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Friday 5 December 2025

Hotel robots work best for delivery, not bartending, Taiwan operator finds

As AI technology matures, robotic applications are flourishing across industries, with many seeking new business opportunities. However, challenges vary when it comes to actual implementation. Kevin Chiang, COO of Dunqian, Taiwan's largest hotel operator, recently stated that current hotel robots should focus on repetitive, high-frequency tasks requiring minimal communication. He noted that the hospitality industry highly values emotional interaction, and only as AI and sensing technologies advance will robots be able to handle more complex scenarios.

Friday 5 December 2025

Smart glasses market faces five key challenges

The smart glasses market is becoming increasingly popular, ranging from high-end, multifunctional products to entry-level devices priced in the hundreds of CNY. However, both brands and supply chain players face the same five major barriers that must be addressed.

Friday 5 December 2025

Taiwan lands record EUR200 million Czech medical device deal

The annual Healthcare+ Expo in Taipei opened with a breakthrough: the Czech Republic has agreed to purchase EUR200 million (US$233 million) worth of Taiwanese medical devices, marking the largest procurement deal ever reported at the event.

Friday 5 December 2025

Dixon Technologies set to enter global top 20 EMS/ODM rankings amid rapid growth

India's Dixon Technologies has emerged as one of the fastest-growing electronics manufacturing services (EMS) players globally, reflecting the country's expanding role in regional and global supply chains. DIGITIMES' latest data for the third quarter of 2025 shows Dixon climbing to 22nd in global EMS/ODM revenue rankings, up from 31st in the first quarter of 2024, signaling an unprecedented growth trajectory.

Friday 5 December 2025

Solomon showcases latest AI vision tech at iREX 2025

The next wave of humanoid robot development is focusing on physical agents, with the core challenge being robots that not only see but also understand and act successfully. The critical vision-language-action (VLA) multimodal model competition is heating up, attracting global giants like Google, Nvidia, and OpenAI.

Thursday 4 December 2025

Tech Forum 2026: AI glasses technology matures with demand set to hit 15M units by 2027

DIGITIMES' Tech Forum 2026 kicked off on December 3, 2025, where DIGITIMES analyst Brandon Fang highlighted that the AI glasses market is expected to grow steadily year-over-year. Despite inherent challenges such as weight limiting breakthroughs in functionality and battery life, deep integration of AI applications will create new development opportunities and ultimately define the ceiling for AI glasses advancement.

Thursday 4 December 2025

Tera Auto Tech eyes military and AI growth, optimistic for 2026

Tera Auto Tech held an online earnings call on December 3, 2025, with its management team expressing confidence in two major growth drivers. As Taiwan's defense budget increases annually, Tera Auto—long established in the military industry with deliveries to the Ministry of National Defense's Armaments Bureau—is set to benefit. Additionally, the booming AI sector is boosting demand in the PCB industry, supporting the company's core businesses in automation equipment and micro drill bits. The company expects 2026 revenue to surpass that of 2025.

Thursday 4 December 2025

Tech Forum 2026: Trump shifts trade tools toward legal frameworks, server supply chain splits into dual tracks

Facing the modern trade environment and supply chain restructuring in the Donald Trump 2.0 era, industry players have many approaches to respond. At the DIGITIMES Tech Forum on December 3, 2025, DIGITIMES deputy director Tom Lo and analyst Chou Yen shared that, whether from a policy or supply chain perspective, the market in 2025 has already shown clear nonlinear changes.

Thursday 4 December 2025

Malaysian bank extends financing to Huawei Malaysia for digital infrastructure

AmBank Group has provided MYR350 million (approx. US$84.74 million) in financing to Huawei Technologies (Malaysia) Sdn Bhd to support the development of Malaysia's digital infrastructure, including its second 5G network. The funding is intended to advance Malaysia's digital transformation and encourage further foreign investment by offering tailored financing solutions, according to Bernama.

Wednesday 3 December 2025

Tech Forum 2026: Quanta vice chair reveals cost-cutting path to smart glasses mass production

DIGITIMES' Tech Forum took place on December 3, 2025, with Quanta vice chairman C.C. Leung fully participating and closely following the pulse of the technology industry, particularly developments in the smart glasses sector.

Wednesday 3 December 2025

Eleven Japanese and American companies file lawsuits seeking refunds for Trump tariffs

Eleven companies from Japan and the US, including Toyota Tsusho, Sumitomo Chemical, Ricoh, and Costco Wholesale, have filed lawsuits demanding refunds for reciprocal tariffs imposed by the Trump administration. These legal actions were brought before the US Court of International Trade, which handles trade-related disputes.

Wednesday 3 December 2025

EOC reshapes into integrated supply chain eyeing AI and semiconductors

Optical communication filter maker East Tender Optoelectronics Corp. (EOC) completed a board restructuring in March 2025, positioning itself to capture booming opportunities in AI, semiconductors, high-speed computing, satellite communications, and advanced packaging. The company is shifting from its traditional optical filter business toward integrated solutions spanning optics, networking, AI, lasers, and semiconductor materials, aiming to transform from a component supplier into an integrated optoelectronic solution provider.

Wednesday 3 December 2025

AI companion toys break out in China after Huawei's sell-out launch

AI-driven emotional-companion toys are becoming a new growth driver for the consumer electronics sector as advances in AI accelerate.

Wednesday 3 December 2025

Samsung's Z TriFold overcomes fragility, redefines mobile AI

Samsung Electronics recently unveiled its first tri-fold smartphone, the Galaxy Z TriFold, emphasizing advanced in-folding dual-side panels to deliver enhanced durability and technical refinement. The company aims to revolutionize productivity, portability, and user experience in the mobile AI era with this innovative device.

Wednesday 3 December 2025

Malaysia reassures China on US trade pact amid domestic backlash

China's Ministry of Commerce (MOFCOM) has raised concerns regarding Malaysia's recent trade agreement with the US, prompting Kuala Lumpur to provide detailed clarifications. Malaysia's Minister of Investment, Trade and Industry, Zafrul Aziz, confirmed that a delegation met with Chinese officials to explain the terms and assure Beijing that the pact would not harm Sino-Malaysian trade relations.

Wednesday 3 December 2025

AI pivot opens fresh opportunities across the global supply chain, says DIGITIMES president

The DIGITIMES Tech Forum commences on December 3, drawing over 1,500 participants from the technology sector. The hybrid event spotlighted the industry's focus on global supply chain restructuring and accelerating artificial intelligence (AI) developments.

Wednesday 3 December 2025

Tariffs are here to stay, and global supply chains may never look the same

As DIGITIMES Tech Forum takes place on December 3, 2025, DIGITIMES Research deputy director Tom Lo highlighted challenges and opportunities for Taiwan's technology supply chain amid the evolving trade and technological landscape under US President Donald Trump's second administration. Lo stressed that Taiwan's companies can no longer rely on a single-market, single-production-base model due to rising trade barriers and regionalized production.

Wednesday 3 December 2025

Chinese server makers gain ground globally as US tariffs reshape industry manufacturing strategies

Taiwanese EMS companies accelerate factory setups in the US, while Chinese server brands expand overseas amid changing global dynamics.

Wednesday 3 December 2025

North American EMS providers see growth from AI data-center boom

North American electronics manufacturing services (EMS) and original design manufacturing (ODM) providers are seeing sustained, broad-based growth as accelerating investment in AI servers and data-center infrastructure reshapes the regional manufacturing landscape.

Wednesday 3 December 2025

Delta Electronics acquires Vivotek outright in US$119m move to cement its smart-building ecosystem

Delta Electronics and Vivotek jointly announced on 1 December that Delta will acquire 100% of Vivotek at NT$100 (US$3.18) per share, bringing the total deal value to NT$3.733 billion (approx. US$118.8 million).

Wednesday 3 December 2025

BizLink to acquire XFS Communications, expand optical interconnect business

BizLink said on December 1 that it signed a definitive agreement to acquire Shenzhen-based XFS Communications, aiming to expand its optical interconnect capabilities as demand for high-speed links in AI data centers accelerates. The company expects the deal to close in the first quarter of 2026, after which XFS will be folded into BizLink's High Performance Computing Business Unit.

Tuesday 2 December 2025

US reduces South Korea import tariffs to 15% after strategic investment deal

The US government has reduced the tariff rate on imports from South Korea to 15%, retroactive to November 1, 2025, following South Korea's approval of major investment commitments in the US, according to Commerce Secretary Howard Lutnick. The adjustment applies to multiple products, including automobiles.

Tuesday 2 December 2025

MediaTek secures Google V7e chip order, eyes 2M units by 2027

Amid rising demand for Google's TPU chips, MediaTek has emerged as a key ASIC supplier with confirmed orders for its V7e product line set to begin shipping in the second half of 2026. Market sources indicate that MediaTek expects shipments of 300,000 to 400,000 units next year, surpassing earlier conservative estimates and positioning the company to reach its US$1 billion revenue target from this segment. Looking at the full V7e product cycle, total shipments could reach at least 2 million units, with peak volume anticipated in 2027.

Tuesday 2 December 2025

Taiwan's Robotics Innovation Alliance targets six major industries

Although Taiwan possesses core upstream technologies in the robotics supply chain, downstream applications are only just getting started. To fill the gap, companies have formed the Robotics Innovation Alliance (RIA), emphasizing that future efforts will begin from actual industry needs to connect the supply and demand sides and push applications toward successful commercialization.

Monday 1 December 2025

Tata Electronics accelerates hiring and fab redesign as Tata Power deepens solar vertical integration

Tata Electronics is ramping up hiring and redesigning its Gujarat chip fab as it races to match Apple's fast-growing India production. The expansion comes amid soaring iPhone exports and mounting engineering challenges, underscoring the Tata Group's broader push to scale electronics and semiconductor manufacturing.

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