OpenAI diversifies chip suppliers to challenge Nvidia’s infrastructure dominance

OpenAI’s recent chip procurement deals with AMD and Broadcom signal a strategic effort to reduce reliance on Nvidia Corporation, the dominant supplier in the AI hardware space. Although Nvidia maintains about 95% market share in AI chips, market analysts emphasize OpenAI’s need to secure multiple suppliers to meet its massive computing demands.

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Taiwan motherboard makers ride AI server boom as spinoffs loom

As AI server deployment accelerates, Taiwan’s four major motherboard manufacturers are experiencing notable shifts in growth momentum and product mix. Following ASRock’s server motherboard and system subsidiary ASRock Rack preparing for a November 2025 IPO, Gigabyte’s Giga Computing is set to follow suit by the end of 2025 at the earliest. These two subsidiaries have become key profit drivers for their parent companies.

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DeepSeek unveils optical compression model to enhance long text processing for AI

Chinese artificial intelligence startup DeepSeek has introduced DeepSeek-OCR, an open-source model accompanied by a research paper that pioneers a novel “optical compression” method aimed at reducing token processing requirements for large language models (LLMs). The technique allows LLMs to manage lengthy texts with up to 20 times less memory consumption, addressing a significant bottleneck in AI performance.

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Sanyang eyes 2026 Taiwan market rebound, targets 1 million global scooter sales by 2027

Sales in Taiwan’s scooter market may drop by about 5% in 2025, but are expected to recover in 2026, according to Sanyang Motor chairman Ching-yuan Wu during an interview on October 21, 2025. Wu further stated that Sanyang aims to complete capacity expansion by 2027 and push annual global scooter sales toward one million units. In addition, the four-wheel market may see better sales in 2026 than this year, but overall uncertainty remains high.

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全球首款量产玻璃基Micro-LED显示屏在天津发布

据科技日报,10月21日,元旭半导体科技(天津)有限公司(以下简称元旭半导体)在天津滨海高新区发布了全球首款量产采用玻璃基像素级集成封装技术的Micro-LED显示屏。这不仅标志着我国在新型显示技术领域实现从“跟跑”到“领跑”的关键跨越,也预示着高端显示市场新纪元的开启。

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