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Oct 30 SEMICONDUCTORS

Jensen Huang kills three birds with one stone at GTC DC

Oct 30 SEMICONDUCTORS

STATS ChipPAC CTO: Scaling innovation defines AI and HPC's next era

Oct 30 SEMICONDUCTORS

Samsung 3Q25 marks the reset of the global memory hierarchy

Dutch government seizes Nexperia

The Dutch government has seized the assets of Nexperia, a core subsidiary of Chinese tech giant Wingtech, citing national security concerns.

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SEMICONDUCTORS

Oct 30

Taiwan approves funding for local IC design houses to advance AI and chip innovation

As Taiwan seeks to strengthen its position in the global semiconductor race, the government is shifting its focus toward homegrown innovation. Taiwan's Ministry of Economic Affairs (MOEA) has approved NT$3 billion (US$97.69 million) in funding for five semiconductor research and development projects involving six domestic companies, with the government providing NT$840 million in subsidies. The initiative, targeting an estimated industrial output value of NT$98.1 billion, represents a strategic pivot toward supporting local IC design houses rather than foreign chipmakers, particularly in cutting-edge areas like artificial intelligence and high-performance computing.

Oct 30

Nexperia's export ban sparks Brazil auto shutdown fears

Brazil's government has warned of an impending semiconductor shortage that could halt car production within weeks, the latest fallout from the Dutch government's takeover of Chinese-owned chipmaker Nexperia and China's retaliatory export ban.

Oct 31, 06:46

Commentary: Trump–Xi talks cool tempers, not conflicts, in chips and rare earths

On 30 October 2025, Donald Trump and Xi Jinping met in Busan, South Korea, in a summit that could redefine the global trade and technology order. It marked their first meeting since Trump's return to the White House and their second in six years, a long-awaited rematch that drew worldwide attention.

ICT

Oct 30

Arm, AMD, and Nvidia join OCP board as AWS remains absent

Arm recently announced that it, along with AMD and Nvidia, has been appointed to the Open Compute Project (OCP) board. These companies will collaborate with major players such as Meta, Google, Intel, and Microsoft to drive innovation in open and interoperable designs for AI data centers.

Oct 30

Microsoft's AI engine accelerates with record growth and expanding partnerships

Microsoft kicked off its 2026 fiscal year with another blockbuster quarter. First quarter fiscal 2026 revenue reached US$77.7 billion, up 18% year-over-year, while operating income surged 24% and earnings per share climbed 23% to US$4.13. The company's AI-driven momentum continued to build, with Microsoft Cloud revenue up 26% to US$49.1 billion, reflecting both unprecedented demand and a deepening integration of generative AI across its ecosystem.

Oct 30

A hundred years of quantum physics — and Taiwan wants in

The Royal Swedish Academy of Sciences has awarded the 2025 Nobel Prize in Physics to University of California, Berkeley professor John Clarke and two other scientists for identifying macroscopic quantum tunneling and quantized energy levels in electronic circuits, two defining phenomena of quantum mechanics.

TRENDING

COMMUNICATIONS

Oct 30

Nokia base stations to integrate Nvidia GPUs for AI-RAN, 6G development

Future Nokia base stations will adopt Nvidia ARC, integrating Grace CPUs with Blackwell GPUs, as part of a long-term collaboration between the two companies on 5G and 6G base station chips. The AI-RAN platform can leverage idle RAN assets to support edge AI services, allowing base stations to perform AI inference computations while providing communication services.

Oct 31, 06:50

Skyworks-Qorvo merger boosts Taiwan GaAs foundry demand

US radio frequency and power amplifier manufacturer Skyworks Solutions announced it will merge with Qorvo. The combined company is estimated to be valued at US$22 billion, with plans to integrate both companies' radio frequency front-end (RFFE) product lines, strengthening technological advantages in smartphones and wireless communications.

Oct 29

Apple's foldable shadow looms over the market Samsung built

The foldable phone market is finally hitting its stride. After years of false starts and skeptical consumers, the segment is experiencing genuine momentum. Counterpoint Research projects US shipments will surge nearly 68% year-over-year in 2025, while China's annual volume is closing in on 10 million units—a threshold that signals the category has moved beyond experimental territory.

ELECTRIC VEHICLES

Oct 30

Pony.ai, WeRide duel for Hong Kong's first robotaxi stock in twin IPOs

The race is heating up. Two of China's top autonomous-driving firms — Pony AI Inc. (Pony.ai) and WeRide Inc. (WeRide) — have filed to go public on the Hong Kong Stock Exchange (HKEX) on November 6, 2024, setting up a head-to-head contest for the title of Hong Kong's first robotaxi stock.

Oct 30

Egis Technology unveils AI vision, robotics, and 3nm computing platforms at 2025 Tech Day

Taiwanese semiconductor group Egis Technology held its annual "2025 Egis Tech Day" on October 28, 2025, unveiling a suite of cutting-edge innovations under the theme of "fully activated AI."

Oct 29

Taiwan EV market gears up for showdown: Toyota, Hyundai, and Luxgen lead new wave of BEVs

Taiwan's electric vehicle (EV) market is poised to enter a new phase of fierce competition by the end of 2025, as the island's three major automotive groups prepare to launch a wave of new battery-electric vehicles (BEVs) aimed at capturing the fast-growing mainstream segment.

SUSTAINABILITY

Oct 30

Solar supplier Motech targets high-margin niches with differentiated technology

The global solar industry is undergoing a technological transformation as the industry has shifted from PERC cells to TOPCon processes. The technology upgrade that was expected to boost gross margins has instead triggered a wave of severe losses due to intense price competition and overcapacity among Chinese giants.

Oct 30

TPSC unveils Taiwan's largest perovskite solar window

Taiwan Perovskite Solar Corp. (TPSC) demonstrated its full vertical integration across materials, processes, modules, equipment, and applications at Energy Taiwan 2025 under the theme "Perovskite NEXT: Linking the Future‧Perovskite." Collaborating with 14 partners from Taiwan and the US, the company highlighted the accelerating development and maturing landscape of Taiwan's perovskite solar ecosystem.

Oct 31, 06:51

Taiwan's hydrogen truck debut marks progress; points to policy hurdles still ahead

After a lengthy regulatory review, Linde LienHwa Group has officially introduced Taiwan's first hydrogen-powered truck, marking a significant step toward hydrogen mobility on the island. Yet despite advances in technology and vehicle manufacturing readiness, the industry continues to struggle with an incomplete policy and testing framework. Taiwan's hydrogen sector, insiders say, stands at a crossroads: strong on technology and vehicles, but weak on regulation, infrastructure, and market incentives.

AEROSPACE