There is growing speculation regarding a potential slowdown in the demand for AI data centers. Despite these concerns, Taiwan's server original design manufacturers, who hold more than 90% of the global market share, insist that the adjustments in customer orders are primarily due to shifts in supply conditions, with demand momentum remaining strong. Amid shifting US tariff policies, recent order surges have pushed production to full capacity, propelling server revenues to new heights
When Foxconn (Hon Hai Technology Group) launched its rotating CEO system in April 2024, it was seen as a bold experiment aimed at grooming future leaders and strengthening corporate governance. The company named CC Lin, General Manager of the E Business Group, as the inaugural rotating CEO. After completing his one-year term, Foxconn announced on March 30, 2025, that Kathy Yang, the Group's Chief Campus Officer, would assume the role as the second rotating CEO
The metaverse trend briefly surged after Facebook rebranded to Meta Platforms in October 2021, fueling industry-wide interest in virtual reality (VR) and its integration with augmented reality (AR) and mixed reality (MR) into extended reality (XR). The ambition was to create immersive digital experiences, with Meta leading substantial investments into building a metaverse ecosystem. However, initial enthusiasm quickly faded as the concept struggled to gain market traction
Every spring, Apple convenes its top 100 executives in an offsite meeting to chart the company's strategic direction. The 2025 meeting was focused on a critical issue—Siri, Apple's voice assistant, and its lagging performance in the rapidly advancing world of artificial intelligence (AI). Unlike many of its tech rivals, Apple has been slow to build out AI-focused data centers, but recent moves suggest the company is finally positioning itself to compete in the generative AI (GenAI) space
With the White House soliciting industry input for its "Artificial Intelligence Action Plan" until March 15, OpenAI, Google, and Anthropic have unveiled detailed proposals to shape US AI policy. These firms, identified by 01.AI CEO Kai-Fu Lee as future AI market leaders, emphasize the need to balance innovation, national security, and global competitiveness
Semiconductor equipment vendors have historically operated in stealth mode, relying on proprietary technologies and patents as their main defense. Product launches were subdued, often reaching foundries only after extensive validation—far from the world of bold marketing campaigns
The TV market in 2025 will be significantly influenced by political factors, particularly with US President Donald Trump's aggressive tariff policies and China's "trade-in" policy extending from 2024. These developments are causing shifts in the market while also impacting the inventory rhythm of upstream panel manufacturers. Observing the TV market in 2025 reveals five major changes
Amid rising global economic uncertainty and escalating US-China trade tensions, China is actively courting Europe's industrial giants in a bid to diversify its strategic alliances beyond Washington's reach
Nvidia's GTC 2025 has concluded with great fanfare, attracting global attention. CEO Jensen Huang transformed this serious AI conference into a carnival atmosphere, drawing nearly 30,000 attendees to the San Jose Convention Center
At Nvidia's GTC, robots once again took center stage. The BDX robot "Blue," inspired by "Star Wars," made a surprise appearance during CEO Jensen Huang's keynote speech, captivating the audience and sparking industry anticipation for significant advancements in humanoid robotic cognitive abilities
China's advancements in manufacturing and technology have posed a threat to the US, leading it to adopt strategies that utilize trade wars and technological conflicts to contain China's development. It is unlikely that the US can completely decouple from China's industrial chain, economy, and trade, nor can Taiwan's economy be expected to fully disengage from China
Nvidia's GTC conference hit a new high in scale this year, and CEO Jensen Huang told reporters this afternoon that he had already attended 13 events the day before. Still brimming with energy—"like a lively dragon," as he put it—Huang capped the day by hosting Taiwan Night. The event featured 21 tables, where he wined and dined with key figures from Taiwan's supply chain, including ASUS Chairman Jonney Shih and Foxconn Chairman Young Liu
Samsung Electronics has struggled to retain the top-tier professionals it recruited in semiconductors, robotics, big data, and artificial intelligence (AI). The departure of these key talents points to a concerning pattern that industry watchers link to potential issues within Samsung's corporate culture and decision-making approach. As these specialized experts continue to leave, questions emerge about the company's ability to sustain innovation in critical technology sectors
Intel has named Lip-Bu Tan as its new CEO, following a three-month search. The market has reacted positively to this appointment, but some insiders in the semiconductor supply chain remain skeptical. They express concern that as an outsider, Tan might find it challenging to initiate change at Intel, particularly in revitalizing its foundry business, without establishing clear goals
Intel's partnership with TSMC has strengthened since it began in 2019, with about 30% of Intel's products now outsourced. Lip-Bu Tan's appointment as CEO hints at further collaboration with TSMC. As Intel prepares for earnings calls and strategic events, the emphasis will be on future directions amidst broader geopolitical influences, including Trump's focus on US manufacturing. Tan's leadership might explore a strategic spin-off while navigating Intel's foundry challenges
