As electronic products demand higher power density, driven by rising energy needs, third-generation semiconductors have become crucial. Among these, silicon carbide (SiC), known for its excellent performance in high-voltage applications, is considered a pivotal technology.

Google unveiled four new Pixel models, two of which have been released in Taiwan. The new foldable phone is set to launch on September 4, while the Pixel 9 Pro is scheduled for release in Taiwan by the end of the year.

The second-quarter financial reports of tech giants have been gradually released, with Nvidia delivering results that exceeded expectations, maintaining year-over-year growth, quarter-over-quarter growth, and increased gross margins. However, questions remain about whether the AI momentum will continue in the second half of the year and whether the supply of Blackwell GPUs will remain on schedule.

Japanese semiconductor equipment manufacturers have experienced a significant revenue boost from China. However, with rising semiconductor investments in other markets like India, China’s share is anticipated to decline. Additionally, Japanese companies are evaluating the potential of an accelerated import substitution in China.