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Oct 15
OCP Summit: Meta warns power scarcity threatens AI scaling ambitions
At the Open Compute Project (OCP) Summit held in San Jose, Dan Rabinovitsj, Vice President of data center infrastructure at Meta, delivered a keynote on the monumental challenges and innovations involved in scaling AI infrastructure across global data center regions. Drawing on his more than 30 years of experience in connectivity and technology, Rabinovitsj offered a candid look into Meta's efforts to support AI for its 3.4 billion daily users.
Intel has unveiled its most ambitious artificial intelligence (AI) roadmap to date, featuring the next-generation Panther Lake AI PC processor, Clearwater Forest server processor, and a comprehensive AI execution plan. At the recent Intel Tech Tour (ITT) keynote, the company's new Chief AI and Technology Officer, Sachin Katti, announced that Intel will adopt an "annual update" cadence for its AI product lineup, marking a strategic shift toward faster iteration and innovation.
Southern Taiwan Science Park (STSP) has posted an impressive revenue performance for January to August 2025, driven by the global AI boom. Almost breaking NT$2 trillion at NT$1.828 trillion (approx. US$59.7 billion), this represents a 40.05% year-over-year increase from the same period in 2024.
Speaking at the 2025 OCP Global Summit in California, Eric Huang, Vice President of DIGITIMES, delivered a keynote address spotlighting Taiwan's pivotal role in the fast-evolving global AI supply chain. According to Huang, two sectors in Taiwan are becoming indispensable in the AI age: advanced chip development and AI server system integration.
The 2025 Nobel Prize in Physics has been awarded to John Clarke, Michel Devoret, and John Martinis for their groundbreaking experimental work demonstrating macroscopic quantum tunneling, a phenomenon showing that quantum effects can manifest in systems large enough to be observed directly.
HPE posts record quarterly revenue but sees sharp profit decline
Oct 16, 11:48
Hewlett Packard Enterprise (HPE) posted record revenue but weaker margins in its fiscal third quarter of 2025, reflecting both the strength of AI infrastructure demand and the costs of strategic restructuring.
On October 15, 2025, Apple announced three major product launches — the upgraded Apple Vision Pro, a new 14-inch MacBook Pro, and the latest iPad Pro — each powered by the new M5 chip that promises breakthroughs in performance, AI capabilities, and energy efficiency. The announcements mark Apple's next big leap in spatial computing, professional performance, and tablet productivity.
Fortune Electric, the first Taiwanese company to receive US Stargate project orders, is negotiating its second phase, with results due by year-end. With booming AI infrastructure, over 80% of its exports target the US, contributing to projected double-digit revenue growth for 2024.
Since 1991, Foxconn's market value has grown from over NT$3 billion (US$98 million) to more than NT$3 trillion today. Chairman Young Liu said on October 15, 2025, at Taiwan Weeks 2025, that Foxconn's growth has been in tandem with the capital and financial markets. Without the support of Taiwan's financial system, Foxconn could not have grown from its initial capital of NT$200,000 in 1974 into today's multinational group, achieving remarkable growth in operational scale, market capitalization, and global presence.
Apple is lobbying the Indian government to amend income tax rules that could otherwise impose billions of dollars in taxes on its iPhone operations, sources familiar with the matter told Reuters. The issue centers on the machinery Apple provides to its contract manufacturers, including Foxconn and Tata, to assemble iPhones locally.

As TSMC prepares to release its latest financial results, investor optimism remains high despite renewed concerns over an AI bubble. Industry watchers continue to bet on generative AI as a key growth driver, propelling demand in the high-performance computing (HPC) sector and encouraging clients to steadily scale up chip orders with TSMC.

Intel is making a major play in the artificial intelligence market, unveiling a new strategy focused on open and modular systems. The plan, detailed at the OCP Global Summit 2025 by Chief Technology and AI Officer Sachin Katti, is headlined by a new inference-focused GPU, codenamed "Crescent Island," designed to challenge the industry's closed ecosystems.