Google raises capex outlook as compute demand stays tight, boosting Foxconn
IEI pairs NANO-X100 with Ryzen AI for edge AI inference
Taiwan’s NT$210B drone bill sparks debate over defense self-reliance and industrial strategy
The Executive Yuan’s proposed special bill to fund Taiwan’s indigenous defense unmanned systems program has triggered debate over whether the initiative should focus primarily on military procurement or broader industrial development. The plan would allocate NT$210 billion (about US$6.5 billion) from 2026 to 2031 to acquire coastal surveillance drones, coastal attack drones and small suicide unmanned boats, aiming to enhance the armed forces’ asymmetric warfare capabilities.
Huawei founder endorses Tau Law as sole path for post-Moore chip development
Huawei founder Ren Zhengfei has publicly endorsed the company’s τ (tau) Law as Huawei’s sole technological path for advancing semiconductor development, underscoring six years of sustained investment in the approach. Rather than attempting to disrupt the existing semiconductor industry, Ren said the initiative aims to establish a sustainable path for chip evolution amid restrictions on access to leading-edge manufacturing technologies.
SK Hynix seeks US engineers for 3D stacked DRAM push
SK Hynix is recruiting engineers in San Jose to co-design 3D stacked DRAM-on-logic with US customers, extending its custom memory strategy beyond high-bandwidth memory and toward on-device AI applications.
Samsung Electro-Mechanics wins US$200 million AI server capacitor order
Samsung Electro-Mechanics disclosed on July 23 that it signed a KRW295.12 billion (US$200 million) supply contract with a major global company for multilayer ceramic capacitors used in artificial intelligence servers and data center systems.
Samsung, LG showcase AI-era displays for humanoid robots
EU fines Google EUR890M in anti-trust case over Search and Google Play
German chip suppliers deepen ties with Samsung, SK Hynix
Germany’s Merck KGaA, TRUMPF and ZEISS are deepening their ties with South Korea’s semiconductor industry amid large-scale investment in advanced chip production.