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Friday 28 March 2025
AI robot suppliers expected to see growth, buoyed by Nvidia's AI tools
With robotics featured prominently at trade shows and events in 2025, including CES, MWC, and the recent Nvidia GTC, AI robots are poised to bring a resurge in growth for Taiwanese...
Friday 28 March 2025
Japan allocates US$665.8M budget for drones, Taiwan-Japan alliance targets disaster relief missions
The collaboration between Taiwan and Japan in the drone sector is taking shape. The Taiwanese Excellence Drone Alliance (TEDIBOA) has recently formed a new partnership with the Japan...
Friday 28 March 2025
High-end AI server demand fuels record high production indices for Taiwan
Demand for servers supporting generative AI functions remains strong, according to Taiwan's Ministry of Economic Affairs (MOEA), despite concerns that the arrival of DeepSeek will...
Friday 28 March 2025
AIDC enters Malaysian partnership to expand energy storage presence in Southeast Asia
Kai-hung Hu, chairman of Taiwan's Aerospace Industrial Development Corp. (AIDC), announced a partnership with the Malaysian company Cape EMS Berhad during a recent trip to the country,...
Friday 28 March 2025
South Korean firms overtake Japanese rivals in high-end auto display market for the first time
South Korean display makers have surpassed Japanese manufacturers in the global high-end automotive display market for the first time. In the future, LG Display (LGD) and Samsung...
Friday 28 March 2025
Mundus Smart Energy enters Japan with 2MW grid-scale storage coming online by year-end
Mundus Smart Energy, a subsidiary of Taiwan's Lealea Group, is expanding into Japan's high-voltage battery storage market with seven approved projects totaling 14MW. The installations...
Friday 28 March 2025
Tariff turbulence looms—but AI server cooling stays hot
As global supply chains navigate renewed US-China trade tensions, Topco Technologies Corp. is capitalizing on a surge in demand for AI server thermal materials—one of the few...
Friday 28 March 2025
Samsung and SK Hynix profits set to soar with memory chip market recovery
As the memory chip market re-enters a favorable cycle, industry forecasts predict that Samsung Electronics and SK Hynix's operating profits in 2025 could surge by 40% compared to...
Friday 28 March 2025
DeepSeek sparks AI appliance gold rush in China—with commitment still elusive
Since January 2025, the open-source large language model (LLM) DeepSeek has sparked a surge of product launches across China's enterprise AI sector. Nearly 100 vendors—including...
Friday 28 March 2025
AI bubble brewing? Alibaba chair warns of data center frenzy
Alibaba Group Chairman Joe Tsai warned that the ongoing AI data center boom risks creating a market bubble. Speaking at the HSBC Global Investment Summit, he said construction is...
Thursday 27 March 2025
China's self-driving car push spurs safety concerns as BYD leads market
Chinese automaker BYD plans to dominate the world's largest car market in 2025 by making smart driving technology accessible in vehicles below CNY100,000 (approx. US$13,780), triggering...
Thursday 27 March 2025
Eternal Materials seizes opportunities in UV curing materials
Eternal Materials is optimistic about the growth trend in curing materials and continues to expand production lines. The company's Suzhou plant, with a capacity of 10,000 tons, is...
Thursday 27 March 2025
Taiwan's Brightek navigates soft auto market, targets 30% growth in 2025 with new LED tech
Brightek expects to weather a subdued automotive and PC market in late 2024 with only a slight revenue decline, while positioning for substantial growth next year through product...
Thursday 27 March 2025
Inergy sees growth in 2Q25 as AI server cooling fans ramp up
The chairman of IC design house Inergy, John Lin, stated that the growth momentum in the server and energy storage sectors is promising. The company has successfully entered the supply...
Thursday 27 March 2025
Substrate and materials suppliers in CoWoS supply chain working to close capacity gaps
Nvidia's high-end AI server, the GB200, is facing challenges due to technical bottlenecks and material supply issues. Industry sources report that key materials used for chip substrates...