24
Sep
24
Sep
China-based Longsys jumps on SOCAMM2 as Nvidia skips first-gen spec
The AI memory market is taking shape rapidly. China’s Longsys has launched enterprise SOCAMM2 modules built on LPDDR5/5X, aiming to seize early opportunities in next-generation AI server demand. According to ETNews and industry sources, Nvidia has scrapped plans for SOCAMM1 and moved directly to the SOCAMM2 standard, with Samsung, SK Hynix, and Micron already engaged in sample qualification.
24
Sep
Commentary: Analyzing Nvidia’s crisis defusing strategy amid the AI bubble storm
Nvidia’s recent major investments have shocked the market. However, there are widespread views that both Nvidia and its CEO Jensen Huang find themselves at the “center of the AI bubble storm.” The question on many minds is: what exactly is Huang’s strategic plan?
24
Sep
HTC bets on AI glasses, but strategy shows little edge against Meta and Google
Following the surge in demand for AI glasses driven by the Meta/Ray-Ban partnership, competition has intensified this year as new players enter the field. In early September 2025, HTC officially launched the Vive Eagle, the company’s first AI glasses product, with overall sales exceeding expectations. In response, HTC is expanding production capacity and has announced the introduction of different sizes, as well as plans to expand into overseas markets as early as the end of 2025.
24
Sep
Taiwan’s three major science parks report chip-driven record revenue in 1H25
The National Science and Technology Council’s three major science parks achieved a combined revenue of NT$2.74 trillion (approximately US$90.6 billion) in the first half of 2025, marking a 26.74% increase year-over-year. This surge reflects the semiconductor sector’s robust performance alongside expanding AI applications and investments in cloud services.
24
Sep
Singapore gains ground in OSAT; KYEC reportedly boosts regional expansion
King Yuan Electronics Co. (KYEC), a top IC testing service provider, said it will inject SGD100 million into its Singapore unit, fueling speculation that the move is paving the way for overseas expansion.
24
Sep
Microsoft eyes satellite backup for Taiwan data centers amid cable outages
Following repeated disruptions to submarine cables near Taiwan, new questions have emerged regarding how Microsoft is strengthening the resilience of its local data centers. The tech giant is now considering whether satellite communication can play a role.
24
Sep
Onsemi to acquire Aura Semiconductor’s Vcore power technologies
Onsemi has announced an agreement to acquire rights to Aura Semiconductor’s Vcore power technologies, including related intellectual property licenses. The acquisition, expected to close in the fourth quarter of 2025, will expand onsemi’s power management portfolio for AI data center applications, with minimal impact on earnings in the first fiscal year.
24
Sep
South Korea urges US visa fee discounts amid H-1B cost hike
South Korean scholars have urged government support to reduce the new US$100,000 H-1B visa fees, suggesting a stabilization fund, tax incentives for small and medium-sized enterprises (SMEs), easier visa processes, and enhanced local talent training.
24
Sep
H-1B visa fee hike may accelerate AI adoption and offshoring in US tech
The US government announced a one-time fee of US$100,000 for new H-1B visa applicants. Industry insiders warn this could prompt companies to increase offshoring and accelerate artificial intelligence (AI) adoption amid workforce challenges.