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Jun 27

AI smart glasses ignite China's supply chain revolution

AI smart glasses are transitioning from research and development to commercial deployment, triggering the rise of a robust end-to-end supply chain. Spanning chipmakers, optical and acoustic module suppliers, original equipment manufacturers, and brand integrators, the ecosystem is expanding rapidly, reminiscent of the early boom in smartphones and wearables.

OpenAI flags Zhipu AI as China's Digital Silk Road enforcer

Jun 27

Qualcomm targets Taiwan drone, space startups as edge AI shift accelerates

Jun 27

Taiwan enlists Micron to lead central region manufacturing upgrade

Jun 27

Xiaomi goes all-in: AI glasses, foldables, EV lead ecosystem launch

Jun 27

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AIMarvell bets big on custom AI chips to challenge Broadcom's lead

Jun 28, 10:49

While Broadcom remains a dominant force in the AI ASIC market, Marvell Technology is working hard to catch up, much like AMD's continued pursuit of Nvidia. AMD CEO Lisa Su has long argued that the global AI market is growing fast enough to support multiple winners. Marvell appears to be banking on the same theory.

IT COMPONENTS, PERIPHERALSTaiwan's TBI Motion targets humanoid robot components as China sales face pressure

Jun 27

TBI Motion Technology is betting on humanoid robots to offset declining revenue as geopolitical tensions threaten its China business, which accounts for up to 75% of sales.

AINiching sees strong growth ahead as AI boosts demand for advanced packaging

Jun 27

As artificial intelligence continues to accelerate the adoption of advanced semiconductor packaging, Taiwan-based materials supplier Niching is riding a wave of momentum. The company reported strong performance in its heat dissipation solutions—particularly its heat spreader product line—and expressed optimism about the remainder of 2025 as substrate demand begins to rebound.

IT COMPONENTS, PERIPHERALSWell Shin looks to EVs, LEO satellites, and refrigerated containers for growth in 2025

Jun 27

Despite ongoing uncertainties in the market, such as exchange rates and tariffs, cable manufacturer Well Shin Technology is optimistic it will be able to maintain overall growth in 2025, thanks to an increase in pull-ins from electric vehicle (EV) customers and the continued growth of low Earth orbit (LEO) satellites and refrigerated containers.

IT COMPONENTS, PERIPHERALSTaiwan's LIPS eyes mass production as 3D vision tech gains traction

Jun 27

LIPS, a Taiwanese 3D vision technology developer, expects multiple-fold revenue growth this year as it transitions from prototype development to mass production after 12 years of research and development.

PC, CEPossible resurge of US tariffs keeps notebook supply chain cautious about 2H25

Jun 27

The global notebook supply chain is approaching the third quarter of 2025 with cautious optimism, balancing persistent uncertainty over US tariff policies with hopes for a long-awaited device replacement cycle.

ICT MANUFACTURINGBizLink expands in Tainan with new tech center focused on sustainability

Jun 27

In a move to strengthen its technological R&D and localized manufacturing capabilities, global interconnect solutions provider BizLink Holding Inc. formally inaugurated its Advanced Technology Center (transliteration) in Tainan, Taiwan, on June 26. The facility marks a strategic investment in both high-end production and sustainable development as the company deepens its presence in Taiwan.

ICT MANUFACTURINGGEM Terminal aims 2025 growth on strong new copper shipments and China plug regulation overhaul

Jun 27

Benefiting from stable shipments of specialized new copper products from its Luzhu plant in Kaohsiung, along with China's pending implementation of updated safety standards for electrical plugs, GEM Terminal Industry is optimistic about a significant boost to its operations beginning in the third quarter of 2025.

ICT MANUFACTURINGTaiwanese MCU players pushing into AI, auto, health applications to battle global uncertainties

Jun 27

The ongoing volatility in the global political and economic landscape, from escalating US tariffs and continuous appreciation of the New Taiwan dollar to heightened uncertainty in the Middle East, has led semiconductor supply chains to adopt a cautious outlook for the third quarter of 2025. Despite external pressures, Taiwanese microcontroller unit (MCU) players are actively targeting diverse application markets, seeking breakthroughs to uncover new business opportunities amid headwinds.

ICT MANUFACTURINGLutnick says US-China trade truce signed, 10 deals imminent

Jun 27

The US and China finalized a trade understanding reached last month in Geneva, US Commerce Secretary Howard Lutnick said, adding that the White House has imminent plans to reach agreements with a set of 10 major trading partners.

IT COMPONENTS, PERIPHERALSMegawin shifts focus beyond China as automotive and industrial applications drive growth

Jun 27

Taiwanese Micro Controller Unit (MCU) maker Megawin Technology announced a strategic pivot toward non-China markets during its investor conference Monday, signaling early success in its global expansion strategy and a growing emphasis on automotive and industrial sectors.

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