Cook made sustainability an Apple feature; the ledger he leaves John Ternus is mixed

Tim Cook’s most durable non-financial decision was to treat environmental and social performance as product attributes rather than corporate disclosure. It worked well enough that Apple’s own succession announcement lists it alongside silicon and services. It also leaves John Ternus a set of commitments that get harder every year, a legal challenge to the way they are advertised, and no executive whose full-time job is to deliver them.

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Unimicron stock prices fall 10% daily limit, says origin probe covers PCBs, not substrates

Unimicron Technology shares plunged to Taiwan’s 10% daily downside limit on August 31, the first trading session after prosecutors disclosed an investigation into alleged false country-of-origin labeling. The stock opened at NT$999 (approx. US$31.5), dropping out of Taiwan’s NT$1,000-plus share club, with sell orders briefly approaching or exceeding 100,000 lots while only a few thousand lots changed hands during early trading.

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Podcast highlights: Xiaomi’s 3nm chip cap, HBM in Malaysia, and Nvidia’s margin tradeoff

Can Xiaomi’s in-house chip reach 2nm? Is HBM rerouting to Malaysia TSMC giving Intel a pass? Can Nvidia hold a 75% gross margin or protect market share? Ahead of Apple’s September 10 event, the pre-event technology lull was anything but quiet, and DIGITIMES analyst Luke Lin broke down three stories and the industry logic behind them.

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India roundup: India broadens semiconductor and AI ambitions across manufacturing, design, materials and data centers

India’s semiconductor ambitions are expanding from packaging and testing to chip design, materials, mobile devices and data centers. New investments by CG Power, Infineon, Foxconn, Samsung and LG highlight rising industrial activity, while skills shortages, environmental constraints and import dependence remain challenges. Government incentives increasingly seek deeper domestic capabilities and higher value creation.

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