German luxury automaker BMW is approaching a critical milestone in its electric transformation as it prepares to launch the iX3, the first model built on its next-generation Neue Klasse platform. Together with a strong showing in its third-quarter 2025 earnings, the results underscore BMW’s growing strength in vehicle electronics and electrification.

Etron Technology chairman Dr. Nicky Lu predicts AI-driven memory demand to enter a peak spring period between 2026 and 2027, but supply and demand will not be balanced for at least another six months to a year. Contrary to popular belief, AI will not become a bubble, and it will continue to grow. According to Dr. Lu, Taiwan should use an AI + NI (Natural Intelligence) strategy to build new advantages and should establish a sovereign R&D research center.

Google CEO Sundar Pichai recently announced Project Suncatcher, an initiative to deploy the company’s AI computing power via solar-powered satellites in low Earth orbit (LEO). Equipped with Google’s custom Tensor Processing Unit (TPU) chips, these satellites are intended to form a distributed orbital AI data center, enabling scalable AI computation beyond the constraints of terrestrial infrastructure.

Taiwan-based lead frame manufacturer SDI announced it has signed a right of first offer (ROFO) agreement with Infineon Technologies to jointly advance the development of lead frame technology for artificial intelligence (AI) accelerators and expand into third-generation semiconductor applications, including silicon carbide (SiC) and gallium nitride (GaN), targeting AI processors used in hyperscale data centers.