As Nvidia chooses to build its overseas headquarters in Taipei, Taiwan's government is promising to be more than a host. It wants to be Nvidia's strongest ally. But can it keep that promise?

Qualcomm held a media briefing in Taiwan on May 21 to discuss the development of AI PCs and other devices. Kedar Kondap, Qualcomm's senior vice president and general manager of Compute and Gaming, highlighted that the emergence of Agentic AI will bring significant transformation to the entire PC market, blurring traditional product categories.

LG Electronics' Indian subsidiary reached record revenue and net profit in early 2025, strengthening its position in the South Asian market and enhancing prospects for a potential listing in India.

CMC Magnetics is experiencing a surge in demand for high-end optical discs, particularly in the defense and medical sectors, resulting in supply shortages for optical disc drives, according to chairman Bob Weng.

Taiwan's consumer electronics market is seeing diverging trends in 2025, with laptop sales surging on the back of generative AI momentum, while smartphone sales continue to decline amid saturation and longer replacement cycles.

As the global electronics industry braces for the disruptive effects of renewed tariff tensions under the Trump administration's trade policy revival, two sectors appear to be emerging largely unscathed: military-grade rugged computing and AI servers.

Huawei, on May 19, 2025, launched its first personal computers powered by HarmonyOS, after five years of development involving more than 10,000 engineers. The MateBook Pro and MateBook Fold Ultimate Design are the first laptops to run HarmonyOS 5, marking a pivotal moment in China's drive for full-stack operating system autonomy in the PC sector.

Following his keynote at Computex 2025, Qualcomm CEO Cristiano Amon announced that new updates for the Oryon CPU computing will be released in 2025. This includes the possible launch of AI PC processors at the Hawaii event and advancements in the data center domain.

Xiaomi founder and CEO Jun Lei announced on May 19 via Weibo that the company will unveil its first 3nm mobile system-on-chip (SoC), the "Xring O1," on May 22. He also revealed that Xiaomi plans to invest at least CNY50 billion (US$6.94 billion) in chip design over the next 10 years, beginning in 2025.

Qualcomm CEO Cristiano Amon discussed the current developments in the AI PC field during his keynote speech ahead of Computex 2025, mentioning several new application scenarios developed with agentic AI at the core.

Following the significant impact of reciprocal tariffs imposed by the US, the chip inventory status for two major consumer electronics products—notebooks (NBs) and mobile phones—has shown distinctly different trends.

Dynabook Technology (Taiwan) Co. marked the 40th anniversary of the Dynabook brand with a press event on May 14, 2025, reflecting on its four-decade journey and outlining its AI-driven growth strategy. Dynabook Inc. CEO and President Kiyofumi Kakudo underscored Taiwan's strategic position in the Asia-Pacific technology landscape and its readiness to scale AI adoption. He said the company will strengthen local alliances to accelerate smart applications and kickstart what he described as a "golden decade of innovation."

Wistron president and CEO Jeff Lin addressed rising tariff concerns and shifting production strategies at the company's annual shareholders' meeting on May 16, 2025, highlighting a mixed outlook for different segments of the electronics market.

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.

Apple Inc. is developing a feature for its Vision Pro headset that lets users scroll through software with their eyes, aiming to enhance the device with a novel interface.

In a notable breakthrough for global trade, senior officials from the US and China convened in Geneva, Switzerland, to discuss a preliminary trade deal. Both nations have agreed to substantial tariff reductions for 90 days, a move expected to relieve the PC components industry and gaming sector by stabilizing prices and alleviating ongoing supply chain disruptions.

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.

Global tech markets are closely monitoring AI server shipments and generative AI evolution as the industry enters a new phase of computing power competition. Economic uncertainties have intensified following Donald Trump's return to the White House in early 2025, creating challenges for market demand and global supply chains.

Asus reported a dramatic profit increase in the first quarter of 2025, primarily due to recovering NT$5.3 billion (US$175 million) in bad debts from Indian customers. This boosted net profit after tax to NT$12.791 billion, a 681% surge from the fourth quarter of 2024 and 135% year-over-year. Excluding the debt recovery, operating income for the first quarter of 2025 and fourth quarter of 2024 were NT$6.098 billion and NT$6.344 billion, respectively, with a stable 4.5% operating margin, signaling consistent performance.

As Computex Taipei 2025 approaches, the long-awaited AI PC platform co-developed by Nvidia and MediaTek is set to launch. Industry sources indicate the joint chip will likely debut under the Nvidia brand, with two models—N1X and N1—planned. Benchmark leaks and early system specifications have surfaced for months, and supply chain signals show both companies are well into production ramp-up.

In a rare sign of easing tensions, the US and China have reached a temporary détente on tariffs, agreeing to a 90-day truce that significantly reduces mutual trade penalties. Under the agreement, Washington will lower tariffs on Chinese imports to a maximum of 30%, while Beijing will scale back its duties on American goods to 10%.

Following a high-level meeting in Geneva, the US and China abruptly announced a 90-day pause in their ongoing tariff war. Under the deal, both countries agreed to lower reciprocal tariffs to 10% for 90 days. However, US tariffs on Chinese fentanyl-related goods remain, and Trump-era levies still keep China's overall tariff burden near 30%—a truce in form, not in substance.

Acer CEO and President Jason Chen said US President Donald Trump's policies are triggering both manageable and unpredictable disruptions for global companies. While issues like tariffs and currency fluctuations can be countered with strategy, he warned that policy-driven uncertainty is undermining consumer confidence—a volatile threat that's harder to contain.

Acer Inc. delivered solid operating results for the first quarter of 2025, but sharp foreign exchange losses undercut its profitability. The company reported NT$445 million (approx. US$14.7 million) in forex losses—equal to 42% of its operating income—according to financial results approved by the board on May 8. With the New Taiwan dollar rising rapidly in the second quarter, investors are closely watching whether currency-related losses will escalate.