NVIDIA CEO Jensen Huang recently stated that the US is progressing too slowly in building AI infrastructure and may be overtaken by China in the “AI race.”
SK Hynix has postponed its HBM4 mass production plan and plans to significantly increase HBM3E production.
Intel and Tata Group issued a statement saying they will explore manufacturing Intel products for the local market at Tata Electronics’ soon-to-be-built wafer fabrication plant and OSAT (Outsourced Semiconductor Assembly and Test) facility.
Seichitech hosted on-site visits from organizations such as the Abu Dhabi Investment Authority and BlackRock.
OpenAI will acquire Neptune, a startup focused on training AI models.
Jensen Huang: Excluding the National Artificial Intelligence Access and Innovation Act from the National Defense Authorization Act is a “wise move”.
Meta is shifting towards AI. It will cut 30% of its metaverse budget, which could trigger layoffs.
From January to October 2025, global demand for electric vehicle batteries increased by 35%, with BYD’s installations in Europe surging by 216%. SNE Research
US Federal Trade Commission is investigating TP-Link, suspecting the company of concealing its Chinese background.






