Nvidia CEO Jensen Huang is making a big U-turn on quantum computing. After years of downplaying the technology's timeline, the tech titan is now pouring money into quantum startups.
Dutch semiconductor equipment maker ASML Holding has made a significant investment of EUR1.3 billion (approx. US$1.52 billion) in French artificial intelligence (AI) startup Mistral AI, signaling a notable shift toward Europe's independent AI development capabilities amid global geopolitical tensions. This move highlights growing synergies between European industrial firms and emerging AI ventures.
Quantum computing firm Quantinuum has attracted investment from Nvidia's venture capital arm, signaling renewed investor interest amid evolving industry outlooks. Analysts note that integrating quantum computing with traditional high-performance computing (HPC) and artificial intelligence (AI) servers could represent a future path to improving energy efficiency beyond conventional CPU and GPU approaches.
If China is the primary battleground for smart glasses, the China International Optoelectronic Exposition (CIOE) is the front line. Leading manufacturers such as GoerTek, Sunny Optical, and Luxshare Precision were joined by a growing number of mid- and low-tier competitors, signaling a rapidly intensifying race in both hardware and optics, especially in the critical field of optical waveguide technology.
Amid the turmoil on the global stage in recent years, Pegatron chairman TH Tung has highlighted three major challenges in the short to mid-term, including updates to the US's reciprocal tariff policies, exchange rate fluctuations that may have further long-term impacts, and competition from China, Japan, and South Korea. For Taiwanese manufacturers, some may need government policy support as they further seek overseas expansion, while those remaining rooted in Taiwan will need to enhance automation to maintain their competitive edge amid fierce market pressures.
Intel announced on September 16, 2025, that Dr. Wang Rui, chair of Intel China with more than 30 years at the company, will retire this month. The leadership transition has been underway since February 2025, when Wang Zhicong was named vice chairman to prepare for succession.
Fan manufacturer Yen Sun Technology (YS Tech) expects solid operational growth for the full year of 2025. Despite challenges in August, such as European automakers entering their summer shipment offseason and cautious sentiment regarding US tariffs, automotive-related sales within China remained strong. Additionally, the ongoing artificial intelligence (AI) boom continues to drive demand for its high-end networking and IT products.
On the evening of September 8, 2025, Xiaomi issued an internal notice that abruptly ended Wang Teng's rapid nine-year rise within the company. The under-40 executive, who had served as general manager of Xiaomi's China marketing division, was officially terminated for "leaking confidential company information" and "conflicts of interest."
ASM Technologies, an India-based publicly listed company in engineering design-led manufacturing, has signed a Memorandum of Understanding (MoU) with the government of Tamil Nadu to invest INR2.5 billion (approx. US$28.38 million) in the state.
The increasing demand for big data storage driven by artificial intelligence data centers is expected to intensify a supply shortage of QLC NAND Flash memory, potentially resulting in a significant deficit by 2026. Major US cloud service providers are planning to replace traditional hard disk drives with enterprise-grade solid-state drives on a large scale starting in 2026, which will drive explosive growth in demand for high-capacity QLC SSDs. This transition is anticipated to narrow the price gap between SSDs and HDDs to roughly three times.
The US and China have outlined a framework deal to resolve disputes over TikTok's US operations, officials said after trade talks in Madrid. The agreement marks progress toward easing tensions but faces hurdles over algorithm ownership, compliance with US law, and approval from both governments.
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