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12 Dec

AI agents push software industry toward existential shift

December 12, 2025
By jeff

The artificial intelligence industry is reaching a critical inflection point. After two years of rapid advancement in generative AI capabilities, the technology is now transitioning from answering questions to autonomously completing complex tasks—a shift that experts warn will fundamentally reshape entire industries and workforce structures.

12 Dec

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OpenAI secures major Disney investment as monetization pressure rises, launches GPT-5.2 to defend lead in intensifying AI race

December 12, 2025
By jeff

OpenAI has received fresh backing from Disney as the AI developer faces pressure to strengthen monetization and expand commercial partnerships. The investment arrives just as OpenAI rolls out GPT-5.2, a next-generation model aimed at reinforcing its competitive edge amid escalating rivalry across the generative AI market.

12 Dec

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Nvidia-certified acquisition positions Lens Technology for rapid expansion in AI servers

December 12, 2025
By jeff

Amid the global AI surge, Lens Technology acquired PMG International to gain a 95.1% stake in Yuans Technology, an Nvidia-certified supplier specializing in liquid cooling and server racks. This strategic move enhances Lens’s capabilities in AI server hardware, complementing its consumer electronics expertise.

12 Dec

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Huawei and YMTC expand into South Korea’s consumer SSD market following Micron’s exit

December 12, 2025
By jeff

Huawei is moving to capitalize on a tightening consumer solid-state drive (SSD) market in South Korea, introducing new products this month as established suppliers raise prices and Micron prepares to exit the segment. The shift, driven by surging demand for enterprise products supporting artificial intelligence (AI) data centers, is pushing South Korean PC makers to seek alternative suppliers, potentially opening the door for Chinese brands.

12 Dec

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Vietnam slaps new export curbs on rare earth

December 12, 2025
By jeff

Vietnam’s parliament has approved sweeping amendments to its geology and minerals law that tighten state control over the country’s rare earth resources, reaffirm a ban on ore exports, and introduce new limits that effectively restrict shipments of refined materials in a bid to build a domestic processing industry.

12 Dec

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TSMC pauses work on second Kumamoto wafer fab amid potential shift to AI chip production

December 12, 2025
By jeff

TSMC, through its Japanese subsidiary Japan Advanced Semiconductor Manufacturing (JASM), has halted construction on its second wafer fabrication facility in Kikuyo Town, Kumamoto Prefecture. The project, initially intended to produce 6-7nm and 40nm automotive and image sensor chips, saw a near-complete stoppage roughly two months after groundbreaking in October 2025.

12 Dec

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AI infrastructure shift boosts BBU, fuel-cell, and SMR momentum

December 12, 2025
By jeff

As AI compute hubs expand rapidly, data center power demand is rising fast. AI servers are being redesigned across cooling, power and resilience, especially in HVDC, modular power systems and backup architectures.

12 Dec

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AWS to invest US$7 billion in Telangana cloud infrastructure expansion over 14 years

December 12, 2025
By jeff

Amazon Web Services (AWS) has signed a long-term framework agreement with the Telangana government to invest US$7 billion in expanding its cloud data-center infrastructure in Hyderabad over the next 14 years. The deal was finalized during the Telangana Rising Global Summit held on December 8–9 and announced on Thursday.

12 Dec

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Qisda’s Alpha Networks, Hitron back to profit in 3Q25 after two-year slump, signaling market rebound

December 12, 2025
By jeff

After two years of industry-wide inventory corrections, Taiwan’s networking sector is showing early signs of recovery, with Qisda Group subsidiaries Alpha Networks and Hitron Technologies both returning to profitability in the third quarter of 2025. Their improved results coincide with stabilizing operations and renewed product momentum, including Alpha’s upcoming 1.6T liquid-cooled switch.

12 Dec

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Joinsoon Electronics Manufacturing sees growth from AI server cabling and high-speed transmission

December 12, 2025
By jeff

Joinsoon Electronics Manufacturing, a manufacturer specializing in connectors and cable assemblies, reported progress in transforming its business model, driven by demand in AI servers and advancements in high-speed transmission standards. These factors are expected to be key growth contributors by 2026.

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