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Sep 16 SEMICONDUCTORS

Beijing's anti-dumping drive puts US analog chips on notice, clearing path for Chinese alternatives

Sep 16 SEMICONDUCTORS

TSMC’s grip on SEMICON Taiwan sets the stage for record-breaking SEMICON West

Sep 16 SEMICONDUCTORS

MediaTek taps TSMC's 2nm for first flagship SoC, mass production set for 2026

Apple's 2025 product announcement

On September 10, Apple unveiled one of its broadest product updates in recent years.

Advanced vapor chamber design positions Apple for ultra-thin iPhones and wearable devices
Taiwan Mobile forecasts 30% rise in iPhone 17 sales, driven by upgrade replacements from older models
iPhone 17 strategy: three distinct lines, AI takes backseat

...More

SEMICONDUCTORS

Sep 16

Huawei’s Ren says failed Motorola deal set stage for chip self-reliance

Since Huawei established Shenzhen HiSilicon Semiconductor in 2004, its semiconductor business has supported over two decades of development and innovation within Huawei's product ecosystem. However, from 2000 to 2003, Huawei faced one of its most challenging periods and nearly became a US company. CEO Ren Zhengfei confirmed this long-rumored episode during an interview.

Sep 16

Rare earth shortage reportedly threatens to delay Tata Electronics' wafer fab plans

Tata Electronics' plan to roll out its first semiconductor chip from its Dholera, Gujarat plant by mid-2027 may face delays if India fails to secure sufficient supplies of rare earth and critical elements, according to Mint, citing unnamed sources.

Sep 16

Commentary: HiSilicon 2.0 moves from survival mode to leadership under Trump 2.0

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.

ICT

Sep 16

Unprecedented AI boom pushes Quanta, Wistron, and peers into massive capacity build-up

Server ODMs are significantly expanding their production capabilities to meet the surging demand in the artificial intelligence (AI) market. Mike Yang, EVP at Quanta, revealed efforts to increase capacity at facilities in the US and Thailand, with a new plant in Mexico set to begin production in early 2026. The scale of orders has grown beyond prior expectations, driving this intensified expansion.

Sep 16

CoreWeave secures US$6.3B Nvidia deal to backstop AI cloud capacity

CoreWeave, the US AI data center operator, announced a US$6.3 billion deal with investor Nvidia that will guarantee demand for its cloud computing capacity through 2032.

Sep 16

Zolix navigates Chinese market oversupply with global expansion

Zolix, a major Chinese supplier of precision optical instruments and mechanical control technologies, is expanding its domestic and international presence despite macroeconomic challenges, including tariffs. The company has established branches in Shanghai, Shenzhen, Chengdu, and Xi'an, while also maintaining distributors in France, Poland, and South Korea.

TRENDING

COMMUNICATIONS

Sep 16

How can the 6G rollout avoid 5G pitfalls?

With 6G expected to enter commercial operation by 2030, industry leaders are shifting their focus from competing on technical specifications to developing sustainable business models and building robust ecosystems. At a recent 6G wireless communication standardization forum held in Taipei, experts emphasized that future success hinges on two critical factors: delivering tangible user experiences and creating AI-driven value chains. They also underscored that the path to 6G must draw heavily from the commercialization lessons of 5G.

Sep 16

China builds, Meta sells, Taiwan waits: the fault lines in AI smart glasses

AI-powered smart glasses are gaining momentum, yet analysts expect Meta to dominate the market until at least 2027, as Apple and Google's competing devices remain in development. Industry executives say Taiwanese firms must enhance vertical integration and reinforce supply chain strengths to secure business in markets beyond China.

Sep 17, 15:27

Taiwan boosts 6G drive with chip innovation, global partnerships

Taiwan President Lai Ching-te has identified next-generation communications as the most formidable of he's administration's "five major trusted industries," placing the sector at the heart of the national innovation strategy.

ELECTRIC VEHICLES

Sep 16

China's Hesai lands US$40M robotaxi order in the US despite tension

Chinese lidar manufacturer Hesai Technology announced on September 15, 2025, that it has deepened cooperation with a leading US robotaxi company by signing a lidar order exceeding US$40 million. Hesai will exclusively supply lidar sensors to this autonomous driving firm, with deliveries scheduled for completion by the end of 2026.

Sep 16

ProLogium partners with Rimac to develop next-gen EV solid-state battery platform

ProLogium Technology has officially signed a memorandum of understanding (MOU) with Tier 1 automotive supplier Rimac Technology to jointly develop a new generation battery platform, which will integrate ProLogium's superfluidized all-inorganic solid-state lithium ceramic battery technology in a significant breakthrough for the field. Rimac Technology will leverage its expertise in high-performance battery pack design to create scalable solutions tailored for the automotive industry, incorporating cutting-edge technologies to meet the stringent demands of the electric vehicle market.

Sep 16

EU delays decision on CO2 rules despite pressure from carmakers

Leading European carmakers have called on the EU to ease strict CO2 emission rules and support various powertrain technologies like hybrids to meet market needs. However, the EU has responded cautiously, postponing any decisions on loosening the targets.

SUSTAINABILITY

Sep 15

Ritwin expands three main product lines amid surging power demand in post-AI era

Energy storage system and battery module manufacturer Ritwin has secured a 410MWh energy storage system order from Taiwan Power Company (Taipower), with shipments expected to begin in the fourth quarter of 2025 and continue through 2026. Additionally, Ritwin is optimistic about new power applications driven by AI, with plans to expand the scale of its three main product lines.

Sep 12

South Korea targets massive hydrogen market, aiming to become global leader by 2030

The South Korean government is accelerating the development of its hydrogen economy, focusing on three key policy directions: demand market expansion, supply planning, and infrastructure support. The goal is to become a global leader in the hydrogen economy by 2030, capturing emerging market opportunities.

Sep 12

Chinese wind turbine makers face rising costs amid expansion in Indian market

Chinese wind turbine manufacturers are stepping up their presence in India's wind power sector, but government measures aimed at strengthening domestic players are set to raise costs and complicate operations.

AEROSPACE

Sep 16

Compal and Thunder Tiger to co-develop BVLOS communications module for unmanned vehicles

Compal Electronics and Thunder Tiger have announced a strategic partnership to co-develop an integrated communications module for beyond visual line of sight (BVLOS) unmanned vehicle applications.

Sep 16

China's tech sector drives growth in low-altitude drone economy amid regional industrial shifts

China's technology industry is witnessing a surge in demand for domestic production and automation equipment, driven by broad environmental trends. The development pace differs across regions, reflecting local industrial ecosystems, with the emerging "low-altitude economy" gaining recognition as a vital sector for future growth.

Sep 15

Taiwan's AIDC and US defense firm Shield AI partner to build drone ecosystem

Taiwan's Aerospace Industrial Development Corporation (AIDC) announced on Sunday that it has signed a formal teaming agreement with US defense technology company Shield AI, marking a major step toward developing an integrated, end-to-end ecosystem for advanced unmanned aerial systems (UAS) in the Indo-Pacific.

DISPLAYS

Sep 16

China's smart glasses market heats up as waveguide tech takes lead

If China is the primary battleground for smart glasses, the China International Optoelectronic Exposition (CIOE) is the front line. Leading manufacturers such as GoerTek, Sunny Optical, and Luxshare Precision were joined by a growing number of mid- and low-tier competitors, signaling a rapidly intensifying race in both hardware and optics, especially in the critical field of optical waveguide technology.