Apple quietly launched new MacBook, iPad, and Vision Pro products equipped with its latest M5 chip on the evening of October 15, 2025, in Taiwan, generating considerable public attention over the major M5 chip upgrades.

Airoha Technology has continued to secure new collaboration opportunities in the international telecom market in 2025, with some of its previously developed markets now entering mass production and shipment phases, driving steady growth in its overall revenue. The company has also integrated MediaTek's Wi-Fi chips into its solutions.

Innodisk has unveiled a new edge AI strategy and brand positioning, targeting two high-potential markets and three core value propositions. Chairman Chuan-Sheng Chien highlighted that the group has completed over 1,000 edge AI projects in recent years and expects exponential growth in edge AI adoption, aiming to increase related AI revenue share from just over 20% in 2025 to 30% by 2026.

At the OCP Global Summit 2025, Arm's Mohamed Awad, Senior Vice President and General Manager of Infrastructure Business, delivered a keynote urging the data center industry to rethink how systems are built in the age of AI. His talk, titled "What AI Wants: New Silicon, New Systems, and a New Era for the Data Center," highlighted that performance-per-watt optimization, ecosystem collaboration, and custom silicon are key to meeting the explosive growth in AI workloads.

Since Lip-Bu Tan took over as CEO in March 2025, Intel has experienced a historic year of upheaval, becoming the center of attention in the global tech community.

At the OCP Global Summit 2025 in San Jose, Pegatron showcased a comprehensive lineup focused on next-generation AI, HPC, and professional visual computing workloads. The company also collaborated with key partners such as Nvidia and AMD to present a series of server platforms.

Ubiqconn Technology has reported an unaudited consolidated revenue of NT$133 million (approx. US$4.33 million) for September 2025, down 32% sequentially but up 20% year-over-year. The accumulated revenue for January to September 2025 reached NT$1.63 billion, marking a 6% increase over the same period last year, with overall operations remaining steady.

Taiwan's memory module maker Adata Technology has announced a strategic partnership between its enterprise storage brand TRUSTA, Giga Computing, and South Korea's flash controller architecture developer FADU to jointly develop high-end enterprise-grade SSD solutions tailored for next-generation server platforms.

Neural Processing Units (NPUs) are everywhere in consumer electronics now, from smartphones to robotic vacuums. But running AI applications effectively requires more than just NPUs—it demands coordination between CPUs, GPUs, and NPUs working together in what the industry calls heterogeneous computing.

SEMICON West 2025, one of the major semiconductor exhibitions, is being held in Phoenix, Arizona. Topco Scientific is participating alongside fourteen partners from Japan and Taiwan, focusing on semiconductor process materials, equipment, automation systems, and precision components; demonstrating its competitive edge in global supply chain platform integration services.

Networking firm Planet Technology has reported consolidated revenue of NT$132.23 million (approx. US$4.36 million) for September 2025, down 18.8% year-over-year. The company's cumulative revenue for the first nine months of 2025 reached NT$1.386 billion.

Taiwan's semiconductor and panel industries were once two of the government-favored sectors with technological advantages. However, China's rapid rise in the panel industry, driven by massive investments leading to overcapacity, has pressured Taiwan's panel sector to transform. Meanwhile, Taiwan's semiconductor industry, led by TSMC's advanced technology, dominates orders for cutting-edge processes, leaving China far behind.

As demand for edge AI computing and industrial automation rapidly intensifies, geopolitical tensions and tariff uncertainties are prompting customers to seek localized production within their supply chains. Taiwanese IPC vendors are successively launching global production deployments.

South Korean AI semiconductor startup Mobilint is aggressively expanding its presence in the global edge AI computing market. The company recently signed a strategic cooperation memorandum of understanding with Taiwan's Aetina Corporation, a subsidiary of Innodisk specializing in edge AI solutions, while simultaneously advancing supply negotiations with Amazon Web Services and other international partners to develop sales channels in the US.

Qualcomm's annual Snapdragon Summit officially concluded last week and benchmark scores for the new products are now being released. Overall, Qualcomm has delivered significant upgrades in system-on-chips (SoCs) for both flagship smartphones and flagship PCs compared to the previous generation, and the new chips are expected to perform well in upcoming partner devices.

Aetina Corporation, a subsidiary of Innodisk, has signed a memorandum of understanding (MOU) with South Korean AI semiconductor company Mobilint, entering a strategic partnership that seeks to integrate Mobilint's AI ASIC accelerator cards and NPU technology with Aetina's comprehensive edge AI computing platform to speed up the global commercialization of edge AI.

At the opening keynote of the Snapdragon Summit 2025, Don McGuire, Senior Vice President and Chief Marketing Officer of Qualcomm, presented the company's latest branding achievements, emphasizing how its marketing transformation is now central to its AI PC ambitions.

At Qualcomm's 2025 Snapdragon Summit marking its tenth anniversary, CEO Cristiano Amon highlighted in his opening keynote that this is a pivotal moment for Snapdragon to enter a new phase. He emphasized that the future will redefine all mobile devices in the era of artificial intelligence (AI), establishing what he calls an "ecosystem of you."

Below are the most-read DIGITIMES Asia stories from the week of September 15–September 21.

Dutch chipmaker NXP Semiconductors plans to complete its CEO transition by October 2025. Current CEO Kurt Sievers, who will remain in the position until then, made what is likely his final visit to Taiwan as chief executive during SEMICON Taiwan 2025. Incoming CEO Rafael Sotomayor also attended the event and met with Taiwanese partners as part of the planned leadership change.

At SEMICON Taiwan, four global automotive semiconductor executives—Stefan Yores of Bosch, Jochen Hanebeck of Infineon Technologies, Kurt Sievers of NXP, and Hosoku Takuchi of Denso—outlined how artificial intelligence (AI), energy constraints, and system complexity are reshaping the future of mobility.

Industrial PC (IPC) companies have begun releasing their revenue figures for August 2025. Despite challenges from the global high-interest-rate environment and geopolitical tensions, overall performance continues to demonstrate resilience through regional and application expansion. Beyond ongoing development of integrated hardware-software solutions, emerging demands in military, edge computing, and semiconductor automation are becoming key strategic focuses for these companies.

Ahead of IFA Berlin, Acer held its "next@acer" global product launch event, unveiling a range of new notebooks, tablets, mini workstations, monitors, and Wi-Fi routers. Among these, two major gaming notebook lines—Predator and Nitro—introduced fresh models targeting the competitive gaming market.

Acer is making a strong push into the AI inference market through strategic collaborations with MediaTek and Nvidia. On the eve of the Berlin IFA, Acer held its "next@acer" global product launch event, unveiling for the first time a Chromebook powered by MediaTek's Kompanio Ultra processor. This Chromebook integrates MediaTek's neural processing unit (NPU) and leverages Google AI Pro features to comprehensively enhance AI productivity, aiming to capture opportunities in AI inference.