The development of edge AI, driven by DeepSeek, has garnered attention and created opportunities for new suppliers aiming to position themselves in the AI servers market. YS Tech, primarily focused on automotive and consumer technology, has recently ventured into AI servers. General manager Robert Liu stated that the company will focus on Tier 2 suppliers and is targeting the cooling opportunities brought about by edge AI.

Microip has sought to advance its AI business from another angle through its participation at the Embedded World 2025 trade show in Nuremberg, Germany. According to company chairman James Yang, positive experiences at the expo last year led to the company's return in 2025, with the aim of riding the current AIoT wave.

AI adoption is shifting from cloud computing to edge applications, fueling greater interest in embedded systems. Embedded World 2025, the world's leading embedded systems trade show, opened on March 11 in Nuremberg, Germany, drawing global IPC and edge AI leaders.

At Embedded World 2025, Altera made a bold case for FPGAs in AI computing, arguing they can rival ASICs in edge AI. While FPGAs are already entrenched in industrial control, they trail GPUs and ASICs in AI acceleration.

Asia Vital Components (AVC) chairman Ching-Hang Shen pointed out that while the entire industry previously discussed liquid cooling solutions, he believed it was still early and not yet at a true maturation stage. However, with recent discussions shifting back to air cooling, he now asserts that the era of liquid cooling is about to commence. In response to the rising demand for liquid cooling, AVC plans to substantially increase its production capacity.

Embedded World 2025 officially commenced this week in Nuremberg, Germany, with Sandra Rivera, CEO of FPGA company Altera, delivering the keynote address. In her presentation, Rivera discussed key developments in edge AI and highlighted the role that FPGAs can play in the rapidly evolving sector.

At Embedded World 2025, Altera CEO Sandra Rivera spoke during a keynote Q&A about the company's transition and future plans as the Intel-owned FPGA provider operates independently.

As AI and robotics evolve, market opportunities are expanding, but fragmentation remains a key hurdle. Advantech is tackling supply chain integration and system compatibility challenges by driving industry-wide collaboration. Through an open ecosystem, standardized frameworks, and developer engagement, the company is advancing scalable, secure, and cross-industry automation solutions.

Advantech sees order momentum rebounding, with the regional book-to-bill ratio climbing above 1. General Manager and CFO Eric Chen expects steady growth in 2025, bolstered by the rapid expansion of the Edge AI market.

Nvidia's meteoric rise in AI hardware following ChatGPT's debut has been nothing short of remarkable. But as history has shown, no industry leader stays unchallenged forever. As Intel's legendary CEO Andy Grove once put it, "Only the paranoid survive"—because in tech, market leaders are only safe until someone comes along to disrupt them.

The US has imposed a 10% tariff on Chinese imports just ahead of China's annual Two Sessions meetings, heightening economic and geopolitical tensions. The move underscores Washington's intent to restrain China's technological and economic expansion while increasing pressure on Beijing.

How big is Singapore? Around 700 square kilometers—roughly the size of Pudong north of Century Avenue in Shanghai. After dark, dinner was served on the first floor of the Capella Hotel, with six tables arranged for about 60 guests, including our hosts from Bank of America (BoA).

As competition between the US and China escalates, quantum computing has emerged as a pivotal battleground in the quest for technological dominance. Scientists at the University of Science and Technology of China (USTC), led by Jian-wei Pan, Xiao-bo Zhu, and Cheng-zhi Peng, have introduced Zuchongzhi 3.0, a next-generation superconducting quantum computing prototype with 105 qubits—marking a major step in China's quantum research.

At MWC 2025, Samsung Electronics introduced its newest AI advancements, spotlighting the Galaxy S25 series with cutting-edge AI features and the inaugural XR headset Project Moohan. The notably thin Galaxy S25 Edge and AI applications for the smart home and health were also highlighted.

China's startup, DeepSeek, has unveiled a low-cost open-source AI model, igniting optimism in the market about potential reductions in AI costs and advancements in edge computing. The company's continued open-source initiatives have been met with positive feedback from developers, underscoring growing enthusiasm for accessible AI tools. However, Ubitus's CEO, Wesley Kuo caution that while DeepSeek's large model holds promise, it remains better suited for cloud-based applications at this stage. The company still faces significant challenges in the edge AI space, where established models from competitors continue to hold sway.

Arm has unveiled its Armv9 edge AI computing platform, featuring the Cortex-A320 CPU and Ethos-U85 NPU to power AI workloads at the edge. Capable of running models with over a billion parameters, the platform reflects Arm's push to decentralize AI processing, making it essential for the IoT.

The DRAM market is expected to remain at the industry's low point in the first half of 2025. According to Nanya Technology president, Pei-ing Lee, Chinese competitors' DRAM production capacity has far surpassed that of Nanya. Although major Chinese manufacturers focus on LPDDR4, without their output ramp-up, the DRAM market would have already recovered.

DeepSeek's emergence is accelerating edge AI adoption, challenging the reliance on Nvidia's ecosystem. Silicon Motion CEO Wallace Kou sees its rise as a shift in AI development strategy. The growing adoption of small language models (SLMs) is also fueling demand in the memory sector, benefiting DRAM and NAND flash.

Following the transition of Chief Telecom's LY2 AI data center to commercial operation, company chairman Hong-jia Shao expects revenue and profit will reach new heights in 2025.

Taiwan-based internet data center (IDC) service provider Chief Telecom sees promising prospects in edge AI development, particularly thanks to the rise of DeepSeek, as AI applications continue to emerge rapidly.

As AI rapidly advances, the demand for skilled professionals has surged in China, especially in generative AI, large models, data centers, and humanoid robots. Competition for talent is fierce, with major companies like Xiaomi, ByteDance, and Alibaba offering annual salaries often surpassing CNY1 million (US$137,830) to recruit top AI experts for their R&D teams.

As inventory levels normalize and artificial intelligence (AI) applications continue to expand in the market, Nexcom chairman Clement Lin expressed confidence that their accumulated technological expertise and product portfolio will gain market recognition, maintaining a cautiously optimistic outlook for 2025. However, the robotics market still requires time to mature.

The emergence of DeepSeek as a transformative force in edge AI development has supply chain operators anticipating a new wave of consumer upgrades across smart devices, from smartphones to AI PCs.

The emergence of DeepSeek has demonstrated that edge artificial intelligence (AI) development can proceed without high-performance graphics processing units (GPUs), spurring increased interest in Winbond Electronics' tailored AI memory solutions.

During Qualcomm's latest earnings call, CEO Cristiano Amon described DeepSeek-R1 as a turning point for the AI industry, driving the shift of AI inference from the cloud to edge devices. He highlighted that DeepSeek-R1 strengthens Qualcomm's competitive position, as its chips are optimized for efficient on-device AI processing, reducing dependence on cloud-based computing.