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Nov 17, 11:51
Nvidia tightens grip on Vera Rubin cooling supply chain, squeezing margins
Nvidia is preparing a major shift in how it manages the supply chain for its next-generation Vera Rubin server platform, tightening control over both assembly and key thermal components as power consumption rises and liquid cooling becomes mandatory.
IP provider Ceva held its Technology Symposium this week in Hsinchu, showcasing multiple edge AI technology solutions co-developed with partner IC design houses. Ceva chief strategy officer Iri Trashanski stated that the future potential of the edge AI market is enormous.
As rack-level power consumption and cooling requirements rise in data centers, Taiwanese microcontroller (MCU) suppliers are innovating in power-supply and cooling-fan controls. Nuvoton Technology recently introduced an integrated baseboard management controller (BMC). Additionally, Holtek is upgrading server-fan solutions and expects major growth in brushless DC motor (BLDC) applications.
As the integration of production technology advances, the demand for humanoid robots and robotic dogs is growing, with the reducer—a key component known for its high gross margin and technical challenges—emerging as a competitive focus among Taiwanese and Chinese manufacturers. This competition underscores quality control and mass production capabilities.
Stratio, a Korean deep-tech startup founded by three Stanford Ph.D. graduates, is introducing what it claims is the first germanium-based short-wave infrared sensor designed for large-scale commercial use. During a live pitch session in Pangyo, the company said its "infrared AI" can solve problems that traditional vision AI and standard cameras cannot, including identifying mixed plastics inside recycling facilities, detecting narcotics, and enabling new capabilities inside future smartphones.
Taiwan's humanoid robot race heats up beyond Foxconn
Nov 17, 15:33
Transmission component maker Hiwin Technologies has positioned itself as a key player in Taiwan's humanoid robot supply chain, with its robotics business expected to exceed 10% of group revenue in 2026, according to chairman Eddie Chuo. Additionally, Chuo noted that Hiwin is in contact with all major contract manufacturers aiming to enter the humanoid robot market.
Shuang Bang anticipates demand for its three main product lines to rebound in 2026 amid easing US reciprocal tariffs and depleted brand inventories, with a cautiously optimistic view on overall performance. The company foresees a sales recovery during the peak season in the first half of 2026, President Hsu Yu-Chuan said.
The demand for liquid cooling in AI server racks is soaring, driving significant operational growth for Taiwanese cooling module manufacturer Auras Technology. Chairman Yu-shen Lin said that liquid cooling will be a major growth driver in 2026, with rising needs not only from Nvidia but also Advanced Micro Devices (AMD) and application-specific integrated circuit (ASIC) servers. The company estimates that revenue will grow by more than 50% in 2026.
Korean startup Jably detailed its AI-driven recruitment and visa-management platform, K-tag, during the 2025 Pangyo Global Media Meet-Up, positioning the service as a data-centric solution to rising global talent demand in Korea, Japan, and Taiwan. The platform, launched in September 2024, generated US$770,000 in revenue within its first four months.
As Taiwan officially enters the era of a super-aged society, the nation's healthcare industry is turning to smart technology to address the growing needs of its elderly population. In a move that blends medicine with next-generation display and sensing technologies, AUO Corporation and Darwin Precisions Corporation have partnered with Tungs' Taichung MetroHarbor Hospital to develop an immersive rehabilitation system that combines Micro LED transparent displays with 3D AI motion-sensing technology.
Alibaba has been accused by the US government of providing data and technical support to China's military, posing a threat to American national security. Both Alibaba and the Chinese Embassy in Washington have strongly denied these allegations, criticizing the US for lacking evidence.
John M. Martinis, one of the winners of the 2025 Nobel Prize in Physics, has announced plans to ally with Hewlett Packard Enterprise (HPE) and several chip vendors to develop scalable quantum supercomputers with practical applications. Globally, efforts are underway to establish product specifications and technical standards, and to discuss legal, social, and governance frameworks for quantum technology.