The annual "360°MOBILITY Mega Shows," a major gathering for the auto parts and mobility industry, opens on the 14th, drawing heightened attention to the growing role of Taiwan's suppliers in next-generation automotive technology. As software-defined vehicles (SDVs) emerge as a central industry direction, the share of automotive semiconductors and software in vehicle development is rising rapidly, according to a DIGITIMES Research report.
The passive components sector is emerging from its inventory slump, with Yageo and Walsin Technology flagging a pickup in both commodity and high-end components, driven by AI servers and automotive electronics.
Japan's Yaskawa Electric is pointing to a turning point in its earnings trajectory, with AI-driven robotics and semiconductor equipment demand converging to lift orders, margins, and outlook.
Apple is accelerating development of next-generation wearable hardware, with plans to launch its first smart glasses as early as 2027, Bloomberg reported. The initial product will not include a display, reflecting a focus on hands-free operation and ecosystem integration as the company moves into a market led by Meta Platforms and EssilorLuxottica.
Taiwan's exports rose to a record high in March, supported by demand for artificial intelligence (AI) and memory-related products, according to the Ministry of Finance.
China's push for AI self-sufficiency is lifting Hygon Information Technology from a server CPU supplier into a broader AI compute platform player. Its "CPU + DCU (Deep Computing Unit)" strategy is now taking shape, positioning the company to serve both general-purpose and AI workloads in a market racing to localise computing power.
As artificial intelligence moves from experimentation to full-scale production, companies are confronting the limits of GPU-only inference architectures. In response, Intel and SambaNova Systems on Monday unveiled a jointly engineered blueprint designed to address the next generation of AI workloads, while announcing a broader multi-year strategic collaboration.
