Nvidia is reportedly forming a humanoid robot supply chain in Taiwan, targeting key machine tool manufacturers as partners and considering local assembly lines. However, existing partners have clarified that their collaboration models with Nvidia remain unchanged.
Advantech has announced its ambitious plans to establish dominance in the rapidly growing sectors of edge computing and artificial intelligence (AI). Chairman KC Liu revealed the company's strategic transition, emphasizing its dedication to leveraging the transformative power of these technologies to seize new opportunities across various industries.
Ahead of the holiday season, Google introduced the Gemini 2.0 model alongside its Android XR operating system and released a video highlighting advancements in Project Astra. Despite setbacks with earlier smart glasses projects, this move—leveraging the current AI innovation—has reignited speculation about a potential new smart glasses launch.
Samsung Electronics plans to introduce samples of its next-generation LPDDR6 memory by late 2025, addressing the growing demand for on-device AI solutions. The initiative aims to enhance Samsung's technological edge and shift toward high-value-added memory products, countering declining general-purpose DRAM prices.
The development of AI robots spans multiple sectors, from smart factories to smart homes and specialized applications. However, for semiconductor giants like Nvidia and Qualcomm, penetrating the industrial sector presents challenges reminiscent of the autonomous vehicle market.
Donald Trump has accelerated his cabinet appointments post-election, naming all 15 cabinet-level positions and over 20 key officials within 20 days—outpacing his first-term timeline.
Both Tesla CEO Elon Musk and Nvidia CEO Jensen Huang consider humanoid robots to be the ultimate chapter in AI development. According to a Goldman Sachs research forecast for the first half of 2024, humanoid robot shipments are expected to exceed 250,000 units by 2030, with nearly all deployments in industrial sectors.
MiTAC Corporate President Billy Ho expressed optimism for 2025, though he acknowledged the significant uncertainties ahead, including geopolitical tensions and the potential impact of a "Trump 2.0" scenario. To mitigate these risks, MiTAC is taking proactive measures to ensure resilience and adaptability in the face of potential disruptions.
Recent reports claim that OpenAI is in discussions with Samsung Electronics (Samsung) regarding a collaboration to integrate ChatGPT into their devices, which could mirror Apple's approach. The actual partnership dynamics, along with Samsung's existing relationship with Google, are drawing significant attention.
Taiwan's Hiwin Technologies, a leading maker of motion control components, has been investing in robotics for years, with a strong focus on industrial applications. Chairman Eddie Chuo has repeatedly emphasized that Hiwin has no plans to produce humanoid robots. Instead, the company continues to enhance its expertise in core components such as harmonic reducers, ball screws, and linear guideways, which are critical across various robot types.
Quanta Executive VP Alan Tsai projected that within the next one to two years, AI will become as seamlessly integrated into daily life as the internet, no longer perceived as a distinct innovation. Tsai stressed that for individuals to fully harness AI's benefits, reliance on cloud-based solutions alone will not suffice, highlighting edge AI as an inevitable development.
During a recent investor conference in New York, Qualcomm CEO Cristiano Amon emphasized that since 2021, the company has been actively expanding beyond mobile phones. The company's aggressive execution over the past few years has yielded significant results, a strategy that will continue moving forward.
Samsung Electronics' smart glasses project has gained renewed attention, with reports indicating a launch in the third quarter of 2025 and an initial production run of 500,000 units.
Peripheral IC distributor Weikeng Industrial has seen robust growth in 2024 driven by strong AI demand, which is expected to continue into 2025 as prospects for AI servers and PCs remain promising.
Meta's XR division, Reality Labs, remains unprofitable despite revenue growth, with Quest 3 sales driving a 30% increase in the first quarter and 28% in the second quarter of 2024 over 2023. These gains were offset by high operating expenses, leading to a US$4.5 billion loss in the second quarter alone.
Taiwan's hospitals are pioneering smart healthcare by combining medical expertise with advanced ICT. At a recent event hosted by the Smart Healthcare Industry-Academia Alliance, hospitals, including Kaohsiung Chang Gung Memorial, unveiled patient-centered solutions developed with Taiwan's ICT industry, demonstrating their commitment to emphasizing the importance of the patient journey.
The AI industry is experiencing sustained growth, with Nvidia CEO Jensen Huang highlighting key differences from the 2000 dot-com bubble, during which Cisco dominated the scene. This shift reflects new technological drivers and evolving industry dynamics.
DIGITIMES Research observes that China is rapidly advancing in the field of LLMs. Major technology giants such as Baidu, Alibaba, and Tencent have launched their self-developed LLMs. Chinese-developed LLMs are continuously improving in terms of parameter count, functionality, and application scenarios, according to the latest report on China's development of AI chips.
According to DIGITIMES Research's report on cloud ASIC accelerators, the global shipment of self-developed cloud AI ASIC accelerators is projected to reach 3.45 million units in 2024, with Google's market share expected to grow to 74%.
Apple is scaling back production of its Vision Pro mixed reality (MR) headset, with production potentially halting by the end of 2024. The Information reports, citing multiple sources directly involved in the supply chain, that the production cutbacks began in early summer 2024 as Apple pivoted toward developing a more affordable version of the device, expected to launch in 2025.
The annual Snapdragon Summit in Hawaii showcased Qualcomm's expanding ecosystem, featuring both longstanding and new partners, including Microsoft, Samsung, and OpenAI.
Qualcomm's Snapdragon Summit 2024 kicked off in Hawaii, where new products are expected to be unveiled, including flagship mobile system-on-chips (SoCs) and automotive computing platforms. The 2G Oryon CPU also made its debut at the event, highlighting Qualcomm's focus on this core technology.
Various companies are attempting more innovations in chip design for 2024. An observer in the integrated circuit (IC) design industry noted that while Apple and the Android camp have different structural configurations, there is one commonality: significant expansions in memory configuration, particularly with upgrades to CPU cache in the Android camp.
Luminaries Linus Torvalds and Tim Sweeney join founding members Broadcom, Dell, Google, Hewlett Packard Enterprise, HP Inc., Lenovo, Meta, Microsoft, Oracle, and Red Hat.
Foxconn is redefining smart manufacturing and aiming for a future where AI produces AI. Foxconn's two-day Hon Hai Tech Day (HHTD24) event began on October 8, during which it unveiled its smart factory platform for the first time.
