US weighs BOE OLED ban, putting Apple’s display supply chain in flux

The US is reportedly moving to impose a long-term sales ban on OLED panels made by China’s BOE Technology, raising the prospect of a significant reshuffle in Apple’s display supply chain. The measure is expected to ripple upstream through suppliers of display driver ICs (DDI), foundries, and outsourced semiconductor assembly and testing (OSAT) firms in Taiwan.

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Commentary: Tesla cuts prices in Taiwan, escalating EV price war as tariffs bite

Since April 2025, tariffs imposed by President Donald Trump have cast a long shadow over Taiwan’s car market, dragging down sales for most brands. Premium electric vehicles bore the brunt of the slump, with demand collapsing for models from Volkswagen, Luxgen Motor, and Toyota. In response, these automakers rushed to roll out time-limited discounts in a bid to salvage sales.

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South Korea’s HBM pioneer highlights hybrid bonding and compute-in-memory trends

As artificial intelligence and high-performance computing continue to advance rapidly, high-bandwidth memory (HBM) paired with GPUs has become a critical battleground in the semiconductor industry. Joungho Kim, a professor of electrical engineering at KAIST and widely recognized as the “father of HBM” in South Korea, emphasized the importance of emerging technologies such as hybrid bonding, high-bandwidth flash (HBF), and compute-in-HBM in shaping the future of memory design.

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Nvidia rolls out RTX Pro servers for enterprise AI, reinforcing market momentum

Nvidia is extending its AI reach beyond hyperscale cloud providers with the launch of the RTX Pro server series, aimed at converting existing enterprise clusters into “AI factories” with minimal infrastructure changes. Early adopters such as Foxconn, TSMC, SAP, and Hyundai Motor Group are already deploying the platform, which supply chain executives expect to fuel additional growth in the AI server market during the second half of 2025.

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Unmanned boat demand boosts outlook for Taiwan’s leading shipbuilders

Taiwan’s 2026 defense budget is set to approach NT$1 trillion amid increases in military spending and heightened defense policies. This will lead to a major boost in maritime and aerial contracts in the short term, including the largest-ever procurement of drones at 50,000 units. Additionally, the National Chung-Shan Institute of Science and Technology’s (NCSIST) “Kuachi” attack-type unmanned boats have recently passed operational evaluations, with mass production expected to begin in 2026, and orders for more than 1,000 units are expected.

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Meta partners with Midjourney to integrate AI image and video generation technologies

Meta Platforms Inc. has formed a technology licensing partnership with AI image generation platform Midjourney to incorporate Midjourney’s image and video generation capabilities into Meta’s AI products. Alexandr Wang, head of Meta AI, remarked on the collaboration via Threads and X, highlighting Meta’s admiration for Midjourney’s visual aesthetics and plans for close technical cooperation.

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