboration aims to enhance the computing capabilities required for large language models (LLMs).
Taiwan's printed circuit board (PCB) industry is gearing up for record investments, driven by the increasing demand for cloud computing and artificial intelligence solutions. This influx of capital is expected to further strengthen Taiwan's position ...
Elon Musk aims for a faster development and release cycle for new AI accelerators compared to Nvidia and AMD. The goal is to produce chips in extremely high volumes, but the engineering challenge is significant. Tesla intends to accelerate its roadma...
MGC chairman James Chen has announced the company's expansion into the liquid cooling sector for artificial intelligence applications. This strategic move positions MGC in a rapidly growing market, driven by the increasing demand for efficient coolin...
The AI data center construction boom continues, but a shortage of skilled engineers could hinder growth. Demand for electrical, mechanical, and civil engineers is soaring, prompting companies to seek expertise in sectors like nuclear energy and aeros...
According to a recent study, system-level design, energy efficiency, and total cost of ownership (TCO) are the key factors driving competition in the artificial intelligence hardware sector. Manufacturers are increasingly focusing on optimized soluti...
The National Institute of Applied Research (NIAR) has launched a chip-level advanced packaging platform. The initiative aims to strengthen Taiwan's position in the semiconductor industry by enhancing manufacturing capabilities and technological innov...
TSMC's chairman confirms strong long-term demand in the artificial intelligence sector. The company remains committed to expanding its manufacturing operations in the United States, in response to the growing demand for advanced chips for AI applicat...
Taiwan Semiconductor Manufacturing Company (TSMC) reported record fourth-quarter earnings and expects AI chip demand to continue for years. CEO C.C. Wei expressed optimism about the future of AI, noting its growing impact on daily life. TSMC manufact...
AMD discussed its graphics technologies, including FSR Redstone, at CES 2026. The company explained why the AI 400 lacks an RDNA 4 GPU, providing details on future strategies in graphics cards and artificial intelligence.
The Trump administration has imposed a 25% tariff on high-end artificial intelligence chips, including Nvidia's H200 and AMD's MI325X, just one day after approving their export to China. This move, following a national security investigation, aims to...
Honlynn is reorienting its business strategy towards cloud computing, cybersecurity, and artificial intelligence. This transition comes at a crucial time, as the company prepares to debut on the TPEx (Taipei Exchange) market. The decision reflects a ...
Irina Ghose joins Anthropic as India managing director after 24 years at Microsoft. She will lead the expansion of the artificial intelligence company's operations in Bengaluru, a city considered a key technology hub.
Taiwanese server supply chains in Mexico are reorienting towards ASEAN countries. This shift is partly due to the boom in ASIC (Application-Specific Integrated Circuits) assembly and global geopolitical tensions that are pushing companies to diversif...
Taiwan and the United States have formed a strategic partnership in the high-tech sector. The main goal of this alliance is to counter China's growing influence in the global technology landscape. The collaboration aims to strengthen their respective...
The United States is expanding export controls on artificial intelligence chips, including access to the cloud. This move puts China's overseas computing plans at risk, further limiting its ability to develop and use advanced artificial intelligence ...
According to new analysis, Huawei is rapidly catching up with Nvidia in the Chinese AI chip market. This trend is expected to lead to a significant shift in market share by 2026, with Huawei potentially becoming an even more formidable competitor to ...
South Korea is negotiating with the United States to obtain tariff breaks similar to those granted to Taiwan in the semiconductor sector. The goal is to strengthen its position in the global chip market and compete on an equal footing with other manu...
The United States has cut tariffs on Taiwan to 15%, linking this relief to the expansion of US chip factories. The decision was announced by US Commerce Secretary Howard Lutnick. This move aims to incentivize investments in the semiconductor sector i...
Taiwan's chip materials sector is growing, driven by demand for advanced packaging linked to artificial intelligence and the use of regenerated wafers. This combination of factors is pushing local companies to improve their deliveries and compete in ...
The Trump administration has formalized a 25% tariff on Nvidia's H200 chip sales to China. The tariff applies to specific semiconductors, marking an escalation in trade restrictions between the United States and China in the technology sector. This m...
OpenAI launches a new Request for Proposal (RFP) to strengthen the U.S. artificial intelligence supply chain. The initiative aims to accelerate domestic manufacturing, create jobs, and scale AI infrastructure.
Chinese outfit Zhipu AI claims it trained a new model entirely using Huawei hardware, and that it’s the first company to build an advanced model entirely on Chinese hardware. If confirmed, this would be a significant achievement for the Chinese tech ...
SK Hynix is investing nearly $13 billion to build a new facility dedicated exclusively to the production and testing of next-generation HBM memory. The facility, located in South Korea, aims to consolidate SK Hynix's leadership in the rapidly expandi...
SK Hynix demonstrates its 48 GB HBM4 memory, designed to accelerate the performance of artificial intelligence applications. The memory features a 2,048-bit interface and speeds up to 10 GT/s, promising a significant increase in processing the most d...
