Wiwynn chair and chief strategy officer Emily Hong said that the company is collaborating with silicon photonics companies to address the rapid increase in AI computing power. As computing power surges, energy consumption has become a major challenge, with industry players working to tackle this issue through cooling and other technologies. Hong believes that quantum computing could serve as a potential solution to the energy consumption problem.
Xiaomi's enthusiasm for India appears to be waning as regulatory pressures, shrinking market share, and leadership reshuffles weigh on the company's strategic priorities, according to executives familiar with the matter cited by the Economic Times.
According to Ddaily, Samsung announced it will expand its India Innovation Campus (SIC) program from four states to ten this year, aiming to train 20,000 students, six times last year's intake. The program, aligned with India's "Make in India" and "Skill India" initiatives, covers AI, IoT, big data, and coding, with potential to feed talent into Samsung's Noida facility, the world's largest smartphone plant.
The market for AI glasses is attracting increasing interest as several companies launch or prepare new models, but questions remain about their relationship with smartphones and battery limitations. Extending battery life remains crucial if these devices are to be used throughout the day.
The US Census Bureau's latest Business Trends and Outlook Survey (BTOS) shows a notable decrease in AI adoption among large enterprises and a slowdown among smaller businesses, marking the sharpest drop since 2023. Adoption among large firms with over 250 employees fell from 13.5% in June 2024 to 12% in August 2024.
Former TSMC R&D vice president Jack Sun, who currently serves as senior vice president at National Yang Ming Chiao Tung University (NYCU), emphasized that semiconductors can no longer be replaced by other technologies. The TSMC Grand Alliance provides all participating companies with opportunities to profit. With AI now accelerating innovation, the combination of "semiconductor + AI" has become almost omnipotent, marking the starting point of the next major technological boom.
In a significant strategic pivot, Google is preparing to move its custom-built Tensor Processing Units (TPUs) beyond its own cloud infrastructure—marking a bold step toward monetizing its advanced AI chips through a "hardware-as-a-service" model, rather than traditional chip sales.
Panasonic Group's subsidiary, Panasonic Industry, announced plans to construct a new factory in central Thailand with an investment of JPY17 billion (approx. US$115 million). The facility will produce multilayer circuit board materials specifically designed for artificial intelligence (AI) servers, addressing the surging global demand driven by generative AI technologies.
Nvidia has reportedly abandoned its initial SOCAMM1 low-power DRAM module for AI workloads, shifting focus to SOCAMM2 with faster speeds and broader supplier collaboration, including Micron, Samsung, and SK Hynix. This move signals a strategic push to address technical challenges and advance AI memory solutions ahead of mass production in 2026.
The US Federal Trade Commission (FTC) has launched an investigation into seven companies developing consumer AI chatbots amid concerns about an increase in suicides among minors. The firms under scrutiny include Alphabet Inc., Character.AI, Instagram, Meta Platforms, OpenAI, Snap, and Elon Musk's xAI.
Pegatron chairman TH Tung attended the Taoyuan Enterprise Summit on September 12, during which he shared his views on the economic climate for the second half of 2025. Despite initial concerns about the impact of US reciprocal tariffs in the first half of the year possibly extending into the second half, strong upstream component orders in July and August indicate that there is still momentum in the consumer market. With the peak consumption season approaching, Tung expects that the second half could usher in a "calm autumn."
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