Nvidia CEO Jensen Huang announced that the company's new Vera Rubin has entered mass production and is preparing for widespread shipments. The design represents a rare major engineering overhaul for Nvidia, involving significant changes to assembly and manufacturing processes with deeper direct involvement from the company.
Qisda announced consolidated revenue of NT$19.028 billion (approx. US$604 million) for December 2025, a 1% increase compared to the same month in 2024 and a 16% rise from November 2025. The company's fourth-quarter revenue totaled NT$52.46 billion, down 3% year over year but stable sequentially. Full-year consolidated revenue in 2025 reached NT$208.2 billion, up 3% from 2024.
The Taiwanese Executive Yuan's 2026 Science and Technology Advisory Meeting concluded with Taiwan's top technology firms represented by new leaders, including TSMC's Cliff Hou and MediaTek's Rick Tsai. President Ching-te Lai emphasized that 2026 marks a critical year to strengthen Taiwan's semiconductor capabilities and advance AI projects alongside the biotech, defense, and SME sectors.
Market analysts have identified 2025 as a potential "super bull market" year for precious metals, driven by a complex mix of geopolitical tensions and supply-demand imbalances. Prices of silver, platinum, palladium, gold, and copper rose sharply throughout the year, with bullish momentum expected to extend into 2026. This upswing is having notable ramifications on the electronic components supply chain, particularly affecting cost structures.
Taiwan-based passive components giant Yageo announced its preliminary consolidated revenue for December 2025, which showed both year-over-year and month-over-month growth, setting a new single-month record in company history.
China's brain–computer interface (BCI) unicorn BrainCo has completed a funding round of about CNY2 billion (US$286 million), making it the world's second-largest single BCI financing, behind only Neuralink's US$650 million raise in mid-2025.
Anli International reported its highest monthly revenue of 2025 in December as notebook brands accelerated orders to avoid anticipated price hikes for key components.
CES 2026 in Las Vegas highlighted new product trends from Samsung Electronics, LG Electronics, and Chinese appliance manufacturers, with a focus on generative AI (GenAI) to enhance smart home integration. Industry players aim to position TVs and refrigerators as central hubs in connected homes.
At CES 2026, Nvidia CEO Jensen Huang identified physical AI as the next significant evolution in artificial intelligence. Huang categorized physical AI into two main types: one involving direct interaction with the physical world through robots and autonomous vehicles, and the other focusing on understanding physical laws for applications such as weather forecasting and protein structure prediction.
Taiwan's Qisda Group is accelerating its push into healthcare by backing emerging health brand TSA International, which is preparing to enter the capital markets while scaling a dual-engine strategy spanning human health and pet wellness.
Nvidia's next-generation Vera Rubin server architecture is expected to drive a fundamental shift in data center cooling and system design, according to server supply chain sources, countering market speculation that the platform's efficiency gains could reduce liquid cooling requirements.
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