On September 10, Huawei hosted its Extraordinary Brand Gala, introducing a range of highly anticipated products. Among the highlights were the new Mate XT tri-fold smartphone and two electric vehicles (EVs): the five-seater Aito M9 SUV and the Luxeed S7 sedan, both central to the Harmony Intelligent Mobility Alliance (HIMA) ecosystem. A notable announcement was the upgrade of all HIMA vehicles to Huawei ADS 3.0, marking a significant leap in autonomous driving technology.

The surging momentum of generative AI has placed Taiwan’s semiconductor supply chain at the center of the AI stage. As the industry leader, TSMC showcased its influence at SEMICON Taiwan, attracting rare appearances of South Korea’s memory chip giants, Samsung Electronics and SK Hynix, both seeking closer collaboration with the foundry giant on their next-generation high-bandwidth memory (HBM) production.

Samsung Electronics (Samsung) is not only lagging in the HBM area, but its large lead in universal DRAM also shows signs of erosion, intensifying its internal sense of crisis. There are reports suggesting that Samsung’s business may go through a larger-scale reorganization of personnel and teams at the end of 2024. A business reorganization under new management appears inevitable.