Carmakers squeezed as profits plunge 55%, China bucks the trend

As the global automotive sector accelerates its transition toward electronic and electrical (E/E) architectures, a silent profit crisis is taking hold. According to a new report from Ernst & Young (EY), the world’s top 19 automakers saw their total revenue decline by just 1% in the second quarter of 2025—but their combined profits plummeted by a staggering 55%. For the first half of 2025, total industry profits are down 49% year-over-year.

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Taiwan seeks international partnerships for quantum-HPC integration project

The National Science and Technology Council (NSTC) is planning to implement a quantum computing mainframe construction project in 2026, aiming to integrate quantum computing mainframes with high-performance computing (HPC) platforms to drive transformation and upgrades in key industries. According to NSTC minister Cheng-wen Wu, the project will leverage Taiwan’s key advantage in its semiconductor industry to attract partners from advanced countries in the field, and will include procurement from partners willing to collaborate.

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Zyxel subsidiary ZyFlex launches reusable hard-kill drones

Zyxel Group chairman Shun-I Chu stated that the government’s commitment to increasing the defense budget is correct, and he hopes procurement will truly implement defense autonomy. Regarding drones, he suggested adopting phased purchases with a multi-supplier system while simultaneously establishing pilot and maintenance teams; otherwise, it could become a disaster.

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Taiwan’s Altek secures US police drone orders, shipments to begin in 2026

As demand for drones grows in both commercial and military sectors, optical suppliers like Altek and Brinno showcased their latest technologies at the Taipei Aerospace & Defense Technology Exhibition (TADTE 2025), which opened on September 18, 2025. Altek announced it has secured drone orders from US law enforcement agencies, with shipments scheduled to begin in the second quarter of 2026.

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Nvidia’s US$5B Intel stake sparks foundry jitters for TSMC, Samsung

Nvidia’s US$5 billion stake in Intel has shaken the global semiconductor landscape, sparking debate over future foundry competition and supply chain realignment. While the deal excludes wafer foundry cooperation, it has put TSMC and Samsung Electronics on alert as they weigh potential threats to market share. Analysts also suggest US policy pressure may have shaped the move, with implications for the PC and data center chip markets.

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Huawei patents SiC cooling tech to power next-gen AI chips

Huawei has disclosed two new patents in China targeting advanced cooling solutions for AI chips, highlighting the rising urgency around thermal management as chip power consumption continues to climb. The filings, revealed by China’s National Intellectual Property Administration and reported by Sina and Securities Times, describe silicon carbide (SiC) materials designed to improve heat dissipation in chip packaging, substrates, heat spreaders, and printed circuit boards.

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