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Wednesday 22 January 2025
Taiwan's machine tools left behind by AI boom: industry seeks relief to counter US tariffs
Taiwan's machine tool sector struggles to keep pace with its AI-driven export growth, as mounting geopolitical challenges and unfavorable exchange rates continue to impact its performance...
Wednesday 22 January 2025
Trump unveils AI investment plan with OpenAI, Softbank, Oracle
President Donald Trump announced a joint venture to fund artificial intelligence (AI) infrastructure worth billions of dollars with the leaders of Softbank Group, OpenAI, and Oracle,...
Tuesday 21 January 2025
Against the odds: China's Big Fund Phase III launches US$8.2 billion AI fund amidst US sanctions
Escalating US sanctions aside, China has launched a national artificial intelligence (AI) industry investment fund worth CNY60 billion (approx. US$8.2 billion), according to reports...
Tuesday 21 January 2025
Poland is now under US sanctions, cut off from advanced tech
Poland's aspirations to become a European AI leader have hit a significant roadblock following new US export controls on advanced technology. According to the Polish Press Agency...
Tuesday 21 January 2025
AI drives revenue growth for major electronics ODMs in 2024
Major Taiwan-based ODMs including Hon Hai (Foxconn), Quanta, Wistron, and Inventec enjoyed record-high sales in 2024, buoyed by robust AI server sales, while revenue at Pegatron and...
Tuesday 21 January 2025
Trump rescinds Biden policies on EVs and AI regulation
On his first day in office, US President Donald Trump initiated a broad rollback of Biden administration policies by signing a series of executive orders. Trump announced plans to...
Tuesday 21 January 2025
Understanding the AI diffusion rule left by Biden: Nvidia's pushback and European concerns
Jensen Huang, the CEO of Nvidia, conducted a whirlwind visit to Taiwan last week. Departing from its previous low-profile stance, Nvidia has taken a bold approach this time, criticizing...
Tuesday 21 January 2025
IPC firms upbeat about 2025 after weathering industry slowdown
Unfavorable winds in the general economy led to an overall downturn among industrial PC (IPC) manufacturers in 2024, with even traditional powerhouses like Advantech seeing a 7.43%...
Tuesday 21 January 2025
Nvidia, MediaTek unite to advance AI PCs; major launch expected in September 2025
Nvidia's partnership with MediaTek is generating significant buzz in the semiconductor industry, attracting keen interest from analysts and stakeholders alike. The collaboration aims...
Tuesday 21 January 2025
ByteDance outpaces Alibaba, Baidu: a deep dive into China's evolving AI chatbot market
ByteDance's Doubao has emerged as a leading contender in China's competitive AI chatbot landscape. In December 2024, Doubao achieved an impressive 29% growth in downloads, reaching...
Tuesday 21 January 2025
AI GPU drives ASIC opportunities amid Broadcom, Marvell rivalry
The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains...
Tuesday 21 January 2025
LG targets 45% B2B revenue by 2030 through AI-driven expansion
LG Electronics has embarked on a strategic transformation in 2024, shifting its focus toward non-hardware businesses and B2B operations. The company has enhanced investments in automotive...
Monday 20 January 2025
Rise of China's memory chip industry challenges the market
New players are joining the supply chain competition as China's major memory chip manufacturers have rapidly developed. It seems to challenge the market positions of Samsung Electronics,...
Monday 20 January 2025
Cal-Comp Electronics (Thailand) pushes AI transformation to boost small ventures in 2025
As global manufacturing continues to shift away from mainland China, companies with established operations in Southeast Asia are seeing major opportunities emerge. Tony Chou, managing...
Monday 20 January 2025
WT Microelectronics expects AI-driven surge in 2025, optimistic about recovery in automotive and industrial sectors
Taiwan-based electronics distributor WT Microelectronics has steadily expanded its global distribution network following the completion of its acquisition of Future Electronics. The...