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Friday 19 December 2025

Taiwan memory maker Etron finds AI growth path in drones and robotics

Etron's subsidiaries eYs3D Microelectronics, DeCloak and eEver Technology are beginning to translate years of technology investment into concrete AI applications, with early momentum emerging in robotics, drones and edge intelligence.

Friday 19 December 2025

CWE to record impairment loss on JMC investment

Chang Wah Electromaterials (CWE) announced on December 18 that it will recognize an asset impairment loss of NT$655 million (US$20.75 million) related to its investment in JMC Electronics in the fourth quarter of 2025. The company's board approved recording corresponding investment and goodwill impairment losses totaling the same amount in line with international accounting standards.

Friday 19 December 2025

Tata Group invests additional US$170M in Tata Electronics to expand iPhone production and semiconductor capacity

Tata Group has invested an additional INR15 billion (US$170 million) in Tata Electronics, the company that manufactures iPhones for Apple, bringing its total investment in the subsidiary to INR45 billion over the past year. The latest funding, made in October, reflects ongoing support for expanding production capacity as Tata Electronics strengthens its role in Apple's global supply chain.

Friday 19 December 2025

Analysis: US leads AI in humanoid robots while China excels in cost and hardware

As humanoid robots emerge as a key technology riding the wave of AI, the US and China are rapidly forming two competing camps. Industry insiders analyzing their strengths say the US holds an edge mainly in software and foundational models, while China slightly outpaces the US in hardware innovation and iteration speed, with costs reportedly just one-fifth those of American products, making it difficult for other countries to catch up in the short term.

Friday 19 December 2025

From AI data centers to humanoid robots: CIAT plans next wave of tech momentum

The Cloud Computing & IoT Association in Taiwan (CIAT) held its 2025 annual member meeting on December 17, 2025, unveiling a forward-looking strategy for the next wave of technological momentum. The association expressed optimism about the global surge in artificial intelligence (AI), focusing future efforts on two key areas

Thursday 18 December 2025

Trump admin positions humanoid robots as critical front in US-China tech competition

Five months after launching an accelerated artificial intelligence (AI) development plan, the Trump administration is shifting its focus to robotics. Following semiconductors and AI, the US is preparing for its next "strategic high ground," this time targeting humanoid robots.

Thursday 18 December 2025

Cyient Semiconductors to acquire majority stake in Kinetic Technologies for US$93 million

Cyient Ltd's wholly owned subsidiary, Cyient Semiconductors Singapore Pte Ltd, has entered into a definitive agreement to acquire over 65% of US-based power semiconductor company Kinetic Technologies for US$93 million. The transaction is expected to close by April 30, 2026.

Thursday 18 December 2025

Taiwan's AI software push needs substance, not stopgaps

Taiwan Premier Cho Jung-tai recently announced the government plans to invest NT$31.1 billion (US$992.95 million) in 2026 for 10 major AI infrastructure initiatives, including a government-subsidized project to advance the country's AI software sector. The software initiative aims to encourage all industries to adopt intelligent applications, transforming Taiwan into a truly smart technology island.

Thursday 18 December 2025

MilDef Crete to double rugged PC output amid defense order surge

MilDef Crete, a Taiwan-based maker of rugged computers, is accelerating a major capacity expansion as rising global defense spending fuels a surge in military orders, positioning the company to double production by 2026 and shift its business further toward defense-focused systems.

Wednesday 17 December 2025

Fire near Yageo plant in Taiwan causes no damage, company says

Yageo, the Taiwanese manufacturer of electronic components, stated on Monday that a fire at a neighboring facility near its Dafa No. 3 plant in Kaohsiung did not impact its own operations.

Wednesday 17 December 2025

Tenstorrent advances RISC-V AI chips in China with former Arm China CEO

Tenstorrent, under Jim Keller, cut 7.5% of its staff to boost teamwork, launched the Ascalon RISC-V CPU in China for AI and HPC markets, and is partnering with CoreLab and former Arm China CEO Allen Wu to compete with the Arm ecosystem.

Wednesday 17 December 2025

Electronics suppliers shift to flexibility amid rising geopolitical risks

Global electronics suppliers entered 2025 expecting a gradual recovery after a prolonged inventory correction. But persistent geopolitical tensions, supply constraints linked to artificial intelligence expansion, and fragmented end-market demand are forcing companies to rethink how they compete.

Wednesday 17 December 2025

AMD CEO visits Lenovo Beijing HQ amid China AI chip focus

AMD chairman and CEO Lisa Su visited Lenovo's global headquarters in Beijing on December 16, 2025, marking a key stop during her recent trip to China. Accompanied by several Lenovo executives, the visit drew significant industry attention.

Tuesday 16 December 2025

Luxshare steps up diversification drive as Apple reliance shows signs of easing

Luxshare Precision Industry is accelerating efforts to diversify its business mix as it seeks to reduce its heavy reliance on Apple-linked consumer electronics, even as that segment remains the company's largest revenue contributor. Financial data show consumer electronics accounted for 79% of Luxshare's revenue in the first half of 2025, down from a peak of 88% in 2020 and 85% in 2023, signaling a gradual but deliberate rebalancing.

Tuesday 16 December 2025

AgiBot and Unitree showcase humanoid robots in first joint performance

From December 12 to 14, the 2025 Global Developers Pioneer Summit (GDPS) and international embodied AI skills competition took place in Shanghai, spotlighting China's rising humanoid robot scene. The GDPS 2025 opening ceremony on December 13 featured a landmark collaboration between AgiBot and Unitree, marking their first joint stage performance.

Tuesday 16 December 2025

Foxconn's US$174M Kentucky plant seen as unlikely to serve Apple production lines

Foxconn plans to expand its US manufacturing footprint with an investment of about US$174 million in Louisville, Kentucky, converting an existing 325,000-square-metre (80-acre) warehouse into a factory. The project is expected to create around 180 jobs and begin operations in the third quarter of 2026.

Tuesday 16 December 2025

Shanghai AI conferences signal pivot from model hype to embodied intelligence reality

In 2025, Shanghai hosted two AI conferences that spotlighted its tech advantages and featured the Global Developer Pioneers Summit (GDPS) 2025 competition, which emphasized practical AI solutions for industry and rescue operations.

Tuesday 16 December 2025

Kentec launches 2.5MW liquid-cooling CDU, teams up with Infinitix to expand Taiwan-Japan AI data center alliance

As generative artificial intelligence (GenAI) and large model training rapidly increase computing power density, artificial intelligence (AI) data centers are entering a new phase where energy efficiency and thermal management have become decisive factors.

Tuesday 16 December 2025

Taiwan's Ability finds new momentum in robotics and drone technologies

Robotics and unmanned aerial vehicles are poised to be among the most significant industrial growth themes of 2025, and Taiwan's Ability Enterprise is drawing attention for its aggressive push into both fields simultaneously.

Tuesday 16 December 2025

Commentary: Broadcom and MediaTek face profit challenges amid growing ASIC orders

Broadcom reported strong AI-related order growth but noted lower gross margins for ASIC products compared to non-AI items, causing market uncertainty about 2026 revenue. Industry experts explained that lower ASIC margins are common due to customer-driven design changes and production timing.

Tuesday 16 December 2025

Acer CEO urges firms to boost resilience amid memory price surge

Acer chairman and CEO Jason Chen has pointed out that soaring memory prices have triggered ripple effects across the market, driving up costs and retail prices, which in turn impact demand.

Tuesday 16 December 2025

Taiwan's tech industry body set for new leadership amid AI boom

The Taipei Computer Association (TCA), which organizes the influential Computex tradeshow—one of Asia's largest technology exhibitions—is set to elect a new chairman on December 17, 2025, with Acer chairman Jason Chen emerging as the frontrunner. Chen is positioned to replace Paul Peng, who is stepping down after six years leading the influential industry body.

Tuesday 16 December 2025

Notebook market may see second consecutive year of seasonal demand distortion in 2026

The notebook market is expected to encounter an unusual shift in seasonal demand for a second consecutive year, with 2026 poised to replicate the disruption seen in 2025. While geopolitical tensions drove the initial reversal in 2025, industry insiders attribute the 2026 distortion mainly to rising memory prices, which are prompting enterprise buyers to accelerate purchases.

Tuesday 16 December 2025

Taiwan, South Korea strengthen startup ties at COMEUP 2025

Taiwanese startup accelerator AppWorks and South Korea's SparkLabs participated in COMEUP 2025, a prominent startup event in Seoul, underscoring growing collaboration between the two Asian technology hubs. Both economies aim to help startups overcome geographic barriers and jointly expand their presence in global markets as artificial intelligence gains momentum worldwide.

Monday 15 December 2025

Inventec wins Datasection server deal to supply first B300 AI supercluster

Japanese software service provider Datasection has signed an agreement with Inventec to purchase 1,250 servers equipped with 10,000 Nvidia B300 GPUs. The company plans to build a world-class, first-of-its-kind large-scale AI cluster featuring Nvidia B300 GPUs in Sydney, Australia.

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