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Friday 13 June 2025

AMD confirms Samsung, Micron memory in MI350 chips in bid to break Nvidia's grip on AI

AMD on June 12 officially confirmed that its next-generation AI accelerators—the Instinct MI350X and MI355X—will feature 12-high HBM3E memory supplied by Samsung and Micron. The confirmation marks a strategic win for Samsung, which has faced challenges qualifying its HBM3E for use in Nvidia's AI chips.

Friday 13 June 2025

Meta finalizes investment in Scale AI, recruits CEO to build AGI team

Meta has announced a finalized investment and strategic partnership with AI startup Scale AI, along with recruiting Scale AI founder and CEO Alexandr Wang to join Meta. Scale AI issued a statement revealing that Meta's significant investment has pushed the company's valuation beyond US$29 billion, while Wang will join Meta to work on AI-related projects but retain his board position at Scale AI. Going forward, chief strategy officer Jason Droege will serve as interim CEO, with Scale AI continuing independent operations.

Friday 13 June 2025

Nvidia warns US chip curbs may boost Huawei in global AI race

On June 12, 2025, at VivaTech in Paris, Nvidia CEO Jensen Huang issued repeated warnings that tightening US restrictions on AI chip exports to China may backfire, accelerating the rise of Chinese tech giant Huawei and potentially undermining America's leadership in the global AI ecosystem. Huang emphasized that cutting off access to advanced chips may force China to double down on domestic alternatives—and succeed.

Friday 13 June 2025

AMD and Andrew Ng advocate open AI ecosystem to empower global developers

At AMD's Advancing AI 2025 event on June 13, AMD CEO Lisa Su and AI luminary Andrew Ng took the stage in a wide-ranging dialogue that emphasized the importance of democratizing AI through open ecosystems, developer empowerment, and broad access to computing resources. Their conversation underscored how AI is reshaping software engineering, education, and the job market—offering both immense opportunities and distinct challenges.

Friday 13 June 2025

NYCU spinoff FaceHeart honored at VivaTech 2025, underscoring Taiwan's solid academic R&D prowess in AI health tech

Taiwan's AI health tech startup FaceHeart Corp., a spin-off from a research team at National Yang-Ming Chiao Tung University (NYCU), has once again received international acclaim--this time in France at VivaTech 2025, Europe's largest tech innovation event held in Paris from June 11 to 14.

Friday 13 June 2025

Foxconn's strategic transformation: embracing AI and cloud collaboration with Google

At the Google Cloud Summit on June 12, Foxconn's Information Officer, Kuo-chin Chang (transliteration), highlighted the company's deepening collaboration with Google as part of its broader transformation strategy. Through AI-powered solutions, Foxconn is evolving from a manufacturing giant to a tech-driven innovator, aiming to redefine its position in the global supply chain. By leveraging Google's cloud infrastructure, cybersecurity, and AI-driven data analytics, Foxconn is meeting its growing needs for enhanced global business management efficiency.

Friday 13 June 2025

Micron retires DDR4, but the market isn’t ready

The world's top three DRAM manufacturers have confirmed a shift from DDR4 specifications to advanced process products. Following the announcements from two major South Korean memory makers regarding their DDR4 discontinuation schedules, Micron has officially notified customers that DDR4 will reach the end of life (EOL), with shipments expected to cease gradually over the next two to three quarters.

Friday 13 June 2025

Samsung and Nvidia invest in Skild AI to strengthen robotics ambitions

Samsung Electronics and Nvidia have taken minority equity stakes in US-based robotics software startup Skild AI in a move seen as a strategic push into the rapidly growing consumer robotics sector.

Friday 13 June 2025

Apple targets spring 2026 for release of delayed Siri AI upgrade

Apple Inc. has set an internal release target of spring 2026 for its delayed upgrade of Siri, marking a key step in its artificial intelligence turnaround effort.

Friday 13 June 2025

Google Cloud Summit Taipei highlights industry collaboration and AI advancements

The Google Cloud Summit Taipei, held on June 12, brought together industry leaders, including representatives from Foxconn and Taiwan's Ministry of Health and Welfare National Health Insurance Administration. The event marked the first large public appearance of Mike Chen, the newly appointed General Manager of Google Cloud Taiwan.

Friday 13 June 2025

OpenAI reportedly seeks US$40 billion in new funding, eyes global investors including Saudi PIF and Reliance

OpenAI is reportedly in talks to raise up to US$40 billion in a major funding round, with potential backing from Saudi Arabia's Public Investment Fund (PIF), India's Reliance Industries, and Japan's SoftBank Group, according to Reuters, citing The Information.

Friday 13 June 2025

AI boom propels Taiwan's Accton to record revenue

The global wave of artificial intelligence drives unprecedented demand for network infrastructure, fueling strong performance across Taiwan's communications equipment sector. Accton Technology Corp. reported record-breaking consolidated revenue of NT$18.28 billion (US$565 million) in May 2025, more than doubling its figure from a year earlier with a 108.28% year-over-year increase. Accton chairman Kuo-Hsiu Huang Credit: DIGITIMES

Accton chairman Kuo-Hsiu Huang Credit: DIGITIMES

Friday 13 June 2025

Mistral AI launches Magistral series, boosting multilingual reasoning and open-source offerings

French AI startup Mistral AI has unveiled its new Magistral series models, aiming to elevate logical reasoning performance in enterprise and open-source applications. The lineup includes Magistral Medium, designed for commercial deployment, and an open-source Magistral Small, licensed under Apache 2.0.

Friday 13 June 2025

Meta, OpenAI, Oracle back AMD’s open AI ecosystem

Advanced Micro Devices (AMD) has unveiled its AI roadmap at the "AMD Advancing AI 2025" conference, highlighting a sweeping vision for an open, end-to-end AI platform spanning chips, software, and rack-level infrastructure.

Friday 13 June 2025

Lisa Su unveils Helios, says AI future not led by one company

The global AI competition has intensified. Advanced Micro Devices (AMD) CEO Lisa Su revealed for the first time at the Advancing AI conference the next-generation rack-level solution Helios, designed specifically for large-scale AI training and inference. It will feature the new MI400 series GPUs, Zen 6 architecture EPYC Venice CPUs, and Pensando Vulcano NICs, with an expected launch in 2026.

Friday 13 June 2025

Taiwan’s smart home market heats up with Mova’s debut

Taiwan's smart home market is gaining momentum as brands increasingly integrate artificial intelligence (AI) and generative AI into their product lines. This trend is drawing not only long-standing telecom operators but also a wave of new entrants, including the emerging smart home brand Mova, which officially launched in Taiwan on June 9.

Friday 13 June 2025

Functional materials player Trans-Sun taps new PC orders to power 2Q recovery

Taiwan's Trans-Sun Materials Technology posted consolidated revenue of NT$110 million (approx. US$3.67 million) in May 2025, down 6.7% month-over-month and 12.28% year-over-year. Revenue for the first five months reached NT$523 million, a modest 2.52% decline from the same period in 2024.

Friday 13 June 2025

Global PMX scales key AI server component as non-auto revenue nears 50%

Taiwan's Global PMX has secured a foothold in the global AI server supply chain, becoming the sole Taiwanese vendor to deliver a critical component for next-generation systems. Volume production and shipments began in the second quarter of 2025.

Thursday 12 June 2025

China's MLCC makers carve out 10% share — How does Semco adjust course?

Chinese multilayer ceramic capacitor (MLCC) manufacturers—including Guangdong Fenghua Advanced Technology, Chaozhou Three-Circle Group, and Eyang Technology—have rapidly expanded their global market share, reaching an estimated 10% of total revenue in the second half of 2024. That reflects a four-percentage-point gain from 2019 and signals growing competitive pressure on incumbents such as Samsung Electro-Mechanics (Semco), according to Business Post and Futubull.

Thursday 12 June 2025

MAtek sees steady revenue growth as AI and HPC drive demand for chip testing

Semiconductor inspection leader MAtek reported consolidated revenue of NT$429 million (US$14.3 million) in May 2025, marking a 1.89% increase from the previous year despite a 2.75% month-over-month decline in April. Cumulative revenue for the first five months reached NT$2.109 billion, up 3.4% year-over-year, driven largely by growing demand for materials analysis (MA) and services from Japanese research labs.

Thursday 12 June 2025

Taiwan passive component makers see May revenue dip under currency and trade pressures

Taiwan's passive component supply chain posted a modest revenue decline in May, as fading momentum from US-China tariff-driven rush orders and a strengthening New Taiwan dollar weighed on dollar-denominated earnings.

Thursday 12 June 2025

Nvidia to build 20 AI factories in Europe, bets on quantum computing and sovereign AI

Nvidia CEO Jensen Huang announced an ambitious plan to multiply Europe's AI computing capacity tenfold over the next two years by constructing 20 new "AI factories" in partnership with local tech and telecom companies. Speaking at VivaTech 2025 and the Nvidia GTC developer conference in Paris, Huang emphasized the urgency for Europe to build out its sovereign AI infrastructure and underscored the region's growing influence in both artificial intelligence and quantum computing.

Thursday 12 June 2025

Samsung reportedly fails third Nvidia HBM3E test; eyes re-certification in September

Samsung Electronics has reportedly failed its third attempt at obtaining Nvidia's certification for 12-layer HBM3E chips in June 2025, according to a recent report by a Hong Kong brokerage cited by South Korea's Businesspost. The tech giant is now targeting a fourth certification attempt in September.

Thursday 12 June 2025

FCS hits monthly sales record with surging AI server and EV orders

Taiwan-based injection molding machine manufacturer Fu Chun Shin (FCS) reported its highest-ever monthly revenue in May 2025, driven by robust demand from major AI server makers and electric vehicle (EV) manufacturers. With operations in Taiwan, China, and India running at heightened utilization rates, the company is benefiting from a post-pandemic reshaping of global manufacturing and supply chains.

Thursday 12 June 2025

Government, opposition legislators disagree over AI bill review process

A legislator of Taiwan's opposition party Kuomintang (KMT) Ju-chun Ko has leveraged his position as chair of the Education and Culture Committee to schedule a review of the Artificial Intelligence Fundamental Act (AI Fundamental Act) draft bill on June 11, demanding a clause-by-clause discussion of the bill in spite of opposition from other legislators. The move aimed to avoid a repeat of former KMT legislator Jason Hsu's earlier attempt, when the bill was shelved due to a lack of a version proposed by the Executive Yuan to allow for comparison.

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