China’s AI model race is accelerating. According to South China Morning Post, Chinese AI start-up DeepSeek has upgraded its flagship model with a significantly expanded context window and more up-to-date knowledge, fueling anticipation for its next major release. As part of the upgrade, the rep...

AI-driven demand is fueling a new wave of capacity expansion, and the market is now suggesting that Innolux’s Nanke (Southern Taiwan Science Park) Fab 5 may be sold. According to Liberty Times, panel maker Innolux plans to sell the facility to a major semiconductor packaging and testing company, w...

Google is increasing spending in the AI race. According to Reuters, Google parent Alphabet said that capital expenditure could nearly double this year. Alphabet executives said investments in AI computing capacity—covering servers, data centers, and networking equipment—are central to plans to t...

As AI workloads increasingly shift toward inference, OpenAI may be reassessing its satisfaction with NVIDIA’s chips. According to Reuters, sources say OpenAI believes NVIDIA’s latest AI processors may not fully meet its requirements and has been exploring alternative options since last year. Ope...

NVIDIA CEO Jensen Huang hosted a dinner on the evening of the 31st for senior executives from key supply-chain partners. As noted by Economic Daily News, Huang said TSMC must work at full stretch this year, underscoring tight capacity for its advanced nodes. TSMC’s 2nm capacity has reportedly been...