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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.

Taiwan's AI, semiconductor strength shields economy from tariff risks, spurs 2025 growth forecast upgrades

May 28

Computex 2025 hits record attendance amid growing uncertainty over AI boom and policy risks

May 28

The AI boom's power problem—and China's nuclear answer

May 28

Google’s AI reset: I/O 2025 marks a turning point

May 28

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AIOpenAI establishes Seoul office as South Korea emerges as key AI testing hub

May 29, 12:45

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.

ICT MANUFACTURINGCommentary: China's AI computing system ditches Nvidia—Jensen Huang faces new reality

May 29, 12:33

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.

IT COMPONENTS, PERIPHERALSHiwin eyes steady gains in 2025 with strategic focus on AI robotics, green tech, mechatronics integration

May 29, 12:27

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.

SERVER, IPC, CLOUD COMPUTING, IOTAMD 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.

SOFTWARE, BIG DATATaiwan urged to offer competitive salaries to lure AI talent as LLM experts remain overseas

May 29, 11:56

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.

ICT MANUFACTURINGEva Air sees cargo surge amid AI demand, passenger travel stabilizing

May 29, 11:21

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.

AIJensen Huang: China's AI moves on with or without US chips

May 29, 10:53

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.

AIExplainer: Why Trump's emergency tariffs were struck down, and what tariffs still remain

May 29, 10:44

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.

IT COMPONENTS, PERIPHERALSAcBel's growth targets remain unchanged despite ongoing challenges in 2025

May 29, 10:04

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.

AIEdge AI moves from concept to reality

May 29, 09:48

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.

AISkymizer CTO: Taiwan's AI edge goes beyond data center hardware

May 29, 09:48

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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