CATL weighs stake in AI startup deepSeek

According to several people familiar with the matter, Contemporary Amperex Technology Limited (CATL), the world’s largest maker of electric-vehicle (EV) batteries, is in talks to participate in a major financing round for the Chinese artificial intelligence (AI) start-up DeepSeek. The prospective investment highlights how China’s AI boom is forging new alliances among technology firms, industrial companies, and energy providers, all competing to build the infrastructure required for the next generation of computing.

Continue reading

Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs

Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption, deepening collaboration with customers and foundry partners, and using multi-year supply agreements to support future capacity investments.

Continue reading

Zeng Hsing boosts robotics and smart manufacturing push to underpin midterm growth

Zeng Hsing Industrial held its annual general meeting on May 25. It approved the 2025 business report and financial statements, the earnings distribution plan, amendments to the articles of incorporation, and a private placement to issue new common shares. The firm reported 2025 consolidated revenue of NT$8.104 billion (US$257.7 million), down 2.8% from the prior year, with pre-tax profit of NT$864 million and earnings per share of NT$5.52.

Continue reading

Kawasaki opens Silicon Valley physical AI center, deepening Nvidia ties

Kawasaki Heavy Industries has opened the Kawasaki Physical AI Center in San Jose to accelerate real-world deployment of physical AI and strengthen Japan–US collaboration in AI and semiconductors. Located in Silicon Valley, the center aims to develop practical solutions in healthcare, mobility, and manufacturing through partnerships with leading global technology firms.

Continue reading

Nvidia’s reporting pivot and AMD’s US$10B Taiwan bet signal a new frontier in AI chip war

Nvidia’s structural pivot to isolate its ACIE market and AMD’s US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments reflect a shared urgency to expand beyond traditional hyperscale clouds into the booming, highly lucrative global enterprise, industrial, and sovereign AI factory frontiers.

Continue reading