CONNECT WITH US
Aug 13
China to start mass production of domestic HBM3 chips, paving way for Huawei AI integration

China's domestic high-bandwidth memory (HBM) technology has reportedly reached a major milestone, with one of the nation's top DRAM manufacturers beginning mass production of HBM3 chips using a homegrown 16nm G4 process. Industry sources say sample shipments to Huawei are already in progress, and the product is undergoing final verification.

Global shipments of smart glasses jumped 110% in the first half of 2025 compared with a year earlier, with Meta holding more than 70% of the market, according to Counterpoint Research. New players such as Xiaomi and TCL-RayNeo are helping drive demand, while changes in US tariffs, which have rattled the broader electronics industry, have had only a limited effect on the sector.
OpenAI has launched GPT-5, introducing a notable reduction in API pricing for input and output tokens. This move may heighten competition among language model providers and lead competitors to reevaluate their pricing strategies, capturing the interest of developers and industry observers.
Nextlink, a cloud service agent, reported a 6.6% increase in revenue to approximately NT$2.086 billion (approx. US$69.5 million) in the first half of 2025 compared to the same period in 2024. The company noted growth in Taiwan and the China-Hong Kong region, despite challenges from escalating US-China tensions.
The National Science and Technology Council (NSTC) Southern Taiwan Science Park (STSP) Bureau has recently approved investment applications from three companies: Yalixin, Mega Sunergy, and Nalco Water.
On August 12, 2025, the board of directors of Taiwan's Uniplus Electronics approved a plan to reduce capital based on Article 168 of the Company Act to offset losses. The proposal will be submitted to an extraordinary shareholders' meeting later in 2025 for approval.
Taiwan's lead negotiator and vice premier of the Executive Yuan Li-chiun Cheng held a press conference on August 11, 2025, during which she stated that since the US aims to become the global center for AI, there is significant room for complementary cooperation between Taiwan and the US. She emphasized that the government and industry players are joining forces to foster strategic collaboration, build a favorable foundation, and strive for better negotiation outcomes with the US.
Sun Yad Industry announced plans to acquire a 34.76% stake in Y-S Electronics for approximately NT$295 million (approx. US$9.82 million), aiming to strengthen its market position and technological capabilities. The acquisition involves its subsidiaries, Sun Yad Construction and Myson Century Technology.
Simon Lin, Chairman of Wistron Corporation, offered a candid look at the tech giant's bumpy journey into venture capital during a keynote speech at Taiwan's Venture Capital Summit on August 12, 2024. Admitting that Wistron's internal venture arm struggled for three years due to mismatched expectations between corporate executives and startup founders, Lin said the company eventually gave the venture capital unit full autonomy — a shift that has since paid off.
When Nvidia framed the next wave of AI as "physical AI," it helped ignite a surge of interest in humanoid robots, accelerating development efforts worldwide. Yet, according to DIGITIMES' latest report, these machines will account for just 0.2% of the global robotics market this year - still concentrated in niche logistics, warehousing, and manufacturing applications, far from broad, multi-sector deployment.
Taiwan's Minister of Economic Affairs J.W. Kuo recently held forums addressing the impact of increased US tariffs on Taiwanese industries. He proposed six countermeasures to help companies mitigate the effects of ongoing trade tensions, particularly in sectors like automotive parts manufacturing.
The White House confirmed on August 12, 2025, that the Trump administration is still finalizing details around a 15% "export levy" applied to Nvidia and AMD's AI chip sales to China, with potential plans to extend this policy to other semiconductor companies.