DRAM prices surge in AI Boom; Samsung and SK Hynix set to benefit

The global surge in DRAM prices, combined with the increasing momentum of artificial intelligence (AI) development in the Middle East, positions South Korea’s memory chip giants—Samsung Electronics and SK Hynix—to benefit significantly from the renewed growth in the semiconductor sector. With both companies at the forefront of this market shift, they are set to capitalize on the rising demand for advanced memory solutions driven by AI innovations and broader technological trends.

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Computex 2025: Pegatron flexes liquid-cooled GPU racks built for AI data center era

Pegatron Corp. is making its biggest appearance to date at Computex 2025, unveiling a standalone booth to showcase its latest rack-mounted solutions designed for increasingly complex AI and data center workloads. Senior Vice President and CTO Yean-Jen Shue noted that as AI demands grow, infrastructure must evolve to support higher performance, greater efficiency, and robust thermal management.

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Huawei widens lead in global telecom race, Western RAN giants retreat under pressure

As global telecom players across Europe, the US, Japan, and South Korea face mass layoffs and resource constraints, market contraction is accelerating. Meanwhile, Huawei is bucking the trend, expanding its R&D headcount and consolidating its lead in 5G and communications infrastructure, emerging as the sector’s biggest wildcard. The growing split in the global telecom race is stark: Huawei gains strategic ground, while Western peers stall amid policy inertia and financial tightening.

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Foxconn and Nvidia unveil AI supercomputing hub in Taiwan

Foxconn announced a transformative partnership with US chip giant Nvidia to build a next-generation “AI Factory” supercomputing center in Taiwan. The facility will feature Nvidia’s latest Blackwell architecture, aiming to accelerate AI development across industry, government, and academia. As part of the deal, Foxconn’s newly formed subsidiary, Big Innovation Company, will become Taiwan’s first official Nvidia Cloud Partner (NCP), further deepening the two firms’ collaboration in the AI space.

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Taiwan’s US$332 million robotics initiative to transform smart manufacturing

With global demand for industrial and humanoid robots accelerating, Taiwan’s machinery industry is moving to carve out a role in the evolving supply chain. Hiwin has teamed up with a US logistics startup to co-develop AI-driven robots for material handling. Meanwhile, international giants such as Tesla, Figure AI, Apptronik, BYD, and XPeng are rapidly advancing humanoid robotics. However, Taiwan’s National Science and Technology Council (NSTC) concedes the nation still lags in robotics, especially in systems integration.

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