19
Aug
Meta Platforms Inc. reportedly plans to restructure its artificial intelligence (AI) division by splitting its superintelligence lab into four specialized teams within six months, according to The Information, cited by Reuters.
19
Aug
Beijing’s digital report card: Big 5G gains, rising AI, and the next bet on low-altitude economy
China unveiled the results of its 14th Five-Year Plan (2021–2025) for digital economy development, showcasing progress in digital infrastructure, cross-industry data applications, and efforts to establish a national framework for data sharing and circulation.
19
Aug
Arm reportedly hires Amazon AI exec to advance chip ambition
Chip designer Arm has hired Amazon’s artificial intelligence chip director Rami Sinno as it pushes into developing its processors, Reuters reported, citing people familiar with the matter.
19
Aug
Dongfeng to sell Honda engine JV stake as China accelerates EV shift
Dongfeng Motor Corporation, one of China’s largest state-owned automakers, is divesting its 50% stake in Dongfeng Honda Engine Co., a joint venture with Japan’s Honda Motor Co., in a move that signals a decisive pivot away from internal combustion engines and toward electric mobility.
19
Aug
Last-minute rush orders shake up Taiwan’s chip industry
Taiwan’s chip design firms say second-quarter results point to a clear trend, with inventories climbing in value even as turnover days hold steady. Executives say the increase is not due to weaker demand but rather to clients placing frequent rush orders, forcing companies to hold more stock as a buffer.
19
Aug
Samsung to challenge SK Hynix, Micron in Nvidia HBM supply after delays
Samsung Electronics is intensifying its bid to break into Nvidia’s high-bandwidth memory (HBM) supply chain after lagging behind SK Hynix and Micron, which already dominate shipments to the world’s most important AI chipmaker.
19
Aug
Huawei data center chip stuck on outdated 5nm node, teardown reveals
A recent teardown of Huawei’s new Kunpeng 930 data center processor suggests the chip may still rely on TSMC’s five-year-old 5nm manufacturing node. The finding underscores how US sanctions continue to block Huawei’s access to cutting-edge semiconductor technology and limit its advancement in the data center market.
19
Aug
Samsung SDI beats LGES, SK On to secure major ESS contract
Samsung SDI recently emerged victorious in a large-scale energy storage system (ESS) tender in South Korea, marking a significant milestone in its business transformation as the electric vehicle (EV) market faces a downturn.
19
Aug
Taiwan govt shields traditional industries from US protectionism
Taiwan is currently excluded from the non-cumulative tariff agreements that the EU and Japan have reached with the US, and Taiwan’s negotiation representatives are facing additional pressures of unfair competition as the US selectively applies protectionist trade policies. Premier Jung-tai Cho has stated that the government will seek the elimination of cumulative tariffs, as industries that primarily export to the US—including the machinery, machine tools, plumbing hardware, screws, hand tools, and textile sectors—have collectively appealed to the Ministry of Economic Affairs (MOEA) for assistance.
19
Aug
Nan Pao revises down capex, as semiconductor adhesives drive growth
Nan Pao Resins Chemical Group has been expanding into the semiconductor sector, with an eye on semiconductor adhesives and other electronic applications driving growth. Following its merger with Yunteh Industries, Nan Pao expects record-high revenue for 2025 even amid the turbulent economy this year.