Industrial PC (IPC) manufacturer Ennoconn announced on June 30, 2025, that its subsidiary, Kontron AG's board of directors, has approved the sale of shares in two subsidiaries—Kontron America Modules LLC and Kontron Asia Embedded Design Sdn Bhd—to German company Congatec GmbH for EUR26 million (approx. US$30.5 million). This move aims to strengthen collaboration between both parties.

Turvo, which specializes in the development and production of precision metal parts, is focusing on humanoid robot harmonic reducers, server-use universal quick disconnect (UQD) and electric bike parts for future growth.

At the Automatica 2025 exhibition in Germany, NEURA Robotics introduced its third-generation humanoid robot, the 4NE1 Gen-3, marking a significant step in Europe's evolving robotics industry. This development comes as competition intensifies globally, particularly between the US and China.

Despite low production volumes often discouraging Taiwanese manufacturers from working with startups, Sam Lam, founder of venture capitalist MESH Ventures and the second son of Quanta Computer Chairman Barry Lam, believes the real challenge lies elsewhere: finding the right partners.

The competition in humanoid robotics is intensifying between the US and China, with several Chinese AI robotics companies emerging strongly amid this contest. Among them, Hangzhou-based Unitree Robotics has marked a significant milestone by completing a strategic investment round, positioning itself for entry into the capital markets.

Apple Inc. is considering using artificial intelligence technology from Anthropic PBC or OpenAI to power a new version of Siri, sidelining its own in-house models in a potentially blockbuster move aimed at turning around its flailing AI effort.

Facing external challenges such as US tariffs, exchange rates, and interest rates, IC distributor GMI stated that despite numerous market uncertainties, it expects its operational performance in the second half of 2025 to be on par with the first half. The company is striving for full-year revenue growth, particularly targeting double-digit increases in new projects within the AI servers and automotive markets.

Despite the Trump administration's implementation of high tariffs on Chinese imports without granting China the grace periods afforded to other trade partners, the volume of server components exported from China to the US has continued to rise, driven by increasing demand for AI servers.

Mitac Holdings Corporation is rapidly expanding its server production capacity in North America, driven by strong demand for artificial intelligence applications. The company recently secured two facility leases in California within a single week to address rising order volumes from cloud customers. Mitac president Billy Ho confirmed that existing production lines are operating at full capacity, emphasizing the robust momentum in server and network product orders.

Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second quarter of 2025. Industry analysts expect demand to intensify further in the third quarter of 2025, providing fresh momentum for the broader AI server ecosystem in the second half of the year.

Taiwan Mobile has achieved significant results in both the consumer and enterprise market segments, thanks to its transformation from merely a telco firm to a tech service provider embracing sustainable growth, according to the company's management team.

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.