Amazon Web Services (AWS) currently serves approximately 4.2 million customers worldwide, with startups making up 70% of this base, according to recent industry research. The US remains AWS's largest market by customer distribution, while the Asia-Pacific region ranks third. Experts predict artificial intelligence (AI) will significantly accelerate cloud market growth.

Global economic instability—fueled by US tariffs and escalating geopolitical tensions, particularly the Israel-Iran conflict—is clouding expectations for a supply chain recovery in the third quarter of 2025. Uncertainty continues to mount, as second-quarter inventory buildup remains unresolved and consumer sentiment grows increasingly cautious, especially in the US.

At Nvidia's 2025 annual shareholder meeting, CEO Jensen Huang presented the company's strategic outlook for the coming decade, emphasizing the critical role of AI infrastructure, the expansion of US-based manufacturing, and the acceleration of next-generation computing technologies. His remarks highlighted both Nvidia's near-term momentum and long-term investments to address a global surge in demand for advanced AI systems.

Chin-Ching Liu, chairman of the National Development Council (NDC), stated during a briefing at Taiwan's Economic Committee on June 25 that manufacturers' annual shipments are usually fixed. If customers pull orders forward in the first half of 2025, caution should be exercised for the second half. Additionally, Nvidia's GB300 chip will begin shipping in the second half of the year, supporting Taiwan's export performance. Private investment in Taiwan is projected to reach NT$5.7 trillion (US$194.1 billion) for the full year, potentially driving GDP growth by an additional 3.1 percentage points.

Google DeepMind has unveiled Gemini Robotics On-Device, the first cloud-independent robotics model capable of performing complex tasks without internet connectivity. This AI model enables robots to operate autonomously in environments where network access is limited or unavailable.

Micron reported a 36.6% year-over-year revenue jump to US$9.3 billion in the third quarter of fiscal 2025, fueled by strong DRAM demand and AI momentum. While some analysts view the outlook as explosive, others remain cautious, noting the results were broadly in line with earlier forecasts and reflect cyclical memory market trends.

GrandTech Cloud Services, a subsidiary of IT product supplier GrandTech CG Systems, will transition from the emerging stock market to the over-the-counter (OTC) stock market in mid-July. Unlike most other cloud service agents, GrandTech Cloud Service does not offer services to businesses migrating on-premises data to the cloud, but instead focuses exclusively on digital-native startups and enterprises. Despite this focused approach, the company has been highly impressive in terms of both revenue and profit, and has established a subsidiary in Japan in 2023.

Adlink chairman Jim Liu expressed confidence in the company's future, highlighting that the number of design wins for 2024 has reached the highest level in 30 years. Despite tariff pressures and exchange rate fluctuations impacting the industrial PC (IPC) sector, Liu foresees double-digit growth in 2025, with shifts in key indicator numbers becoming evident in the coming months.

Taiwan's manufacturing sector experienced significant growth in May and the early part of 2025 despite uncertainties caused by US President Donald Trump's tariff policies. Increased demand for AI-related products and semiconductors is driving production beyond expectations, marking a critical phase for Taiwan's industrial output amid shifting global trade dynamics.

The rapid acceleration of artificial intelligence workloads is not only prompting widespread upgrades across data centers—it's also ushering in a new era of challenges in power delivery and thermal management. As air cooling reaches its physical limits, the industry is turning to liquid cooling, a shift that demands sweeping changes to connector technology.

Industrial PC (IPC) makers, having weathered the pandemic and supply chain disruptions, had expected a steady recovery. But renewed geopolitical headwinds — tariffs, currency swings, and regional conflicts — have cast fresh uncertainty over market prospects. Although vendor-client relationships remain largely stable, rising geopolitical and economic uncertainty is raising doubts over sustained investment momentum in downstream markets.

Supermicro Computer Inc. is raising US$2 billion from the sale of convertible bonds, extending a dramatic run of companies tapping the resurgent market to secure cheap capital.

Cian-Tong Engineering (CT Engineering) announced on June 18 that it will supply its FRT-5 firefighting robot to the Chiayi County Fire Department to improve disaster response.

Taiwan's export orders for January-May 2024 rose 15% year on year to reach US$263.8 billion, with electronics products recording an over 25% annual growth to break the US$100 billion mark, according to the latest figures disclosed by the Ministry of Economic Affairs (MOEA). Export orders in May 2025 arrived at US$57.93 billion, increasing 18.5% year on year.

Huawei officially unveiled the HarmonyOS 6.0 Beta version at the "Huawei Developer Conference 2025" (HDC 2025) held in Songshan Lake on June 20, 2025, opening developer preview opportunities. The new system is expected to launch alongside the Mate 80 series in the fourth quarter of 2025.

JPP Holding is benefiting from sustained AI server demand, fueling growth in its server cabinet manufacturing operations. Both its AI server and aerospace divisions are gaining traction, with solid order volumes expected to support performance through the second half of 2025. In response, the company is scaling production capacity and fast-tracking its smart manufacturing strategy to meet full-year revenue and earnings goals.

Japanese telecommunications company NTT is encountering significant challenges in its efforts to mass-produce co-packaged optics (CPO), a next-generation technology increasingly critical for AI-driven data centers. Although the company has invested heavily in photonics integration, its path to large-scale commercialization remains uncertain.

China Steel Chemical Corporation (CSCC) held its 2025 annual shareholders meeting on June 17, addressing significant operational and strategic shifts amid a challenging market environment. The company outlined plans to complete a new research and development building by the end of 2025 and an expansion project targeting its carbon materials division by the close of 2026.

In a rare and insightful interview with People's Daily, Huawei founder Ren Zhengfei shared his perspective under the headline "The More Open a Country Is, the More It Advances."

Just as US and Chinese officials resumed trade negotiations in London, China's state-run People's Daily did something unusual: it ran a rare front-page interview with Huawei's founder, Zhengfei Ren. Although a rather peculiar timing, but not likely a coincidence.

Takisawa Machine Tool, a subsidiary of Japan's Nidec Corp., is leveraging its parent company's extensive sales networks and industrial connections to expand its presence in China's rapidly developing automation and humanoid robotics market. The move is designed to boost sales of Takisawa's high-precision lathes and machining tools in a competitive landscape dominated by both Japanese and Chinese firms.

The demand for AI remains robust, and visibility is high. Wistron President and CEO Jeff Lin noted that most customers are placing rolling 12-month orders, and current demand is expected to remain strong through May 2026. How strong? According to Lin, Wistron's newly completed AI Smart Campus in Zhubei is already expected to face capacity constraints by 2026.

SoftBank Group Corp. founder Masayoshi Son is seeking to team up with TSMC to realize what could be his biggest bet yet — a trillion-dollar industrial complex in Arizona to build robots and artificial intelligence (AI).

Global Brands Manufacture (GBM), a PCB and EMS subsidiary of Walsin Technology, recently held a shareholders' meeting led by chairman Yu-Heng Chiao to discuss acquiring Japan's Lincstech. The deal aims to boost the company's presence in AI servers, semiconductors and expand production in Singapore.

Taiwan International Ports (TIPC) is introducing AI-enabled monitoring systems to address frequent attempts by unidentified small boats to land illegally along Taiwan's coastal waters, president Chin-Jung Wang said. These vessels often disable their positioning systems, complicating detection efforts.