At its Build developer conference, Microsoft signaled a strategic pivot toward becoming a central hub for artificial intelligence development. According to Reuters, the company announced that its Azure cloud will host a broad range of AI models, including offerings from xAI, Meta Platforms, Mistral AI, and Black Forest Labs. This move positions Microsoft as a neutral AI platform provider, expanding its ecosystem beyond its existing deep ties with OpenAI.

TSMC is fast-tracking its capacity expansion with plans to build nine new facilities in 2025, including eight wafer fabs and one advanced packaging plant. The move has energized sentiment across its supply chain. Advanced Echem Materials Company (AEMC) Chairman Chan Wen-hsiung said the firm had already anticipated this expansion, citing new capacity at its Tainan and Kaohsiung facilities as sufficient to support customer needs through 2030. A US plant is not under consideration before then and would only be evaluated after that timeline.

During his keynote speech at Computex 2025, Supermicro president and CEO Charles Liang once again pressed Nvidia CEO Jensen Huang for faster product deliveries. Huang joked that every time he appears on stage, Liang asks him for shipments. According to industry sources, even with expanded capacity, Nvidia’s Blackwell chips remain in short supply.