On September 18, 2025, local time in the US, Intel announced a US$5 billion investment from Nvidia and the start of deep collaboration between the two companies. Shortly after, Intel CEO Lip-Bu Tan stated on social media that he would be joining Nvidia CEO Jensen Huang for a joint live broadcast to clarify details about their partnership
Xiaomi Auto's sweeping recall in China has shaken the market, exposing more than a technical glitch. Beneath the surface lies a widening strategic rift in the global auto industry. Legacy giants from Europe, the US, Japan, and South Korea are locked in a race against China's new-energy insurgents led by companies like Xiaomi Auto. It's a tortoise-and-hare contest in autonomous driving, with each camp following sharply divergent strategies
Nvidia's US$5 billion stake in Intel breathes new life into a decades-old rescue strategy once championed by Craig Barrett — only now, it's Silicon Valley's AI kingpin, not Intel's customers, footing the bill. The deal could unleash a wave of fresh backing for the once-unshakable symbol of "Made in USA.
Intel has secured another high-profile backer. Following earlier commitments from SoftBank and the US government, Nvidia has announced a US$5 billion investment in Intel, buying shares at US$23.28 each. The move directly contradicts CEO Jensen Huang's dismissal in March of rumors that his company might take a stake in Intel
A pair of major technology expositions in China has concluded, offering a look into the country's tech supply chain, which is navigating US trade tensions with a firm commitment to self-reliance. The China International Optoelectronic Exposition (CIOE) and the SEMI-e Shenzhen International Semiconductor Exhibition underscored both the ambition and inherent challenges facing the industry
Alibaba Group founder Jack Ma has stepped back into the spotlight, reclaiming a central role in the company's strategy after years of relative absence since his 2019 exit as chairman. Multiple reports suggest Ma is once again actively steering key decisions, with a sharpened focus on artificial intelligence and Alibaba Cloud — areas critical to the company's long-term competitiveness
On July 30, 2025, US President Donald Trump announced that the US would reduce the "reciprocal tariff" rate imposed on South Korea from 25% to 15%. In return, South Korea pledged to invest US$350 billion in the US, with 90% of the investment profits returning to America. However, by mid-September, hundreds of South Korean workers were handcuffed and detained by the US Immigration and Customs Enforcement (ICE) due to visa violations. Could this incident severely damage Trump's "Make America Great Again" (MAGA) agenda
Qualcomm will unveil its latest Snapdragon flagship mobile platform next week and has officially confirmed the chip will be called Snapdragon 8 Elite Gen 5. The move comes as part of a wider trend in the smartphone supply chain, where companies from Apple to MediaTek and Xiaomi have embraced renaming strategies across software, chip platforms, and flagship devices. The wave has fueled speculation that a lack of innovation is prompting the industry to turn to rebranding in search of renewed consumer attention
On September 10, 2025, HiSilicon, a subsidiary of Huawei, completed significant personnel changes in its business registration—Eric Xu stepped down as chairman and legal representative, succeeded by Jeffrey Gao; the board's senior management was also adjusted
In a significant strategic pivot, Google is preparing to move its custom-built Tensor Processing Units (TPUs) beyond its own cloud infrastructure—marking a bold step toward monetizing its advanced AI chips through a "hardware-as-a-service" model, rather than traditional chip sales
Talent has long been the defining currency in the global semiconductor race. For decades, Chinese-born engineers with deep overseas experience drove China's rapid catch-up, fueling its chip ambitions through a steady flow of returning expertise
AUO recently announced a collaboration with leading satellite navigation and smart wearable brand Garmin to launch the world's first smartwatch featuring microLED display technology, the Garmin Fenix 8 Pro microLED. The new watch is equipped with a 1.4-inch, 326 PPI high-resolution screen that offers high brightness, ultra-high dynamic contrast, and saturated colors, ensuring clear visibility even under strong light or extreme conditions—making it especially suitable for outdoor sports and adventure needs
The semiconductor landscape has fundamentally shifted. As we move from 2025 to 2026, three forces dominate global technology discourse: semiconductors, artificial intelligence, and the Trump administration's trade policies. In Japan and South Korea, semiconductors are aptly called the "rice of industry"—and in our data-driven economy, this metaphor has never been more relevant
YMTC, China's leading NAND flash producer, has unveiled a US$2.9 billion Phase III venture in Wuhan, signaling its determination to scale up capacity and sharpen its edge in next-generation memory chips. The move not only underscores Beijing's backing of a national champion but also raises the stakes in the intensifying global memory race
The Trump administration recently announced it would acquire nearly 10% of Intel's shares, becoming its largest shareholder. This move marks one of the most notable government interventions in a private company since the US government's bailout of the automotive industry during the 2008 financial crisis
