Subject


AI


2025-10-02

[News] OpenAI’s Stargate 900k DRAM Wafers Could Hit 40% of Global Output — Led by Samsung & SK hynix

According to Tom’s Hardware, citing Reuters, Samsung and SK hynix have reached preliminary agreements to supply memory for OpenAI’s massive Stargate data center project. OpenAI’s projected demand could climb to 900,000 DRAM wafers per month—a staggering figure that may represent as much as 4...

2025-09-29

[News] Will the Investment Pay Off? Trillions Poured Into AI, Yet Chips Reportedly Last Only 3–5 Years

According to MoneyDJ, citing Wall Street Journal, the AI boom has triggered one of the most expensive building waves in history. In just three years, major tech companies have poured more into AI data centers, chips, and energy than the U.S. spent constructing the interstate highway system over four...

2025-09-25

[News] AI Boom Pushes Global Hectocorns Estimated Combined Valuation to $1.4T; OpenAI Leads

According to MoneyDJ, citing Nikkei, there are now six “hectocorn” companies worldwide (referring to unlisted firms valued at over USD 100 billion). As of early September, their combined valuation has reportedly reached about USD 1.4 trillion—nearly twice the size of Japan’s national budget....

2025-09-22

[News] AI Fuels High-Speed Interconnects, NVIDIA, Google, AWS Boost Optical Transceiver Module Demand

According to TechNews, TrendForce notes that the rise of AI applications has greatly increased the need for high-speed optical communications. The industry is now centered on three expansion models for AI server and data center architectures—Scale Up, Scale Out, and Scale Across. Among these, the ...

2025-08-26

[News] Malaysia Unveils First Homegrown AI Chip MARS1000 on 7nm

According to Bloomberg, Malaysia unveiled its own AI processor on Monday, as local designer SkyeChip introduced the MARS1000 at an industry association event. SkyeChip CEO Fong Swee Kiang said MARS1000 is the country's first smart IoT chip, which is developed on a 7-nanometer process, according t...

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