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Friday 25 July 2025
Asus, Microsoft revive Xbox hardware with ROG handheld launch, target 400,000-unit holiday debut
Asus is doubling down on gaming handhelds through a partnership with Microsoft, with plans to launch the ROG Xbox Ally and Xbox Ally X in November and December 2025. Targeting the peak holiday season, Asus has set an initial shipment goal of 400,000 units. Priced between NT$20,000 and NT$29,000 (approx. US$680–990), the new models will be more expensive than the existing ROG Ally.
Thursday 24 July 2025
Uniplus subsidiary gains key North American transformer certifications
Sanjiang Electric, part of Uniplus, has received safety certifications from Underwriters Laboratories (UL) and Canadian cUL, allowing the sale of their 15kV-25kV transformers in North America. This marks a key step in their international growth.
Thursday 24 July 2025
xAI's significant expansion in AI computing capabilities sparks concerns over energy supply
Elon Musk's AI company, xAI, aims to exponentially increase its computing power to the equivalent of 50 million Nvidia H100 GPUs within five years. This ambitious plan raises concerns about the feasibility of managing the energy demands involved.
Thursday 24 July 2025
'Awkward' fit: Nvidia's H20 snubbed in China as Qihoo 360 turns to Huawei AI chips
Nvidia's H20 chip has re-entered the Chinese market but is facing an underwhelming reception, as influential tech leaders increasingly favor local semiconductor alternatives. Zhou Hongyi, co-founder and chairman of 360 Security Technology Inc. (Qihoo 360), said the H20 chip has lost its price-performance advantage in China. He noted that 360 has switched exclusively to domestic chips — specifically Huawei's — reflecting a wider industry shift.
Wednesday 23 July 2025
Taiwan rallies industry to fast-track AI robot development with three-phase strategy
As artificial intelligence increasingly converges with robotics, humanoid machines are moving beyond the realm of science fiction and into the spotlight of global technology and investment. Taiwan officially launched its National AI Robotics Alliance on July 22, 2025, a collaborative platform aimed at uniting the island's industrial strengths and establishing a presence on the global robotics stage.
Wednesday 23 July 2025
This week on GeoWatch: Nvidia's H20, TSMC, and Pegatron Chair
Nvidia's H20 chip gets the green light for China after US policy shifts; TSMC breaks records and joins the trillion-dollar club; and Taiwan's tech community quietly backs a grassroots recall movement tied to democratic and cross-strait concerns.
Wednesday 23 July 2025
Taiwan sees June 2025 export orders grow 24.6% YoY
Taiwan's export orders for advanced process semiconductors and AI servers continued to perform well in June 2025, despite ongoing uncertainties with US trade policy and geopolitical risks.
Wednesday 23 July 2025
Dixon accelerates growth through Chinese partnerships, gains edge in smartphone components
Dixon Technologies is accelerating growth through strategic joint ventures with leading Chinese firms, including Q Tech, HKC, and Chongqing Yuhai. In the first quarter of fiscal 2026, the company outlined plans to boost capacity, localize key components, and capture a larger share of India's smartphone and display manufacturing market.
Wednesday 23 July 2025
Dixon crowned India's mobile phone manufacturing leader
Dixon Technologies posted strong first-quarter results for fiscal year 2026, led by a 125% year-over-year surge in mobile phone revenues to INR116.63 billion (US$1.36 billion). With nearly 9.66 million smartphones shipped, the company solidified its position as India's top domestic handset maker while accelerating its push into export markets.
Tuesday 22 July 2025
Hygon's 4GHz C86 chip marks China's shift from policy-driven to performance-led PCs

China's IT localization strategy has entered a new phase with the launch of Hygon Information Technology's C86 processor, a 4.0GHz x86-compatible chip now powering a broad lineup of domestic desktops and mobile workstations. The rollout marks a shift in China's PC market — from policy-driven deployment to performance-focused competition.

Monday 21 July 2025
Taiwan AI server makers boost North America investment ninefold on tariff fears
Although the US has yet to finalize its reciprocal tariffs on Taiwan, Taiwanese AI server manufacturers have already taken aggressive preemptive measures. In the first half of 2025, outbound investment filings from the sector soared ninefold, with companies channeling funds through offshore tax havens such as the British Virgin Islands and the Cayman Islands to establish assembly plants in the US and Mexico.
Saturday 19 July 2025
Forward Science's AI-powered vacuum systems win major orders from PSMC, Macronix
Taiwan's Forward Science Corp. (Forwardtek), a leading vacuum pump supplier, has launched its new V-pro smart vacuum pump and EcoNanoPur energy-saving system — an integrated platform that combines AI diagnostics, predictive maintenance, carbon tracking, and ESG-centric features for semiconductor manufacturing.
Friday 18 July 2025
CviLux aims to consolidate China production capacity with new plant
Connector maker CviLux held a groundbreaking ceremony for a new factory in Dongguan's Changping region, as part of the company's plan to accelerate the consolidation of production capacity in China. This comes amid the larger trend for manufacturers to relocate production outside of China due to ongoing tensions between China and the United States.
Friday 18 July 2025
Corning locks in on China investments amid intensifying US-China tensions
Leading US glass substrate manufacturer Corning stated that China is the only market outside of the US that has deployed all five of its major business segments. Corning's accumulated investments in China have surpassed US$9 billion, with over 90% of its raw materials sourced locally.
Thursday 17 July 2025
Deloitte Forum: Taiwanese firms urged to realign supply chains amid US-Vietnam trade shifts and emerging multipolar world
At a forum hosted by Deloitte Taiwan on July 15, titled "Navigating the US-Vietnam Trade Shift: Strategies for Taiwanese Businesses," experts warned that amid rising geopolitical tensions and global trade realignments, Taiwanese companies can no longer depend on tariff-driven strategies or low-cost production models, as growing uncertainties continue to reshape global supply chains.
Thursday 17 July 2025
Taiwan pushes for sub-25% US tariff, citing strong strategic contributions
As the US recalibrates its tariff rates for global trade partners, Taiwan is striving to secure a rate below 25%, arguing that its economic and strategic contributions rival or even surpass those of other nations. Brazil is facing a sharp increase in tariffs to 50%, while Japan and South Korea have been set at 25%. Taiwan's tariff rate, however, has yet to be announced.
Wednesday 16 July 2025
Semco pushes thinner chip capacitors to chase AI server boom
Samsung Electro-Mechanics Co. (Semco) is ramping up development of advanced multilayer ceramic capacitors (MLCC) as demand surges from artificial intelligence (AI) servers and automotive systems, betting that breakthroughs in ceramic powder technology will give it an edge over Chinese rivals.
Wednesday 16 July 2025
HTC to unveil new product on August 14, market optimistic about smart glasses debut
On August 15, HTC Corp. released a teaser image on the global HTC VIVE official community platform, hinting at the launch of a new product. The company is expected to unveil its first smart glasses during an event scheduled for August 14.
Wednesday 16 July 2025
WT Microelectronics and Nichidenbo enter strategic share swap to strengthen component distribution ties
Taiwan-based distributors WT Microelectronics and Nichidenbo announced a strategic cooperation through a share exchange agreement, aiming to reinforce their positions in the electronic components market.
Tuesday 15 July 2025
Taiwan's e-commerce platforms struggle while service providers thrive
Taiwan's leading e-commerce platforms have been struggling amid the fading post-pandemic boom and heightening competition, with market leader Fubon Multimedia (under the Momo brand) experiencing a drop in revenue, and PChome finally seeing positive revenue growth in June after struggling to turn things around. In contrast, growth momentum has been strong for online retail service providers such as 91App and Hsin Hsin Galaxy.
Monday 14 July 2025
Trans-sun Materials' revenue rises 4.6% month-over-month in June 2025 on AI demand
Trans-Sun Materials Technology, a Taiwan-based electronic functional materials manufacturer, posted June revenue of NT$116 million (approx. US$3.98 million), up 4.64% from May but down 2.95% year-over-year.
Friday 11 July 2025
Largan expects large variable aperture project opportunities in 2026
Taiwan-based lens manufacturer Largan Precision held an online earnings call on July 10, during which it explained that exchange rate fluctuations had a significant impact on the company in the second quarter of 2025. The company previously predicted that the New Taiwan dollar would appreciate by 10%, affecting the second-quarter gross margin by 4-5%. However, pull-ins for new devices had already begun at favorable pricing, resulting in an actual impact of around 2%.
Friday 11 July 2025
Taiwan's Sun Yad builds US$583 million empire across chemicals to drones
Sun Yad Group operates across construction, biotechnology, materials, healthcare and drones in a diversified conglomerate worth NT$17 billion (US$583 million). Chairman Yu-ming Chang transformed the company from a traditional synthetic leather producer into Taiwan's multi-industry player through strategic acquisitions and vertical integration.
Friday 11 July 2025
Meituan fuels embodied AI ambitions while robot IPOs hit Hong Kong despite losses

Meituan has made another move in the robotics sector, investing US$100 million in Galaxea AI, its second major robotics deal in two months following a stake in Independent Variable Robot Technology (Jinan) Co., according to Yicai. The investment underscores Meituan's deepening commitment to embodied intelligence amid a broader robotics market challenged by slowing funding, mounting losses, and heightened competition.

Thursday 10 July 2025
Apple readies first upgrade to its struggling Vision Pro headset
Apple Inc. is planning to introduce its first upgrade to the $3,499 Vision Pro headset as early as this year, aiming to improve the performance and comfort of a device that has been slow to catch on with consumers.