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Jul 15, 15:10
China's expanding robot industry presents opening for Taiwan
Robotics is consistently displaying its potential for success as the industry undergoes a structural transformation. The demand for robotics has grown due to labor shortages and rising costs, especially after AI's integration. Nvidia CEO Jensen Huang views humanoid robots as a key to physical AI implementation.
Taiwan's LIPS Corp., a 3D vision technology company, is moving into mass production after 12 years of research and development and proof-of-concept collaborations. With more than 20 active projects, LIPS has attracted major partners, including Samsung Electronics, onsemi, Infineon, Sony, and BMW, many of whom have named it an exclusive or long-term supplier for machine vision systems across industrial and consumer applications.

As TSMC prepares to deliver its earnings report on July 17, all eyes are on how the world's largest contract chipmaker will navigate what analysts are calling a "triple threat" — escalating tariff pressures, rising chip duties, and the surging New Taiwan dollar. Together, these factors present a critical test for the company's short- and medium-term outlook.

Taiwan's leading e-commerce platforms have been struggling amid the fading post-pandemic boom and heightening competition, with market leader Fubon Multimedia (under the Momo brand) experiencing a drop in revenue, and PChome finally seeing positive revenue growth in June after struggling to turn things around. In contrast, growth momentum has been strong for online retail service providers such as 91App and Hsin Hsin Galaxy.
JKoPay, one of Taiwan's major electronic payment platforms, has yet to fully restore customer trust after a recent court ruling against its parent company JKo FinTech in a NT$3.6 billion (US$122.57 million) civil lawsuit.
Trust technology provider Gogolook has announced a strategic alliance with cloud service distributor MetaAge to expand its footprint in the high-value enterprise cybersecurity and anti-scam market.
OpenAI Chief Executive Officer Sam Altman said on social media January 12 that the company will release an open-weight model next week, citing the need for additional safety testing as the reason for delays. The announcement comes as Meta Platforms Inc. faces questions about its commitment to open-source AI following heavy investments in talent recruitment.

TPV Technology, a leading manufacturer of smart display terminals, expects to post a net loss of CNY450 million to CNY490 million (approx. US$62 to 68 million) for the first half of 2025, according to a July 11 earnings forecast. The projected loss marks a significant swing from a CNY53.39 million profit in the same period last year.

The US Commerce Department launched investigations into imports of drones, parts for unmanned aerial vehicles, and polysilicon, a key material for solar power, setting the stage for possible tariffs on those goods.
Nvidia CEO Jensen Huang made his third visit to China in 2025, demonstrating significant sincerity to revive the Chinese market. According to supply chain sources, Nvidia has confirmed it will supply the RTX 6000D in the third quarter of 2025, manufactured using TSMC's 4nm process. The shipment target is set at around two million units by year-end, aiming to fill a revenue gap exceeding US$10 billion.
Taiwan, with a rapidly aging population, is gearing up for the development of the AgeTech industry, with the government coordinating efforts from various sectors to form a "national team" targeting the needs of both domestic and international markets.
Foxconn-affiliated company Pan-International Industrial Corp. (PI) is ramping up its shift toward next-generation technologies, targeting electric motors and robotics as key growth drivers over the next three to five years, according to chairman Lee Kuang-yao.