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.
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.
Murata Manufacturing has announced its Medium-Term Direction 2027, outlining ambitious growth targets and a bold investment strategy as the electronics market undergoes structural change. The Japanese electronic components maker aims to achieve revenue of JPY2 trillion (approx. US$13.3 billion) and an operating profit margin of at least 18% by fiscal 2027, with artificial intelligence (AI) applications serving as a key growth driver.
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.
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.
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.
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.
The Taiwan Expo in the Philippines opened on September 17, 2025 in Manila after a six-year hiatus. James Huang, chairman of the Taiwan External Trade Development Council (TAITRA), noted that Taiwan's return to the Philippines comes amid drastically changed international supply chains and geopolitical dynamics. Both the Philippine government and business sectors now have stronger trust in the technological solutions Taiwan offers.
Amid uncertainties posed by major powers such as the US and China, Japan and Europe are strengthening their ties. The scope of Japan-EU cooperation could potentially expand to include the development of rare earth resources in Greenland.
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