As Western nations ramp up defense spending, Taiwan-based S-Tech Corp, a manufacturer of high-performance alloy materials, is seeing over 50% of its revenue now generated in Europe, primarily through the supply of specialty steels. With European defense policies moving from rhetoric to implementation, the company anticipates growing momentum for its defense-related businesses.
Nvidia has launched its latest Rubin CPX GPU aimed at applications in the era of large-scale inference for AI. According to research firm SemiAnalysis, the launch represents a new direction in GPU development, leveraging decoupling and collaborative division of labor to meet AI inference demands. In addition to demonstrating design flexibility and foresight, the Rubin CPX GPU could also signal a fundamental transformation in the inference domain and the industry roadmap as a whole.
Chun-Hsien Yeh, the new minister of Taiwan's National Development Council (NDC), pointed out on September 17 that with strong demand for artificial intelligence (AI), TSMC will be running at full capacity through 2026. He believes that TSMC can maintain its technological lead for at least another 5 to 10 years. Taiwan's policies, work culture, talent education, and ecosystem are all key drivers behind TSMC's success.
The European Union Chamber of Commerce in China (European Chamber) has called on Beijing to address the issues of price wars and over-intense competition in manufacturing. In a statement, the European Chamber notes that manufacturing production has outpaced the growth in consumption in China, leading to adverse competition, overstocked inventories, lower profit margins, underutilized assets, and mounting export pressures.
A one-two punch of artificial intelligence (AI) and electric vehicles (EVs) is sparking a new era of structural change across global industries. The surging demand for AI computing power is creating an urgent need for lightning-fast data transfer and a massive, reliable energy supply. At the same time, a flood of government incentives and private investment is supercharging growth in the EV market.
A recent report from Anthropic reveals that up to 77% of enterprises deploy the Claude artificial intelligence platform primarily for automating tasks rather than fostering human-AI collaboration, intensifying concerns about AI-driven labor replacement. The findings stem from analysis of usage patterns across the Claude application programming interface (API) and chatbot.
A recent report by Anthropic reveals a significant disparity in artificial intelligence (AI) adoption, with high-income countries and skilled professionals gaining the most, while emerging markets such as India and Nigeria lag substantially behind. The findings suggest AI could exacerbate existing global economic inequalities.
Bret Taylor, chairman of OpenAI, has drawn parallels between the current artificial intelligence industry and the internet bubble period of the late 1990s, highlighting both the risks and opportunities it presents. Speaking on The Verge podcast, Taylor acknowledged the existence of a bubble in today's AI market but emphasized the technology's substantial long-term economic potential despite inevitable failures among some players.
Despite rising labor costs and challenges from a declining birthrate and aging society, South Korea's robotics market has failed to meet high demand expectations. Many robotics companies are facing revenue declines and increasing losses in the first half of 2025. According to South Korean startup BigWave Robotics, the robot as a service (RaaS) business model will be the solution to address insufficient robot demand and navigate the emerging humanoid robot era.
Sinbon Electronics is actively expanding its production capacity in response to robust global demand in the semiconductor sector. The company recently secured certifications from several of the world's top five semiconductor equipment manufacturers, marking progress in its strategic push into this market. Alongside this, Sinbon plans a large-scale capacity expansion centered on a new factory at the Tongluo Science Park in Miaoli.
China's DeepSeek has reportedly carried out an internal assessment of potential risks posed by its AI models to public safety and social stability, although it has not made the results public.
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