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Titre
24/07 - 06h17
SK Hynix optimistic on HBM demand amid AI growth, highlights next-gen DRAMs
'Awkward' fit: Nvidia's H20 snubbed in China as Qihoo 360 turns to Huawei AI chips
Trump weighed Nvidia breakup but was told it'd be 'hard'
OpenAI, Oracle salvage US$500 billion Stargate AI project after SoftBank exit
24/07 - 04h17
Taiwan military drone orders surge to 48,000 units, testing manufacturers' capacity
AI data center boom and OpenAI deal propel Alphabet's cloud ambitions into 2026
AMD CEO sees chips from TSMC's US plant costing 5%-20% more
Hiwin secures two major awards in Italy
From search to smart glasses: Alphabet bets big on AI agents
SK Hynix rides DRAM wave, doubles down on HBM with capex boost
Alphabet opens its wallet for AI supremacy
24/07 - 02h17
Samsung plans HBM4 comeback with advanced chip technology
AI server boom runs into fiberglass bottleneck
China gains ground on Taiwan's OSAT dominance amid pricing revolt
Why it’s too early to write off Tim Cook
Auden Techo expands to Vietnam to strengthen supply chain resilience
AWS shutters Shanghai AI lab, following Microsoft and IBM exits
23/07 - 14h17
SK Group chairman meets OpenAI CEO Sam Altman to deepen AI, HBM ties
Taiwan's PlayNitride expands into China with US$19 million microLED plant
HDRE's Star Charger partners with Taiwan Railway to build eastern railway charging network
23/07 - 12h17
Bosch to cut 1,100 jobs in Germany as it shifts focus to semiconductor expansion
Samsung starts hybrid bonding shift with HBM4E; will it stick before HBM5?
Tariff negotiations put Taiwan's core industries at risk
Strong pre-orders for Galaxy Z7 series raise likelihood of Samsung trifold smartphones coming to Taiwan
Ørsted powers up Taiwan's first TSMC-exclusive wind farm
23/07 - 11h17
Taiwan rallies industry to fast-track AI robot development with three-phase strategy
23/07 - 10h17
AIT confirms talks with Taiwan on future spaceport project
This week on GeoWatch: Nvidia's H20, TSMC, and Pegatron Chair
Taiwan's AI robotics alliance seeks democratic supply chains partnerships in humanoid race
Big moon plans, few rocket orders: South Korea's aerospace ambition faces reality check
Apple discloses AI training practices, stressing transparency and legal compliance
Driving towards net-zero: Mastertrans unveils Taiwan's first certified intercity electric bus with fully localized systems
Foxconn auto subsidary receives Saudi certification for new charging stations
PSMC reports bigger 2Q25 loss, stronger Taiwan Dollar and weak chip prices offset Tata deal gains
OpenAI and Google AI models reach Olympiad gold medal-level in math but diverge on rollout plans
23/07 - 08h17
Samsung reportedly adopts long-term strategy for 2nm process to compete with TSMC
Quiet dominance on global sensor: Inside Goertek Microelectronics' second Hong Kong IPO bid
Chinese AI talent sparks global bidding war as US readies countermeasures
23/07 - 06h17
Collaborative robots pave the way for humanoid robots
Taiwan's AI & robotics alliance targets US$34 billion industry by 2030
Taiwan sees June 2025 export orders grow 24.6% YoY
TI flags 2Q25 demand boost from pull-ins, expects more typical demand as tariff impact fades
Nvidia's Jensen Huang holds private talks with founder of Chinese AI startup MiniMax during Beijing visit
Dixon accelerates growth through Chinese partnerships, gains edge in smartphone components
Chinese car brands gain ground in Europe through fleets, not consumers
US announces separate trade agreements with Philippines and Indonesia
MediaTek reportedly wins Meta's new 2nm ASIC order, aiming for 1H27 mass production
South Korean tech giants fall short on cybersecurity talent amid telecom breach fallout
Chinese EVs surge globally but face mounting international roadblocks
Oracle to supply OpenAI with 2 million AI chips for data centers
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