Nvidia and Intel have announced a rare partnership to jointly develop next-generation AI data center and PC platform chips. Despite predominantly negative market interpretations, the industry remains optimistic that this “powerful collaboration” will promote closer integration of GPU and CPU designs, thereby driving increased demand for high-end ABF substrates. Leading suppliers closely working with both companies are expected to be the biggest beneficiaries.

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.

Japanese manufacturer Omron announced plans to spin off its electronic components division into a separate subsidiary around April 2026. The move aims to improve operational agility and return the business to profitability, following a period of weak margins despite solid sales.

As ASEAN countries accelerate their digital transformation efforts, the demand for network communication products and services is rapidly growing. In the Philippines, government initiatives such as the Philippine Development Plan (PDP) 2023-2028 and the Philippine Digital Infrastructure Program (PDIP) are driving significant expansion in ICT infrastructure, cloud services, and cybersecurity needs. This development positions the Philippines as a crucial emerging market for Taiwanese network communication manufacturers seeking growth opportunities.