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Sunday 18 May 2025
GlobalWafers deepens US investment with US$7.5 billion commitment

GlobalWafers, the Taiwan-based semiconductor materials giant, officially opened its new US$3.5 billion manufacturing facility in Sherman, Texas, on May 16. Chairperson Doris Hsu marked the occasion by also announcing plans for an additional US$4 billion expansion, which would bring the company's total investment in the US to US$7.5 billion.

Sunday 18 May 2025
Appier posts strong 1Q25 growth, eyes Middle East expansion
Appier has reported solid financial results for the first quarter of 2025, with revenue rising 27% year-on-year to approximately JPY9.4 billion (US$64.17 million), or 31% on a currency-neutral basis. Gross profit also grew 26% to JPY4.8 billion, with a gross margin of 51.4%. Despite facing challenges from the depreciation of Asian currencies, such as the South Korean won and the New Taiwan dollar, the company's growth momentum, particularly in Northeast Asia, helped offset the impact.
Sunday 18 May 2025
Jensen Huang brings in Compal, as Foxconn chair sits out

Jensen Huang, CEO of Nvidia, continued his closely watched Taiwan visit with a high-profile gathering of semiconductor and electronics leaders on May 17, following a private dinner the night before with TSMC Chairman C.C. Wei and senior executives. Attendees included some of the most influential names in the region's supply chain: MediaTek CEO Rick Tsai, Quanta Chairman Barry Lam, Wistron Chairman Simon Lin, and Asus Chairman Jonney Shih.

Saturday 17 May 2025
Nvidia CEO turns spotlight back to Taiwan

Nvidia CEO Jensen Huang arrived in Taiwan on May 16, marking the start of a tightly scheduled visit that blends symbolic gestures with strategic meetings. When asked about the location of Nvidia's new Taiwan headquarters, Huang offered only a teaser: "I'll tell everyone next Monday."

Friday 16 May 2025
Robust.AI partners with Foxconn to scale U.S. production of warehouse robots

Robust.AI, a U.S.-based developer of AI-powered warehouse automation, has announced a manufacturing partnership with Taiwan's Foxconn to ramp up production of its Carter robotic platform.

Friday 16 May 2025
AUO sets the stage for the next era of AI-powered displays
As the global display industry gathers for Display Week 2025, one of its most prominent voices is calling for a redefinition of what screens can be. Dr. Frank Ko, CEO and President of AUO, took center stage at the SID's annual summit, delivering a keynote titled "Redefining Displays: Inspiring New Possibilities." His message was clear: in an age driven by AI, displays are no longer mere windows—they are evolving into gateways to the intelligent, immersive worlds of tomorrow.
Friday 16 May 2025
AI powers breakthrough in Micro LED manufacturing by Rayleigh Vision Intelligence
As Micro LED technology approaches mass production, high costs remain a major barrier to broader market adoption. However, a breakthrough from Taiwanese startup Rayleigh Vision Intelligence (RVI) could mark a turning point. The company has built the world's first AI-driven pilot line for Micro LED manufacturing, targeting four long-standing challenges: low yield, poor production efficiency, high costs, and the complexity of mass transfer and measurement.
Friday 16 May 2025
China's tech giants join forces to accelerate humanoid robotics push
With 2025 being hailed as the inaugural year of the humanoid robot, China's internet giants—Tencent, Baidu, and Alibaba—are accelerating their efforts to secure early dominance in the embodied intelligence industry. What began as isolated initiatives has evolved into a clear trend of strategic alignment, with major players forming increasingly collaborative ecosystems to drive development and commercialization.
Friday 16 May 2025
MediaTek president predicts AI smartphones will account for 50% of market by 2028, with agentic AI flourishing
At this week's TSMC Technology Symposium, MediaTek president and chief operating officer Joe Chen was invited to deliver a keynote speech. Chen stated that although the industry currently faces an era of tariff uncertainties, MediaTek remains committed to technology investment to mitigate any unforeseen risks.
Friday 16 May 2025
Huawei builds humanoid robot empire with Hubble-backed AI and chip offensive
As interest in humanoid robots surges, Huawei is expanding beyond technology development by deploying capital through its tech investment arm, Shanezen Hubble Technology Investment Partnership (Hubble), to deepen its footprint across semiconductors, AI, and system integration.
Friday 16 May 2025
France and Taiwan forge AI and Quantum alliance amid tech competition with US
Former French Higher Education Minister Sylvie Retailleau is leading a strategic partnership between France and Taiwan in artificial intelligence and quantum computing. This collaboration positions the two economies as a potential counterweight to US technological dominance while diversifying France's relationships in Asia.
Friday 16 May 2025
From applications to agents: how AI is reshaping the next era of digital interfaces
In the prior article, we compared the evolution of the Internet to that of today's large language models (LLMs), particularly examining Internet packets and LLM tokens. We noted parallels in infrastructure and business model development. By analyzing packets' evolution, we aimed to forecast the future trajectory of tokens in AI, projecting potential impacts on product design, service models, and industry value chains.
Friday 16 May 2025
Alibaba leans into AI, cloud as commerce growth falters in FY4Q25
Alibaba's fourth-quarter results for fiscal 2025 missed market expectations, sending shares down 7.5% in premarket trading. Revenue rose 7% year over year to CNY236.5 billion (US$32.8 billion), narrowly missing the CNY237.2 billion consensus. While net income jumped 279% to CNY12.4 billion, analysts attributed the surge to non-operational gains, including asset disposals and equity revaluations, underscoring lingering pressure on core business fundamentals.
Friday 16 May 2025
Cadence showcases AI-driven chip design advances at Taiwan forum
Cadence unveiled several collaborative projects with Taiwan's Ministry of Economic Affairs at its GenIC design forum, highlighting advances in AI-driven semiconductor development.
Friday 16 May 2025
Why Taiwan’s AI bill is still stuck in limbo
The Executive Yuan has yet to set a clear timeline for passing the draft of Taiwan's AI Basic Act and submitting it to the Legislative Yuan for review, sparking dissatisfaction among several legislators. When asked whether the draft would be sent in the second half of 2025 (i.e., the next legislative session), Deputy Minister of Digital Affairs Ning Yeh said it would be expedited.
Friday 16 May 2025
Microsoft shifts focus to Asia-Pacific amid massive job cuts
Microsoft is reportedly laying off around 6,000 employees, or about 3% of its global workforce, with most of the cuts concentrated in the US. The tech giant has also made organizational changes in the Asia-Pacific region, including some managerial shifts, although large-scale layoffs in markets like Taiwan appear minimal for now. At the same time, Microsoft has posted over 100 job openings across India and other countries in the region, signaling a strategic pivot toward emerging markets.
Friday 16 May 2025
Trump's Middle East visit brings relief to Nvidia and AI supply chain
Industry insiders revealed that just as the market believed the rapid growth of AI was slowing down and Nvidia's performance would no longer be spectacular, US President Donald Trump demonstrated a dual strategy of "carrot and stick" by leading several top American business leaders, including Nvidia CEO Jensen Huang, on a visit to Saudi Arabia. The move proved highly beneficial for Huang.
Friday 16 May 2025
ABB reportedly weighs multibillion-dollar sale of robotics unit, recasts spin-off plans
Swiss conglomerate ABB is reevaluating plans to spin off its robotics division and is now exploring a possible sale instead, sources familiar with the matter said. The move represents a significant strategic shift under new CEO Morten Wierod, as the company navigates intensifying market competition and geopolitical uncertainty in the global robotics sector.
Thursday 15 May 2025
Getac unveils rugged AI PC meeting Microsoft Azure standards, to launch in 3Q25
Getac Technology, a subsidiary of Getac Holdings, has unveiled the world's first rugged AI PC that meets Microsoft Azure's AI PC standards. The flagship model, B360 Plus, features a dedicated Copilot key and a neural processing unit (NPU) capable of up to 48 TOPS (trillion operations per second), delivering enhanced AI performance for use in demanding environments. The device is scheduled for commercial launch in the third quarter of 2025.
Thursday 15 May 2025
Hiwin assesses prospects for mass production of humanoid robots
Hiwin Technologies, a prominent Taiwanese manufacturer of precision components, is intensifying its presence in the fast-growing fields of artificial intelligence and robotics. The company, known for its production of harmonic reducers and ball screws, has broadened its operations to include fully integrated robotic systems. Hiwin has already secured a role as a key supplier to major robotics firms and is also developing AI-powered robots tailored to the needs of the logistics sector. The firm indicated that visiting clients in May were pleased with its progress, with small-scale orders expected to begin by the end of the year.
Thursday 15 May 2025
US poised to approve deal permitting UAE to import 500,000 Nvidia AI chips yearly

The US has reached a preliminary agreement with the United Arab Emirates (UAE) that would allow the Gulf nation to import 500,000 advanced AI chips from Nvidia annually beginning in 2025, according to Reuters. The agreement is expected to support the UAE's push to build critical data centers essential for advancing AI model development. Sources familiar with the matter suggest the agreement is expected to last until at least 2027, with the potential for an extension through 2030.

Thursday 15 May 2025
TSMC to accelerate expansion in 2025 with eight new fabs and one advanced packaging plant
At the TSMC Technology Symposium 2025 on May 15 in Hsinchu, Taiwan, T.S. Chang, VP of Advanced Technology and Mask Engineering at TSMC, announced the company's accelerated fab expansion plans. Previously, TSMC built an average of three fabs annually from 2017 to 2020, which increased to five each year from 2021 to 2024. In 2025, TSMC aims to construct nine new facilities, consisting of eight wafer fabs and one advanced packaging plant.
Thursday 15 May 2025
Foxconn expects AI servers to drive over half of 2025 server revenue amid surging demand and Middle East opportunities
AI servers are emerging as a dominant revenue driver for leading ODM vendors in 2025, with Foxconn at the forefront of this trend. Despite lingering concerns about potential supply chain disruptions, Foxconn chairman Young Liu emphasized during an April 14 investor conference that AI servers are now in the mass delivery stage and are expected to generate over 50% of the company's total server revenue this year.
Thursday 15 May 2025
GB300 leads AI server showcase at Computex 2025
AI servers will be a major focus of the upcoming Computex 2025, with ODMs and EMS providers set to showcase their latest solutions, including GB300 models, at the annual tech tradeshow in Taipei.
Thursday 15 May 2025
Huawei cornered in Middle East: Trump, Nvidia redraw AI frontlines
The US-China tech conflict is intensifying even as leaders project a veneer of diplomacy. During trade talks in Geneva, President Donald Trump said the US was "not looking to hurt China," hinting at a tension pause. Yet, almost simultaneously, Washington imposed new export restrictions on AI chips, explicitly banning the global use of Huawei's Ascend processors.