Micron breaks the ‘memory wall’ with Nvidia: SOCAMM, HBM3E now shipping

Micron Technology showcased its latest AI-optimized memory technologies at GTC 2025, unveiling advanced DRAM solutions designed for data center and high-performance computing (HPC) applications. The company emphasized its growing role in accelerating artificial intelligence (AI) workloads—not just with Nvidia, but potentially across a broader ecosystem.

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Xiaomi, BYD secure billions for EV global push

On March 25, 2025, Xiaomi Group made waves in the market with its announcement of an 800 million new share offering, aiming to raise a substantial HKD42.5 billion (US$5.47 billion). The news immediately sparked widespread discussion, as analysts speculate that the funds will be directed toward bolstering the company’s initiatives in artificial intelligence (AI) and electric vehicles (EVs), underscoring its long-term strategic ambitions.

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SDC triumphs in OLED patent dispute with BOE

Samsung Display (SDC) has won its lawsuit against the Chinese display company BOE for “OLED patent infringement” filed with the US International Trade Commission (ITC). However, the ITC ruled that the case would not have any significant impact on the US display industry, and therefore decided not to impose any ban on the import and sale of BOE products in the US.

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Chip rivals unite against Nvidia as AI battle hits the edge

Nvidia’s recent revelations at GTC 2025 showcased its expanding partnerships across hardware and software vendors eager to accelerate AI development within its ecosystem. Meanwhile, a coalition of competitors is forming in the chip industry as emerging players work to escape niche markets and establish themselves as a legitimate alternative to Nvidia’s solutions. As Nvidia approaches edge computing markets, it has shown increased flexibility, with multiple chip manufacturers reporting Nvidia’s efforts to forge relationships with IC design houses.

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DIGITIMES exclusive: Asus recovers US$161.9M in bad debt from Indian client, continues to push AI server business

Asus recently announced the recognition of a NT$5.35 billion (approx. US$161.9 million) bad debt for the fourth quarter of 2024, stemming from delayed payments by an Indian client. The company has reportedly recovered this payment, allowing them to reverse the bad debt, which could positively impact their profits for the full year of 2025.

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