South Korea’s ENERZAi partners with Advantech to expand global edge AI market

South Korean edge AI software startup ENERZAi, which has developed a 1.58-bit ultra-low bit quantization technology, is collaborating closely with Taiwan industrial PC leader Advantech to broaden its global edge AI footprint. Leveraging Taiwan’s comprehensive hardware supply chain, ENERZAi is actively expanding partnerships with Taiwanese semiconductor companies as well as ODMs and OEMs.

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Samsung SDI expands LFP cathode supply chain to target US AI data center ESS market

Samsung SDI is actively expanding its lithium iron phosphate (LFP) battery material supply chain to capture opportunities in the US energy storage system (ESS) market, driven by growing demand from AI data centers. The company is procuring LFP cathode materials from South Korea’s L&F while also investing in Fino through a paid capital increase to strengthen collaboration with CNP Advanced Material Technology.

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Jensen Huang unpacks what’s behind TSMC’s staying power

Nvidia CEO Jensen Huang recently appeared on the popular Lex Fridman Podcast for a deep, over two-hour discussion covering AI scaling laws, compute and power bottlenecks, AI factories, and the future impact of AI on society. Among the topics drawing strong attention from Taiwan’s market was Huang’s revisit of his 2013 decision to decline an offer from TSMC founder Morris Chang to become CEO. He further analyzed the core factors enabling TSMC’s sustained leadership in the semiconductor industry.

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Vera Rubin compute tray design unfinalized as Nvidia pushes supply diversification

Sources in the passive component supply chain report that Nvidia’s next-generation platform architecture, Vera Rubin, is scheduled to enter mass production in the third quarter of 2026 and has drawn significant attention from the global AI computing market. However, the design of the GPU compute tray has yet to be finalized, which could cause slight delays in actual shipment timelines.

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Apple at 50: 10 business models that built a trillion-dollar empire

On April 1, 1976, Apple was founded in a garage — and few could have imagined that this small computer company would, over the next 50 years, completely transform the technology industry. From the Apple II to the iPhone, from the Macintosh to the Apple Watch, and from iTunes to Apple Music, Apple has become a cultural symbol and the cornerstone of its own empire.

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