To promote digital innovation and technological upgrades among semiconductor companies in southern Taiwan, and to assist businesses in developing more diverse and industry-competitive system application technologies, the National Center for High-performance Computing (NCHC), under the National Science and Technology Council (NSTC), recently held a briefing in Tainan for the Nano 5 in Semiconductor Industrial Innovation and Upgrade program. The event attracted numerous semiconductor companies and startup teams.
Computex 2025 is set to take place from May 20 to May 23 at the Taipei Nangang Exhibition Center. The Taiwan External Trade Development Council (TAITRA) has announced that nearly 1,400 companies will participate, utilizing an exhibition area of up to 80,000 square meters, marking a significant scale for the event.
Global and Taiwanese microcontroller manufacturers are positioning themselves for substantial growth opportunities in edge AI computing, though industry leaders caution that widespread adoption depends on compelling applications that demonstrate clear value to consumers.
Pegatron Corporation has opened a new office in Santa Clara, California—directly across from Nvidia's headquarters—as part of its strategic push to scale North American operations amid surging demand for AI server infrastructure.
Global chip giant Nvidia is extending its AI dominance beyond cloud computing into edge AI markets, announcing at GTC 2025 collaborations with Cisco and T-Mobile to develop AI-native 6G wireless technology. This expansion follows existing initiatives in the automotive and robotics sectors, creating both opportunities and tensions across the semiconductor industry.
Jackie Lee, president of Altos Computing, forecasts that 2025 will mark the beginning of enterprise AI, driven by increasing AI application adoption. He predicts double-digit growth, particularly in India. To support this, Altos has partnered with local EMS manufacturers to produce servers compliant with Made in India regulations.
Edom Technology is showcasing its latest edge AI solutions at GTC 2025, featuring generative AI and large language model (LLM) technologies for smart manufacturing and automation. The exhibit also includes applications in medical imaging analysis, visual AI, and Nvidia Jetson-based edge computing for robotics.
Advantech Co., Ltd., a leading industrial PC (IPC) manufacturer, is expanding its edge AI footprint across industrial, healthcare, and life sciences sectors. At Nvidia GTC 2025, the company is showcasing generative AI (GenAI) edge systems, service-oriented autonomous mobile robots (AMRs), and AI-powered medical solutions, underscoring its innovations in edge computing.
Neousys Technology Inc., a leading industrial PC (IPC) manufacturer, is unveiling its next-generation rugged edge AI computing platform at GTC 2025 to drive real-world AI adoption at the edge.
The development of edge AI, driven by DeepSeek, has garnered attention and created opportunities for new suppliers aiming to position themselves in the AI servers market. YS Tech, primarily focused on automotive and consumer technology, has recently ventured into AI servers. General manager Robert Liu stated that the company will focus on Tier 2 suppliers and is targeting the cooling opportunities brought about by edge AI.
Microip has sought to advance its AI business from another angle through its participation at the Embedded World 2025 trade show in Nuremberg, Germany. According to company chairman James Yang, positive experiences at the expo last year led to the company's return in 2025, with the aim of riding the current AIoT wave.
AI adoption is shifting from cloud computing to edge applications, fueling greater interest in embedded systems. Embedded World 2025, the world's leading embedded systems trade show, opened on March 11 in Nuremberg, Germany, drawing global IPC and edge AI leaders.
At Embedded World 2025, Altera made a bold case for FPGAs in AI computing, arguing they can rival ASICs in edge AI. While FPGAs are already entrenched in industrial control, they trail GPUs and ASICs in AI acceleration.
Asia Vital Components (AVC) chairman Ching-Hang Shen pointed out that while the entire industry previously discussed liquid cooling solutions, he believed it was still early and not yet at a true maturation stage. However, with recent discussions shifting back to air cooling, he now asserts that the era of liquid cooling is about to commence. In response to the rising demand for liquid cooling, AVC plans to substantially increase its production capacity.
Embedded World 2025 officially commenced this week in Nuremberg, Germany, with Sandra Rivera, CEO of FPGA company Altera, delivering the keynote address. In her presentation, Rivera discussed key developments in edge AI and highlighted the role that FPGAs can play in the rapidly evolving sector.
At Embedded World 2025, Altera CEO Sandra Rivera spoke during a keynote Q&A about the company's transition and future plans as the Intel-owned FPGA provider operates independently.
As AI and robotics evolve, market opportunities are expanding, but fragmentation remains a key hurdle. Advantech is tackling supply chain integration and system compatibility challenges by driving industry-wide collaboration. Through an open ecosystem, standardized frameworks, and developer engagement, the company is advancing scalable, secure, and cross-industry automation solutions.
Advantech sees order momentum rebounding, with the regional book-to-bill ratio climbing above 1. General Manager and CFO Eric Chen expects steady growth in 2025, bolstered by the rapid expansion of the Edge AI market.
Nvidia's meteoric rise in AI hardware following ChatGPT's debut has been nothing short of remarkable. But as history has shown, no industry leader stays unchallenged forever. As Intel's legendary CEO Andy Grove once put it, "Only the paranoid survive"—because in tech, market leaders are only safe until someone comes along to disrupt them.
The US has imposed a 10% tariff on Chinese imports just ahead of China's annual Two Sessions meetings, heightening economic and geopolitical tensions. The move underscores Washington's intent to restrain China's technological and economic expansion while increasing pressure on Beijing.
How big is Singapore? Around 700 square kilometers—roughly the size of Pudong north of Century Avenue in Shanghai. After dark, dinner was served on the first floor of the Capella Hotel, with six tables arranged for about 60 guests, including our hosts from Bank of America (BoA).
As competition between the US and China escalates, quantum computing has emerged as a pivotal battleground in the quest for technological dominance. Scientists at the University of Science and Technology of China (USTC), led by Jian-wei Pan, Xiao-bo Zhu, and Cheng-zhi Peng, have introduced Zuchongzhi 3.0, a next-generation superconducting quantum computing prototype with 105 qubits—marking a major step in China's quantum research.
At MWC 2025, Samsung Electronics introduced its newest AI advancements, spotlighting the Galaxy S25 series with cutting-edge AI features and the inaugural XR headset Project Moohan. The notably thin Galaxy S25 Edge and AI applications for the smart home and health were also highlighted.
China's startup, DeepSeek, has unveiled a low-cost open-source AI model, igniting optimism in the market about potential reductions in AI costs and advancements in edge computing. The company's continued open-source initiatives have been met with positive feedback from developers, underscoring growing enthusiasm for accessible AI tools. However, Ubitus's CEO, Wesley Kuo caution that while DeepSeek's large model holds promise, it remains better suited for cloud-based applications at this stage. The company still faces significant challenges in the edge AI space, where established models from competitors continue to hold sway.
Arm has unveiled its Armv9 edge AI computing platform, featuring the Cortex-A320 CPU and Ethos-U85 NPU to power AI workloads at the edge. Capable of running models with over a billion parameters, the platform reflects Arm's push to decentralize AI processing, making it essential for the IoT.
