Qualcomm AI PC strategy emerges with enhanced creator features and gaming support

Qualcomm is set to officially launch its new PC chip series, Snapdragon X2 Elite, in 2025. To offer customers higher performance options, Qualcomm has developed the Snapdragon X2 Elite Extreme, which not only boosts the CPU’s maximum core frequency to an ultra-high 5GHz but also increases the NPU’s computing power to 80TOPS. With this level of processing capability, the chip can reliably run various types of AI applications at the edge.

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Qualcomm elevates China at Snapdragon Summit 2025 in Beijing

On September 24, Qualcomm staged its annual Snapdragon Summit across Beijing and Hawaii. With US–China trade tensions flaring again under President Donald Trump’s second term, the company, earning nearly half its revenue from Chinese customers, moved its China venue from Sanya back to Beijing, signaling the market’s elevated strategic weight and influence across the supply chain.

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TSMC magnetic pull accelerates US expansion among Taiwanese suppliers

The semiconductor supply chain notes that previously, establishing and operating sites in the US was considered costly, and without long-term support from large orders, it was difficult for companies to establish themselves there. Now, with TSMC committing to expanding total production capacity below 2nm—of which 30% will be located in the US—Taiwanese manufacturers are compelled to change their stance and follow their major customer by investing and setting up operations stateside.

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EV market hits reset as US tax credits run out

The US electric vehicle (EV) market is approaching a key inflection point. On September 30, federal tax credits under the Inflation Reduction Act (IRA) — up to US$7,500 for new EVs and US$4,000 for used — are set to expire. While the change is unlikely to trigger a sharp collapse in demand, analysts say it will mark a shift toward a more fundamentals-driven market.

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Research Insight: Taiwan’s e-scooter market shifts from subsidies to survival

Taiwan’s electric scooter market is off to a slow start in 2025. Total sales in the first half of the year reached just 20,000 units — down nearly 40% year-over-year — reflecting a broader cooling in consumer interest. While a decade ago electric models held a strong price and subsidy advantage, that gap has now closed, leaving automakers scrambling to find new ways to stand out.

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Vietnam: the new destination for South Korea’s ICT investment

Vietnam is solidifying its position as a major hub for South Korea’s information and communications technology (ICT) industry, driven by government digitization initiatives and a large, skilled science and technology workforce. The COVID-19 pandemic accelerated the adoption of online services, further strengthening ties between the two countries in digital sectors. However, success in Vietnam requires adaptation to local language, culture, and business practices, while intellectual property rights and data protection remain sensitive issues.

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India aims to deepen semiconductor supply chain through Taiwan collab and domestic investment

At the recent “Taiwan-India Semiconductor Forum” held during SEMICON Taiwan 2025, the India Taipei Association (ITA) highlighted significant developments in India’s semiconductor sector. Amitesh Sinha, CEO of the India Semiconductor Mission (ISM), disclosed that the joint venture between India’s HCL Group and Taiwan’s Hon Hai Precision Industry (Foxconn) has become the sixth project approved for subsidies under India’s semiconductor initiative. India plans to expand its semiconductor capabilities, not only in silicon chip production but also in compound semiconductor research and manufacturing, with investments ongoing across various segments, including printed circuit boards, packaging, testing, and materials.

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