Taiwan’s leading alloy maker boosts titanium output as demand climbs

As Western nations ramp up defense spending, Taiwan-based S-Tech Corp, a manufacturer of high-performance alloy materials, is seeing over 50% of its revenue now generated in Europe, primarily through the supply of specialty steels. With European defense policies moving from rhetoric to implementation, the company anticipates growing momentum for its defense-related businesses.

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Nvidia’s Rubin CPX GPU revolutionizes AI inference while reshaping memory supply chains

Nvidia has launched its latest Rubin CPX GPU aimed at applications in the era of large-scale inference for AI. According to research firm SemiAnalysis, the launch represents a new direction in GPU development, leveraging decoupling and collaborative division of labor to meet AI inference demands. In addition to demonstrating design flexibility and foresight, the Rubin CPX GPU could also signal a fundamental transformation in the inference domain and the industry roadmap as a whole.

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TSMC to maintain lead for next 5 to 10 years, says new Minister of Taiwan’s National Development Council

Chun-Hsien Yeh, the new minister of Taiwan’s National Development Council (NDC), pointed out on September 17 that with strong demand for artificial intelligence (AI), TSMC will be running at full capacity through 2026. He believes that TSMC can maintain its technological lead for at least another 5 to 10 years. Taiwan’s policies, work culture, talent education, and ecosystem are all key drivers behind TSMC’s success.

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European Union Chamber of Commerce in China urges Beijing to address cutthroat competition, price wars, and rare earth issues

The European Union Chamber of Commerce in China (European Chamber) has called on Beijing to address the issues of price wars and over-intense competition in manufacturing. In a statement, the European Chamber notes that manufacturing production has outpaced the growth in consumption in China, leading to adverse competition, overstocked inventories, lower profit margins, underutilized assets, and mounting export pressures.

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Samsung counters Apple with new Galaxy S25 FE, AI earbuds, and ultra-thin tablet

Samsung Electronics is set to launch its latest suite of consumer tech products on September 19, 2025, headlined by the Galaxy S25 FE, Galaxy Buds3 FE, and the Galaxy Tab S11 series. The release date — just days ahead of Apple’s expected iPhone 17 launch — is widely seen by South Korean media as a strategic move to compete head-to-head with its US rival.

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Texas invests another US$250 million in Samsung’s Taylor plant

Samsung Electronics has secured another US$250 million subsidy from the Texas state government, bringing its total state aid to US$520 million. The latest funding comes as Samsung’s Taylor facility prepares to begin operations in 2026, a project viewed as central to strengthening the company’s US foundry capabilities and advancing America’s semiconductor supply chain expansion.

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Exclusive: Taiwan plots quantum leap with IBM, eyeing industry commercialization

The integration of quantum computing mainframes with high-performance computing (HPC) platforms is driving the transformation and upgrading of key future industries, making it a major strategic focus for Taiwan’s National Science and Technology Council (NSTC). According to sources, NSTC is highly likely to procure quantum computers from IBM Quantum, aiming to replicate the success story of IBM releasing PC-compatible standards in the 1980s—paving the way for the open Wintel PC empire—to now realize a similar model in quantum computing.

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Ericsson-backed Aduna eyes Taiwan in global API expansion

In a bid to accelerate innovation in 5G and cloud-native mobile networking, Swedish telecom giant Ericsson has launched a new global joint venture, Aduna, in partnership with major telecom operators including AT&T, T-Mobile, Verizon, and Japan’s KDDI. The initiative aims to unify and commercialize network APIs across carriers, platforms, and developers, laying the groundwork for a more open, programmable network ecosystem that could underpin the future API-driven global economy.

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Japan and EU deepen battery cooperation to counter geopolitical risks

Japan and European countries are strengthening their collaboration to mitigate geopolitical tensions and supply chain vulnerabilities stemming from tensions between the US and China. On September 15, 2024, Japan’s Ministry of Economy, Trade and Industry (METI) announced expanded cooperation with the European Union (EU), particularly focusing on the battery supply chain, as reported by Yomiuri Shimbun and Nikkei Asia. This move is part of broader partnerships aimed at advancing technology industries, green energy, and satellite sectors.

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