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Friday 17 October 2025

Research insight: Nvidia's push into 'Physical AI' signals a new era for autonomous vehicles

Since 2025, Nvidia has made "Physical AI" a recurring theme across keynotes and conferences, positioning it as a foundational pillar for the next phase of artificial intelligence. Among its most promising applications: autonomous vehicles. With the launch of its Cosmos platform, Nvidia is now translating its AI vision into real-world commercial deployment—starting with the automotive industry.

Friday 17 October 2025

Apple releases M5 chip with 30% higher memory bandwidth and enhanced NPU

Apple quietly launched new MacBook, iPad, and Vision Pro products equipped with its latest M5 chip on the evening of October 15, 2025, in Taiwan, generating considerable public attention over the major M5 chip upgrades.

Friday 17 October 2025

Garmin expands Taiwan investment amid record 2Q25 revenue

Garmin's second quarter 2025 financial report hit a new record, with total revenue reaching US$1.815 billion, up 20% from the same period in 2024. Operating profit grew 38% year-over-year to US$472 million, with an operating margin of 26%, while the overall gross margin remained high at 58.8%. The strong performance highlights the company's solid profitability and technological competitiveness. Among its product lines, fitness and recreation products led with a 41% year-over-year increase, reflecting growing consumer interest in personalized health monitoring and smart sports technology, as well as global demand for wearable devices.

Friday 17 October 2025

OCP Summit: Lite-On, QCT showcase Nvidia AI server solutions

Lite-On Technology teamed up with Quanta Cloud Technology (QCT) to showcase an artificial intelligence (AI) server solution based on the Nvidia GB300 NVL72 platform at the 2025 Open Compute Project (OCP) Global Summit. The server rack features Lite-On's 33kW power shelf, delivering an optimized power solution that ensures system stability under high-density computing workloads.

Friday 17 October 2025

Airoha leverages MediaTek Wi-Fi chips to diversify into global telecom market

Airoha Technology has continued to secure new collaboration opportunities in the international telecom market in 2025, with some of its previously developed markets now entering mass production and shipment phases, driving steady growth in its overall revenue. The company has also integrated MediaTek's Wi-Fi chips into its solutions.

Friday 17 October 2025

Salesforce partners with OpenAI and Anthropic to build next-gen AI platform

At its annual Dreamforce developer conference, Salesforce unveiled a series of product updates aimed at addressing the slowdown of enterprise AI pilot programs.

Friday 17 October 2025

Demand surge for AI and AR smart glasses in China accelerates microLED adoption despite challenges

The rapidly growing demand for AI and augmented reality (AR) smart glasses in China has sparked a tenfold increase in sales during the first half of 2025, significantly accelerating the adoption of microLED technology for miniature displays. Industry analysts anticipate 2025 will become a critical year for full-color microLED development, though mature single-chip full-color microLED displays are projected to appear only by 2027.

Friday 17 October 2025

Samsung targets 3TB/s HBM4E as Nvidia pushes bandwidth race

Samsung Electronics revealed it is developing its seventh-generation high-bandwidth memory (HBM4E), with a target bandwidth of over 3TB per second. The announcement comes as Nvidia continues to pressure suppliers to increase the bandwidth of sixth-generation high-bandwidth memory (HBM4), signaling that the HBM speed race will intensify.

Friday 17 October 2025

Taiwan PCB makers seize semiconductor opportunity amid load board shortage

As the AI boom drives demand for advanced packaging, chip testing at the backend is facing challenges in temperature, frequency, and speed. In response, the testing interface industry has been pushed into a new wave of product upgrades.

Friday 17 October 2025

Samsung, Vivo reignite MR market with new releases

As the topic of artificial intelligence (AI) glasses continues to heat up, a new wave of sales is expected to emerge, driven by recent launches of augmented reality (AR) glasses and mixed reality (MR) headsets from companies such as Meta, Google, and Samsung Electronics.

Friday 17 October 2025

Tim Cook reaffirms commitment to China amid trade tensions

Apple CEO Tim Cook met with China's Minister of Commerce Wentao Wang on October 16, 2025, once again emphasizing that Apple will continue to deepen its presence in the Chinese market.

Friday 17 October 2025

OCP Summit: In the age of AI, the network is the computer, and Ethernet is winning

As the world races to meet the insatiable computing demands of artificial intelligence (AI), one thing is becoming increasingly clear: the future of networking may rest on a humble but evolving foundation: Ethernet.

Friday 17 October 2025

SenseTime links up with Cambricon to tighten China's AI supply chain

SenseTime has signed a strategic partnership with Cambricon Technologies to enhance software-hardware integration, boost chip compatibility, and advance the development of China's AI ecosystem.

Friday 17 October 2025

Rebellions joins Arm Total Design to advance next-gen AI infrastructure

AI inference chip startup Rebellions announced on October 15 that it has joined Arm's Total Design ecosystem. The announcement, made at the OCP Global Summit 2025, positions the company to accelerate the development of customized, high-efficiency chips for next-generation AI data centers.

Friday 17 October 2025

Alibaba Cloud deepens Middle East bet with new AI-powered Dubai data center

Alibaba Cloud, the cloud unit of Alibaba Group, has opened its second data center in the United Arab Emirates (UAE) — its first in nearly a decade — as the Chinese tech giant deepens its presence in one of the Middle East's fastest-growing digital markets.

Friday 17 October 2025

Jabil chairman Mark Mondello to step down in major board shakeup

Jabil announced a significant leadership transition on October 16, stating that Executive Chairman Mark T. Mondello and two other directors will not seek re-election to the board. The departures are scheduled for the company's annual stockholder meeting in January 2026.

Friday 17 October 2025

Why Google Cloud's AI fightback starts in Taiwan

Mike Chen, Country Director of Google Cloud Taiwan, said Taiwan ranked first worldwide in Gemini Enterprise subscriptions in the third quarter of 2025. He noted that Google Cloud is going all-in on its AI agent platform to reclaim the AI leadership that OpenAI seized with ChatGPT.

Friday 17 October 2025

Commentary: TSMC chairman adopts cautious tone despite AI optimism

TSMC reported a record net profit of NT$452.3 billion (approx. US$14.8 billion) in the third quarter of 2025, surpassing expectations and pushing its first nine months' earnings to NT$1.21 trillion, already exceeding the full-year 2024 total of NT$1.17 trillion. However, Chairman C.C. Wei's demeanor marked a notable shift from previous years, emphasizing disciplined expansion amid strong AI demand.

Friday 17 October 2025

Taiwan Innotech Expo opens with strong focus on AI

The Taiwan Innotech Expo (TIE) opened on October 16, spotlighting over 1,000 innovative technologies with a strong focus on AI. The event continues the theme of major 2025 exhibitions by emphasizing Taiwan's critical role in the global technology value chain.

Friday 17 October 2025

TSMC deepens US footprint with advanced packaging expansion, eyes AI growth

TSMC will build two advanced packaging plants in Arizona, part of a sweeping expansion to support soaring demand for AI chips and solidify its strategic presence in the US, Chairman and CEO C.C. Wei announced during the company's latest earnings call.

Friday 17 October 2025

China's 50-50 chip equation: From Nexperia's freeze to a new AI supply order

The Dutch government's one-year freeze of Wingtech subsidiary Nexperia's assets, on the grounds of national security, has once again highlighted vulnerabilities in the semiconductor supply chain. The move is prompting China's chip industry to accelerate internal restructuring to hedge against growing geopolitical uncertainty.

Friday 17 October 2025

Innodisk teams with Intel and Qualcomm to boost AI revenue by 30% in 2026

Innodisk has unveiled a new edge AI strategy and brand positioning, targeting two high-potential markets and three core value propositions. Chairman Chuan-Sheng Chien highlighted that the group has completed over 1,000 edge AI projects in recent years and expects exponential growth in edge AI adoption, aiming to increase related AI revenue share from just over 20% in 2025 to 30% by 2026.

Friday 17 October 2025

Audix sales driven by AI, EV, and medical growth in 3Q25

Electronic components distributor Audix has demonstrated operational resilience with steady revenue growth in the third quarter of 2025, when gross margin surged past 30% to reach the company's second-highest ever level. Audix's strategic transformation across three core business units has expanded its reach from traditional products into emerging technology sectors, including AI, electric vehicles (EV), and medical devices.

Friday 17 October 2025

AI expansion pushes HBM market towards $100 billion by 2028

As the AI ecosystem continues to expand, South Korean securities analysts predict the semiconductor industry's upward cycle will extend at least until after 2028. Samsung Electronics is expected to sustain its strong third-quarter performance and continue growing, supported by rising prices of general-purpose memory and surging demand for HBM.

Friday 17 October 2025

Vivo bets on dual AI strategy with new global phone launch

Vivo unveiled its new flagship X300 series of smartphones this week, followed by the introduction of its new OriginOS 6 operating system, which adopts a two-pronged artificial intelligence strategy to serve both global and domestic Chinese markets.

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