India-based Bharti Airtel's digital services arm, Xtelify, has launched Airtel Cloud, a sovereign cloud platform, along with an AI-powered software suite aimed at boosting efficiency and revenues for telecom operators and enterprises, according to Reuters, Cryptopolitan, and Capacity Media.
Silicon photonics (SiPh) is one of the most critical technologies in the AI world and broadband sectors, according to Paul Liu, chairman of Taiwan's National Development Council (NDC) and a member of TSMC's board of directors. Beyond chip packaging as its core, it will also drive the development of the entire optical communications industry and has the potential to create a new "optical industry." Currently, Taiwan leads the world in SiPh, with the sector expected to experience significant growth by 2027.
Pegatron Corp. reported revenue for July 2025 at NT$77.103 billion (US$2.58 billion), a decrease of 2.13% from June and down 20.12% compared to July 2024. The company attributed the decline primarily to weak performance in its consumer electronics segment, though it expects a recovery as the traditional peak season approaches in the third and fourth quarters.
HTC announced its revenue for July 2025 and the financial results for the second quarter of 2025 on August 6. Constrained by slowing momentum in hardware product sales as well as weak performance in service and system integration revenues, HTC reported consolidated revenue of only NT$147 million (US$4.9 million) for July, with total revenue for the second quarter reaching NT$700 million.
The US imposition of a 50% tariff on India puts the country in a difficult position, caught between its energy ties with Russia and its dependence on American technology.
Taiwanese optical lens maker Genius Electronic Optical (GSEO) reported a robust rebound in July 2025, driven by seasonal demand from key clients.
With rising demand for server and gaming NB power supplies, Chicony Power reported second-quarter 2025 revenue of NT$9.13 billion (US$304.5 million), an 8.2% increase from NT$8.442 billion in the first quarter. However, due to exchange rate fluctuations, operating profit dropped to NT$559 million, down 2.7% quarterly.
Tesla is dismantling its in-house AI supercomputer project "Dojo" and shifting gears toward a new external chip strategy involving Samsung Electronics and Intel, signaling a major pivot in the automaker's AI infrastructure plans. Bloomberg reported that Tesla CEO Elon Musk has ordered the suspension of the Dojo program, with project lead Peter Bannon set to depart and roughly 20 team members already joining AI startup DensityAI. The remaining staff are being reassigned to Tesla's data center and compute infrastructure teams.
The AI race has evolved into a contest over the pace of AI infrastructure development. Seven leading global tech companies have hit a record high in combined quarterly capex, with significant funding fueling economic growth.
As artificial intelligence (AI) computing demands increasingly more power, providing stable and ample electricity has become a critical issue in the AI industry's development. Nvidia recently announced plans to introduce a new high-voltage power architecture by 2027, adopting an 800V high-voltage direct current (HVDC) power system in next-generation AI server solutions.
Automotive PCB manufacturer Dynamic Holding announced that as the learning curve at its new Thailand plant gradually improves, high-end new products are expected to enter small-scale production in the fourth quarter of 2025. The focus will be on orders for high-margin applications, such as AI servers, AI GPUs, ASICs, and switches. Production volume is set to increase steadily starting in 2026, with AI product revenue projected to account for up to 20% of total annual sales.
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