OpenAI reportedly eyes US$500 billion valuation in employee stock sale

OpenAI is reportedly in talks to allow employees—both current and former—to sell their shares in a deal that could value the company at US$500 billion, a dramatic jump from its most recent valuation of US$300 billion. The proposed transaction is aimed at retaining top talent and rewarding staff as competition for AI researchers intensifies across the tech industry.

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Samsung revives Z-NAND after 7 years to supercharge AI with 15x speed gains

Samsung Electronics is reviving its Z-NAND memory technology after a seven-year hiatus, positioning it as a high-performance solution for the growing demands of artificial intelligence (AI) workloads. Announced at the Future of Memory and Storage (FMS) Forum 2025 in the US, the move signals Samsung’s renewed push into the premium enterprise storage segment.

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TSMC 2nm leaks under national security probe; situation is non-critical for now

TSMC has been reported to have a leak of its 2nm process trade secrets, prompting judicial investigators to launch an investigation under suspicion of violating the National Security Act. A senior government official stated that the National Science and Technology Council (NSTC) has already begun enlisting experts to determine whether the information leaked by a TSMC engineer involves serious national core critical technologies. However, the official also noted that TSMC’s key production parameters and trade secrets are stored in segmented parts; if the leaker only obtained a portion, other companies would be unable to use it even if acquired.

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Intel breaks from GPU-centric playbook as CEO Tan charts AI-focused overhaul

Intel is undergoing a sweeping strategic overhaul under CEO Lip-Bu Tan, signaling a decisive break from legacy structures and a bold push to reposition the company at the center of the AI revolution. With revenue declining across multiple business units in recent years, Tan has launched broad-based layoffs, project rationalizations, and a reset of manufacturing priorities—moves aimed at boosting efficiency and restoring competitiveness.

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Tariff clarity and car market recovery boost IKKA-KY outlook for 2H25

Japanese company IKKA-KY, which is listed in Taiwan, announced on August 7 its consolidated financial report for the first half of 2025. Consolidated revenue for the period reached NT$1.72 billion (approx. US$57.58 million), roughly flat compared to NT$1.74 billion in the same period of 2024. However, profits were impacted by approximately NT$20 million in exchange rate losses during the first half.

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AmTRAN Technology’s operating profit soars 534% in 1H25, driven by stable video conferencing and computer peripheral orders

AmTRAN Technology announced a preliminary revenue of NT$2.034 billion (in the same period last year. The company’s revenue performance in the second quarter of 2025 showcased significant quarter-over-quarter gains. Consolidated revenue rose 21% to NT$6.43 billion (approx. US$215.4 billion), driven by heightened demand in video conferencing, gaming monitors, and peripheral devices.

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Aleees expands global footprint, seizes restructuring opportunities for LFP technology

Lithium intellectual property supplier Advanced Lithium Electrochemistry (Aleees) issued on August 7 an update to its customer certification progress, in which the company counted a total of 94 effective clients, of which 62 are in-depth collaborative partners. In addition to Taiwan, the company’s current footprint spans Europe, the US, Japan, South Korea, and Southeast Asia.

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