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25 Sep

TSMC reshuffles Arizona leadership as executive succession accelerates

September 25, 2025
By jeff

TSMC announced on September 25 that Y.L. Wang has resigned from his role as director and CEO of TSMC Arizona Corporation, effective October 1. Wang’s departure marks the completion of a critical phase in stabilizing the Arizona fab, with Ray Chuang, VP of operations and CEO of EMSC, appointed to succeed him. Wang will return to Taiwan to continue serving as an operations executive and is expected to be promoted to senior vice president by 2025 as part of TSMC’s leadership succession planning.

25 Sep

Latest News and Trends

Update: Taiwan delays South Africa chip export curbs after talks request by South Africa

September 25, 2025
By jeff

Taiwan’s Ministry of Economic Affairs (MOEA) said on September 25 that its proposed new approval system for semiconductor exports to South Africa has been suspended, just two days after the plan was announced.

25 Sep

Latest News and Trends

Alibaba eyes artificial superintelligence as ultimate goal, says CEO

September 25, 2025
By jeff

At the 2025 Apsara Conference, Alibaba CEO Eddie Wu argued that artificial general intelligence (AGI) is merely the starting line. The company’s true destination, he said, is artificial superintelligence (ASI) — systems capable of solving scientific problems still beyond human reach.

25 Sep

Latest News and Trends

Alibaba Cloud, Nvidia join forces to speed physical AI applications

September 25, 2025
By jeff

Alibaba Group kicked off its three-day Apsara Conference in Hangzhou by announcing a partnership between Alibaba Cloud and Nvidia in Physical AI. The move highlights how Chinese tech leaders are seeking to anchor themselves in the next frontier of AI, where digital intelligence meets robotics and real-world applications.

25 Sep

Latest News and Trends

Foxconn pulls ahead of Quanta and Wistron in Nvidia AI server race

September 25, 2025
By jeff

Foxconn has jumped out to a significant early lead over rivals Quanta Computer and Wistron in the high-stakes race to build Nvidia’s next-generation AI servers, according to industry sources. The move positions the company to dominate the production of the world’s most advanced computing hardware as cloud providers, tech companies, and entire nations escalate their investments in AI.

25 Sep

Latest News and Trends

Taiwan unveils four-step strategy to strengthen anti-drone defenses

September 25, 2025
By jeff

Taiwan is launching a major push to acquire more than 600 anti-drone systems with a budget of roughly NT$16 billion (US$529 million). This plan has turned a recent Taipei defense expo into a global audition for arms suppliers.

25 Sep

Latest News and Trends

Exclusive: Intel raises prices of older CPUs by over 10% in 4Q25 amid AI PC demand shortfall

September 25, 2025
By jeff

According to supply chain sources, Intel—the leading PC CPU supplier—is planning to increase prices of its Raptor Lake processors by more than 10%. Industry insiders suggest this price hike may be partially linked to TSMC and the lukewarm consumer response to AI-powered PCs.

25 Sep

Latest News and Trends

Sintrones logs record IPC projects, eyes 4Q25 revenue peak and 2026 growth momentum

September 25, 2025
By jeff

Impacted by tariffs, Taiwan-based industrial PC (IPC) maker Sintrones Technology underperformed expectations in 2025. However, Chairman Kevin Hsu remains confident about recovery, pointing to record project volumes, diversification beyond automotive applications, and emerging opportunities in defense and edge AI. Revenue is expected to stabilize from September, with the fourth quarter projected to become the peak of 2025.

25 Sep

Latest News and Trends

Alibaba stakes out AI chip ecosystem, setting up a clash with Huawei

September 25, 2025
By jeff

Alibaba is steadily building a vertically integrated chip ecosystem that spans cloud computing, AI chip design, and advanced packaging. People’s Daily recently revealed a patent on “integrated circuit components and chip packaging structures,” signaling Alibaba’s deeper push into advanced packaging and heterogeneous integration as it strengthens its high-performance processor roadmap.

25 Sep

Latest News and Trends

C.C. Wei meets ex-TSMC chiefs in new elite network driving Taiwan’s chip dominance

September 25, 2025
By jeff

A new network of former TSMC executives and senior staff, officially named the TSMC Fellowship of Honor, has been launched to strengthen ties and share expertise among the company’s past and present leaders.

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