Western Digital (WD), the world's largest hard disk drive (HDD) manufacturer, announced plans to invest US$1 billion in Japan over the next five years to strengthen next-generation HDD technology and production processes. The move aims to enhance HDD performance while expanding research collaborations and talent recruitment, reflecting Japan's continued strategic importance to WD's operations
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
Huatie announced the termination of a CNY3.69 billion(US$518.3 million) five-year GPU cloud computing service contract with an undisclosed Hangzhou company after zero deliveries in six months, raising questions about the deal's authenticity. The case highlights China's compute market challenges, including capital speculation, supply shortages due to US export controls, and structural contradictions
Third-generation semiconductor silicon carbide (SiC) has recently shifted industry focus from the mainstream 6-inch and 8-inch wafers to the more futuristic 12-inch SiC substrates, unfolding a deep strategic game involving technology, cost, and geopolitics. This is not only a technological innovation but also a new chapter in semiconductor strategy and deployment
The global automotive industry in 2025 has found itself at the eye of a geopolitical storm. Major markets—including Europe, the United States, and China—have experienced heavy-handed policy interventions in the first three quarters of the year, forcing a rewrite of global supply chain rhythms. While overall vehicle sales have held relatively steady, automakers and their suppliers are seeing weaker order volumes and declining profitability
Starting January 1, 2026, China will give domestic products a 20% price advantage in government procurement to support local AI chipmakers, promoting self-reliance, though advanced manufacturing still depends on Taiwan's supply chain
Meng Wanzhou, Huawei's vice chairperson and CFO, will assume the role of rotating chairperson from October 1, 2025, to March 31, 2026, according to Huawei's official website. She will oversee the company's board of directors and executive committee during this period, continuing the practice of six-month leadership rotations
OpenAI CEO Sam Altman arrived in South Korea on October 1 to advance cooperation agreements with leading conglomerates SK Group and Samsung. His visit included meetings with SK chairman Chey Tae-won and Samsung chairman Lee Jae-yong, underscoring the country's growing role in artificial intelligence development
Senior US Space Force generals warned that China has become the nation's top threat in space, rapidly expanding its orbital military capabilities to challenge American forces
Samsung Electronics has begun mass production of its next-generation application processor (AP), the Exynos 2600, which is expected to power the standard models of the Galaxy S26 flagship smartphone series, set to launch in spring 2026. According to South Korean media reports, Samsung has reportedly improved its 2nm process yield from 30% to around 50%, prompting the company to start mass production ahead of schedule
Shanghai Zhaoxin Semiconductor has unveiled the Kaisheng KH-50000 server CPUs, aiming squarely at AMD's EPYC line. Debuting at Alibaba Cloud's Apsara Conference 2025, the chips were pitched not just as a technical breakthrough but also as a symbolic "National Day gift" to underscore China's advancing domestic compute ambitions
US President Donald Trump and Chinese President Xi Jinping held a phone call on September 19, a conversation Trump later called "very productive" and " very good ." The call has sparked cautious optimism that the world's two largest economies might be finding a new way to manage their intense technological rivalry
Japanese LED leader Nichia has promoted Taiwan-born executive Tsun-Chia Tai to senior managing director, a move effective October 1 that makes him the highest-ranking Taiwanese manager in the company's history
