AMD takes on Nvidia with six AI acquisitions

In a rapidly evolving AI landscape, AMD’s CEO, Lisa Su, has emerged as a formidable challenger to Nvidia’s dominance, particularly in the AI hardware sector. Su, having led AMD to disrupt Intel’s long-standing grip on the CPU market, is now set to challenge Nvidia’s stronghold in AI, positioning her company as an essential competitor in the field. This move comes at a time when Nvidia’s CUDA platform has largely defined the AI hardware space, with deep integration across software ecosystems.

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Through robot eyes: A new frontier shaped by optics makers

As humanoid robots emerge as a promising frontier in the AI hardware ecosystem, a growing number of optics companies are moving aggressively to establish an early foothold. Despite low technical thresholds and thin profit margins, the long-term strategic potential has prompted key industry players to scale up investments and expand client portfolios while the market is still in its infancy.

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Uncertain prospects for China’s 618 shopping festival; Pegavision avoids price wars, finds success in Japan and Europe

In recent years, Pegatron has actively invested in new businesses targeting high-value-added industries. Besides expanding its core automotive and AI servers sectors, the company’s investment in contact lens manufacturer Pegavision continues to deliver stable high gross margins. Notably, Pegavision achieved six consecutive years of record revenue in 2024, with profits reaching historic highs and gross margins consistently exceeding 50%.

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