Intel–Nvidia pact fuses x86 and RTX, bolstering Tan’s turnaround strategy

Intel and Nvidia have struck a landmark deal, with Nvidia investing US$5 billion for about 4% of Intel. The two will co-develop SoCs integrating Intel’s x86 CPUs and Nvidia’s RTX GPUs, linked through NVLink. Analysts see the move as a pivotal boost for Intel CEO Lip-Bu Tan’s turnaround plan and a possible reshaping of the global semiconductor landscape.

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Samsung’s trifold bet and XR push face a slow start

Samsung Electronics is gearing up for a series of cutting edge products to be launched in the fourth quarter of 2025, aimed squarely at other tech giants like Apple and Meta. These products will include a trifold smartphone and extended reality (XR) devices; according to South Korean media reports citing industry experts, Samsung’s strategy on these fronts is to reinforce its brand image as an innovative leader in technology while capturing potential market demand, due to the substantial amounts of new technologies required in these devices.

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Hesai’s HK debut values lidar pioneer at US$4.6 billion, CEO tempers autonomy hype

Chinese lidar maker Hesai Technology made its Hong Kong trading debut on September 16, completing a dual primary listing alongside Nasdaq. Shares jumped more than 10% within minutes, lifting its market value above HK$36 billion (US$4.6 billion), according to National Business Daily and Futunn. The rally highlighted investor confidence in both the fast-growing lidar sector and Hesai’s accelerating commercial expansion.

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Taiwan’s leading alloy maker boosts titanium output as demand climbs

As Western nations ramp up defense spending, Taiwan-based S-Tech Corp, a manufacturer of high-performance alloy materials, is seeing over 50% of its revenue now generated in Europe, primarily through the supply of specialty steels. With European defense policies moving from rhetoric to implementation, the company anticipates growing momentum for its defense-related businesses.

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Nvidia’s Rubin CPX GPU revolutionizes AI inference while reshaping memory supply chains

Nvidia has launched its latest Rubin CPX GPU aimed at applications in the era of large-scale inference for AI. According to research firm SemiAnalysis, the launch represents a new direction in GPU development, leveraging decoupling and collaborative division of labor to meet AI inference demands. In addition to demonstrating design flexibility and foresight, the Rubin CPX GPU could also signal a fundamental transformation in the inference domain and the industry roadmap as a whole.

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TSMC to maintain lead for next 5 to 10 years, says new Minister of Taiwan’s National Development Council

Chun-Hsien Yeh, the new minister of Taiwan’s National Development Council (NDC), pointed out on September 17 that with strong demand for artificial intelligence (AI), TSMC will be running at full capacity through 2026. He believes that TSMC can maintain its technological lead for at least another 5 to 10 years. Taiwan’s policies, work culture, talent education, and ecosystem are all key drivers behind TSMC’s success.

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European Union Chamber of Commerce in China urges Beijing to address cutthroat competition, price wars, and rare earth issues

The European Union Chamber of Commerce in China (European Chamber) has called on Beijing to address the issues of price wars and over-intense competition in manufacturing. In a statement, the European Chamber notes that manufacturing production has outpaced the growth in consumption in China, leading to adverse competition, overstocked inventories, lower profit margins, underutilized assets, and mounting export pressures.

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