United Microelectronics Corp. (UMC) is demanding its upstream materials suppliers cut prices by at least 15%, a rare and aggressive move that has sent shockwaves through the semiconductor industry. The chipmaker issued a formal notice requiring partners to submit cost-reduction plans within one month. The new pricing is scheduled to take effect on January 1, 2026
In September 2025, Nvidia announced plans to invest up to US$100 billion in OpenAI in phases, deploying at least 10GW of Nvidia server systems to support the development of next-generation AI computing platforms. This represents one of the largest infrastructure collaborations in the generative AI era, both in scale and investment, and is a rare strategic alliance in the past decade
The 2025 Tokyo Game Show (TGS) set new records in both attendance and exhibition scale, marking a clear shift from a consumer showcase to a business-focused platform. Taiwanese gaming hardware and content companies were prominently present, with top executives leading efforts to secure cross-border partnerships
Huatie's CNY3.69 billion (US$518.3 million) computing contract ended without delivery, indicating potential cancellations in China's computing market. Speculative contracts amid rising AI demand and US GPU restrictions have led to supply shortages and financial risks, possibly benefiting Taiwan's server and cloud sectors
The Trump administration's investigation into semiconductor imports has unleashed deep uncertainty across the global tech industry—and the fallout may hit American companies the hardest, instead of their Taiwanese counterparts
Quantum technologies, long confined to academic theory, are now laying the groundwork for a revolution in navigation. While the term "quantum computing" often raises fears about data security, the underlying physics is enabling next-generation navigation systems for defense and civilian use
At Xiaomi's 2025 annual conference, founder Lei Jun spoke with calm restraint about the company's self-developed Xring O1 chip. Yet beneath that composure were moments of risk and suspense: the US$20 million bill for the first TSMC 3nm tape-out, engineers guarding chip samples in an unmarked paper bag at the airport, and the late-night message, "system lit up." When Lei answered his first call powered by the Xring O1, the wave of emotion was indescribable, the kind only insiders could fully understand
Following Nvidia’s plan to invest up to US$100 billion in OpenAI, six of the seven major US tech giants—excluding Tesla—have either partnered with or are potential collaborators with OpenAI. It is not an exaggeration to describe OpenAI as the "lifeline" of the AI industry
On September 24, Xiaomi founder Lei Jun confessed on Weibo that launching both cars and chips at once was like "supporting two children through college." The pressure, he said, was immense, with Xiaomi staking the financial reserves it had accumulated over its first decade
Memory giant Micron delivered strong financial results and expects the tight supply of DRAM and other memory products to continue through 2026. Micron executive vice president and chief business officer Sumit Sadana told DIGITIMES in an exclusive interview that the company is confident in offering the world's best sixth-generation high-bandwidth memory (HBM4), with sample data and specifications surpassing those of any competitors in the market
Nvidia and Intel are collaborating to enhance CPU-GPU integration, with Nvidia supplying GPUs for Intel PCs and acquiring customized CPUs, addressing Nvidia's x86 gap and opening new markets for Intel
As Moore's Law approaches physical and commercial limits, advanced packaging has surged as a new battleground in the semiconductor industry. TSMC not only leads globally with its CoWoS technology but also fosters a collaborative ecosystem involving OSAT players like ASE Holdings and Amkor
Over a decade ago, China's IT industry still heavily relied on imported chips and displays, but as of today, influenced by China-US geopolitical tensions, while the chips still depend on imports, the issue of the panel has effectively disappeared
Nvidia's US$5 billion move to acquire a 4% stake in Intel isn't about the money — it's about survival strategy. The real issue is how Intel, struggling to regain relevance in AI, can leverage this partnership with the GPU powerhouse to sharpen its AI play
On September 18, 2025, local time in the US, Intel announced a US$5 billion investment from Nvidia and the start of deep collaboration between the two companies. Shortly after, Intel CEO Lip-Bu Tan stated on social media that he would be joining Nvidia CEO Jensen Huang for a joint live broadcast to clarify details about their partnership
