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Friday 19 September 2025
AI, robotics, EVs, and LEO satellites drive new golden era for connector industry
With the rise of emerging industries such as artificial intelligence (AI), data centers, and robotics, the global electronic connector industry is experiencing tremendous business opportunities, though competition is also intensifying. Secretary General of the Taiwan Electronic Connector Association, Yung-Chuan Peng, pointed out that while Taiwan's connector industry continues to grow, the rapidly changing environment and geopolitical landscape require careful evaluation and strategic planning before making investments. In particular, maintaining competitive strength and long-term strategies will be key to future success.
Friday 19 September 2025
AI foundry model could reshape global tech manufacturing
Former Taiwan Minister of Science and Technology, Chen Liang-gee, expressed confidence that the artificial intelligence (AI) industry will not succumb to a short-term bubble but is poised for continued expansion. Chen pointed to signs such as Oracle Corp.'s regained market momentum following major contracts with OpenAI and rising revenues among electronic design automation (EDA) vendors from system clients as indicators of AI's sustained growth.
Friday 19 September 2025
Huawei's 2035 blueprint shows one constant: AI everywhere
Huawei, on September 16, 2025, unveiled its Intelligent World 2035 report in Shenzhen. David Wang, Executive Director and Chairman of the ICT Infrastructure Managing Board, delivered the findings under the theme "Explore the Unknown. Shape the Future," outlining Huawei's long-term vision for AI and intelligent infrastructure.
Friday 19 September 2025
Nvidia's Rubin CPX GPU revolutionizes AI inference while reshaping memory supply chains
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.
Friday 19 September 2025
TSMC to maintain lead for next 5 to 10 years, says new Minister of Taiwan's National Development Council
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.
Friday 19 September 2025
Samsung counters Apple with new Galaxy S25 FE, AI earbuds, and ultra-thin tablet

Samsung Electronics is set to launch its latest suite of consumer tech products on September 19, 2025, headlined by the Galaxy S25 FE, Galaxy Buds3 FE, and the Galaxy Tab S11 series. The release date — just days ahead of Apple's expected iPhone 17 launch — is widely seen by South Korean media as a strategic move to compete head-to-head with its US rival.

Friday 19 September 2025
Foxconn Interconnect's server orders hit full capacity amid rapid expansion
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.
Friday 19 September 2025
Nvidia-Intel partnership targets AI PCs, exposing limits of ATX
Nvidia and Intel have announced their collaboration to create custom CPUs and GPU-integrated system-on-chips (SoCs), as limitations posed by the size of GPUs and cooling requirements within standard ATX cases continue to hinder progress in AI applications on PCs.
Friday 19 September 2025
Claude AI drives automation over collaboration as job displacement fears mount
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.
Friday 19 September 2025
AI divides world into haves and have-nots, Anthropic study reveals
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.
Friday 19 September 2025
Imec CEO calls CMOS 2.0 the anchor for AI’s future

Dr. Luc Van den hove, president and CEO of Belgian research institute imec, used his keynote at SEMICON Taiwan 2025 to call for a global push toward "super-fueled innovation" as the semiconductor industry faces mounting demands from artificial intelligence (AI), rising energy consumption, and shifting geopolitical currents.

Friday 19 September 2025
Samsung and SK Hynix set stage for global battle over HBM4 chips

SK Hynix has announced it is the first in the world to establish a mass production system for sixth-generation High Bandwidth Memory (HBM4), signaling the start of a new technological arms race in next-generation memory chips.

Thursday 18 September 2025
AI industry mirrors internet bubble era, says OpenAI chair
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.
Thursday 18 September 2025
DeepSeek AI conducts undisclosed risk evaluation amid heightened Chinese regulatory scrutiny
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.
Thursday 18 September 2025
Tencent Cloud embraces Chinese semiconductor ecosystem in shift from Nvidia, AMD

Tencent said its cloud business has fully integrated with China's mainstream domestic chips, marking a milestone in its AI and cloud computing roadmap unveiled at the 2025 Tencent Global Digital Ecosystem Summit.

Thursday 18 September 2025
Huawei charts 6-year Ascend AI chip roadmap, showcasing HBM advances and SuperNode scale
Huawei is pressing ahead with its in-house chip and AI infrastructure strategy despite escalating US–China tech tensions. At Huawei Connect 2025 in Shanghai, deputy and rotating chairman Eric Xu unveiled the company's first detailed Ascend AI chip roadmap in six years, highlighting Huawei's advances in high-performance computing and long-term ambitions in AI infrastructure.
Thursday 18 September 2025
Microsoft to invest US$6.2 billion in AI computing capacity in Norway
Microsoft has announced a US$6.2 billion investment to lease artificial intelligence (AI) computing capacity in Narvik, Norway. The capacity will be provided by UK cloud infrastructure firm Nscale and Norwegian energy company Aker, utilizing 100% renewable energy under a five-year agreement starting in 2026.
Thursday 18 September 2025
Commentary: China's tech industry eyes global expansion at homegrown expos
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.
Thursday 18 September 2025
Baidu's Kunlun chip nab China Mobile contract, but still trails Huawei Ascend ecosystem
Baidu, one of China's leading internet companies, has cultivated its in-house Kunlun chip for years and recently secured a significant contract with China Mobile, marking the first step in its commercialization process of supplying external customers.
Thursday 18 September 2025
Commentary: Jack Ma returns to steer Alibaba Cloud and AI strategy toward 'China's Oracle' vision
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.
Thursday 18 September 2025
Trump's UK visit spurs US tech giants' AI investment pledges; experts urge London to prioritize AI inference apps
US President Donald Trump's three-day state visit to the United Kingdom (September 16-18) has become a showcase of America's technology clout, marked by the presence of Silicon Valley power players such as Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman. Their joint commitment to invest heavily in Britain's artificial intelligence (AI) infrastructure underscores Trump's push for "sovereign AI" development, a theme he has advanced throughout his recent visits to France and the Middle East.
Thursday 18 September 2025
Tencent opens AI platform, aligns with domestic chips, and doubles overseas cloud scale
Tencent Holdings has unveiled its most comprehensive AI and cloud strategy to date, opening its artificial intelligence capabilities and confirming full compatibility with China's mainstream domestic processors. The company framed AI as a core driver of industrial efficiency and global expansion, aligning with Beijing's tech self-sufficiency agenda amid tightening US export restrictions.
Thursday 18 September 2025
Meta launches AI-powered Ray-Ban Display glasses, unveils new Oakley smart eyewear
On September 17, Meta Platforms unveiled its first consumer-ready smart glasses with a built-in display, marking a significant push into AI-integrated wearables.
Thursday 18 September 2025
Dell Taiwan launches AI Factory 2.0 as enterprise AI adoption advances

Terence Liao, General Manager of Dell Taiwan, said the enterprise AI market has entered a phase of rapid acceleration, with the "flywheel effect" of AI now evident. He noted that more than 80% of businesses are already seeing measurable gains from AI innovation, fueling demand for AI PCs, workstations, servers, and storage systems, which he described as creating an "unlimited pipeline of opportunities."

Thursday 18 September 2025
Analysis: OpenAI drives competition, easing antitrust pressure on Google
The AI rivalry between Google and OpenAI has reached a new phase as Google's Gemini app recently overtook OpenAI's ChatGPT to claim the top spot on the US App Store's free app chart. This milestone comes after years of Google striving to match OpenAI's breakthroughs, signaling a possible shift in industry momentum. At the same time, Google's growing AI stature has coincided with easing pressures from ongoing antitrust investigations in the US.