Sylvain Cazard, president of Broadcom Asia Pacific and Japan (APJ), along with Barry Chen, general manager for Broadcom Taiwan and Hong Kong, shared insights in an exclusive interview at the close of VMware Explore 2025. They discussed customer adoption of VMware Cloud Foundation (VCF) in the Asia Pacific market, AI application development, and acceptance of subscription-based models.
India's ambition to become a trillion-dollar digital economy is creating demand for AI infrastructure that can support both rapid experimentation and cost efficiency.
The global boom in artificial intelligence (AI) is fueling demand for computing power and driving a surge in AI data centers (AIDC), creating fresh opportunities for Taiwan's heavy electrical equipment makers.
IBM and AMD announced plans to develop next-generation computing architectures that combine quantum computers with high-performance computing (HPC), a concept known as quantum-centric supercomputing.
As artificial intelligence (AI) systems scale at breakneck speed, the vast flows of data inside GPU clusters are overwhelming traditional interconnect methods. Legacy copper-based solutions can no longer keep pace with the low-latency, high-bandwidth demands of model training and inference. That bottleneck is accelerating the industry's shift to optical communications as the backbone of next-generation computing.
On August 28, Niching presented strong growth prospects at its latest investor conference, highlighting the AI-driven opportunities for cooling solutions. The company's improved product lineup has secured its role in the CoWoS advanced packaging supply chain, underscoring its strategic importance in thermal management.
The global labor shortage has intensified demand for automation, yet traditional robots still lead the short-term market. Collaborative robots (cobots), however, are gaining steadily, particularly in Taiwan's semiconductor and server sectors. Universal Robots views this as a long-term bullish trend despite current geopolitical and economic uncertainties that may slow investments temporarily.
Meta Platforms has reportedly signed a six-year agreement worth US$10 billion with Google Cloud, marking an unprecedented partnership between two dominant companies in digital advertising. The collaboration underscores both Meta's growing need for cloud computing resources and Alphabet's expanding presence in the cloud services market.
Broadcom-owned virtual cloud software giant VMware officially kicked off its annual Explore event in Las Vegas. In 2024, its AI developments were only discussed in interviews after the conference, but the company is aligning with the industry trend in 2025, with AI fully integrated into product design.
Facing increasingly complex fraud and financial risks, the banking industry is actively integrating AI technologies. At a technology forum held on August 27 in Taipei, Jyh-Shing Roger Jang, Chief Technology Officer of E.Sun Financial Holding Company (E.Sun FHC), delivered a keynote on "AI Opens a New Chapter in Smart Finance," revealing how E.Sun internally coordinates multiple departments to implement AI across various financial scenarios.
Microsoft., Nvidia, and OpenAI have released a report highlighting the risks that power consumption fluctuations during artificial intelligence (AI) training could pose to electrical grids. They call for coordinated industry efforts to develop solutions and standards to mitigate potential grid instability.
Nvidia posted US$46.7 billion in revenue for the second quarter, up 56% year-on-year, driven by strong AI and data center demand. Looking ahead, the company is ramping GB300 racks, Rubin supercomputers, RTX PRO servers, and the Blackwell platform, positioning its future products to capture a multitrillion-dollar AI infrastructure market.
Nvidia posted second-quarter of fiscal 2026 revenue of US$46.74 billion, up 56% from a year earlier, fueled by demand for its AI chips and data center products. The company expects fiscal third-quarter revenue to reach as high as US$55.1 billion.
Although tariff issues have temporarily eased, the industry remains concerned about the unknown implications of the US Section 232 investigation. In response, Wistron chairman Simon Lin stated on August 27, 2025, that if the US Section 232 probe targets products rather than countries, Taiwan will not be at a disadvantage. He expressed confidence in Taiwanese companies' adaptability and rapid response capabilities.
Korea-based Rebellions unveiled its next-generation AI accelerator, REBEL-Quad, at the Hot Chips 2025 symposium in California, positioning itself as a direct rival to Nvidia's Blackwell processors. The chip is the world's first neural processing unit (NPU) to adopt the UCIe-Advanced standard for chiplet interconnect, a design that enables faster and more power-efficient data transfer.
Electronic functional materials provider Trans-Sun Materials Technology has identified AI servers and industrial computers as its key growth engines for 2026. The company also expects its new joint venture factory in Thailand to begin production in the fourth quarter of 2025, laying the groundwork for stronger performance next year.
Pegatron unveiled two new server platforms, AS205-2T1 and AS400-2A1, featuring Nvidia RTX PRO 6000 Blackwell Server Edition GPUs. These servers target enhanced performance in AI inference, scientific computing, and multimedia workloads, with an aim to boost enterprise and manufacturing operations.
Vietnamese leaders recently observed humanoid robot performances by VinMotion, a subsidiary of Vingroup, signaling the country's growing interest in robotics for industrial applications. The robots are poised to assist in electric vehicle factories, highlighting a shift toward automation in Vietnam's manufacturing sector.
According to Bloomberg and Reuters, US President Donald Trump disclosed that Meta Platforms Inc.'s Hyperion data center under construction in Louisiana involves a total investment of approximately US$50 billion, significantly exceeding the previously announced figure of US$10 billion.
At Broadcom's annual Explore conference in Las Vegas, VMware, a major private cloud platform owned by Broadcom, officially launched its latest initiatives focused on private cloud and private AI services. The company highlighted the growing momentum of private cloud adoption throughout 2024 and forecasted its establishment as a dominant enterprise solution by 2025. Broadcom CEO Hock Tan reported that nine of the top ten Fortune Global 500 firms have already implemented VMware Cloud Foundation (VCF) in their IT infrastructure.
Broadcom announced plans to incorporate Nvidia's latest AI technologies into VMware Cloud Foundation (VCF), aiming to enhance AI capabilities for enterprises and cloud service providers. This initiative is expected to allow more efficient deployment and scaling of AI models within private cloud environments.
China's top cloud providers are charting different courses in artificial intelligence (AI) as the nation's tech boom enters a new stage. Alibaba, Tencent, ByteDance, and Huawei are all investing heavily in infrastructure, but their approaches to balancing model training and inference are beginning to diverge, reshaping the competitive landscape.
Riding the wave of global interest in humanoid robots championed by Nvidia CEO Jensen Huang, Techman Robot - a Quanta Computer subsidiary and Taiwan's first collaborative robot brand - emphasized at its pre-IPO performance presentation on August 26 that it will prioritize integrating native AI engines with robotic arms and vision systems.
Hon Hai Precision Industry, better known as Foxconn, said it will integrate Nvidia's RTX PRO Servers into its global infrastructure as part of efforts to accelerate smart manufacturing and enterprise AI adoption.
