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Friday 29 August 2025
AI data center surge opens new growth avenues for Taiwan heavy electric firms
The global boom in artificial intelligence (AI) is fueling demand for computing power and driving a surge in AI data centers (AIDC), creating fresh opportunities for Taiwan's heavy electrical equipment makers.
Friday 29 August 2025
Universal Robots introduces Asia-specific collaborative robots amid semiconductor-driven automation surge in Taiwan
The global labor shortage has intensified demand for automation, yet traditional robots still lead the short-term market. Collaborative robots (cobots), however, are gaining steadily, particularly in Taiwan's semiconductor and server sectors. Universal Robots views this as a long-term bullish trend despite current geopolitical and economic uncertainties that may slow investments temporarily.
Friday 29 August 2025
Research Insight: HTC turns Taiwan into proving ground for AI glasses strategy

HTC is rolling out its new VIVE Eagle in Taiwan, making it the first and only consumer brand in the market to officially launch AI-powered glasses. The move gives HTC an early edge at home, even as the global "hundred-glasses war" of 2025 moves into a more crowded, late-stage battle.

Friday 29 August 2025
Analysis: Why Taiwan sees more promise in four legs than in humanoid hype for robots
Humanoid robots remain far from commercial readiness, with ongoing doubts about their practicality and technical feasibility. As debate continues over when — or even if — humanoids will gain traction, momentum is shifting to alternative designs. Quadruped and wheeled robots, prized for their stability and load capacity, are emerging as the more realistic entry point for companies seeking near-term robotics applications.
Thursday 28 August 2025
xMEMS Labs introduces AI smart glasses prototype tackling audio and heat issues
xMEMS Labs has unveiled a prototype of AI smart glasses designed to address two prominent challenges in the industry: integrating high-fidelity audio into slim frames and managing heat dissipation from powerful computing components. The company's new technologies aim to improve both comfort and functionality for extended smart glasses use.
Thursday 28 August 2025
Silicon Motion accelerates PCIe Gen5 production as Windows 10 retirement fuels PC upgrade surge
PC demand remains soft under macroeconomic pressures, but the phase-out of Windows 10 is expected to drive an upgrade cycle that will accelerate PCIe Gen5 adoption. NAND flash controller maker Silicon Motion Technology is ramping up mass production of next-generation chips to capture a larger slice of the client SSD market.
Thursday 28 August 2025
BenQ’s quiet comeback: inside Taiwanese tech firm’s second act

In 2005, Taiwanese electronic company BenQ—then operating under its parent company Qisda—was riding high as the world's fourth-largest mobile phone brand. That momentum led to a bold, if ultimately ill-fated, decision: the acquisition of Siemens' struggling mobile handset division.

Wednesday 27 August 2025
Trans-Sun Materials bets on AI servers, IPCs, and robotics for 2026 growth
Electronic functional materials provider Trans-Sun Materials Technology has identified AI servers and industrial computers as its key growth engines for 2026. The company also expects its new joint venture factory in Thailand to begin production in the fourth quarter of 2025, laying the groundwork for stronger performance next year.
Wednesday 27 August 2025
PC giants quietly press Taiwan's optical sector to exit China — and Taiwan too

Global notebook brands are pressuring Taiwan's optical component suppliers to diversify production under a "Non-China, Non-Taiwan" (NCNT) mandate. What started as efforts to reduce reliance on China has expanded into demands that by 2027, supply chains fully exit Taiwan, which major PC makers now view as a geopolitical risk.

Tuesday 26 August 2025
Nvidia launches Jetson AGX Thor to accelerate robotics and physical AI adoption
Nvidia has announced the general availability of the Nvidia Jetson AGX Thor developer kit and production modules, representing a new class of robotics computers designed to power next-generation robots across manufacturing, logistics, transportation, healthcare, agriculture, and retail. The company said the platform aims to enable developers to deploy advanced generative AI capabilities directly on robots and machines operating in real-world environments.
Tuesday 26 August 2025
Research Insight: Humanoid robots are coming, but hardware may decide how fast
Nvidia's framing of the next AI wave as "physical AI" has fueled investor and industry excitement around humanoid robots, accelerating development. But according to a DIGITIMES report, 2025: The first year of humanoid robots — Global market trends and key technologies, humanoids will represent only 0.2% of the global robotics market in 2025, with usage largely confined to logistics, warehousing, and manufacturing. Broader adoption remains a distant prospect.
Monday 25 August 2025
Apple sues former employee, accuses him of passing Apple Watch secrets to Oppo

Apple has reportedly filed a lawsuit against Chinese smartphone maker Oppo and a former employee, accusing the engineer of stealing sensitive information about Apple Watch technology and passing it to his new employer.

Monday 25 August 2025
Taiwan's Walrus Pump rides AI liquid cooling wave, fast-tracks revenue growth in technology pumps
Taiwan's largest water pump brand, Walrus Pump, is seeing a sharp rise in inquiries from ODMs and cooling module makers for liquid cooling and immersion cooling systems. The company is co-developing solutions with several clients, aiming to lift its technology water pump revenue share to 3% by 2025—a goal it now considers achievable ahead of schedule. Its longer-term target of 10% by 2027 could be reached as early as 2026.
Monday 25 August 2025
South Korea's AI fix to its tariff disrupted ASEAN playbook
The US tariff policies have disrupted global supply chains, hitting South Korea not only by imposing a 15% reciprocal tariff but also by impacting the ASEAN countries where South Korea has actively invested. Moving forward, South Korea must proactively develop an ASEAN strategy and seize opportunities in the artificial intelligence (AI) market.
Monday 25 August 2025
Aurotek unveils smart robot integration solutions at Automation Taipei
Aurotek Corp., previously an automation equipment manufacturer, is repositioning itself as a robot solution integrator linking global robotics technology with local applications. At Automation Taipei 2025, the company introduced multiple intelligent robot solutions, including humanoid robots developed in collaboration with UBtech Robotics and Dobot Robotics.
Monday 25 August 2025
Taiwan offers tax breaks for SME holding companies targeting US investment
The United States' implementation of trade protectionism has introduced significant uncertainty and risks for export-oriented economies. Chin-Ching Liu, minister of the National Development Council (NDC), recently announced that to enable Taiwan's small and medium-sized enterprises (SMEs) to scale up their investments in the US and avoid high tariffs, the government will amend laws to offer tax incentives encouraging businesses to form industrial holding companies as a strategic step toward entering the US market.
Friday 22 August 2025
AI server demand powers Getac’s revenue upgrade
AI servers are in high demand. Getac Holdings' subsidiary, Atemitech, began setting up production capacity for AI server chassis and racks at the end of 2024 and has started shipments this year. Getac chairman James Hwang noted that the company had not previously produced server chassis due to limited demand. But it now expects significantly higher demand by 2026. Originally forecasting a year-on-year revenue growth of 8–12% for its mechanical parts business, Getac has now raised this outlook to 12–20%.
Friday 22 August 2025
Annie Chen appointed managing director of Covestro Taiwan
Materials manufacturer Covestro announced that Annie Chen will assume the role of managing director of Covestro Taiwan, effective September 1, 2025. Chen is currently the head of supply chain and logistics for Taiwan, South Korea, New Zealand, and Australia. She will succeed current managing director Carsten Wildebrand.
Friday 22 August 2025
Joint modules key to electric machinery alliance targeting humanoid robot market
The robotics supply chain states that at the current stage of humanoid robot development, mechanical components—primarily critical parts—account for about 50% of the total cost, with joint modules averaging around 40%. Recognizing joint modules as the crucial element in humanoid robot development, Taiwanese manufacturers are focusing on R&D of these "joint modules," launching cross-industry collaborations or alliances and taking action behind the scenes.
Friday 22 August 2025
Taisol Electronics pursues alternative strategy in server liquid cooling
Cooling module manufacturer Taisol Electronics has made significant progress in the server liquid cooling market. Its recently developed 120kW liquid cooling CDU has been sent to major server ODMs for testing, and it is continuing the development of a 150kW liquid cooling CDU. In the first half of 2025, revenue from servers accounted for 35% of its total sales, and it is expected to reach 40% in the second half.
Friday 22 August 2025
Jochu to ramp up server cabinet production in 2026, reduce losses at Vietnam plant by 1Q26
Jochu Technology, a metal processing and integrated solution provider, has seen lower-than-expected performance in the first half of 2025, due to increased expenses and depreciation from foreign exchange losses and the establishment of new capacity at its Vietnam plant. Even so, the company has continued to grow momentum, with chairman Shu-yi Lee optimistic about upcoming shipments of server cabinets and gaming console chassis. The company is aiming to reduce losses at its Vietnam plant by the first quarter of 2026 and improve margins by increasing production capacity.
Friday 22 August 2025
Google's AI glasses rumored to be made in Taiwan; HTC emerges as potential manufacturer
HTC has reignited interest in AI eyewear with the recent launch of the Vive Eagle, the company's first AI glasses. Google is also rumored to have completed development of its own AI glasses, with Quanta in charge of prototype design. However, Google has yet to decide who will be its contract manufacturer. Although Quanta is a strong contender, market rumors suggest HTC may also produce Google's first AI glasses.
Friday 22 August 2025
Taiwan unveils first humanoid robot amid industry challenges
Techman Robot, a subsidiary of Quanta Group, recently introduced Taiwan's first humanoid robot, marking a significant milestone in the local robotics industry. Despite this technological breakthrough, Techman chairman Shih-Chih Ho warns that widespread adoption of humanoid robots faces substantial obstacles that require broader industry cooperation and supportive market dynamics.
Friday 22 August 2025
Tariff policy clarity boosts momentum in collaborative robot market
Techman Robot Inc., a player in the robotics and automation sector, remains optimistic about future prospects despite short-term uncertainties such as tariffs impacting factory investments. Chairman Shih-Chih Ho stated that robotics and automation represent a rigid demand and a key direction for industrial development. While some companies have delayed site selection and capital expenditures, Techman expects investment to normalize gradually, benefiting its business.
Friday 22 August 2025
Taiwan advances robotics and optical component industries with key international partnerships
At the Automation Taipei, humanoid robots and robotic arms gained attention, spotlighting Taiwan's optical industry's role in supplying lenses and sensor modules critical to these technologies. Several foreign companies—including Mantis Robotics and Neura Robotics GmbH—recently engaged with Taiwanese manufacturers in supply chain discussions, with Agility Robotics planning visits later this year, drawn by Taiwan's strengths in optics, ICT, actuators, and software-hardware integration.