South Korean chip startup Xcena raised a $135 million Series B at a $570 million valuation, bringing total funding to $185 million. The company argues AI inference is increasingly constrained by memory movement, not just GPU compute. Its prototype MX1 chip uses CXL to process data closer to DRAM, with Samsung foundry mass production planned by late 2026 and revenue targeted for 2027.
NVIDIA CEO Jensen Huang hosted key Taiwanese supply chain partners, with senior leaders from TSMC, Foxconn, and Quanta attending the high-profile dinner. The report frames the event as a signal of Taiwan’s central role in AI hardware, from advanced chips to manufacturing and servers. Huang also said TSMC leads Huawei by 10 years, underscoring the strategic weight of semiconductor capability.
Ars Technica reports that Nvidia will invest $150 billion annually to make Taiwan an AI “epicenter.” The headline frames the move against Trump’s effort to make the US an AI hub, suggesting the policy push may be backfiring. The provided source text does not specify investment targets, timeline, partners, or operational details, so the takeaway should remain focused on Nvidia’s strategic emphasis on Taiwan.