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Monday 29 December 2025
Drone boom lifts Taiwan's communication and chip suppliers
The global unmanned vehicle market is booming with explosive growth. This surge has revitalized existing sectors while boosting related supply chains that are now targeting a second...
Monday 29 December 2025
AI supercycle and replacement demand support Foxconn's growth in 2026
Foxconn's operating structure is clearly shifting. Previously driven mainly by consumer electronics cycles, it is now gradually tilting toward AI servers, cloud, AI infrastructure,...
Monday 29 December 2025
Nvidia's Groq acquisition reshapes AI memory landscape
Nvidia has reportedly invested US$20 billion to acquire technology licenses from Groq, marking its largest investment to date. The move is drawing significant attention in South Korea...
Monday 29 December 2025
Skardin recovers US$3.5 million in bad debt, eyes Motorola Taiwan sole agency
Set-top box maker Skardin Industrial confirmed that it has recovered a portion of its bad debt from an Argentine client, recognizing approximately NT$110 million (US$3.5 million) in...
Monday 29 December 2025
Rohm partners with Nvidia to expand power semiconductor opportunities
According to Nikkei, although electric vehicle (EV) demand has been below expectations, weighing heavily on Rohm Semiconductor's SiC power semiconductor equipment investments,...
Monday 29 December 2025
Silicon photonics set to make commercial breakthrough in 2026
Data centers are entering a new phase of infrastructure upgrades in 2026, feeding off generative AI under Nvidia's leadership. While silicon photonics (SiPh) and co-packaged optics...
Monday 29 December 2025
Nvidia's quasi-acquisition of Groq signals AI chip startups' survival challenges
Nvidia has announced a US$20 billion deal to acquire non-exclusive technology licenses from AI chip startup Groq, with Groq's current CEO and core research and development team joining...
Monday 29 December 2025
China moves to regulate human-like AI services, signaling tighter governance of emotional and social risks
China has released draft rules to regulate human-like artificial intelligence interaction services, marking a significant step toward governing AI companions, virtual personas, and...
Monday 29 December 2025
Tariff wars and AI demand reshape electronics supply chain structure in 2025
In 2025, the global electronics supply chain transformed due to rising demand for artificial intelligence (AI) and high-performance computing (HPC), boosting servers, chips, and cooling...
Monday 29 December 2025
India roundup: Foxconn brings China strategy to India as Japan firms deepen chip ties
Japanese firms like Rohm and AOI Electronics built partnerships with Indian partners. Foxconn is mimicking its strategy in China, setting up a factory city in India.
Monday 29 December 2025
South Korea's PNT secures first China copper foil order, expands into battery materials
South Korean PNT has secured its first mass-production order for battery copper foil in China, marking a strategic expansion beyond its core battery equipment business into materials...
Monday 29 December 2025
ByteDance's speed-first approach exposes a split with Apple's ecosystem control
The development paths for artificial intelligence (AI) integration in smartphones are diverging as ByteDance extends its collaborations with multiple brands, while technology giants...
Sunday 28 December 2025
Tatun Electric eyes AIDC, ultra-high-voltage markets as power transmission bottleneck looms
Market attention in the modern AI computing power competitive landscape has mainly focused on semiconductor chip upgrades. But according to Chih-Ming Lin, chairman of Tatun Electric,...
Sunday 28 December 2025
Chelic pivots to semiconductors and liquid cooling for next growth phase
Taiwanese pneumatic components maker Chelic said it is redirecting its growth strategy toward semiconductors, liquid cooling, and robotics, as new sensing and energy management products...
Sunday 28 December 2025
TorchTPU collaboration makes software compatibility the new AI hardware battleground
Google is advancing its TorchTPU initiative to optimize PyTorch performance on its proprietary TPU chips, as reported by Reuters. This effort, undertaken in collaboration...