Nvidia is advancing its optical interconnect research to support the growing scale of "AI factories" and accelerated computing clusters.

Nvidia has reportedly requested Samsung Electronics Co. to significantly expand its procurement of GDDR7 graphics memory, a move expected to enhance Samsung's memory business revenue. South Korean sources indicate that while Samsung currently trails in supplying fifth-generation high bandwidth memory (HBM3E), its exclusive GDDR7 supply and mass production capabilities could help secure its position in Nvidia's upcoming sixth-generation HBM (HBM4).

By September 2025, half-year earnings reports from 10 Chinese memory firms are in. Nine posted revenue growth, underscoring solid top-line momentum. Profitability, however, diverged sharply: companies could generate sales but struggled to convert them into lasting profits.

Nvidia's grip on the AI surge is forcing a rethink of server design, with thermal management at the forefront. Sources indicate that cooling is shifting rapidly from air to liquid systems, and suppliers are now betting on a breakthrough: the microchannel lid. This design could replace traditional cold plates to handle the soaring heat of Nvidia's upcoming Rubin GPUs. Leading Taiwanese cooling specialists have already delivered samples, with Nvidia expected to decide on adoption as early as the fourth quarter of 2025.

Hiwin Technologies is strengthening its presence across major global markets, including China, Japan, South Korea, Singapore, Europe, Israel, Russia, and the US. This broad expansion seeks to position the company closer to its key customers in the semiconductor and robotics sectors, particularly emphasizing China's emerging "low-altitude economy" as a strategic area.

Abico Asia and Ability Enterprise, subsidiaries of Abico Group, previously co-invested NT$300 million (approx. US$9.9 million) in Agility Robotics. Agility Robotics recently announced that it has received investment from Nvidia during its Series C funding round.

Generative AI has moved beyond the "model arms race" into practical deployment, and Taiwan Mobile (TWM) is moving quickly to capitalize on the momentum. Company president Jamie Lin announced that the company will invest NT$930 million (approx. US$30.7 million) in 2025 on R&D to create solutions that support enterprises in AI adoption and deployment.

Samsung Electronics' new tri-fold smartphone has received Korea Certification (KC) approval, signaling that its launch is imminent. Building on the strong sales momentum of the Galaxy Z Fold6 and Flip6, Samsung aims to reinforce its leadership in foldable devices with this innovative tri-fold design.

Apple officially unveiled its latest iPhone 17 series on September 10, and Taiwan Mobile's Chief Consumer Business Officer, Tony Lin, expressed strong confidence in the new models, forecasting sales growth of 20% to 30% during the launch period.

In an effort to secure rare earth supplies outside China, the Indian government is reportedly engaging with Myanmar's non-state armed group, the Kachin Independence Army (KIA), to obtain rare earth samples.

Chinese regulators have launched a three-month campaign to curb false marketing and online misconduct in the automotive sector, the latest move to rein in unhealthy competition in the world's largest electric vehicle (EV) market.

Taiwan's Ennostar Group has announced a collaboration with international Tier 1 automotive supplier Valeo to co-develop industry-leading Mini LED exterior matrix display products, unveiling them for the first time at Germany's IAA Mobility 2025, running September 9-14.

The South Korean government is accelerating the development of its hydrogen economy, focusing on three key policy directions: demand market expansion, supply planning, and infrastructure support. The goal is to become a global leader in the hydrogen economy by 2030, capturing emerging market opportunities.

Chinese wind turbine manufacturers are stepping up their presence in India's wind power sector, but government measures aimed at strengthening domestic players are set to raise costs and complicate operations.

The Indian government is pushing ahead with its national green hydrogen initiative, aiming to meet nearly 10% of the world's renewable hydrogen demand and position itself as a major exporter. Power and Renewable Energy Minister Shripad Naik said that 19 companies have been authorized to produce an annual capacity of 862,000 tons of hydrogen, while 15 firms have been allocated 3,000MW of electrolyzer manufacturing capacity, according to Nikkei.

Sysgration announced on September 11 a strategic alliance with Germany's Quantum Systems to co-develop AI-powered edge computing and unmanned aerial solutions. The partnership also aims to introduce electric vertical take-off and landing (eVTOL) aircraft and advanced intelligence (AI), surveillance, and reconnaissance (ISR) platforms to Taiwan.

Auden Techno, a Taiwan-based radio frequency antenna and communications module manufacturer, announced its consolidated revenue for August 2025 reached NT$154 million (approx. US$5.08 million), marking a sequential increase of 0.43% and a year-over-year increase of 1.6%. The cumulative consolidated revenue for the first eight months of 2025 totaled NT$1.05 billion.

Taiwan is set to showcase its cutting-edge defense technology next week at the 2025 Taipei Aerospace & Defense Technology Exhibition (TADTE 2025). Following this week's SEMICON semiconductor show (September 10–12), the biennial event (September 18–20) will highlight the island's latest innovations and outline strategic blueprints for the future of defense technology.

South Korea's display industry has strengthened its global position by advancing dual-layer tandem OLED technology, overcoming years of competition from low-cost Chinese LCD panels. This innovation enhances brightness, lifespan, and performance, allowing South Korean firms to expand their footprint in IT and automotive applications.

AUO recently announced a collaboration with leading satellite navigation and smart wearable brand Garmin to launch the world's first smartwatch featuring microLED display technology, the Garmin Fenix 8 Pro microLED. The new watch is equipped with a 1.4-inch, 326 PPI high-resolution screen that offers high brightness, ultra-high dynamic contrast, and saturated colors, ensuring clear visibility even under strong light or extreme conditions—making it especially suitable for outdoor sports and adventure needs.

After order adjustments in the second quarter of 2024, inventory levels among LCD TV brand vendors have declined. At the same time, panel prices remain at low points, further encouraging brand vendors to increase their procurement efforts.