05
Sep
05
Sep
Huawei remains China’s sole heavyweight in AI chips
China’s drive to localize artificial intelligence chips briefly sparked speculation that Cambricon Technologies would gain ground and that Alibaba might join the race with its own processors. Those rumors, however, quickly lost momentum.
05
Sep
iPhone 17 sales forecast at 80 million units in 2H25, four major variables loom
Apple’s 2025 fall product launch event is confirmed for September 10 at 1 a.m. Taiwan time. Market rumors suggest significant upgrades across Apple’s hardware lineup, raising high expectations for the new features and subsequent sales performance of the iPhone 17.
05
Sep
Salesforce cuts nearly half of its customer support team through AI agents, reshaping enterprise operations
Salesforce CEO Marc Benioff revealed that the company has reduced its customer support workforce from 9,000 to 5,000 employees in the past eight months by implementing artificial intelligence (AI) agents, according to Business Insider. This change has allowed the company to handle all customer inquiries, including the estimated one hundred million potential clients previously unresponded to due to manpower limitations.
05
Sep
Samsung enters HBM4 race with aggressive pricing to win Nvidia supply deal
To reshape the high-bandwidth memory (HBM) market landscape, Samsung Electronics is reportedly set to engage in a “game of chicken” once again. According to the latest reports from South Korean media, Samsung is producing sixth-generation HBM (HBM4) samples on an unprecedented scale and plans to adopt a low pricing strategy to secure a place in Nvidia’s supply chain.
05
Sep
Hyundai hydrogen vision challenged by South Korea’s shrinking budget
Hyundai Motor Group recently participated in the 16th Clean Energy Ministerial (CEM16), emphasizing the necessity of establishing a hydrogen energy ecosystem and reinforcing its position as a global leader in the hydrogen sector. However, with South Korea’s hydrogen budget reduced for two consecutive years and infrastructure investment still insufficient, how businesses and the government overcome these challenges has become a focal point.
05
Sep
Aoi Electronics acquires Sharp’s Mie factory to produce data center and packaging products
Aoi Electronics, a Japanese outsourced semiconductor assembly and test (OSAT) provider, has purchased Sharp’s factory in Taki, Mie Prefecture, and will convert the site into a new production base for data center and advanced packaging applications.
05
Sep
AI data centers turn to MCIO connectors as GPUs outgrow PCB traces
The rapid advancement of GPU power is driving demand for faster, higher-frequency data links in AI servers and hyperscale data centers. With transfer rates pushing 32 gigatransfers per second, PCB traces are hitting their physical limits, shifting the industry toward high-speed copper cabling and purpose-built connectors.
05
Sep
Rexon Technology pivots to drones, capturing global market share
Taiwan-based Rexon Technology is making significant strides in the unmanned aerial vehicle (UAV) market by leveraging its expertise in motors and power systems. At a recent earnings call, the company revealed it has successfully delivered product samples to manufacturers across Taiwan, the US, Europe, Japan, and India. Domestically, Rexon is expanding collaborations with local drone assembly companies such as Coretronic Corporation and Evergreen Aviation Technologies Corporation (EGAT).
05
Sep
Analysis: BOE supplies over 40M OLED panels for iPhone, testing supply chain management
For Apple CEO Tim Cook, returning to the White House in early August 2025 and announcing a US$600 billion investment plan over the next four years was a strategic move that pleased President Donald Trump. Trump responded by stating that any production or factory commitments made in the US would qualify for tariff exemptions, temporarily easing Apple’s larger crisis.