Broadcom CEO on AI investment frenzy: million-chip clusters on the horizon

Broadcom has reached a historic milestone, surpassing a US$1 trillion market valuation amid the rapid growth of the artificial intelligence (AI) market. CEO Hock Tan expressed confidence in a continued AI investment surge through the late 2020s. He noted that within three years, Broadcom’s clients aim to build extensive computing clusters equipped with millions of AI chips, driving significant market growth.

Continue reading

Asus integrates AI applications with servers to drive digital healthcare transformation

The ongoing AI wave has created unique business opportunities for Taiwan, particularly in the AI server industry. However, merely offering servers is insufficient, and bundling them with AI application solutions can enhance their appeal to customers and present significant prospects in the digital health sector. Advancements in generative AI technology are accelerating the implementation of smart healthcare applications, including service robots, according to Peter Wu, CEO of Asus Cloud and its subsidiary, Taiwan Web Service Corporation (TWSC).

Continue reading

Ensilience, Shin-Shin Bus partner on Taiwan’s first EV virtual power plant

Ensilience, a subsidiary of the Yuen Foong Yu (YFY) Group, announced on December 26 a partnership with Shin-Shin Bus to launch a groundbreaking “Smart Charging and Storage System Application for Virtual Power Plant Platform” project. This collaboration is Taiwan’s first initiative to aggregate electric vehicle (EV) charging stations, integrate energy storage systems, and offer services via Taiwan Power Company’s (Taipower) trading platform.

Continue reading

Taiwan firms pivot to high-end security chips amid rising competition

Security chip demand has remained subdued in 2024, falling short of pandemic-era peaks, with customers showing reluctance in inventory replenishment. Industry sources indicate that Taiwanese IC design firms face mounting pressure from Chinese competitors, who are now making inroads not only in core optical sensing technologies but also in peripheral chips.

Continue reading