17
Aug
Rising AI startups, including OpenAI and Perplexity, have shown interest in acquiring the Google Chrome browser, with Perplexity offering US$34.5 billion. Yahoo has also expressed acquisition intentions. However, Google has not indicated any willingness to sell Chrome, despite ongoing antitrust pressures.
17
Aug
Kdan Mobile Software partners with Japanese AI search startup for agent ecosystem
Kdan Mobile Software (KDAN) has formed a strategic partnership with Japanese AI search engine startup Felo, with integrated technologies expected to debut in the fourth quarter of 2025. The companies will also collaborate on a joint sales plan targeting the AI agent market.
17
Aug
Market research predicts staggering growth for microLED TV market starting in 2028
The microLED market—considered a “game changer” in the next-generation display panel industry—is expected to enter a rapid growth phase starting in 2028, according to market researchers. Driven by expansion in high-end TVs and other applications, related companies are also anticipated to aggressively ramp up equipment investments.
17
Aug
Applied Materials faces lawsuit from smaller Chinese rival
Chinese semiconductor equipment makers are increasingly taking the offensive in protecting their technology and intellectual property. Beijing E-Town Semiconductor Technology has sued US chipmaking equipment leader Applied Materials in the Beijing Intellectual Property Court, alleging the illegal acquisition and use of its core trade secrets, and is seeking CNY99.99 million (US$13.9 million) in damages.
17
Aug
TSMC’s top wafer testing partner posts 78% surge as new facility ramps
Xintec Inc., TSMC’s backend packaging and testing unit, posted a strong second-quarter 2025 rebound in wafer probe revenue, driven by increased outsourcing from TSMC and the accelerated ramp of a jointly built 12-inch wafer testing facility.
17
Aug
China breaks neutral atom quantum record, showcasing AI’s role in next-gen computing
The quantum research team at the University of Science and Technology of China (USTC) has set a new world record. Academic administrator Jianwei Pan and Professor Chao-Yang Lu from USTC collaborated with the Shanghai Research Center for Quantum Sciences and researcher Han-Sen Zhong’s team from Shanghai AI Laboratory. Using artificial intelligence (AI) technology, they successfully constructed defect-free two-dimensional (2D) and three-dimensional (3D) atomic arrays consisting of 2024 atoms within 60 milliseconds, breaking the global record for neutral atom quantum systems.
16
Aug
SK Hynix expands EUV in 1c DRAM, launches faster low-power chips for AI PCs
SK Hynix is stepping up its use of extreme ultraviolet (EUV) lithography in next-generation DRAM, increasing the number of EUV layers in its upcoming sixth-generation 10nm-class (1c) products to more than five. The plan was revealed at the Next Generation Lithography + Patterning Academic Conference in Suwon, South Korea.
16
Aug
Tesla’s Dojo shutdown marks a strategic turn in its AI ambitions
Tesla’s Dojo team has been disbanded—an announcement that has sent ripples through the tech industry. The decision to abandon Dojo in favor of Samsung for AI6 wafer fabrication suggests deeper shifts in Tesla’s relationship with TSMC, which had previously been the exclusive foundry for the first-generation Dojo D1 chip.
16
Aug
US AI crackdown era looms: Taiwan firms urged to steer clear of policy red lines
Taiwan’s trade negotiation representatives with the US have highlighted that Washington’s expectations for artificial intelligence (AI) policies are evolving at a rapid pace. This makes it increasingly difficult for Taiwan to make binding commitments. With America’s AI Action Plan positioning the country as a global hub for AI development, an era of stringent regulation is expected—focused on comprehensive supply chain oversight and efforts to curb China’s AI progress.
16
Aug
Repon expects AI server demand to drive growth in 2H25 despite currency and tax challenges
Nan Juen International (Repon), a Taiwanese server rail manufacturer, expects shipments to keep rising in the second half of 2025, with AI servers, particularly Nvidia’s GB series and ASIC-based models, driving growth on two fronts. Server rails made up 52% of Repon’s second quarter 2025 revenue, and the company believes that share will increase in the coming months.