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Tuesday 10 June 2025
OpenAI annualized revenue doubles to US$10B, eyes profitability by 2029
OpenAI's annualized revenue reached US$10 billion as of June 2025, nearly doubling from US$5.5 billion at the end of 2024, according to reports from CNBC, the Financial Times, and Reuters. The growth is largely driven by ChatGPT subscriptions and API services, excluding licensing deals and major one-time transactions with Microsoft.
Tuesday 10 June 2025
WWDC 2025: Cosmetic upgrades, but AI questions linger
Apple's Worldwide Developers Conference (WWDC) 2025, held on June 9, marked the debut of a new design language called "Liquid Glass" and introduced updates across its software platforms, including iOS 26, macOS Tahoe, watchOS 26, Vision OS 26, and iPadOS 26. Despite these enhancements—ranging from a dynamic, translucent user interface to new productivity tools—analyst reactions have been mixed, with many questioning the company's direction in artificial intelligence (AI).
Tuesday 10 June 2025
San Fu unveils seven strategies to ride semiconductor wave and expand overseas
Taiwan-based San Fu Chemical unveiled a broad seven-point strategic roadmap at its annual shareholder meeting on June 9, 2025, signaling the company's intent to deepen its footprint in the semiconductor sector and expand its global presence, particularly in Vietnam.
Tuesday 10 June 2025
Flex joins MIT's 'New Manufacturing' initiative, aims to reinvent US industry with AI and global sustainability labs
Flex, the Texas-based global manufacturing and supply chain services firm, has joined the Massachusetts Institute of Technology (MIT) 's newly launched Initiative for New Manufacturing (INM)—a bold, institute-wide collaboration aimed at revitalizing American industrial capabilities. As one of six founding members of INM's Industry Consortium—alongside Amgen, GE Vernova, Siemens, PTC, and Sanofi—Flex is aligning itself with academia and industry to drive a transformation of manufacturing through artificial intelligence, machine learning, and scalable systems innovation.
Tuesday 10 June 2025
Edge AI stalls, cloud AI soars: a new divide in Taiwan’s chip industry
Taiwan's IC design firms remain optimistic about the long-term trajectory of artificial intelligence (AI), but their outlook for the second half of 2025 has turned markedly cautious. Despite strong expectations around new AI products, near-term uncertainty, driven by tariffs, geopolitics, and macroeconomic volatility, is clouding what was once seen as a pivotal year for edge AI adoption.
Tuesday 10 June 2025
Ren Zhengfei breaks silence on Huawei's AI and chip strategy
As a new round of China–US trade talks took place in London, the United States held firm on restrictions targeting China's access to advanced artificial intelligence (AI) chips, with Nvidia products remaining on the export control list.
Tuesday 10 June 2025
DeepMind VP urges Taiwan to prioritize software over LLM training
Ed Chi, vice president of research at Google DeepMind, recently visited Taiwan and delivered remarks urging the island to reconsider its approach to AI development. In a public speech, Chi emphasized that Taiwan should not allocate substantial resources to training large language models (LLMs). Instead, he advocated for a strategic focus on software applications, where he identified abundant opportunities for innovation and growth.
Tuesday 10 June 2025
US-China trade talks rekindled in London: rare earths, export curbs, Nvidia chips in focus
US-China trade talks resumed in London on June 10, extending a new bilateral economic and trade consultation mechanism launched with more than six hours of discussions the day before. While no deal was reached, both sides signaled cautious optimism.
Tuesday 10 June 2025
Taiwan chip designers bet on edge AI, with robotics leading the charge

While most of today's AI chip business is concentrated in cloud computing, industry leaders are increasingly turning their attention to the untapped potential of edge AI, particularly in robotics, where the convergence of machine learning, real-time responsiveness, and physical interaction represents a high-stakes frontier.

Tuesday 10 June 2025
Taiwan's May exports hit record US$51.74 billion on AI server boom and US tariff dynamics
Taiwan's total export value in May 2025 soared to a record US$51.74 billion, surpassing the US$50 billion mark for the first time and marking a 38.6% year-over-year increase. According to the Ministry of Finance, this surge was driven by strong global demand for AI servers and other high-performance computing hardware, alongside accelerated shipments to the US amid ongoing reciprocal tariff negotiations. The milestone represents the 19th consecutive month of export growth for Taiwan, reinforcing its position as a global electronics hub.
Tuesday 10 June 2025
WWDC 2025:Apple opens AI models to developers, highlighting on-device silicon advantage
Apple unveiled its latest artificial intelligence developments under the banner of Apple Intelligence at the company's annual Worldwide Developers Conference (WWDC), bringing new features across iPhone, iPad, Mac, Apple Watch, and Apple Vision Pro. The announcement underscores Apple's pivot toward on-device AI, optimized for its custom silicon, while opening access to developers in a move with potential implications for the broader hardware ecosystem.
Tuesday 10 June 2025
WWDC 2025: Apple's new 'Liquid Glass' UI raises bar for display and rendering performance
Apple has rolled out its most extensive software redesign to date across iOS 26, iPadOS 26, macOS Tahoe 26, watchOS 26, and tvOS 26, centered on a new interface material called Liquid Glass.
Tuesday 10 June 2025
South Korean industry optimistic about Samsung's potential Middle East expansion; AI chip orders seen as key
Following reports that TSMC is considering establishing a semiconductor wafer fab in the Middle East, some observers suggest that Samsung Electronics may also seek opportunities to expand its overseas footprint. Whether Samsung will consider setting up a plant in the Middle East could hinge on securing artificial intelligence (AI) chip orders.
Tuesday 10 June 2025
Megaforce adjusts production in Asia, Mexico to address tariff challenges
System integrator and manufacturing service provider Megaforce held its shareholders' meeting on June 5, during which the company covered its recent operational highlights and results. For the first quarter of 2025, Megaforce posted a net loss of NT$70.35 million (approx. US$2.35 million) attributable to the parent company, while April saw a self-reported net loss attributable to the parent company of NT$26 million. The company pointed to market hesitation and slower-than-usual growth in the first half of the year as a result of tariff uncertainties worldwide, with profitability further compounded by severe foreign exchange rate fluctuations.
Tuesday 10 June 2025
Sync Robotic leads Foxlink's push into Physical AI for real-world automation
The artificial intelligence boom that began with generative models has entered a new chapter in 2025: the rise of Physical AI. As the focus shifts from content creation to real-world automation, Taiwanese electronics giant Foxlink is staking a claim in the emerging market through its robotics subsidiary, Sync Robotic, and a suite of AI-powered inspection and security solutions.
Monday 9 June 2025
Qualcomm agrees to buy chip firm Alphawave for US$2.4 billion

Qualcomm Inc. has agreed to buy London-listed semiconductor company Alphawave IP Group Plc for about US$2.4 billion in cash to expand its technology for artificial intelligence.

Monday 9 June 2025
Middle East Stargate project reportedly faces US pressure to ban Chinese engineers
The Stargate UAE project, a major AI initiative backed by US tech firms, is facing delays due to unresolved US security reviews and export control conditions, according to reports from Reuters and Wccftech. The concerns center on potential technology leakage to China, despite the UAE's commitment to comply with US national security requirements.
Monday 9 June 2025
Shibaura takeover heats up as Yageo moves closer to Japan's regulatory green light
Taiwan-based Yageo Corporation has refiled its foreign investment application under Japan's Foreign Exchange and Foreign Trade Act (FEFTA) as of June 2, in a renewed bid to acquire Shibaura Electronics. The move signals Yageo's growing confidence in clearing regulatory scrutiny—a key barrier that has held back its unsolicited tender offer since February.
Monday 9 June 2025
Quantum computing sidelined amid AI hardware boom
While ChatGPT and DeepSeek have already demonstrated the remarkable results that generative artificial intelligence applications can achieve using graphics processing units, the outlook for quantum computers driving AI remains uncertain.
Monday 9 June 2025
Taiwan EMS giants deepen smart healthcare push with AI
With AI transforming industries worldwide, major Taiwanese firms such as Foxconn, Quanta, and Inventec are accelerating their efforts in smart healthcare, recognizing its synergy with information and communications technology (ICT) and vast market potential. These companies have been investing in healthcare technology for over a decade, but recent AI advancements and improved digital infrastructure are enabling them to scale more sophisticated solutions.
Monday 9 June 2025
Inventec forecasts server-led expansion with tepid notebook outlook

Inventec reported modest notebook shipment growth in May and continued strength in its server business, which it expects to remain the primary driver of growth for 2025. The company remains cautious about full-year notebook performance, noting that second-half demand remains uncertain. Nonetheless, it projects a slight year-over-year increase in NB shipments.

Monday 9 June 2025
Wistron ITS sets record revenue for Jan–May 2025, unveils AI-driven growth strategy on 33rd anniversary
Wistron ITS (WITS), a subsidiary of the Wistron Group, reported consolidated revenue of NT$890 million (approx. US$29.83 million) for May, setting a new record high for the month. Although the ongoing appreciation of the New Taiwan dollar contributed to a 4.7% decline compared to the previous month, revenue still rose by 5.4% year-on-year. For the first five months of 2025, cumulative revenue reached NT$4.465 billion (approx. US$150 million), reflecting an 8.5% annual growth and maintaining a steady upward trajectory.
Monday 9 June 2025
Taiwan's Yageo plans to keep Shibaura's AI technology in Japan
Taiwan's Yageo Corp. said it would keep Shibaura Electronics Co.'s most advanced technology in Japan if it successfully acquires the artificial intelligence (AI) sensor maker.
Monday 9 June 2025
Apple lens supplier Largan breaks silence on robotics and smart glasses bets
Largan Precision Chairman En-Ping Lin, known for keeping a low public profile, provided unusually detailed commentary on emerging technology trends, addressing international expansion opportunities in robotics and smart glasses.
Monday 9 June 2025
Weekly news roundup: Arm's rebrand, Huawei's R&D blitz, and Asia's rising AI chip challengers
These are the most-read DIGITIMES Asia stories from June 2 to June 8, 2025. Top highlights include Arm's strategic rebrand and entry into proprietary chip design, Huawei's aggressive R&D-driven resurgence, and growing momentum across Asia in AI semiconductors and advanced packaging. As global tech giants recalibrate in response to shifting supply chain dynamics, export controls, and rising open-source threats, the week's top stories reflect deepening fault lines—and fresh opportunities—across the semiconductor and system architecture landscape.