The AI race is expected to drive spending by major US tech companies to $344 billion by 2025.
Nvidia and CapitalG plan to invest in Vast Data, which could value the company at $30 billion.
It is reported that OpenAI has currently raised more than US$8 billion, completing its US$40 billion financing target in 2025 ahead of schedule.
The EU AI Act has come into effect, with fines of up to 35 million euros.
Chassis manufacturers are actively expanding production to capitalize on these opportunities, driven by the growing demand for customized AI servers.
Hanmi Semiconductor is expected to win all HBM4 thermocompression bonder orders.
South Korean government has launched a $21.69 million project to help optimize the design of AI chips.
DRAM and NAND have risen for four consecutive months, with DRAM prices soaring 50%.
Innolux has begun mass production of FOPLP, with monthly shipments reaching 2 million units.
