AI and high-performance computing (HPC) are pushing Qualcomm and AMD to escalate their challenge against Intel's decades-long dominance. Through technological innovation and focused channel strategies, both companies aim to reshape the competitive dynamics in the PC and server markets.

The National Science and Technology Council (NSTC) has unveiled its "AI-Driven Next Generation Robotics Technology Project" for 2025, as robotics development continues to gain prominence. The initiative, driven by industrial needs, will harness academic research and development capabilities to advance key technologies for AI-equipped robots, with implementations planned for both industry and society.

As both Tesla and Nvidia step up their efforts in the robotics market, cobots have become a key topic of interest in this sector. Amid the growing attention on robotics, Techman Robot, the world's second-largest cobot maker, expects to maintain a growth trajectory despite uncertainties in the global economy in 2025, as the cobot market continues to expand.

Hon Hai Technology Group (Foxconn) has formed a partnership with UK-based Porotech to develop augmented reality (AR) glasses, combining Porotech's advanced gallium nitride (GaN) technology with Foxconn's vertically integrated manufacturing capabilities.

Following Xiaomi's venture into electric vehicles, automakers are now emerging as key players in the humanoid robot market. Tesla CEO Elon Musk recently announced that the company's future focus will gradually shift from electric vehicles (EVs) to humanoid robots, particularly its "Optimus" model, which he described as Tesla's core competitive advantage for the next decade.

Samsung Electronics is preparing to unveil its latest products at the Galaxy Unpacked event scheduled for January 2025. This event is set to feature the launch of the flagship Galaxy S25 smartphone series, along with the introduction of new devices like the Galaxy Ring 2 and augmented reality (AR) smart glasses, which will be integral to the expanding Galaxy AI ecosystem.

The newly elected US President Donald Trump previously announced plans to impose a 25% tariff on products from Mexico. Samsung Electronics operates television and home appliance factories in Mexico and is expecting its Device eXperience (DX) head, Jong-hee Han, to visit the country in January 2025 to assess the situation and develop counter-strategies.

Despite the recent military maneuvers by China's navy and coast guard that threaten Taiwan's security, as well as challenges within China such as a struggling real estate market, US technological sanctions, and supply chain restructuring, the Mainland Affairs Council reports that cross-strait trade is steadily recovering.

In a strategic move to strengthen its global presence, Wistron's board of directors approved several overseas investment projects on December 20, 2024, including a major renovation of its Texas facility in the US, the construction of a new factory in Vietnam, and additional capital investment in India.

The PC market, traditionally dominated by x86 processors from Intel and AMD, is now abuzz with rumors about Nvidia's entry into the AI PC processor market. The company is reportedly preparing to challenge Qualcomm, Intel, and AMD with its upcoming solutions.

Amid surging AI demand, SK Hynix has unveiled a 61TB SSD tailored for AI data centers, marking a significant leap in the enterprise SSD (eSSD) market and intensifying competition with industry leader Samsung Electronics.

Asustek Computer is on track to achieve its second-highest profit ever in 2024, driven by sustained growth in notebook and motherboard sales combined with a strong AI PC market share, according to chairman Jonney Shih at the company's recent year-end banquet.

Etron Technology's subsidiary eYs3D Microelectronics has achieved new milestones in visual sensing technology with the launch of multi-sensor control chips for robots and unmanned vehicles. The company's solution includes a proprietary AI platform featuring multimodal vision-language model (VLM) capabilities, providing clients with a comprehensive reference design for testing.

Apple has halted work on a project to build an iPhone hardware subscription service, according to people familiar with the matter, retreating from an attempt to change the way consumers buy its flagship device.

Eyeing India's potential in the notebook market amid a make-in-India push, Taiwan-based MSI launches locally-produced notebooks and plans to expand its retail presence.

With Donald Trump ready to take office in January 2025, notebook brands are asking their upstream supply chain partners to establish plants outside Vietnam, amid growing concerns that exports from the Southeast Asian country may become the next US target for higher tariffs, according to industry sources.

The evolution of smart glasses has been marked by challenges and learning experiences that continue to shape the landscape of this innovative technology. From the initial hype surrounding Google Glass, which dwindled under privacy concerns and a lack of practical uses, to the ongoing developments by Microsoft with HoloLens and Magic Leap, the journey has highlighted crucial lessons in blending technology with consumer needs.

According to industry sources, the PC market should see some replacement demand in 2025, but visibility remains low for IC design houses despite the hype about AI devices.

TSMC's revenue in US$ terms is expected to grow by at least 20% in 2025, with almost all major chip vendors seeking its support for advanced manufacturing processes where the world's number one pure-play foundry sees little challenge from competitors, according to industry sources.

Intel CEO Pat Gelsinger retired on December 1, 2024, leaving CFO David Zinsner and senior executive Michelle Johnston Holthaus to serve as interim co-CEOs. While the board works to identify a permanent successor, Intel faces one of the most significant crises in its history, searching for a qualified leader to navigate both internal instability and mounting external pressures increasingly challenging.

Apple's new vision for the future of computing is a giant, iPad-like foldable device. Also: The company rethinks the mouse, its next AirTag will have a new chip that lets you find items from farther away, and a shift to in-house Wi-Fi chips will kick off next year.

The Indian government has extended its monitoring framework for importing notebooks, tablets, and personal computing devices by one year through December 2025.

Apple will begin producing its AirPods wireless earphones in India for the first time early next year, marking a milestone in the iPhone maker's steady push to diversify beyond China.

Multiple media sources have reported that MediaTek's 5G modem chips may soon replace Intel's products in upcoming Apple Watch models. If true, it will mark MediaTek's first entry into Apple's supply chain.

Coretronic reported a self-estimated consolidated revenue of approximately NT$3.219 billion for November 2024, representing an 8% increase compared to the consolidated revenue of NT$2.993 billion (approx. US$92 million) in October. However, this figure reflects a 3% year-over-year decline.