On September 18, 2025, local time in the US, Intel announced a US$5 billion investment from Nvidia and the start of deep collaboration between the two companies. Shortly after, Intel CEO Lip-Bu Tan stated on social media that he would be joining Nvidia CEO Jensen Huang for a joint live broadcast to clarify details about their partnership
Xiaomi Auto's sweeping recall in China has shaken the market, exposing more than a technical glitch. Beneath the surface lies a widening strategic rift in the global auto industry. Legacy giants from Europe, the US, Japan, and South Korea are locked in a race against China's new-energy insurgents led by companies like Xiaomi Auto. It's a tortoise-and-hare contest in autonomous driving, with each camp following sharply divergent strategies
Nvidia's US$5 billion stake in Intel breathes new life into a decades-old rescue strategy once championed by Craig Barrett — only now, it's Silicon Valley's AI kingpin, not Intel's customers, footing the bill. The deal could unleash a wave of fresh backing for the once-unshakable symbol of "Made in USA.
Intel has secured another high-profile backer. Following earlier commitments from SoftBank and the US government, Nvidia has announced a US$5 billion investment in Intel, buying shares at US$23.28 each. The move directly contradicts CEO Jensen Huang's dismissal in March of rumors that his company might take a stake in Intel
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
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
On July 30, 2025, US President Donald Trump announced that the US would reduce the "reciprocal tariff" rate imposed on South Korea from 25% to 15%. In return, South Korea pledged to invest US$350 billion in the US, with 90% of the investment profits returning to America. However, by mid-September, hundreds of South Korean workers were handcuffed and detained by the US Immigration and Customs Enforcement (ICE) due to visa violations. Could this incident severely damage Trump's "Make America Great Again" (MAGA) agenda
Qualcomm will unveil its latest Snapdragon flagship mobile platform next week and has officially confirmed the chip will be called Snapdragon 8 Elite Gen 5. The move comes as part of a wider trend in the smartphone supply chain, where companies from Apple to MediaTek and Xiaomi have embraced renaming strategies across software, chip platforms, and flagship devices. The wave has fueled speculation that a lack of innovation is prompting the industry to turn to rebranding in search of renewed consumer attention
Taiwan's telecom industry has entered a new era of three-way competition following the mergers of Taiwan Mobile and Taiwan Star Telecom, and of Far EasTone (FET) and Asia Pacific Telecom, ending the fragmented market landscape. In an exclusive interview with DIGITIMES, Taiwan Mobile president Jamie Lin emphasized that with the core telecom market stabilized, the future development paths of the top three operators will diverge significantly, with the decisive factor being their new businesses
Dutch chipmaker NXP Semiconductors plans to complete its CEO transition by October 2025. Current CEO Kurt Sievers, who will remain in the position until then, made what is likely his final visit to Taiwan as chief executive during SEMICON Taiwan 2025. Incoming CEO Rafael Sotomayor also attended the event and met with Taiwanese partners as part of the planned leadership change
Dutch chipmaker NXP Semiconductors plans to complete its CEO transition by October 2025. Current CEO Kurt Sievers, who will remain in the position until then, made what is likely his final visit to Taiwan as chief executive during SEMICON Taiwan 2025. Incoming CEO Rafael Sotomayor also attended the event and met with Taiwanese partners as part of the planned leadership change
On September 10, 2025, HiSilicon, a subsidiary of Huawei, completed significant personnel changes in its business registration—Eric Xu stepped down as chairman and legal representative, succeeded by Jeffrey Gao; the board's senior management was also adjusted
In the ongoing transformation of the global automotive industry, one shift stands above the rest: the rise of the software-defined vehicle, or SDV. More than a technological upgrade, the move toward SDVs is reshaping vehicle architecture, supply chains, and the strategic priorities of automakers and semiconductor companies alike
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
Talent has long been the defining currency in the global semiconductor race. For decades, Chinese-born engineers with deep overseas experience drove China's rapid catch-up, fueling its chip ambitions through a steady flow of returning expertise
