The Google Cloud Summit Taipei, held on June 12, brought together industry leaders, including representatives from Foxconn and Taiwan's Ministry of Health and Welfare National Health Insurance Administration. The event marked the first large public appearance of Mike Chen, the newly appointed General Manager of Google Cloud Taiwan.

The global AI competition has intensified. Advanced Micro Devices (AMD) CEO Lisa Su revealed for the first time at the Advancing AI conference the next-generation rack-level solution Helios, designed specifically for large-scale AI training and inference. It will feature the new MI400 series GPUs, Zen 6 architecture EPYC Venice CPUs, and Pensando Vulcano NICs, with an expected launch in 2026.

As artificial intelligence (AI) increasingly merges with physical robotics, Taiwanese-based Abico Asia, together with Canon and affiliated companies, has signed an investment agreement with US robotics company Agility Robotics, committing approximately US$10 million. The deal aims to accelerate the deployment and development of humanoid robots across Asian markets.

Taiwan's Trans-Sun Materials Technology posted consolidated revenue of NT$110 million (approx. US$3.67 million) in May 2025, down 6.7% month-over-month and 12.28% year-over-year. Revenue for the first five months reached NT$523 million, a modest 2.52% decline from the same period in 2024.

Chinese multilayer ceramic capacitor (MLCC) manufacturers—including Guangdong Fenghua Advanced Technology, Chaozhou Three-Circle Group, and Eyang Technology—have rapidly expanded their global market share, reaching an estimated 10% of total revenue in the second half of 2024. That reflects a four-percentage-point gain from 2019 and signals growing competitive pressure on incumbents such as Samsung Electro-Mechanics (Semco), according to Business Post and Futubull.

Semiconductor inspection leader MAtek reported consolidated revenue of NT$429 million (US$14.3 million) in May 2025, marking a 1.89% increase from the previous year despite a 2.75% month-over-month decline in April. Cumulative revenue for the first five months reached NT$2.109 billion, up 3.4% year-over-year, driven largely by growing demand for materials analysis (MA) and services from Japanese research labs.

Taiwan-based injection molding machine manufacturer Fu Chun Shin (FCS) reported its highest-ever monthly revenue in May 2025, driven by robust demand from major AI server makers and electric vehicle (EV) manufacturers. With operations in Taiwan, China, and India running at heightened utilization rates, the company is benefiting from a post-pandemic reshaping of global manufacturing and supply chains.

Oracle's fourth-quarter fiscal 2025 earnings call held on June 11 offered a deeper look into the company's accelerating shift toward cloud infrastructure and artificial intelligence, underpinned by rising demand, record capex, and a growing strategic alliance with OpenAI.

Oracle ended its fiscal year 2025 (ended on May 31, 2025) on a high note, reporting solid fourth-quarter results and forecasting even stronger growth in fiscal year 2026, driven by surging demand for its cloud services and infrastructure.

Taiwan-based industrial PC and POS system provider Posiflex is taking steps to ensure long-term sustainability and corporate resilience, particularly as founder-led companies face increasing succession challenges. During its shareholders' meeting on June 11, Posiflex announced it would hold an extraordinary shareholders' meeting on July 30 to conduct a full board re-election. The move is part of a broader strategy to advance toward a professional management structure and leverage its strategic alliance with Acer.

As generative AI and humanoid robotics converge, Chinese microcontroller unit (MCU) manufacturers are shifting their strategic focus away from the automotive sector toward humanoid robots, seeking new avenues for growth. Industry players are zeroing in on three key modules—motion control, edge AI, and battery management—to position themselves early in the evolving robotics landscape.

Industrial PC (IPC) maker Avalue Technology held its annual shareholders' meeting on June 10, 2025, reaffirming its steady growth outlook for 2025 despite ongoing exchange rate volatility. Chairman Li-chi Liu noted that while tariffs have a limited impact on the IPC sector, fluctuating currency rates remain a common challenge for industry players. Nonetheless, he expressed confidence in continued expansion driven by robust demand in key application areas, particularly smart healthcare.

OpenAI plans to onboard Google Cloud—part of Alphabet Inc.—as one of its computing infrastructure providers to meet surging demand for AI workloads, according to sources familiar with the matter. The agreement was finalized in May.

Driven by Industry 4.0, smart manufacturing, and edge computing, the industrial PC (IPC) market is undergoing structural change. As deployment scenarios become more fragmented, manufacturers are adopting modular design strategies to speed up customization and improve delivery efficiency in a globally competitive landscape.

Marking the first anniversary of China's "Eight Measures for the STAR Market"—a landmark reform package aimed at boosting tech innovation and industrial upgrading—the country has recorded its biggest-ever merger in the computing power sector.

In 2017, AMD held nearly zero market share in the server processor segment. After CEO Lisa Su implemented a comprehensive platform strategy overhaul, AMD set ambitious goals for annual market share growth. This effort led to reaching 25% in 2023 and soaring to a new high of 33% in 2024. In the first quarter of 2025, AMD's server market share surged further to 39.4%, with expectations to easily surpass 40% for the full year.

Chinese processor developer Hygon Information Technology and supercomputing firm Dawning Information Industry Co. (Sugon) unveiled a CNY116 billion (US$16.2 billion) share-swap merger plan on June 9, 2025. Under the deal, Hygon will acquire Sugon by issuing new A-shares at a 0.5525:1 swap ratio. To raise complementary funding, a private placement to up to 35 qualified investors will also be launched. Trading in both companies' shares resumed on June 10, 2025.

Micro-Star International (MSI) held its annual shareholders' meeting on June 10, 2025, with chairman Joseph Hsu outlining cautious optimism for 2025 despite lingering global and operational challenges. Hsu acknowledged that 2024 was a difficult year due to delayed product launches and geopolitical and economic headwinds. Nonetheless, MSI continued investing in key areas such as AI, high-performance computing (HPC), automotive electronics, and charging infrastructure. The company projected a return to growth beginning in the second half of 2025, bolstered by recovering demand for gaming products.

Nvidia CEO Jensen Huang praised the UK for its top-tier artificial intelligence (AI) talent and described the country as being in a "Goldilocks" position for AI advancement. However, he noted the lack of domestic AI infrastructure and pledged to increase local investments.

Taiwan's IC design firms remain optimistic about the long-term trajectory of artificial intelligence (AI), but their outlook for the second half of 2025 has turned markedly cautious. Despite strong expectations around new AI products, near-term uncertainty, driven by tariffs, geopolitics, and macroeconomic volatility, is clouding what was once seen as a pivotal year for edge AI adoption.

Getac Holdings announced consolidated revenue of NT$3.212 billion (US$107.37 million) for May 2025, marking a robust year-on-year increase of 13.8%. The company's cumulative revenue for the first five months of 2025 reached NT$16.053 billion, up 9.91% compared to NT$14.605 billion in the same period last year.

Taiwan's total export value in May 2025 soared to a record US$51.74 billion, surpassing the US$50 billion mark for the first time and marking a 38.6% year-over-year increase. According to the Ministry of Finance, this surge was driven by strong global demand for AI servers and other high-performance computing hardware, alongside accelerated shipments to the US amid ongoing reciprocal tariff negotiations. The milestone represents the 19th consecutive month of export growth for Taiwan, reinforcing its position as a global electronics hub.

Heading into the second half of 2025, Taiwan-based electronics maker Pegatron is navigating persistent uncertainty stemming from shifting US tariff policies. At its June 6 annual general meeting, the company struck a cautiously upbeat tone while spotlighting progress in two of its core growth areas: AI servers and automotive electronics.

The unveiling of prototype humanoid robots by Tesla, Nvidia, and Hangzhou Unitree Robotics (Unitree) has fueled public fascination with the convergence of natural language models, artificial intelligence (AI), and robotics. While excitement grows globally, Taiwanese scholars urge a grounded outlook, noting that bipedal robots still face significant coordination challenges before realizing their full potential.