Samsung Electronics has secured an order from Tesla for artificial intelligence (AI) chips, offering a renewed boost to its foundry business. However, the company continues to face significant challenges in the memory sector, particularly in the high-bandwidth memory (HBM) segment, where it has yet to pass Nvidia’s quality tests, which could hinder its performance recovery.

Microsoft’s market capitalization surged past US$4 trillion following its latest earnings release. While the company exceeded revenue expectations, significant challenges persist, including strained relations with OpenAI and less advanced AI innovations relative to competitors, raising questions about the sustainability of its valuation.

Taiwan Specialty Chemicals (TSC), a subsidiary of Sino-American Silicon Products (SAS), is currently transforming from a specialty chemical supplier into an integrated advanced semiconductor process service provider. It posted a nearly 20% annual revenue increase in the first half of 2025, a product of the growth of advanced logic chip processes, delivering a solid performance despite a volatile environment.

Artificial intelligence is reshaping the autonomous driving landscape, shifting the development paradigm from algorithm-driven systems to AI-centric architectures. At the forefront of this transformation is Nvidia, which has steadily evolved from a chipmaker into a comprehensive system solutions provider. In collaboration with global partners, the company is accelerating the commercial deployment of autonomous vehicles.