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2025-08-05

[News] Taiwan Chip Giants Capitalize on CPO Boom as MediaTek, TSMC Race Ahead on SerDes

As ultra-fast, high-volume data exchange becomes essential in the AI era, optical communication is becoming a key driver for upgrading data centers and AI infrastructure. According to Commercial Times, the rise of CPO (Co-Packaged Optics) switches is fueling demand for SerDes technology, which conve...

2025-08-05

[News] China’s Big Five Solar Firms Reportedly Cut 87K Jobs in 2024 as 40+ Companies Exited Market

China’s top solar firms slashed nearly a third of their workforce in 2024, according to filings seen by Reuters, as the once-booming sector now reels from plunging prices and mounting losses. According to Reuters, China's top five solar giants slashed nearly 87,000 jobs last year as the industr...

2025-08-05

[News] Meta’s Poaching Effort at Ex-OpenAI CTO’s Startup Fails as AI Talent War Escalates

According to a report from ijiwei, citing The Wall Street Journal, the battle for top talent among AI companies is intensifying. Recently, Meta founder Mark Zuckerberg launched a large-scale poaching attempt targeting Thinking Machines Lab, the startup founded by former OpenAI CTO Mira Murati. Howev...

2025-08-04

[News] NVIDIA Reportedly Plans RTX 50 Series Price Cut in China This Month amid Weak Sales

According to Chinese media outlet Mydrivers, sources indicate that NVIDIA may implement a price cut for its RTX 50 series graphics cards in China later this month. Citing information from BoardChannels, the report notes that the potential reduction is driven by weak sales performance of the RTX 50 s...

2025-08-04

[News] Meta Reportedly Teams Up with Broadcom, Taps Quanta for Next-Gen ASIC-powered AI servers

Following its 2025 capex hike, Meta isn’t slowing down. According to the Economic Daily News, the cloud giant will deploy a new wave of custom ASIC-based AI servers next year—code-named Santa Barbara—with up to 6,000 racks planned, while Taiwanese server maker Quanta has reportedly secured the...

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