China's embodied AI and humanoid robotics market is experiencing a funding surge, with leading startups Robot Era and DEEP Robotics jointly securing nearly CNY1 billion (approx. US$140 million) in fresh capital on the same day, underscoring sustained investor interest in physical AI technologies.
Materials supplier Niching is aiming to hit record-high revenue this year after strong performance in the first half of 2025, boosted by continued growing demand in the AI, high performance computing (HPC), and advanced packaging sectors, as well as early order pull-ins from some of the company's clients.
Pegatron announced on July 10, 2025, that its June revenue reached NT$78.771 billion (US$2.7 billion), a monthly decline of 8.07% and an annual increase of 11.05%. While revenue was still impacted by seasonal factors, the drop tapered significantly compared to May's 16.71% monthly decrease and 7.97% annual decline.
Synnex Technology International Corp. posted NT$32.41 billion (approx. US$1.11 billion) in June 2025 revenue, pressured by a sharply stronger New Taiwan dollar. Second-quarter revenue declined 7.1% year-over-year to NT$93.27 billion, while first-half revenue dropped 9.86% to NT$184.67 billion.
With Nvidia's GB200 series products entering volume shipments starting in the second quarter of 2025, the GB300 has also begun its delivery recently, as Dell chairman and CEO Michael Dell has unveiled that his company's GB300 NVL72 products have officially been delivered to AI cloud computing provider CoreWeave for use. This indirectly confirms that the GB300, originally expected to start small-volume shipments in the third quarter of 2025, has not been affected by the volume ramp-up of GB200 and is shipping according to plan.
Taiwan's machinery exporters face growing uncertainty as the US confirms 25% reciprocal tariffs for Japan and South Korea, while Taiwan's status remains unresolved. With the US as Taiwan's top machinery export market, concerns are mounting, especially amid a sharp appreciation of the Taiwan dollar that's already compressing margins.
Largan Precision outlined technical hurdles for its advanced camera lens technology while acknowledging significant exchange losses that slashed second-quarter profit by 84%.
Chinese AI Agent startup Manus has relocated its headquarters to Singapore and slashed most of its China-based workforce, just four months after its global debut. The move reflects mounting geopolitical and investment pressures and highlights Manus's push to build a global presence in the AI application space.
Seoul-based AI chip startup Rebellions is moving fast to stake its claim as South Korea's top domestic supplier of artificial intelligence (AI) semiconductors. The company is ramping up production of its second-generation chip and forging new partnerships across Asia to grow its footprint.
Meituan has made another move in the robotics sector, investing US$100 million in Galaxea AI, its second major robotics deal in two months following a stake in Independent Variable Robot Technology (Jinan) Co., according to Yicai. The investment underscores Meituan's deepening commitment to embodied intelligence amid a broader robotics market challenged by slowing funding, mounting losses, and heightened competition.
Samsung Electronics announced that its new Galaxy Z series foldable smartphones and Galaxy Watch 8 series smartwatches will be available for sale starting July 25, 2025. The company has begun a pre-order campaign in Taiwan to accelerate sales, especially targeting the 12GB+512GB foldable model.
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