➀ SoftBank Group has announced the acquisition of Ampere Computing, a Silicon Valley-based startup specializing in Arm-based server chips, for $6.5 billion.

➁ The deal is expected to close in the second half of 2025 and represents SoftBank's growing investment in artificial intelligence infrastructure.

➂ The acquisition reflects SoftBank's belief in the increasing importance of Arm-based technology in data centers.

➀ Generative AI, humanoid and service robots are expected to be major trends in 2025.

➁ AI notebooks and servers will see significant growth.

➂ Advanced processes and CoWoS will play a crucial role.

➃ Enhanced cybersecurity defense and threat detection needs will be crucial.

➄ Hackers will exploit GenAI for offensive tactics.

➅ AMOLED expansion will continue.

➆ Miniaturization and low-cost production of CubeSats will drive global communication and IoT revolution.

➇ Modular end-to-end model production and Level 4 robotaxi commercialization will accelerate.

➈ EVs and AI data centers will drive battery and energy storage innovations.

➀ The rapid development of data centers and the demand for faster and more efficient communication networks are driving the adoption of silicon photonics.

➁ Silicon photonic integrated circuits (PICs) combine the advantages of optics with the scalability of integrated circuits, enabling high-speed data transmission.

➂ The market for PICs is expected to grow significantly, driven by high-speed modules and expanding data centers.

➃ Major semiconductor companies, such as Intel and Broadcom, are investing heavily in silicon photonics technology.

➄ Newcomers like Lightmatter, Celestial AI, and Ayar Labs are also making significant contributions to the field.

➅ Semiconductor foundries are playing a crucial role in the production of silicon photonics products.

➀ A government-backed think tank in China recommends data centers to use Nvidia's A100 and H100 high-performance computing units.

➁ The recommendation comes with a warning of high costs involved in shifting to domestic solutions.

➂ Despite US sanctions and restrictions on Nvidia's advanced GPUs, China's domestic GPU start-ups have made progress in both hardware and software.