Huawei has entered into a strategic partnership with Ubtech Robotics Inc. to integrate its AI chip capabilities with Ubtech's humanoid robotics expertise. The alliance aims to fast-track the development of embodied intelligence and bring humanoid robots from lab prototypes to practical deployment in industrial and home environments.

The world is in the midst of an AI revolution, with data center supply chains becoming central to the electronics industry. As software and hardware converge, the focus on "sovereign AI" has heightened attention on cloud service providers' strategic moves.

As COMPUTEX Taipei 2025 approaches, the long-awaited AI PC platform co-developed by Nvidia and MediaTek is set to launch. Industry sources indicate the joint chip will likely debut under the Nvidia brand, with two models—N1X and N1—planned. Benchmark leaks and early system specifications have surfaced for months, and supply chain signals show both companies are well into production ramp-up.

Taiwan-based magnetic component manufacturer LinkCom announced a stellar first quarter for 2025, with revenues and profits reaching the third-highest level for the period in its history, thanks to an optimized product mix in its magnetic components and wireless charging sectors, which maintained stable capacity utilization.

Compal Electronics, in partnership with Qualcomm, has launched the world's first AI-powered electronic whiteboard equipped with the Snapdragon X processor, set to debut at Computex 2025. This groundbreaking product merges Compal's hardware design and manufacturing expertise with Qualcomm's leadership in high-performance computing and AI, ushering in a new era of smart interactive technology for education and beyond.

The Taiwanese government has reservations about the AI ​​Basic Law it is drafting over national security and risk management concerns, referencing the legislative approaches of other countries in a bid to establish a framework that can both promote innovation and protect human rights.

IC design house PixArt Imaging (PXI) held an investor conference and shared its market outlook. The company noted that revenue in the first quarter of 2025 exceeded earlier expectations, primarily driven by higher-than-anticipated shipments related to new gaming consoles. Mouse product shipments also outperformed forecasts.

Intelligent Epitaxy Technology (IntelliEPI), a supplier of epitaxial wafers, is positioned for strong performance in 2025, driven by increasing demand in the artificial intelligence and defense sectors. The company's chairman, Yung-Chung Kao, anticipates moderate operational growth in the second quarter of 2025, supported by a positive outlook for orders. However, the supply of indium phosphide (InP) substrates remains a critical variable, with shipments expected to remain balanced. The company's overarching goal is to achieve an all-time revenue peak for the year.

The US-China negotiations have reached an agreement to temporarily reduce tariffs on each other for 90 days, buying more time for further talks. According to statements from both countries, the US will lower tariffs on China to 30%, while China will reduce tariffs on the US to 10%. However, even with this concession, electronics assembly supply chain players state that production capacity already relocated will not return—it is a one-way move.

Against a backdrop of escalating geopolitical strain and unresolved trade friction, the US and China have concluded a new round of high-level negotiations, releasing a joint statement to adjust and suspend recently imposed tariffs. Though narrow in scope, the deal signals a partial de-escalation and offers markets overdue relief after months of volatility since April 2025.

At the 2025 GPU Technology Conference, Nvidia debuted its first humanoid robot. CEO Jensen Huang proclaimed that "the era of robots has officially arrived" and predicted widespread industrial robot adoption in manufacturing within five years. In response, many Taiwanese manufacturers are positioning themselves as key players in the emerging industry.