Tim Cook's most durable non-financial decision was to treat environmental and social performance as product attributes rather than corporate disclosure. It worked well enough that Apple's own succession announcement lists it alongside silicon and services. It also leaves John Ternus a set of commitments that get harder every year, a legal challenge to the way they are advertised, and no executive whose full-time job is to deliver them.

What Tim Cook leaves John Ternus on September 1 is best measured not by margin but by geography. Cook spent twenty-eight years concentrating Apple's manufacturing in one country, then a decade trying to make that concentration politically survivable. Both halves are unfinished, and both are now Ternus's responsibility to bear.

MetaX posted its first half-year profit since listing, with rising GPU shipments and the mass production of its C600 accelerator strengthening its commercial position while China's domestic AI chip sector increasingly splits between profitable vendors and peers still absorbing heavy R&D costs.

OpenAI announced that it will end its contract allowing its models to be used on Cursor due to the latter's acquisition by SpaceX. The development indicates the tense personal relationship between AI leaders Sam Altman and Elon Musk months after an acrimonious lawsuit between the two and as both companies pursue the lucrative enterprise market.

Asustek Computer (Asus) is accelerating its artificial intelligence (AI) transformation plan, announcing the rebranding of its AIoT Business Group into the Physical AI Solutions Business Group (PAS BG), with humanoid robots positioned as an important strategic market for the future. The move underscores the company's push beyond AI servers into agentic AI, edge AI, and physical AI under the chairman Jonney Shih's AI strategy.

As artificial intelligence (AI) technology rapidly evolves, physical AI for industrial applications is drawing growing attention because repeatable and scalable tasks play to AI's strengths. Deloitte Taiwan has just released a full report on physical AI ahead of a physical AI seminar it is organizing in Taichung on September 15.

SiFive has introduced its BigSky SF-2U870 development server, positioning the 2U rack system as a platform for hyperscalers, software vendors and SoC developers to port server workloads to RISC-V, tune software and validate production-oriented data center designs.

As global net-zero efforts intensify, governments and major technology companies are investing in emerging nuclear technologies to meet the huge electricity demand from AI data centers and the semiconductor industry. Because nuclear power offers zero-carbon emissions, small modular reactors (SMRs) are drawing growing attention as a potential new power solution in the AI era.

A move by SpaceX to manufacture turbine blades in-house could ease a global bottleneck in AI infrastructure, where power equipment is now as constrained as chips. If successful, the plan could speed data center buildouts, shift supply chains, and strengthen Musk's control over the timing of new energy capacity.

Once mocked as "computers on the nose bridge," AI smart glasses have long suffered from a trade-off between advanced AI capabilities and lightweight comfort. However, this race is set for a major turning point in 2027. Future models promise to combine powerful AI, superior thermal management, and accessible price points, offering a wearing experience so seamless that users will barely notice they are wearing AI hardware.

India's semiconductor ambitions are expanding from packaging and testing to chip design, materials, mobile devices and data centers. New investments by CG Power, Infineon, Foxconn, Samsung and LG highlight rising industrial activity, while skills shortages, environmental constraints and import dependence remain challenges. Government incentives increasingly seek deeper domestic capabilities and higher value creation.