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    Home Tech ICT AI
    Saturday 2 August 2025
    Apple talent exodus reflects AI strategy transition dilemma

    A wave of executive departures at Apple, including the recent exit of AI head Ruoming Pang and soon-to-retire COO Jeff Williams, reflects a broader shift as the company navigates leadership changes, supply chain priorities, and growing pressure to catch up in the generative AI race.

    Friday 1 August 2025
    AI talent's potential to revive Taiwan's traditional industries
    As Taiwan's AI server production and shipments continue to expand, high-performance computing chips are driving strong demand in manufacturing, packaging, and testing, making Taiwan's overall export performance stand out. However, this success has also obscured the severity of the downturn in traditional industries, raising concerns that Taiwan's overall economic and export statistics may be distorted.
    Friday 1 August 2025
    Horng Terng fully booked with orders amid AI chip cooling demand surge
    Horng Terng Automation, a leading manufacturer of advanced semiconductor packaging equipment, has leveraged its joint development efforts with packaging clients and mastery of critical thermal interface process technology to enter the advanced packaging markets for AI, GPUs, and high-performance computing chips to boost its business growth.
    Friday 1 August 2025
    ASE maxes out Taiwan backend capacity on AI, automotive demand
    ASE Holdings posted solid growth in advanced packaging and testing in the first half of 2025, fueled by robust demand for AI-related high-performance computing (HPC) chips. However, a strong New Taiwan Dollar dented second-quarter profitability.
    Friday 1 August 2025
    Delta Electronics bets on AI as sole growth driver in 2025, L2A data center cooling in short supply
    At Delta Electronics' earnings call on July 31, Chairman Ping Cheng made a bold prediction: "Only AI will thrive in 2025." Cheng noted that the second half of the year is expected to outperform the first, driven by sustained capital expenditure growth from major cloud service providers (CSPs).
    Friday 1 August 2025
    Amazon sales top estimates on retail, advertising surge; AWS margins under pressure
    Amazon reported robust financial results for its fiscal second quarter, with revenue reaching US$167.7 billion, marking a 12% increase compared to the same period last year. Operating income rose 31% to US$19.2 billion. The company cited strong performance in its retail and advertising segments, although Amazon Web Services (AWS) encountered supply chain challenges and margin pressures. These factors moderated investor response amid the ongoing expansion of artificial intelligence (AI) applications across the business.
    Friday 1 August 2025
    Amazon shares slide as AWS growth trails rivals despite strong revenue beat
    Amazon topped Wall Street expectations with its third-quarter 2024 revenue, but the company's stock fell about 7% in after-hours trading after investors reacted to weaker-than-expected growth in its cloud business.
    Friday 1 August 2025
    SKT to play key role in South Korea's sovereign AI
    SK Telecom (SKT) has recently released several AI models in 2025, as it seeks to earn a place in the South Korean government project for developing the country's sovereign AI.
    Friday 1 August 2025
    Taiwan aims to replicate semiconductor success with AI
    The 2025 World AI Vision Exhibition (WAVE) kicked off on July 31, 2025, in Taipei, Taiwan, organized by the Administration for Digital Industries under Taiwan's Ministry of Digital Affairs (MODA). The exhibition, also referred to as the AI Wave Show, brought together more than 200 technology companies, highlighting solutions including generative AI, large language models (LLM), agent AI, and physical AI.
    Friday 1 August 2025
    Taiwan announces ambition to 'make waves' with AI
    Taiwan's semiconductor industry has become the island's "silicon shield" after three decades of policy-driven support and the combined efforts of pioneering entrepreneurs and researchers. Building on this achievement, Minister of Digital Affairs Yennun Huang stressed on July 31, 2025, that Taiwan must also become a "wave maker" in the AI age, going beyond the past focus on hardware to encompass data and applications.
    Friday 1 August 2025
    Trump's tariff war reshapes China's IC trade in 1H25
    Large-scale US tariffs launched in the second quarter of 2025 aimed to curb China's technological advancement through stricter import restrictions on high-tech and advanced manufacturing goods.
    Friday 1 August 2025
    Liteon turbocharges Taiwan-US expansion as AI drives growth surge
    Liteon Technology reported double-digit sequential and annual growth in consolidated revenue for the second quarter of 2025, with all core business units contributing to the gains. The company expects continued momentum into the third quarter, fueled by accelerating AI chip demand. AI-related revenue accounted for 15–16% of first-half sales and is on track to reach the full-year target of 20%, with 2026 projections climbing to 25%.
    Friday 1 August 2025
    Apple cites AI investments for rising capex, tempers current quarter growth expectations despite pull-ahead sales
    Apple's capex saw a notable rise in the third quarter of the fiscal year 2025, primarily driven by growing investments in artificial intelligence (AI). During the company's earnings call, CFO Kevan Parekh attributed the increase to a combination of factors, with the largest share allocated to expanding Apple's private cloud computing (PCC) infrastructure.
    Friday 1 August 2025
    Apple's June-quarter rebound offers momentum, but AI, tariffs, and product shifts pose questions
    Apple reported its strongest quarterly growth since 2021, with revenue up 9.6% year-over-year to US$94.04 billion in the third quarter of fiscal 2025, driven by strong iPhone and Services sales. The results highlight opportunities in AI and China, while raising questions about future demand amid tariff and competitive pressures.
    Friday 1 August 2025
    Amazon delivers strong 2Q25 growth, but AWS performance tempers investor enthusiasm
    Amazon's second-quarter fiscal 2025 revenue rose 13% year-over-year to US$167.7 billion. Operating income jumped 31% to US$19.17 billion, though softer-than-expected cloud growth and a conservative third-quarter outlook raised investor questions about momentum in AWS compared to rivals.
    Friday 1 August 2025
    Modular moves: Foxconn enlists Teco to scale sovereign AI infrastructure
    Foxconn has formed a strategic alliance with Teco Electric and Machinery via a share swap, merging capabilities in ICT and electromechanical engineering. The collaboration targets the fast-growing global AI data center (AIDC) sector, focusing on standardized and modular infrastructure to accelerate deployments and capitalize on emerging opportunities.
    Friday 1 August 2025
    Apple sees growth in China, accelerates AI investments amid strong 3QFY25 performance
    During Apple's third-quarter fiscal year 2025 earnings call, CEO Tim Cook highlighted renewed momentum in Greater China, where revenue rose 4% quarter-over-quarter. This improvement was largely driven by a notable surge in iPhone sales and strong year-over-year growth in Mac revenue.
    Friday 1 August 2025
    Hiwin partners with US robot firm Dexterity to launch 8-DoF warehouse robot
    Transmission component giant Hiwin has unveiled a new collaborative development with US-based Dexterity: an intelligent robot specifically designed for warehouse use. The partnership aims to expand deployment of this AI-powered robot across markets in North America, Asia, and Europe.
    Thursday 31 July 2025
    Lam Research sees strong start to FY26 on AI chip boom
    Lam Research reported fourth-quarter earnings for its fiscal year ending June 29, 2025, that exceeded analyst expectations, driven by increased demand for equipment used in the production of advanced AI chips. The California-based semiconductor equipment manufacturer posted revenue of US$5.17 billion, marking a 9.6% rise from the previous quarter and surpassing Wall Street's forecast of US$4.99 billion.
    Thursday 31 July 2025
    China probes Nvidia over H20 chip "backdoor" risks, casting shadow on future sales
    Chinese regulators have summoned Nvidia to address mounting concerns that its H20 artificial intelligence chip may contain backdoor vulnerabilities and tracking features, in a move that threatens to derail the company's sales prospects in the world's second-largest AI market.
    Thursday 31 July 2025
    Samsung-Tesla AI chip deal: a potential four-way win for all?
    Samsung's major AI chip contract with Tesla has sparked heated discussions, with Elon Musk pledging to personally step in to help Samsung improve production efficiency while hinting at an even higher contract value.
    Thursday 31 July 2025
    Enterprise AI countdown: Hon Hai, Taiwan Mobile marks 2027 as watershed year
    As generative AI continues to evolve rapidly, Taiwanese enterprises are facing a critical juncture of concurrent technological and organizational transformation. At the CommonWealth Summit hosted by Taiwan's CommonWealth Magazine on July 29, both Yung-hui Li, director of the Artificial Intelligence Research Center at Hon Hai Research Institute, and Jamie Lin, president of Taiwan Mobile, emphasized that data capabilities and AI deployment strategies will be key determinants of future corporate competitiveness.
    Thursday 31 July 2025
    Analysis: Foxconn-Teco deal boosts Taiwan's push into L12 AI server integration and modular data centers
    The strategic share swap between Foxconn and Teco Electric & Machinery Co., Ltd. marks a significant escalation in Taiwan's AI data center server industry. Traditionally focused on motherboard and rack assembly stages, Taiwanese firms are now aggressively expanding into L12 system integration, targeting rapid deployment solutions for AI data centers.
    Thursday 31 July 2025
    CILS targets smart manufacturing with new-gen AI autonomous mobile robots
    Coretronic subsidiary Coretronic Intelligent Logistics Solutions (CILS) will unveil its new generation of artificial intelligence autonomous mobile robots (AMR) and SmartMove intelligent handling system at the 2025 World AI Vision Exhibition (WAVE), also referred to as the AI WAVE Show. The company is actively deploying in key application areas, including third-party logistics, the artificial intelligence server supply chain, smart logistics, and smart manufacturing.
    Thursday 31 July 2025
    Meta boosts 2025 capex to US$72 billion, expands AI push with superintelligence team
    Meta posted strong second-quarter 2025 earnings, fueled by gains in AI-powered advertising. However, the company is ramping up its long-term investment in superintelligence, pushing costs significantly higher. It raised its full-year capex forecast to between US$66 billion and US$72 billion, with the midpoint representing an increase of about US$30 billion compared to 2024. Meta also signaled similar levels of capital investment in 2026 as it builds out massive compute infrastructure, including the Prometheus and Hyperion clusters, to support the development of next-generation AI models.
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