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Wednesday 16 July 2025
Taiwan's PCB supply chain gains momentum as AI & ASIC server shipments surge
AI server GB200 has begun volume shipments, and cloud service providers (CSPs) are ramping up demand for servers equipped with their own ASICs. Despite reciprocal tariffs and New Taiwan Dollar exchange rate losses, server suppliers including Unimicron, Gold Circuit Electronics (GCE), Hi-tec, and Tripod have reported revenue growth in the second quarter of 2025.
Tuesday 15 July 2025
LIPS Corp. lands Samsung, onsemi as partners in 3D vision sensor integration
Taiwan's LIPS Corp., a 3D vision technology company, is moving into mass production after 12 years of research and development and proof-of-concept collaborations. With more than 20 active projects, LIPS has attracted major partners, including Samsung Electronics, onsemi, Infineon, Sony, and BMW, many of whom have named it an exclusive or long-term supplier for machine vision systems across industrial and consumer applications.
Tuesday 15 July 2025
TSMC in crosshairs: tariffs, currency, and AI growth at stake

As TSMC prepares to deliver its earnings report on July 17, all eyes are on how the world's largest contract chipmaker will navigate what analysts are calling a "triple threat" — escalating tariff pressures, rising chip duties, and the surging New Taiwan dollar. Together, these factors present a critical test for the company's short- and medium-term outlook.

Tuesday 15 July 2025
China's expanding robot industry presents opening for Taiwan
Robotics is consistently displaying its potential for success as the industry undergoes a structural transformation. The demand for robotics has grown due to labor shortages and rising costs, especially after AI's integration. Nvidia CEO Jensen Huang views humanoid robots as a key to physical AI implementation.
Tuesday 15 July 2025
Nvidia caught between Washington's warnings and Beijing's welcome
As US-China tech tensions deepen, Nvidia CEO Jensen Huang has once again found himself at the center of a geopolitical storm — this time, not for launching a groundbreaking GPU or driving record-breaking stock valuations, but for simply planning a trip to China.
Tuesday 15 July 2025
Gogolook partners with MetaAge to strengthen cybersecurity and anti-scam solutions for enterprises
Trust technology provider Gogolook has announced a strategic alliance with cloud service distributor MetaAge to expand its footprint in the high-value enterprise cybersecurity and anti-scam market.
Tuesday 15 July 2025
OpenAI delays open-weight model as Chinese rivals close in
OpenAI Chief Executive Officer Sam Altman said on social media January 12 that the company will release an open-weight model next week, citing the need for additional safety testing as the reason for delays. The announcement comes as Meta Platforms Inc. faces questions about its commitment to open-source AI following heavy investments in talent recruitment.
Tuesday 15 July 2025
AI boom is transforming data centers & pushing energy limits
There is no question that AI and cloud computing have been rapidly revolutionizing the technology landscape. From capacity expansion and energy pressure to cooling innovations, data centers are no longer just digital infrastructure—they have become the core battleground shaping future tech competitiveness, resource allocation, and industrial development.
Tuesday 15 July 2025
Meta's AI ambitions go gigawatt-scale in race for superintelligence

Meta Chief Executive Mark Zuckerberg announced plans to invest hundreds of billions of dollars over the next several years to build a series of massive artificial intelligence (AI) data centers — each with power demands measured in gigawatts — as part of the company's accelerating push toward developing superintelligence.

Tuesday 15 July 2025
Exclusive: Jensen Huang's third visit to China in 2025; RTX 6000D aims for two million shipments
Nvidia CEO Jensen Huang made his third visit to China in 2025, demonstrating significant sincerity to revive the Chinese market. According to supply chain sources, Nvidia has confirmed it will supply the RTX 6000D in the third quarter of 2025, manufactured using TSMC's 4nm process. The shipment target is set at around two million units by year-end, aiming to fill a revenue gap exceeding US$10 billion.
Monday 14 July 2025
Taiwan coordinates AgeTech efforts eyeing both domestic and international markets
Taiwan, with a rapidly aging population, is gearing up for the development of the AgeTech industry, with the government coordinating efforts from various sectors to form a "national team" targeting the needs of both domestic and international markets.
Monday 14 July 2025
Huawei's 'Little HiSilicon' launches all-out chip blitz: from RISC-V MCUs to AI edge SoCs
HiSilicon (Shanghai) Technologies — Huawei's application-specific chip design arm known as "Little HiSilicon" — has launched a broad lineup of self-developed chips spanning IoT, industrial automation, smart home devices, visual AI, and energy management. The company also unveiled its first RISC-V-based chips, highlighting China's accelerating push for independent innovation in semiconductor design.
Monday 14 July 2025
Unigroup's US$14 billion comeback: post-restructuring push spans chips, global reach, IPOs
On July 11, 2025, Tsinghua Unigroup marked three years since its strategic overhaul with a strong performance report highlighting its resurgence in China's high-tech sector. Over the period, the group generated more than CNY100 billion (approx. US$14 billion) in annual revenue for three straight years, filed over 30,000 patents (up 25%), and won the State Scientific and Technological Progress Award twice.
Monday 14 July 2025
Industry calls for delay as EU's AI crackdown begins
The EU has released the Code of Practice ("Code") for General-Purpose AI Models (GPAI), a preparatory measure for the AI Act set to take effect on August 2, 2025. The Code aims to guide companies in complying with the upcoming regulations. However, the timeline is tight, and the industry is calling for a delay in enforcement, claiming that the preparation time is insufficient.
Monday 14 July 2025
Taiwan must move beyond OEM/ODM to export complete systems, particularly aging-related technology, says NSTC Minister
Taiwan must move beyond its traditional OEM (original equipment manufacturing) and ODM (original design manufacturing) model and focus on exporting complete systems, particularly in the rapidly growing aging-related technology sector, according to National Science and Technology Council (NSTC) Minister Cheng-wen Wu.
Monday 14 July 2025
Cisco drives AIoT proof of concept from point to area, aims to extend Asia New Bay Area experience to semiconductor industry
As AIoT technology deepens its application across industrial sectors, networking and cybersecurity brand Cisco has partnered with Genesis to launch the "AIoT Sustainable Innovation R&D Center" in the Asia New Bay Area, becoming one of Taiwan's most comprehensive end-to-end validation sites.
Monday 14 July 2025
As Nvidia soars, Taiwan's AI OEMs outpace TSMC in growth
Nvidia's landmark surge to a US$4 trillion market capitalization on July 10 has reverberated across the global tech landscape—but nowhere more profoundly than in Taiwan. As Nvidia cements its dominance in the AI infrastructure race, Taiwanese suppliers at the heart of its hardware ecosystem are posting record-breaking results.
Monday 14 July 2025
US judges diverge on AI but land on same legal ground
Meta Platforms and Anthropic secured separate legal victories in copyright disputes over using books to train artificial intelligence models, with federal judges ruling the practice constitutes fair use despite expressing divergent views on the technology's implications.
Monday 14 July 2025
Taiwan launches smart robotics talent program to compete with semiconductor sector
Taiwan is positioning robotics as a national growth engine, with Premier Cho Jung-tai naming it a top strategic priority alongside semiconductors and drones. To accelerate progress from hardware dominance to software-driven applications, the National Science and Technology Council (NSTC) will roll out a high-level smart robotics talent development program starting in 2026.
Monday 14 July 2025
Trans-sun Materials' revenue rises 4.6% month-over-month in June 2025 on AI demand
Trans-Sun Materials Technology, a Taiwan-based electronic functional materials manufacturer, posted June revenue of NT$116 million (approx. US$3.98 million), up 4.64% from May but down 2.95% year-over-year.
Sunday 13 July 2025
South Korea races to catch up in global humanoid robot competition
AI is already driving cars, writing papers, and coding computers. Society has now upgraded to humanoids and is on track to potentially become the norm.
Sunday 13 July 2025
China plots desert AI hub with 115,000 Nvidia chips, skirting US export bans
China plans to build at least 39 data centers in the desert regions of Xinjiang and Qinghai, outfitted with over 115,000 Nvidia H100 and H200 GPUs. These advanced chips have been under a US export ban since 2022, prompting concerns that they are being smuggled into the country, an issue now drawing heightened scrutiny from US officials.
Saturday 12 July 2025
Chipmakers bet on premium smartphones to weather 2H25 headwinds
Despite a generally negative outlook for the second half of the year, Largan, a key market indicator, stressed during its earnings call that the demand momentum for new flagship smartphones remains largely unchanged compared to previous years.
Saturday 12 July 2025
Google brings Gemini AI to Wear OS, boosting Samsung's new smartwatch and foldables

Google is bringing its Gemini artificial intelligence model to smartwatches running Wear OS, marking a significant expansion beyond smartphones and tablets. Announced this week, the rollout will introduce a new generation of AI-powered features across wearables from major partners including Samsung, Xiaomi, Oppo, and OnePlus.

Friday 11 July 2025
Google DeepMind spinoff Biotech moves AI-designed drug to human trials
The biotechnology sector is hailing a major milestone as Isomorphic Labs, a startup incubated by Google DeepMind, prepares to enter human trials with a drug candidate designed using artificial intelligence (AI). Industry experts see this breakthrough as a potential game-changer in biomedical research and development.