25
Sep
Foxconn has jumped out to a significant early lead over rivals Quanta Computer and Wistron in the high-stakes race to build Nvidia’s next-generation AI servers, according to industry sources. The move positions the company to dominate the production of the world’s most advanced computing hardware as cloud providers, tech companies, and entire nations escalate their investments in AI.
25
Sep
Taiwan unveils four-step strategy to strengthen anti-drone defenses
Taiwan is launching a major push to acquire more than 600 anti-drone systems with a budget of roughly NT$16 billion (US$529 million). This plan has turned a recent Taipei defense expo into a global audition for arms suppliers.
25
Sep
Exclusive: Intel raises prices of older CPUs by over 10% in 4Q25 amid AI PC demand shortfall
According to supply chain sources, Intel—the leading PC CPU supplier—is planning to increase prices of its Raptor Lake processors by more than 10%. Industry insiders suggest this price hike may be partially linked to TSMC and the lukewarm consumer response to AI-powered PCs.
25
Sep
Sintrones logs record IPC projects, eyes 4Q25 revenue peak and 2026 growth momentum
Impacted by tariffs, Taiwan-based industrial PC (IPC) maker Sintrones Technology underperformed expectations in 2025. However, Chairman Kevin Hsu remains confident about recovery, pointing to record project volumes, diversification beyond automotive applications, and emerging opportunities in defense and edge AI. Revenue is expected to stabilize from September, with the fourth quarter projected to become the peak of 2025.
25
Sep
Alibaba stakes out AI chip ecosystem, setting up a clash with Huawei
Alibaba is steadily building a vertically integrated chip ecosystem that spans cloud computing, AI chip design, and advanced packaging. People’s Daily recently revealed a patent on “integrated circuit components and chip packaging structures,” signaling Alibaba’s deeper push into advanced packaging and heterogeneous integration as it strengthens its high-performance processor roadmap.
25
Sep
C.C. Wei meets ex-TSMC chiefs in new elite network driving Taiwan’s chip dominance
A new network of former TSMC executives and senior staff, officially named the TSMC Fellowship of Honor, has been launched to strengthen ties and share expertise among the company’s past and present leaders.
25
Sep
A new arms race in orbit: nations brace for conflict beyond Earth
In recent months, space has become an increasingly contested domain. Unusual orbital behavior by a Russian military satellite—seen repeatedly approaching foreign government and commercial satellites and allegedly releasing unidentified objects—has alarmed Western defense agencies. China’s satellites, too, have conducted risky maneuvers, raising global concerns over the need for enhanced space defense capabilities.
25
Sep
Acer Medical readies AI tool to help hospitals cope with staff shortages
AI penetration rates at hospitals have surged in the past three years, and generative AI in particular has profoundly impacted the way that the healthcare system works, according to Acer Medical chairman Allen Lien. However, small and medium-sized hospitals often lack the resources and manpower to develop and implement AI solutions, and Acer Medical’s aiMed platform aims to alleviate such hospital staffing shortages.
25
Sep
Memory shortage drives BT substrate orders, boosting 4Q25 growth momentum
The memory market shortage has reignited a new wave of price increases. As supply tightens for NAND flash storage memory, traditional hard disk drives (HDD) and solid-state drives (SSD) have also raised prices. Taiwanese IC packaging and testing companies as well as BT substrate manufacturers report an unusual surge in urgent customer orders.
25
Sep
韩媒:京东方最快今年底追加订购8.6代OLED蒸镀设备
9月25日消息,据韩媒,京东方BOE计划最快在今年年底向Sunic System追加两台8.6代OLED面板蒸镀设备。