Exploding demand for AI server computing power is pushing data-center architectures to upgrade at a faster pace, and the traditional copper-wire signal path is approaching its physical limits. As co-packaged optics (CPO) and related solutions enter their first year of commercialization, the silicon photonics (SiPh) industry is poised for rapid growth.
Intel has confirmed a fresh round of job cuts in its Data Center Group (DCG), although it did not disclose the number of positions affected or the timing of the reductions. The move shows that Intel is continuing to restructure and cut costs even as demand for artificial intelligence data centers rises, and it reflects chief executive Lip-Bu Tan’s continued focus on improving operational efficiency since taking the helm.
HKC, the world’s third-largest LCD panel supplier, plans to invest CNY4 billion (approx. US$590 million) in a 12-inch chip packaging and testing project, joining BOE and other Chinese display makers in expanding upstream into semiconductors.
ASEAN’s AI boom is taking on a dual role as both a “no-man’s land” and an international hub from Singapore’s perspective, while investors from the Middle East and China are also pushing into the region. According to industry sources, ASEAN’s AI industry will be driven not only by local demand, but also by China’s market.
The forthcoming AI dialogue between Washington and Beijing is less a sign of easing tensions than of a changing rivalry. Both governments are tightening their grip on frontier AI, extending competition beyond model development into the rules governing the technology.
The US and China are preparing to hold their first official artificial intelligence (AI) dialogue under President Donald Trump, a notable diplomatic milestone after years of escalating technology tensions. Yet the significance of the meeting lies less in whether it produces tangible agreements than in what it reveals about how both countries increasingly view AI: not as another fast-growing industry, but as strategic infrastructure requiring tighter state oversight and national control, according to Reuters.
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