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May 28
Nvidia pulls the plug on Hopper in China—AI giants scramble to adapt
In the first half of 2025, Nvidia CEO Jensen Huang officially announced that the company will no longer release Hopper architecture AI chips tailored for China. This announcement sent shockwaves through China's tech industry, raising concerns about whether the country's three major internet giants—Tencent, Baidu, and Alibaba, which have long relied on Nvidia GPUs as the core for large model training and AI development, are prepared to respond.
OpenAI expanded its Asian presence to Seoul in May 2025, marking its third regional office after Japan and Singapore as the ChatGPT maker seeks to capitalize on South Korea's rapidly growing AI adoption and comprehensive technology ecosystem.
Amid the escalating US-China tech war and supply chain risks, the trend of "de-Nvidia-ization" is rapidly spreading within China's computing power industry. This shift represents not only a technological transformation but also a comprehensive change encompassing policy, technology, ecosystem, and market dynamics.
Hiwin Technologies, a leading manufacturer of motion control components, remains optimistic about its business outlook for 2025. Chairman Wen-heng Cho expressed confidence that the company is on track to achieve both its revenue and profit targets despite global tariff concerns, as Hiwin's international presence and strong foothold in the North American market have helped minimize the direct impact of trade tensions.
AMD expands photonics capabilities with Enosemi acquisition
May 29, 12:03

On May 28, 2025, AMD announced the acquisition of Enosemi, a Silicon Valley-based company specializing in photonic integrated circuits. The move is aimed at accelerating AMD's development of co-packaged optics technologies to support next-generation AI systems.

Taiwan's long-anticipated Artificial Intelligence Basic Law will not be reviewed at the Executive Yuan's May 29 meeting, missing the critical window to be submitted to the Legislative Yuan before its summer recess in late June. The delay has reignited market concerns that Taiwan's push to lead in AI hardware may falter without a matching commitment to cultivating domestic software capabilities.
Taiwan's EVA Air Corp. reported that global aviation recovery is stabilizing post-pandemic while cargo demand driven by artificial intelligence servers and semiconductors continues boosting growth.
Nvidia Corp. today reported robust financial results for its first quarter of fiscal 2026, with revenue reaching US$44 billion, a 69% increase year-over-year. However, the company highlighted the significant and immediate impact of new US government export controls on its data center business in China, affecting both the past quarter's performance and future outlook.

A federal court ruling this week has dealt a significant blow to President Donald Trump's trade agenda, suspending a wide array of tariffs he had imposed through emergency executive powers. The decision invalidates the "reciprocal" tariffs announced on April 2, which had triggered volatility in global markets and raised fears of a renewed trade war.

Power supply unit (PSU) manufacturer AcBel Polytech held its annual shareholders meeting on May 28, presided over by company chairman Jerry Hsu. AcBel posted an operating loss of NT$123 million (approx. US$4.11 million) and a loss after tax of more than NT$30 million in 2024, resulting in dissatisfaction among major shareholders with the company's management.
Unlike most large language models that run on cloud servers, edge AI operates models directly on devices. This approach dramatically cuts latency from network transmission, allowing real-time responsiveness and offline operation. It also enhances privacy and security by keeping data local instead of uploading it to the cloud.
Starting from AI compilers and now officially transforming into a chip IP supplier, Skymizer recently launched its new solution HyperThought. This aims to further promote the widespread adoption of AI and enable more customers and chip designers to develop AI chip products that best meet market demands.
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iPhone economics, disrupted
Geopolitics may bring dramatic shifts in semiconductor industry