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Sep 16
Unprecedented AI boom pushes Quanta, Wistron, and peers into massive capacity build-up
Server ODMs are significantly expanding their production capabilities to meet the surging demand in the artificial intelligence (AI) market. Mike Yang, EVP at Quanta, revealed efforts to increase capacity at facilities in the US and Thailand, with a new plant in Mexico set to begin production in early 2026. The scale of orders has grown beyond prior expectations, driving this intensified expansion.
OpenAI has released its most extensive report on ChatGPT user behavior as the AI chatbot nears its third anniversary, revealing that the majority of conversations are unrelated to work. The company's 63-page study details data collected since ChatGPT's launch in late 2022, offering new insights that challenge assumptions about the tool's economic impact and primary use cases.
A recent report on OpenAI's ChatGPT usage reveals that more than 70% of conversations are unrelated to work, with about 40% of work-related dialogues focusing on writing assistance. The report also highlights a user trend toward employing different AI platforms depending on their needs, as competition intensifies among OpenAI, Alphabet Inc., and Anthropic.
Electromechanical controller manufacturer Syntec Technology officially debuted on the stock market on September 17, marking a new chapter for the Taiwan-based company in the robotics industry. Chairman Peter Tsai expressed confidence in the firm's post-IPO prospects, highlighting the substantial development potential in smart robotics over the coming 10 to 20 years. While acknowledging that the technology may not always be at the forefront of innovation, Tsai emphasized that this represents a fundamentally new application field.
Taiwan's telecom industry has entered a new era of three-way competition following the mergers of Taiwan Mobile and Taiwan Star Telecom, and of Far EasTone (FET) and Asia Pacific Telecom, ending the fragmented market landscape. In an exclusive interview with DIGITIMES, Taiwan Mobile president Jamie Lin emphasized that with the core telecom market stabilized, the future development paths of the top three operators will diverge significantly, with the decisive factor being their new businesses.
Dutch chipmaker NXP Semiconductors plans to complete its CEO transition by October 2025. Current CEO Kurt Sievers, who will remain in the position until then, made what is likely his final visit to Taiwan as chief executive during SEMICON Taiwan 2025. Incoming CEO Rafael Sotomayor also attended the event and met with Taiwanese partners as part of the planned leadership change.
Amid robust economic growth in the Philippines and the government's drive for digitalization, Taiwanese companies are seizing new market opportunities there. Leading the charge, Uni-President Group's subsidiary, President Information Corp., officially launched its Philippine branch, UNI-PIPC (UNI-President Information Philippines Corp.), in 2024. The company is initially targeting the country's expansive retail sector, which represents more than 60% of domestic demand.
Flex Power Modules and Japan's Renesas Electronics have announced a new strategic partnership aimed at tackling the surging energy demands of artificial intelligence (AI).
Tesla is upgrading its next-generation humanoid robot, Optimus, with a new focus on lightweight construction. Under Tesla's leadership, the robotics manufacturing sector is experiencing a trend toward slimming down robots by refining materials to reduce overall structure lighter. This translates into longer battery life, greater payload capacity, and enhanced precision.
The US and China are edging toward a framework agreement that would see TikTok's American operations spun into a new joint venture dominated by US investors, according to The Wall Street Journal, Bloomberg, and CNBC.
Dutch chipmaker NXP Semiconductors plans to complete its CEO transition by October 2025. Current CEO Kurt Sievers, who will remain in the position until then, made what is likely his final visit to Taiwan as chief executive during SEMICON Taiwan 2025. Incoming CEO Rafael Sotomayor also attended the event and met with Taiwanese partners as part of the planned leadership change.
The US and Britain unveiled a sweeping set of agreements during President Donald Trump's second state visit to the UK, cementing closer ties in technology, energy, and finance, according to multiple reports from Reuters, CNBC, Bloomberg, and The Financial Times.