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Monday 9 June 2025
Quantum computing sidelined amid AI hardware boom
While ChatGPT and DeepSeek have already demonstrated the remarkable results that generative artificial intelligence applications can achieve using graphics processing units, the outlook for quantum computers driving AI remains uncertain.
Monday 9 June 2025
Inventec forecasts server-led expansion with tepid notebook outlook

Inventec reported modest notebook shipment growth in May and continued strength in its server business, which it expects to remain the primary driver of growth for 2025. The company remains cautious about full-year notebook performance, noting that second-half demand remains uncertain. Nonetheless, it projects a slight year-over-year increase in NB shipments.

Monday 9 June 2025
HTC banks on AR/VR, trims assets for future bets
HTC Corp. announced its operational results for May 2025 on June 6, revealing a positive revenue growth trajectory supported by recent strategic asset restructuring and collaborations aimed at enhancing its position within the emerging technology sectors of artificial intelligence (AI), augmented reality (AR), virtual reality (VR), and advanced telecommunications.
Friday 6 June 2025
Maxell targets Coretronic, Optoma in US lawsuit over projector patent dispute
Maxell Ltd. has filed a patent infringement suit in the Eastern District of Texas, accusing Taiwan's Coretronic Corporation and its subsidiary Optoma Corporation of violating seven US patents through the manufacturing of Optoma-branded projectors.
Friday 6 June 2025
Acer's Asia-Pacific growth slows amid global uncertainties, bets on early localization and brand momentum
Acer Inc.'s Pan-Asia Operations president, Andrew Hou, said the company remains cautiously optimistic for 2025 despite a complex and shifting geopolitical and economic landscape that has dampened visibility and demand across the region. While revenue in the Pan-Asia region posted single-digit growth in the first half of the year, Hou warned that conservative market sentiment is likely to persist into the second half.
Friday 6 June 2025
Apple reportedly brings Tata on board for iPhone and MacBook repairs in India as Wistron exits
Reuters, citing unnamed sources, reported that Apple has entrusted Tata Group with handling after-sales repairs for iPhones and MacBooks in India, marking a significant expansion of the Indian conglomerate's role in the US tech giant's supply chain. The move reflects Apple's increasing reliance on Tata as it seeks to diversify beyond China and deepen its manufacturing and service operations in India.
Tuesday 3 June 2025
How would US Supreme Court rule on Trump's tariffs policy?
A US federal court has granted the Trump administration's request for a temporary stay of a ruling made by the Court of International Trade against its sweeping tariffs policy. The White House is appealing the trade court's decision while insisting there are alternative methods to collect tariffs. Though Trump remains defiant in the face of legal challenges, growing judicial resistance casts doubt on his administration's tariff strategy.
Monday 2 June 2025
Foxconn-Nvidia to build Taiwan's 100MW AI supercomputing center
Foxconn and Nvidia have announced a major collaboration to build one of Taiwan's most advanced AI infrastructure projects — a cutting-edge AI Factory supercomputing center. The facility aims to accelerate artificial intelligence research and deployment across Taiwan's government, industry, and academic sectors.
Friday 30 May 2025
Acer eyes IPOs and heart rates as volatility lingers
Acer CEO Jason Chen, who also chairs subsidiary Weblink International Inc., addressed shareholders on May 28, 2025, noting that although market volatility triggered by President Trump's policies has shown signs of diminishing due to the constant flow of new developments, the underlying risks have not been eliminated.
Friday 30 May 2025
ZT slips away, tariffs shift — Compal turns to Nvidia
Compal held its shareholders' meeting on May 29, 2025. Chairman Ray Chen and President Anthony Peter Bonadero spoke with the media after the meeting, sharing their views on the company's operations and industry conditions. Chen highlighted that since 2025, the most concerning issue has been the tariff policies of the Trump administration.
Thursday 29 May 2025
Computex 2025 lacks spark, industry pushes for pragmatic AI innovation

The honeymoon phase is over

Thursday 29 May 2025
Trade court blocks Trump's global tariffs, calls emergency claim unlawful
The bulk of President Donald Trump's global tariffs were deemed illegal and blocked by the US trade court, dealing a major blow to a pillar of his economic agenda.
Wednesday 28 May 2025
Sony doubles down on premium niche with Xperia 1 VII to salvage shrinking market presence
Sony has unveiled its 2025 flagship smartphone, the Xperia 1 VII, aiming to strengthen its position in the high-end segment despite its diminished influence in the global smartphone market. While far behind giants like Apple, Samsung, Xiaomi, Oppo, and Vivo, Sony is leveraging its brand strength and technological integration to maintain relevance, particularly in Japan, Taiwan, and parts of Europe.
Wednesday 28 May 2025
Xiaomi boosts EV gross margin and doubles down on AI with major R&D push
Xiaomi reported strong progress in its electric vehicle (EV) and artificial intelligence (AI) businesses during its first-quarter 2025 earnings call on May 27, with company executives highlighting notable improvements in operational efficiency and a renewed commitment to long-term innovation through increased investment.
Wednesday 28 May 2025
Computex 2025 hits record attendance amid growing uncertainty over AI boom and policy risks
Computex 2025 wrapped up with record-breaking attendance and exhibitor participation, underscoring the sustained momentum of artificial intelligence (AI) across the tech sector. Exhibitors warmly welcomed Nvidia CEO Jensen Huang, with many showcasing AI-driven innovations. However, despite the energy and enthusiasm on the show floor, an undercurrent of caution and anxiety loomed over the event — a stark contrast to the optimism of previous years.
Wednesday 28 May 2025
Xiaomi profit surges 161% in 1Q25 on strong EV and IoT sales
Xiaomi posted strong first-quarter 2025 results, with net profit jumping 161.2% year-over-year to CNY10.92 billion (approx. US$1.52 billion), driven by booming EV and IoT sales. Revenue rose 47.4% to CNY111.29 billion, underscoring solid demand across its product lines and growing momentum in smart appliances and electric vehicles.
Tuesday 27 May 2025
Notebook supply chain treads carefully as Trump calls on Apple, Samsung to reshore production
US President Donald Trump has called on tech giants Apple and Samsung to move their manufacturing operations back to the US, surprising many in the global supply chain who were already shifting production toward India and Vietnam. Ongoing negotiations between Apple and the Trump administration have placed further expansion plans on hold, industry sources say.
Tuesday 27 May 2025
India PC market sees seventh straight quarter of growth as AI-powered models penetrate
India's PC market—including desktops, notebooks, and workstations—continued its upward momentum in the first quarter of 2025, growing 8.1% year-over-year with 3.3 million units shipped, according to IDC. This marks the seventh consecutive quarter of annual growth for the sector.
Tuesday 27 May 2025
iPhone supply chain holds breath for Trump's 25% tariff threats
US President Donald Trump's latest warning of a 25% tariff on Apple's iPhone production unless it returns to the US has rattled global supply chain operators. While the threat aligns with Trump's longstanding protectionist stance, industry insiders say the implications—higher costs, potential production delays, and forced supply chain shifts—are too significant to ignore. Suppliers are reportedly in negotiations with Apple to determine the next steps.
Tuesday 27 May 2025
Who suffers as Trump targets Apple over iPhone production?
US President Donald Trump recently demanded that Apple relocate the assembly and production of iPhones to the US. Otherwise, a 25% tariff would be imposed on iPhones and other smartphones manufactured overseas, reigniting market concerns. Generally, it is believed that Trump's move against Apple will ultimately amount to little more than an empty threat. This reckless approach could impose greater operational pressures on the supply chain while causing unintended harm to American industries themselves.
Monday 26 May 2025
IFA Berlin CEO: Asian companies flocking to Europe as US tariff fears mount
Asian technology companies are scrambling for exhibition space at Europe's largest consumer electronics show as Trump administration tariff policies drive them away from the US market, according to the chief executive of IFA Berlin.
Monday 26 May 2025
Trump extends deadline for 50% tariffs on EU goods to July 9
President Donald Trump said he would extend the deadline for the European Union to face 50% tariffs until July 9 after a phone call with Commission President Ursula von der Leyen.
Friday 23 May 2025
Nvidia bets on Taipei, but can Taiwan deliver?
As Nvidia chooses to build its overseas headquarters in Taipei, Taiwan's government is promising to be more than a host. It wants to be Nvidia's strongest ally. But can it keep that promise?
Friday 23 May 2025
Agentic AI drives disruptive innovation, Qualcomm optimistic about AI PC business growth
Qualcomm held a media briefing in Taiwan on May 21 to discuss the development of AI PCs and other devices. Kedar Kondap, Qualcomm's senior vice president and general manager of Compute and Gaming, highlighted that the emergence of Agentic AI will bring significant transformation to the entire PC market, blurring traditional product categories.
Friday 23 May 2025
LG Electronics India posts record revenue and net profit in 1Q25
LG Electronics' Indian subsidiary reached record revenue and net profit in early 2025, strengthening its position in the South Asian market and enhancing prospects for a potential listing in India.
Research Report Database
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