Taiwan’s US$1.44 billion bid to become Asia-Pacific’s democratic drone hub

The Taiwanese government announced a major investment of NT$44.2 billion (US$1.36 billion) to develop a new fleet of advanced drones. The plan, unveiled on October 16, 2025, aims to produce 26 types of high-endurance drones designed for extreme conditions. Officials said the initiative is a core part of a strategy to bolster national defense and establish Taiwan as a key partner in a “democratic drone supply chain” for the Asia-Pacific region.

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Research insight: Nvidia’s push into ‘Physical AI’ signals a new era for autonomous vehicles

Since 2025, Nvidia has made “Physical AI” a recurring theme across keynotes and conferences, positioning it as a foundational pillar for the next phase of artificial intelligence. Among its most promising applications: autonomous vehicles. With the launch of its Cosmos platform, Nvidia is now translating its AI vision into real-world commercial deployment—starting with the automotive industry.

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Garmin expands Taiwan investment amid record 2Q25 revenue

Garmin’s second quarter 2025 financial report hit a new record, with total revenue reaching US$1.815 billion, up 20% from the same period in 2024. Operating profit grew 38% year-over-year to US$472 million, with an operating margin of 26%, while the overall gross margin remained high at 58.8%. The strong performance highlights the company’s solid profitability and technological competitiveness. Among its product lines, fitness and recreation products led with a 41% year-over-year increase, reflecting growing consumer interest in personalized health monitoring and smart sports technology, as well as global demand for wearable devices.

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Micron’s alleged China exit signals accelerating G2 chip decoupling

Micron reportedly plans to stop supplying server chips to data centers in China, according to a Reuters report citing sources familiar with the decision. The move comes two years after Beijing imposed a ban on Micron’s products for use in “critical infrastructure,” a decision widely interpreted as retaliation for US export restrictions on advanced chips and AI technologies.

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Samsung reportedly abandons Galaxy S26 Edge after S25 and iPhone Air underperform

Faced with underwhelming demand for ultra-thin smartphones such as the Galaxy S25 Edge and Apple’s iPhone Air, Samsung Electronics has reportedly canceled the development of its planned Galaxy S26 Edge, originally scheduled for a 2026 launch. The move underscores the company’s shifting strategy amid growing concerns over the commercial viability of slimmed-down smartphone designs.

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OCP Summit: Lite-On, QCT showcase Nvidia AI server solutions

Lite-On Technology teamed up with Quanta Cloud Technology (QCT) to showcase an artificial intelligence (AI) server solution based on the Nvidia GB300 NVL72 platform at the 2025 Open Compute Project (OCP) Global Summit. The server rack features Lite-On’s 33kW power shelf, delivering an optimized power solution that ensures system stability under high-density computing workloads.

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U-Best targets defense market with bulletproof coating passing client validation

The Sun Yad Group, known for its subsidiary Myson Century, which aims to become Taiwan’s answer to DJI, also includes U-Best Innovative Technology, an upstream PU resin supplier that has developed bulletproof coatings. U-Best is actively expanding into defense and security materials and has recently completed customer validation for its bulletproof coating, which is primarily used in soft body armor. In addition, U-Best has begun mass production of a new generation of eco-friendly water-based treatment agents, which have already been adopted by major Taiwanese manufacturers.

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