Nvidia earnings report to highlight AI demand, Blackwell capacity, and China market focus
Chipping away at H20: DeepSeek’s UE8M0 FP8 signals Beijing’s AI pivot toward homegrown chips
Research Insight: Win-win alliance between Tesla and Samsung strengthens chip and foundry ambitions
Tesla and Samsung have struck a US$16.5 billion chip deal seen as a win-win, with Samsung’s Texas fab set to produce Tesla’s next-gen AI6 chips. Tesla gains customized supply chain support, while Samsung strengthens its foundry credibility and expands its external client base.
Nvidia halts H20 chip production, reportedly seeks downgraded Blackwell for China
Tron Future bets on AI-powered defense as Taiwan’s space industry evolves
As global geopolitical tensions mount, artificial intelligence (AI) and high-speed communications are rapidly transforming the nature of warfare. The traditional hardware-driven arms race is giving way to a new paradigm—one defined by software-centric systems and integrated multi-domain operations. For Taiwan’s ICT sector, this shift opens new strategic opportunities, with firms like Tron Future stepping up to meet growing defense and satellite demands with AI-driven system integration solutions.