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May 23
China's XPeng levels up: 1Q25 glow-up fuels AI mobility, global ascent
XPeng is bucking the slowdown in global electric vehicle (EV) demand by rebranding itself as an AI-driven smart mobility platform. The Chinese automaker is pivoting from traditional car manufacturing to focus on AI-powered vehicles, international growth, and humanoid robotics as part of its long-term transformation strategy.
Samsung Electronics rebalancing of its smartphone supply chain has led to a sharp divergence in first-quarter 2025 results for camera module suppliers Mcnex and Partron, with Mcnex posting strong growth while Partron saw steep declines.
Benefiting from tariffs and rising memory prices, customers have accelerated urgent order shipments, leading to optimistic operational growth for memory module manufacturers in the second quarter of 2025. Market prices are expected to continue climbing, with overall order visibility extending into the third quarter.
The 90-day tariff grace period introduced by the US has triggered a surge in sea freight demand, overwhelming the container shipping market and prompting a potential shift of urgent orders to air cargo. EVA Air president Chia-Ming Sun said that the company anticipates increased demand for air freight in the coming months and is preparing to adjust aircraft capacity accordingly.

President Donald Trump has reignited pressure on Apple Inc., threatening to impose a tariff of at least 25% on iPhones unless the company shifts manufacturing to the United States.

Taiwan Mobile has officially become the first major Taiwanese corporation to launch a cryptocurrency trading platform, marking a significant strategic pivot into decentralized finance under the leadership of its innovative CEO, Jamie Lin. The company's wholly owned subsidiary, Fu Sheng Digital, debuted the TWEX virtual asset exchange on May 22 as a cornerstone of its push into the Web3 space.
Fusheng Digital, a wholly owned subsidiary of Taiwan Mobile, announced on "Bitcoin Pizza Day"—May 22—that the Taiwan Virtual Asset Exchange (TWEX) platform is officially online. TWEX has become the first virtual asset exchange platform in Taiwan operated and invested by a major corporate group.
As AI foundation models embed deeper into vehicle system architecture, China's XPeng Motors is shifting from conventional car manufacturing to a full-stack AI mobility platform. Its strategy now revolves around three core pillars: large-scale automotive foundation models, in-house AI chips, and humanoid robots—laying the groundwork for the next decade of intelligent transportation.
Foxconn, the world's largest electronics manufacturing services provider, has partnered with French defence and aerospace group Thales to establish a EUR250 million (US$272 million) semiconductor facility in France, marking the Taiwanese company's first direct manufacturing investment in Europe and a significant step in the continent's push for technological sovereignty.

As the global AI boom moves from centralized cloud environments to the devices at the edge, Taiwan-based Phison Electronics — a leading supplier of NAND flash controllers — sees 2025 as the year for real-world deployment of edge AI. CEO Khein Seng Pua announced that the company's proprietary aiDAPTIV+ platform has already surpassed 200 proof-of-concept (PoC) projects, including successful pilots with all three of the world's major GPU manufacturers.

On May 21, Jabil, a global manufacturing solutions provider for the automotive industry, announced that it has signed a memorandum of understanding (MoU) with AVL Software and Functions GmbH, the e-drive and software arm of AVL List GmbH. The agreement marks the beginning of a strategic collaboration aimed at streamlining the development of next-generation vehicle electronics.

As AI applications continue to fuel surging demand for computing power, Taiwan-based internet data center (IDC) provider Chief Telecom is solidifying its differentiated market position through high-specification and flexible data center designs. The company is also actively tapping into AI vertical applications to broaden its market influence.