Intel and Nvidia have struck a landmark deal, with Nvidia investing US$5 billion for about 4% of Intel. The two will co-develop SoCs integrating Intel’s x86 CPUs and Nvidia’s RTX GPUs, linked through NVLink. Analysts see the move as a pivotal boost for Intel CEO Lip-Bu Tan’s turnaround plan and a possible reshaping of the global semiconductor landscape.

Apple has launched the iPhone 17 series, drawing strong early demand despite criticism of limited AI innovation at its 2025 fall event. Solid preorders are expected to boost upstream suppliers — ranging from PCBs and passive parts to camera modules, displays, and memory — through the second half of the year.

As Western nations ramp up defense spending, Taiwan-based S-Tech Corp, a manufacturer of high-performance alloy materials, is seeing over 50% of its revenue now generated in Europe, primarily through the supply of specialty steels. With European defense policies moving from rhetoric to implementation, the company anticipates growing momentum for its defense-related businesses.

The integration of quantum computing mainframes with high-performance computing (HPC) platforms is driving the transformation and upgrading of key future industries, making it a major strategic focus for Taiwan’s National Science and Technology Council (NSTC). According to sources, NSTC is highly likely to procure quantum computers from IBM Quantum, aiming to replicate the success story of IBM releasing PC-compatible standards in the 1980s—paving the way for the open Wintel PC empire—to now realize a similar model in quantum computing.