Bubble fears mount in AI, but edge players still bet on steady gains

Concerns that artificial intelligence is slipping into bubble territory are growing. A report from MIT’s NANDA initiative, The GenAI Divide: State of AI in Business 2025, found that 95% of companies saw virtually no productivity gains after developing generative AI tools. Even OpenAI CEO Sam Altman has admitted that investors may be overexcited about AI, likening today’s market to a bubble.

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Taiwan economist: US subsidy flip and Trump tariff threats could shake investor trust

The US Department of Commerce is reportedly weighing whether to convert part of the subsidies granted to Intel and TSMC under the CHIPS and Science Act into equity stakes. Chung-Shu Wu, chairman of the Taiwan Institute of Economic Research (TIER), cautioned that such market intervention policies will inevitably undermine corporate investment confidence, weaken US innovation, and damage America’s long-term interests.

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Heron to list in Taiwan with boron neutron cancer therapy device

Heron Neutron Medical, a subsidiary of semiconductor equipment supplier Hermes-Epitek, is set to list on Taiwan’s stock market in mid-September. Heron General Manager Leo Shen stated that by integrating patented technologies from National Tsing Hua University and Taiwan’s Industrial Technology Research Institute (ITRI), the company has developed a patented accelerator-based boron neutron capture therapy (AB-BNCT) device for cancer treatment. This device received medical device certification in 2024, making Heron the first certified manufacturer in Taiwan and the second worldwide.

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It’s official: Trump administration takes 10% Intel stake in $8.9B deal

Intel Corporation announced an agreement with the Trump Administration under which the US government will take a 9.9% stake in the company through a US$8.9 billion equity investment, marking a shift from grant-based support to direct ownership. The investment will be funded by US$5.7 billion in unspent CHIPS and Science Act grants previously awarded to Intel and US$3.2 billion from the Secure Enclave program.

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Mitsubishi Fuso and Foxconn sign MOU to develop zero-emission buses for global markets

Mitsubishi Fuso Truck and Bus Corporation (MFTBC), a leading name in Japan’s commercial vehicle industry, and Hon Hai Technology Group (Foxconn), the world’s largest electronics manufacturer, have signed a memorandum of understanding (MOU) to explore a strategic collaboration in the field of zero-emission buses. The partnership aims to accelerate the deployment of clean mobility solutions in Japan and global markets.

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Yulon pivots to batteries as Taiwan auto market stalls

Taiwanese automaker Yulon Motor Co. held an online investor briefing on August 20, 2025, where General Manager Kuo-Hsing Hsu addressed the impact of tariff uncertainty on the domestic auto industry. Despite mounting pressure, Hsu said Yulon swiftly activated contingency plans and moved to mitigate potential losses early on. The company is now aggressively pursuing new contract manufacturing opportunities, adopting a “lead-and-support” model that integrates local suppliers into multi-model, mixed-line production to enhance the competitiveness of Taiwan-made vehicles.

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Analysis: SoftBank and Trump team up to boost Intel’s foundry push, unlocking Arm chip manufacturing market

The Financial Times recently cited sources revealing that before Intel CEO Lip-Bu Tan visited the White House on August 11, 2025, to meet with President Donald Trump, a preliminary framework for SoftBank’s equity investment in Intel had already been established. SoftBank founder Masayoshi Son met with Tan weeks earlier to discuss potential deals.

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