Qualcomm balances AI PC tech and user experience, cites Apple as WoA ecosystem cornerstone

Qualcomm has launched its new Snapdragon X2 Elite PC chip platform in 2025, aiming to expand its reach in the AI PC market. Mandar Deshpande, senior director of product management at Qualcomm, said during an interview that beyond advancing core CPU, GPU, and NPU technologies, the company places greater emphasis on delivering superior consumer experiences.

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D2C emerges as Taiwan’s next e-commerce wave

Steven Ho, founder and chairman of 91App, outlined the development of e-commerce in Taiwan over the past 30 years, emphasizing the shift from consumer-to-consumer (C2C) to business-to-consumer (B2C), and currently direct-to-consumer (D2C) models. Speaking at a recent Taiwan Venture Capital Association (TVCA) forum, he noted that Taiwan’s e-commerce penetration rate remains at 13.5%, with over 80% of sales still occurring through physical retail channels, highlighting considerable growth potential for online retail.

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DB HiTek expands foundry presence in India through SmartSoC partnership

SmartSoC Solutions has entered a strategic partnership with South Korea’s DB HiTek to strengthen access to specialty foundry services for India’s semiconductor ecosystem. Under the agreement, SmartSoC will act as DB HiTek’s design partner in India, promoting its foundry capabilities, facilitating technical engagement, and serving as a local interface for Indian customers.

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PCB giant GCE expands Thailand plant phase 2, ASIC server capacity to start 2H26

Networking and server PCB giant GCE announced plans to expand its Thailand facility with a US$40 million investment to boost ASIC server production capacity by the second half of 2026. This move comes as ASIC server customer orders ramp up, pushing Taiwan and China plants to full capacity and driving strong revenue growth expected in the third quarter of 2025.

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Taiwan looks to mass-produced missiles and drones to strengthen defenses

The future of global defense is on display in Taipei, centered on unmanned systems and artificial intelligence. At the Taipei Aerospace and Defense Technology Exhibition, Taiwan’s leading defense research institute unveiled a powerful joint arsenal created with top US defense startups. Their goal is to build a large, domestically produced deterrent fleet.

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GlobalFoundries opens Beijing office, doubles down on localizing production for China market

US-based foundry GlobalFoundries (GF) has faced numerous challenges in its China strategy, from halting investment in a 12-inch fab in Chengdu to shifting toward mature process partnerships. The company recently announced the opening of a new office in Beijing, signaling its commitment to navigating US-China tech tensions and domestic competition while deepening its presence in the Chinese semiconductor market.

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South Korea’s NIRS fire cripples 647 govt services, exposes lithium battery safety gap

A fire broke out on September 26, 2025, at South Korea’s National Information Resources Service (NIRS), disrupting 647 government services spanning finance, administration, and other sectors. The blaze originated from lithium batteries supplied by LG Energy Solution (LGES) at NIRS’s main office in Daejeon, prompting ongoing recovery efforts, according to Chosun Biz and Seoul Economy Daily.

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DeepSeek launches new open-source AI model with Huawei, Cambricon, Hygon support

DeepSeek unveiled its next-generation large language model, DeepSeek-V3.2-Exp, on September 29, 2025, and released it as open source on Hugging Face. The new model features a sparse attention architecture that reduces computational resource consumption while improving inference efficiency, especially for long-text tasks, advancing China’s AI software-hardware collaboration.

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UST invests in Kaynes Semicon to expand India’s semiconductor assembly and testing capabilities

UST, a provider of AI and technology transformation solutions, has announced a strategic investment in Indian semiconductor manufacturer Kaynes Semicon. The partnership aims to strengthen India’s semiconductor ecosystem while expanding advanced assembly and testing services for global clients in sectors including electric vehicles, renewables, and consumer electronics.

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