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Saturday 23 August 2025
JPP Holding rides supply chain shift into AI and aerospace growth
JPP Holding Company, a precision components manufacturer, said on Wednesday that it expects continued strong order visibility for the second half of 2025, supported by the gradual ramp-up of its new facilities and automated production lines. These investments will enable the company to expand its portfolio of higher-margin, value-added products.
Saturday 23 August 2025
Rebellions takes on Nvidia with Saudi expansion, Aramco partnership
South Korean AI chip startup Rebellions has opened a subsidiary in Riyadh, making it the first Korean AI semiconductor company to establish a local unit in Saudi Arabia, according to BusinessKorea and KoreaTechDesk. The expansion highlights Rebellions' push to tap into the Middle East's growing demand for sovereign AI while stepping up its challenge to Nvidia in the global race for artificial intelligence hardware.
Friday 22 August 2025
Column: AI's growing role in transforming energy systems worldwide
Artificial intelligence (AI) is reshaping energy systems by enhancing their resilience, efficiency, and sustainability. The relationship between AI and energy is reciprocal: AI relies on reliable and clean electricity, while energy infrastructure increasingly depends on AI for improved forecasting, maintenance, and operational control. This evolving synergy is providing competitive advantages to industries and governments globally.
Friday 22 August 2025
Getac breaks Panasonic’s grip on Europe’s rugged PCs, taps AI for growth
Taiwan's leading rugged industrial PC (IPC) manufacturer, Getac Holdings, has recently overtaken longtime leader Panasonic in the European market. Getac chairman James Hwang highlighted that in June, Getac launched the world's first rugged PC supporting both Intel's Lunar Lake and Microsoft's Copilot+ technologies simultaneously. With multiple new products planned for release in the second half of 2025, the company expects a significant boost to its competitiveness in the rugged IPC procurement market.
Friday 22 August 2025
AI server demand powers Getac’s revenue upgrade
AI servers are in high demand. Getac Holdings' subsidiary, Atemitech, began setting up production capacity for AI server chassis and racks at the end of 2024 and has started shipments this year. Getac chairman James Hwang noted that the company had not previously produced server chassis due to limited demand. But it now expects significantly higher demand by 2026. Originally forecasting a year-on-year revenue growth of 8–12% for its mechanical parts business, Getac has now raised this outlook to 12–20%.
Friday 22 August 2025
AUO subsidiaries present smart manufacturing and carbon management tools

Two subsidiaries of AUO Corporation—AUO Digitech and AUO Envirotech—are set to showcase a suite of AI-powered sustainability technologies at Automation Taipei 2025. Under the theme of data empowering sustainability, the companies will present integrated solutions spanning AIoT, energy management, carbon monitoring, and smart manufacturing, aiming to offer end-to-end digital transformation and decarbonization for the industrial sector.

Friday 22 August 2025
AI falters at physical work, driving Gen Z into trades

White-collar roles face mounting risk from artificial intelligence (AI), but AI-powered robots remain unable to fully mimic human capabilities. The gap is pushing more Gen Z workers toward vocational and trade careers.

Friday 22 August 2025
Energy + Intelligence: Energy challenges and industry opportunities in the AI era
History shows that past productivity improvements have always been accompanied by high-density energy conversion and industrial efficiency enhancements: from hydropower, steam, electrification, automobiles and oil, to IT and the internet, and now AI.
Friday 22 August 2025
Meta bets big on Google Cloud in US$10 billion AI infrastructure pact

In a groundbreaking move signaling a new chapter in cloud infrastructure partnerships, Meta has reportedly signed a multi-billion-dollar, six-year agreement with Google Cloud, committing to spend over US$10 billion to accelerate its computing capabilities for AI development.

Friday 22 August 2025
Robotics buyers look beyond China, giving Taiwan its opening
Nvidia CEO Jensen Huang has said the next wave of artificial intelligence will be "physical AI," with general-purpose robots set to drive the next trillion-dollar industry. Beyond traditional industrial robots, focus is shifting to humanoid robots, still in their infancy, and drones, already in use across defense, agriculture, and logistics. These are all technologies that depend on supply chains under growing geopolitical scrutiny.
Friday 22 August 2025
TSMC's AI5 chip paves the way for Samsung's AI6 as Tesla shifts FSD training to world models
Unlike the training-centric approach during the Dojo era, Tesla CEO Elon Musk's new strategy revolves around two chips, AI5 and AI6, building a distributed computing platform that integrates both inference and training, placing AI inference clusters at the center of FSD development. In the long run, success hinges on whether the AI5 chip, produced using TSMC's 3nm process slated for mass production in 2026, can enable Robotaxi performance beyond expectations. This would elevate overall industry standards for intelligent driving and create a demonstration effect, paving the way for Samsung Electronics' AI6 chip manufacturing contract in 2028.
Friday 22 August 2025
Google's Pixel 10 takes aim at Apple with AI-first design and TSMC's 3nm power
Google this week launched its Pixel 10 flagship series, debuting its first smartphone powered by a system-on-chip built on TSMC's 3nm process. Expectations are running high that the smaller node will deliver stronger performance and efficiency.
Friday 22 August 2025
Nvidia reportedly orders halts H20 chip production amid China market backlash
Nvidia's H20 AI chip, once expected to anchor its sales in China, now faces an uncertain future as reports surface of halted production orders amid Beijing's push for local alternatives. The back-and-forth US export bans and policy shifts have left the chip's fate entangled in geopolitics and nationalism.
Friday 22 August 2025
Task-specific robots poised to outpace humanoids, says Aurotek chairman
Aurotek chairman Terry Cheng said 2025 will be the starting point for humanoid robots, though the sector remains in its "infancy" with low yields and high costs. He noted that humanoid robots may dominate headlines, but task-specific models for logistics, cleaning, and manufacturing are advancing more quickly and are already in a growth phase.
Friday 22 August 2025
China's Ubtech, Dobot lead early push into Taiwan's humanoid robot market

Taiwan is emerging as a new battleground for humanoid robotics, with Shenzhen-based Ubtech Robotics Inc. and Dobot Robotics entering the market through local distributor Aurotek Corp. They join Germany's Neura Robotics, represented by Kenmec Mechanical Engineering, and Taiwan's Techman Robot, which recently unveiled its first humanoid model, signaling intensifying competition in the sector.

Friday 22 August 2025
Nvidia CEO's third Taiwan trip in 2025: talk H20, US govt stake and visits TSMC
Nvidia CEO Jensen Huang made an unannounced visit to TSMC on August 22, arriving at Taipei airport early in the morning by private jet. Huang stated that the purpose of this trip to Taiwan was to meet with TSMC to further discuss production plans for the upcoming Rubin GPU chip entering trial production.
Friday 22 August 2025
Google's AI smart glasses spark contract battle between Quanta, Pegatron, and China's Goertek
Google's latest Pixel phone may be out, but industry attention is shifting to its upcoming AI-powered smart glasses. Contract manufacturers, including Taiwan's Quanta Computer, China's Goertek, and Pegatron— the former Google Glass assembler — are competing for mass-production rights. Early prototypes labeled "Made in Taiwan" point to a strong likelihood of Taiwanese firms winning the order.
Friday 22 August 2025
China signals soft resistance to US-approved Nvidia H20 shipments
On August 11, 2025, US President Donald Trump announced that Nvidia's H20 chips were approved for shipment to China. Before this, at the end of July 2025, reports indicated that Nvidia had placed an order with TSMC for 300,000 H20 chips as inventory to meet strong demand from China.
Friday 22 August 2025
Tesla’s Dojo dream short-circuits, pragmatism takes the wheel

Tesla's once-hyped Dojo supercomputer project—touted as a bold leap into custom-built AI infrastructure—appears to have reached a dead end. CEO Elon Musk confirmed via social media that the Dojo team has been disbanded, calling Dojo 2 a "dead end." However, he added that a potential "Dojo 3" could still emerge, possibly in the form of a single mainboard integrating a large number of AI6 system-on-chips.

Friday 22 August 2025
Global automation enters next phase: AI reshapes factories, services, and jobs
Nvidia and Microsoft are at the forefront of this transition. At the China Chain Expo, Nvidia CEO Jensen Huang forecast that robotic systems would define the next phase of AI, with factories reshaped over the coming decade by AI- and software-powered collaborative robots coordinating production alongside humans. Microsoft co-founder Bill Gates added that while AI will automate repetitive work, logical reasoning and strategic thinking will remain uniquely human strengths that should guide future workforce priorities.
Friday 22 August 2025
Research Insight: Chiplets gain ground in auto industry as carmakers forge global partnerships
Chiplet architecture, already entrenched in high-performance AI data centers, is beginning to penetrate the automotive sector. With its modular design and capacity for heterogeneous integration, the technology offers a path beyond the scaling limits of monolithic SoCs. Its adoption is expanding into advanced driver assistance, smart cockpits and in-vehicle AI computing.
Thursday 21 August 2025
Taiwan pledges lifeline to SMEs as US tariffs bite
Taiwan's Minister of Economic Affairs Jyh-huei Kuo met with representatives from Taiwanese small and medium-sized enterprises (SME) on August 18 to discuss the impact of US reciprocal tariffs, fluctuations in the New Taiwan dollar exchange rate, and overseas expansion strategies.
Thursday 21 August 2025
Lessons from South Korea as Taiwan prepares AI basic law with clearly defined terms
South Korea is set to implement the Basic Act on the Development of Artificial Intelligence and the Establishment of the Foundation for Trustworthiness (the AI Basic Act) in January 2026. However, following the bill's passage, numerous controversies have emerged, particularly regarding the definitions of various concepts and regulated entities. Industry observers emphasize that legislation must focus on promoting industrial development while avoiding imposing excessive obligations and responsibilities on businesses.
Thursday 21 August 2025
Research Insight: UCIe 1.1 upgrade aims at auto industry, boosts chiplet adoption
As automotive computing platforms increasingly demand higher performance, longer lifespans, and near-zero defect rates, chip architecture faces the challenge of balancing system reliability with cost efficiency under stringent automotive standards. Chiplets are emerging as a pivotal pathway to meet these requirements.
Thursday 21 August 2025
Taiwan's MPI grabs first-mover advantage in MEMS probe cards for AI chips

Taiwan's MPI Corporation is set to benefit from a major shift in semiconductor testing, as global cloud providers ramp up custom AI chip development and drive demand for advanced wafer probe cards. Starting in 2026, Google and Amazon Web Services (AWS) are expected to lead a surge in CoWoS advanced packaging capacity, powered by their in-house AI application-specific integrated circuits (ASICs). These chips have already progressed from 7nm to 5nm and 4nm, with the next wave targeting sub-3nm nodes.