Foxconn has formed a strategic alliance with Teco Electric and Machinery via a share swap, merging capabilities in ICT and electromechanical engineering. The collaboration targets the fast-growing global AI data center (AIDC) sector, focusing on standardized and modular infrastructure to accelerate deployments and capitalize on emerging opportunities
Samsung's major AI chip contract with Tesla has sparked heated discussions, with Elon Musk pledging to personally step in to help Samsung improve production efficiency while hinting at an even higher contract value
The strategic share swap between Foxconn and Teco Electric & Machinery Co., Ltd. marks a significant escalation in Taiwan's AI data center server industry. Traditionally focused on motherboard and rack assembly stages, Taiwanese firms are now aggressively expanding into L12 system integration, targeting rapid deployment solutions for AI data centers
Samsung Foundry has secured an eight-year, US$16.5 billion contract to manufacture Tesla's next-generation AI6 chip. The move is seen as a major strategic win that comes just as Intel CEO Lip-Bu Tan signaled potential delays or cancellation of its 14A (1.4nm) process roadmap
Foxconn and Teco Electric & Machinery unveiled a strategic alliance on July 30 via a share swap deal, marking a shift in focus toward the booming global AI data center (AIDC) industry. Contrary to earlier speculation about electric vehicle powertrain collaboration, the companies are teaming up to develop standardized, modular AI data centers. Their debut project is expected to tie into the US-led "Stargate" initiative, a large-scale AI infrastructure buildout
As artificial intelligence and high-performance computing enter a phase of explosive growth, the limitations of traditional chip manufacturing and the slowing of Moore's Law have pushed the semiconductor industry toward a new frontier: advanced packaging technologies. Increasingly, performance gains are no longer coming from silicon alone, but from how chips are assembled and connected
Chinese robotics startup Unitree Robotics has launched its latest humanoid robot, the R1, at just CNY39,000 (US$5,430) — the lowest price to date in China's humanoid robot market. The company is reinforcing China's broader push to bring high-performance, low-cost robots into the consumer mainstream, narrowing the gap between industrial automation and everyday accessibility
Just four months into his tenure, new Intel CEO Lip-Bu Tan has introduced a decisive shift in strategy. During the company's second-quarter 2025 earnings call, Tan suggested a potential pause in the development of Intel's 1.4nm (14A) process, a move that effectively dismantles the IDM 2.0 vision championed by former CEO Pat Gelsinger over the past four years. For the first time in years, Intel no longer appears fixated on directly challenging TSMC
Tesla is developing an integrated approach to supply chain decarbonization spanning battery production, manufacturing processes, and energy systems as automakers face increasing pressure to reduce emissions across entire value chains rather than just vehicle operations
US President Donald Trump, leveraging the vast domestic consumer market, has used tariffs as a powerful tool to steer global economic and trade dynamics. He has successfully opened previously closed markets for American products—for example, allowing US beef into Australia's large livestock industry and pushing for significant automobile exports to Japan, a major car manufacturing country. However, paradoxically, regardless of the tariff rates set, they remain subject to change at any time
The competition to bring 1.4nm process nodes to market is splitting the industry's leading chipmakers. TSMC is moving steadily toward its 2028 mass production target, while Intel and Samsung Foundry are both pulling back, revealing diverging levels of confidence and capital readiness among the Big Three
As China accelerates its drive for semiconductor self-reliance, DRAM memory has become a crucial yet understated battleground. SwaySure Technology, a relatively unknown company with international roots, is quietly positioning itself as a key force in China's push for homegrown memory solutions
Tesla's aggressive price-cutting strategy risks undermining its luxury brand status as the electric vehicle (EV) pioneer prepares to launch affordable models in the second half of 2025, raising questions about its ability to maintain premium positioning amid intensifying competition
ASML CEO Christophe Fouquet tempered the company's solid second quarter 2025 results with a warning: growth in 2026 is far from guaranteed. "While we still prepare for growth in 2026, we cannot confirm it at this stage," he said on the earnings call, prompting renewed scrutiny of end-market demand and chipmakers' appetite for capital equipment
