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.
Apple's AI development efforts have suffered a potential setback with Meta Platforms recruiting Ruoming Pang, Apple's head of foundational AI models, according to multiple outlets, including Bloomberg. Meta is said to have offered Pang a multi-million-dollar salary package, with the possibility of more Apple engineers following. Neither company has confirmed these reports. This development highlights concerns over Apple's ability to retain and attract top AI talent amid competitive pressures.
Swancor Holding Co., Ltd. has approved the sale of a 60% stake in its Shanghai STAR Market-listed unit, Swancor Advanced Materials Co., Ltd., at CNY7.78 per share, valuing the deal at approximately CNY1.86 billion (approx. US$259.3 million). The transaction was cleared by the board and audit committee on July 8.
Apple, having yet to launch its promised AI-enhanced Siri voice assistant, now confronts an escalating exodus of its artificial intelligence experts. Key personnel, including Ruoming Pang, head of Apple's Foundation Models team, are reportedly leaving for competitors like Meta Platforms, raising concerns about Apple's future in AI innovation.
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