US weighs BOE OLED ban, putting Apple’s display supply chain in flux

The US is reportedly moving to impose a long-term sales ban on OLED panels made by China’s BOE Technology, raising the prospect of a significant reshuffle in Apple’s display supply chain. The measure is expected to ripple upstream through suppliers of display driver ICs (DDI), foundries, and outsourced semiconductor assembly and testing (OSAT) firms in Taiwan.

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Nvidia rolls out RTX Pro servers for enterprise AI, reinforcing market momentum

Nvidia is extending its AI reach beyond hyperscale cloud providers with the launch of the RTX Pro server series, aimed at converting existing enterprise clusters into “AI factories” with minimal infrastructure changes. Early adopters such as Foxconn, TSMC, SAP, and Hyundai Motor Group are already deploying the platform, which supply chain executives expect to fuel additional growth in the AI server market during the second half of 2025.

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Women lead 18% of listed firms in Taiwan, championing AI innovation in 2025

The Taiwan Women on Boards Association and EY jointly hosted the 2025 Hard Talk, Soft Power, Bold Future Forum on August 27, attracting nearly 300 female directors, CEOs, and professional managers from publicly listed companies across Taiwan. The event focused on AI development, the restructuring of the global economy and trade order, and changes in fintech trends.

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Zuckerberg’s AI moonshot hit by wave of talent exits

More than two months after Meta Platforms Inc. announced the launch of its so-called Superintelligence laboratory, the company has experienced notable departures among its artificial intelligence experts. At least eight AI researchers, engineers, and senior product managers have left, including three from the new lab, raising questions about stability in Meta’s AI division.

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Meta partners with Midjourney to integrate AI image and video generation technologies

Meta Platforms Inc. has formed a technology licensing partnership with AI image generation platform Midjourney to incorporate Midjourney’s image and video generation capabilities into Meta’s AI products. Alexandr Wang, head of Meta AI, remarked on the collaboration via Threads and X, highlighting Meta’s admiration for Midjourney’s visual aesthetics and plans for close technical cooperation.

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