Strategies of Google and Amazon for AI agents
Leading smart home players Google and Amazon assembled resources, with AI agents likely to become the next decisive factor.
18
Sep
18
Sep
Far EasTone’s dealer reports higher iPhone 17 upgrade intent
Apple’s upcoming iPhone 17 series is set to launch soon. Far EasTone (FET)’s largest Apple reseller, Data Express (DE), has taken the lead in releasing consumer purchase survey results.
18
Sep
Samsung chair inspects OLED plant as Apple competition heats up
Samsung Electronics chairman Lee Jae-yong made a high-profile visit to Samsung Display’s (SDC) Asan complex in South Korea, signaling the company’s push to stay ahead in the intensifying OLED race. The site is developing an 8.6-generation OLED production line for IT devices, with mass production slated for 2026 to serve Apple and other international customers.
18
Sep
AI industry mirrors internet bubble era, says OpenAI chair
Bret Taylor, chairman of OpenAI, has drawn parallels between the current artificial intelligence industry and the internet bubble period of the late 1990s, highlighting both the risks and opportunities it presents. Speaking on The Verge podcast, Taylor acknowledged the existence of a bubble in today’s AI market but emphasized the technology’s substantial long-term economic potential despite inevitable failures among some players.
18
Sep
RaaS model key to turning around South Korea’s robot industry losses
Despite rising labor costs and challenges from a declining birthrate and aging society, South Korea’s robotics market has failed to meet high demand expectations. Many robotics companies are facing revenue declines and increasing losses in the first half of 2025. According to South Korean startup BigWave Robotics, the robot as a service (RaaS) business model will be the solution to address insufficient robot demand and navigate the emerging humanoid robot era.
18
Sep
Sinbon Electronics drives expansion amid strong global semiconductor demand
Sinbon Electronics is actively expanding its production capacity in response to robust global demand in the semiconductor sector. The company recently secured certifications from several of the world’s top five semiconductor equipment manufacturers, marking progress in its strategic push into this market. Alongside this, Sinbon plans a large-scale capacity expansion centered on a new factory at the Tongluo Science Park in Miaoli.
18
Sep
Japan targets submarine cable supply chain to safeguard national security
Japan’s Ministry of Economy, Trade and Industry (METI) has begun reviewing the country’s submarine cable supply chain, as the US expands its investigations and excludes Chinese communications equipment and products. METI is also in talks with industry players about possible alternatives and is offering subsidies to avoid becoming collateral damage in the ongoing trade war.
18
Sep
BOE loses ground to LGD as Apple reconfigures OLED supply chain
The global market for small-sized OLED displays is on a path of steady expansion through the end of the decade, fueled primarily by the rising demand from smartphones, particularly Apple’s iPhone lineup. However, with demand expected to outpace supply, analysts are warning of a potential OLED panel shortage as early as 2028.
18
Sep
Hanwha E-ssential challenges Ajinomoto’s ABF monopoly with 2026 launch
Hanwha E-ssential, a subsidiary of Hanwha Solutions, has successfully localized the production of semiconductor packaging insulation materials in South Korea. The company plans to begin supplying in 2026, aiming to challenge the market dominance of Japanese firm Ajinomoto.
18
Sep
Taiwan bets big on silicon photonics to capture US$100 billion global market
Taiwan is racing to advance its silicon photonics capabilities, aiming to develop high-efficiency 400Gbps optical modules within one to two years, according to the Ministry of Economic Affairs (MOEA).