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Aug 1

Amazon shares slide as AWS growth trails rivals despite strong revenue beat

Amazon topped Wall Street expectations with its third-quarter 2024 revenue, but the company's stock fell about 7% in after-hours trading after investors reacted to weaker-than-expected growth in its cloud business.

AI talent's potential to revive Taiwan's traditional industries

Aug 1

Taiwan announces ambition to 'make waves' with AI

Aug 1

Apple's June-quarter rebound offers momentum, but AI, tariffs, and product shifts pose questions

Aug 1

Modular moves: Foxconn enlists Teco to scale sovereign AI infrastructure

Aug 1

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AIEx-Cambricon chip architect takes major step at new venture with major angel backing

Aug 3, 07:36

Former Cambricon Technologies CTO Liang Jun has taken a significant leap with his new venture. On July 30, Shanghai Fangqing Technology — where Liang now serves as CEO — announced it had raised several hundred million Chinese yuan in angel funding. The round was supported by top-tier backers, including the Strategic Investment Division of Xiaomi, Nio Capital, and Shanghai Lingang Holdings.

AINo need to reinvent the wheel: Taiwan pushes to standardize AI robots like PCs

Aug 3, 07:35

Amid surging global demand for AI-driven robotics, Taiwan's industry leaders are banding together to form strategic alliances aimed at capturing new opportunities, but success won't come easy. Key challenges include the lack of standardized platforms and critical components, as well as unresolved issues around regulations, certification, and safety testing. While the move has been broadly welcomed, concerns persist over the execution gap between ambition and real-world complexity.

ICT MANUFACTURINGTong Hsing bets on 800G and GaN to offset currency-driven profit slide

Aug 3, 07:35

Tong Hsing Electronics, a key player in the backend packaging and testing of CMOS image sensors (CIS), held its quarterly investor conference on July 29, 2025. The company warned that a recent sharp appreciation of the New Taiwan dollar has resulted in foreign exchange losses. As a result, third quarter 2025 revenue is expected to dip slightly compared to the second quarter.

AITaiwan Mobile launches 'Superman Project' to drive internal AI transition

Aug 3, 07:33

Taiwan Mobile (TWM) has launched a "Superman Project" aimed at equipping employees with the know-how to implement AI tools across all of the company's business segments, from IT development and backend operations to physical retail and customer support. In addition to a technical upgrade, the move represents a total transformation of corporate culture as AI promises to accelerate digital transition, offering other companies a blueprint for AI-driven transformation.

PC, CEApple talent exodus reflects AI strategy transition dilemma

Aug 2

A wave of executive departures at Apple, including the recent exit of AI head Ruoming Pang and soon-to-retire COO Jeff Williams, reflects a broader shift as the company navigates leadership changes, supply chain priorities, and growing pressure to catch up in the generative AI race.

AIHorng Terng fully booked with orders amid AI chip cooling demand surge

Aug 1

Horng Terng Automation, a leading manufacturer of advanced semiconductor packaging equipment, has leveraged its joint development efforts with packaging clients and mastery of critical thermal interface process technology to enter the advanced packaging markets for AI, GPUs, and high-performance computing chips to boost its business growth.

AIASE maxes out Taiwan backend capacity on AI, automotive demand

Aug 1

ASE Holdings posted solid growth in advanced packaging and testing in the first half of 2025, fueled by robust demand for AI-related high-performance computing (HPC) chips. However, a strong New Taiwan Dollar dented second-quarter profitability.

SERVER, IPC, CLOUD COMPUTING, IOTTaiwan industries to sail into Trump's 20% tariffs storm with contingency plans deployed

Aug 1

Taiwanese exporters are responding with cautious pragmatism after the Trump administration announced a new 20% reciprocal tariff rate on Taiwan. The rate represents a reduction from the initially proposed 32%, but remains higher than the 15% rates assigned to Japan and South Korea. While the policy adds fresh pressure to Taiwan's trade-heavy economy, local industries say the blow is manageable thanks to early diversification efforts and well-prepared contingency strategies.

SERVER, IPC, CLOUD COMPUTING, IOTDelta Electronics bets on AI as sole growth driver in 2025, L2A data center cooling in short supply

Aug 1

At Delta Electronics' earnings call on July 31, Chairman Ping Cheng made a bold prediction: "Only AI will thrive in 2025." Cheng noted that the second half of the year is expected to outperform the first, driven by sustained capital expenditure growth from major cloud service providers (CSPs).

AIAmazon sales top estimates on retail, advertising surge; AWS margins under pressure

Aug 1

Amazon reported robust financial results for its fiscal second quarter, with revenue reaching US$167.7 billion, marking a 12% increase compared to the same period last year. Operating income rose 31% to US$19.2 billion. The company cited strong performance in its retail and advertising segments, although Amazon Web Services (AWS) encountered supply chain challenges and margin pressures. These factors moderated investor response amid the ongoing expansion of artificial intelligence (AI) applications across the business.

AISKT to play key role in South Korea's sovereign AI

Aug 1

SK Telecom (SKT) has recently released several AI models in 2025, as it seeks to earn a place in the South Korean government project for developing the country's sovereign AI.

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