Microsoft benefits from OpenAI tech sharing for ASIC development

Microsoft CEO Satya Nadella recently stated in an interview that Microsoft can access OpenAI’s model research outcomes. System-level innovations developed by OpenAI can also be fully leveraged by Microsoft, which can implement these designs first for OpenAI and then extend or adapt them to its own purposes. Going forward, Microsoft will be able to share OpenAI’s proprietary chip-related technologies and use them as a foundation to adjust or expand its own application-specific integrated circuit (ASIC) chip development.

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Taiwan advances quantum computing race with dual platforms, 10-qubit chip by 1H26

Taiwan’s Academia Sinica has unveiled its quantum chip fabrication platform (QC-Fab) and quantum computing test platform (QC-Test), marking a major step in the nation’s push into quantum technology. QC-Fab began trial operations in September 2025, while QC-Test is expected to open for trials in 2026. A 10-qubit quantum computer chip under in-house development is slated for deployment in the first half of 2026.

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AUO’s Hsinchu exit comes ahead of a major OLED supply shift in 2026

The wave of panel-factory shutdowns continues, with AUO Corp. confirming the sale of another facility. On November 14, the company said it will dispose of its Hsinchu L3C plant and related assets to Powertech Technology for NT$6.898 billion (approx. US$221.5 million), generating an expected disposal gain of NT$3.85 billion. AUO said the move supports a light-asset operating model, asset activation, and financial optimisation.

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South Korea’s OLED giants forecast a strong 2025 on rising TV and monitor demand

The outlook for South Korea’s two major display makers—LG Display (LGD) and Samsung Display (SDC)—is strengthening as both companies move toward improved performance in the large-size OLED market. LG Display’s white-OLED (WOLED) business is expected to turn an annual profit for the first time, while SDC is narrowing losses in its QD-OLED operations by focusing on the high-margin monitor segment.

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Why TSMC’s procurement star took a downscaled role at Nvidia

Vanessa Lee, former TSMC vice president of materials management and a veteran procurement lead for Apple and Google, abruptly took an extended leave in June 2025. TSMC confirmed her resignation for personal reasons on July 11, 2025. Industry sources now say she has joined Nvidia as a vice president in its World Wide Field Operation (WWFO) Group, where she will also oversee Taiwan sales, a role previously held by retired Nvidia executive Eunice Chiu.

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