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Friday 4 July 2025
Chicony Power eyes over NT$6 billion in project backlog by 3Q25 on AI, smart platform growth

Despite a modest end-of-quarter boost in June, Chicony Power's high-end shipments remained subdued amid unresolved US tariff issues and currency headwinds.

Friday 4 July 2025
Taiwan's Kenmec leverages AI simulation to slash factory build times by three months
Kenmec Mechanical Engineering is using Nvidia's Omniverse platform to transform factory construction, enabling "one-click deployment" that cuts build times by over three months while expanding into humanoid robots and AI server cooling systems.
Thursday 3 July 2025
Microsoft cuts 9,000 workers in second wave of major layoffs
Microsoft Corp. began job cuts that will impact about 9,000 workers, its second major wave of layoffs this year as it seeks to control costs while ramping up on artificial intelligence spending.
Thursday 3 July 2025
Oracle, OpenAI expand Stargate deal for more US data centers
OpenAI has agreed to rent a massive amount of computing power from Oracle Corp. data centers as part of its Stargate initiative, underscoring the intense requirements for cutting-edge artificial intelligence products.
Thursday 3 July 2025
Congatec acquires Kontron subsidiaries to strengthen embedded and edge computing portfolio
Kontron AG, a subsidiary of industrial PC manufacturer Ennoconn, has agreed to sell its stakes in two subsidiaries, Kontron America Modules LLC and Kontron Asia Embedded Design Sdn Bhd, to German embedded and edge computing solution provider Congatec GmbH. The transaction, valued at EUR26 million (US$30.57 million), aims to strengthen the ongoing partnership between the two companies.
Thursday 3 July 2025
Foxconn, Quanta ramp up GB200 output in AI infrastructure boom
Amid global uncertainty and volatile market conditions, AI servers have emerged as a strategic cornerstone for the ICT industry in 2025. With the ramp-up of Nvidia's GB200 series beginning in the second quarter of the year, suppliers across Asia are aggressively jockeying for a spot on the coveted "MP Ready" list — a designation signaling readiness for mass production.
Wednesday 2 July 2025
Inventec ranks fourth globally in liquid cooling patents, leading Taiwanese companies
A new report by DIGITIMES highlights significant growth in global server liquid cooling technology patents since 2015. The report lists the top 20 patent holders in the server liquid cooling technology sector, with four Taiwanese companies making the list. Inventec ranks fourth worldwide, securing the top position among Taiwanese firms.
Tuesday 1 July 2025
Ennoconn transfers Kontron subsidiary shares to deepen computer-on-module strategy
Industrial PC (IPC) manufacturer Ennoconn announced on June 30, 2025, that its subsidiary, Kontron AG's board of directors, has approved the sale of shares in two subsidiaries—Kontron America Modules LLC and Kontron Asia Embedded Design Sdn Bhd—to German company Congatec GmbH for EUR26 million (approx. US$30.5 million). This move aims to strengthen collaboration between both parties.
Tuesday 1 July 2025
Turvo eyes growth from humanoid robot reducers, UQD and electric bike parts
Turvo, which specializes in the development and production of precision metal parts, is focusing on humanoid robot harmonic reducers, server-use universal quick disconnect (UQD) and electric bike parts for future growth.
Tuesday 1 July 2025
German robotics firm NEURA unveils advanced humanoid robot amid industry shifts
At the Automatica 2025 exhibition in Germany, NEURA Robotics introduced its third-generation humanoid robot, the 4NE1 Gen-3, marking a significant step in Europe's evolving robotics industry. This development comes as competition intensifies globally, particularly between the US and China.
Tuesday 1 July 2025
Taiwan startups struggle with low volumes, but right partnerships unlock global scaling
Despite low production volumes often discouraging Taiwanese manufacturers from working with startups, Sam Lam, founder of venture capitalist MESH Ventures and the second son of Quanta Computer Chairman Barry Lam, believes the real challenge lies elsewhere: finding the right partners.
Tuesday 1 July 2025
Chinese AI robotics leader Unitree Robotics reportedly aims for IPO by year-end
The competition in humanoid robotics is intensifying between the US and China, with several Chinese AI robotics companies emerging strongly amid this contest. Among them, Hangzhou-based Unitree Robotics has marked a significant milestone by completing a strategic investment round, positioning itself for entry into the capital markets.
Tuesday 1 July 2025
Apple weighs using Anthropic or OpenAI to power Siri in major reversal
Apple Inc. is considering using artificial intelligence technology from Anthropic PBC or OpenAI to power a new version of Siri, sidelining its own in-house models in a potentially blockbuster move aimed at turning around its flailing AI effort.
Monday 30 June 2025
GMI aims for full-year revenue growth in 2025, fueled by AI and automotive projects
Facing external challenges such as US tariffs, exchange rates, and interest rates, IC distributor GMI stated that despite numerous market uncertainties, it expects its operational performance in the second half of 2025 to be on par with the first half. The company is striving for full-year revenue growth, particularly targeting double-digit increases in new projects within the AI servers and automotive markets.
Monday 30 June 2025
Chinese server component exports to US surge despite tariffs, driven by AI server demand and local assembly push
Despite the Trump administration's implementation of high tariffs on Chinese imports without granting China the grace periods afforded to other trade partners, the volume of server components exported from China to the US has continued to rise, driven by increasing demand for AI servers.
Monday 30 June 2025
Mitac Holdings expands North American server production facilities amid AI-driven demand surge
Mitac Holdings Corporation is rapidly expanding its server production capacity in North America, driven by strong demand for artificial intelligence applications. The company recently secured two facility leases in California within a single week to address rising order volumes from cloud customers. Mitac president Billy Ho confirmed that existing production lines are operating at full capacity, emphasizing the robust momentum in server and network product orders.
Monday 30 June 2025
AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth
Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second quarter of 2025. Industry analysts expect demand to intensify further in the third quarter of 2025, providing fresh momentum for the broader AI server ecosystem in the second half of the year.
Friday 27 June 2025
Taiwan Mobile achieves growth from transformation to tech service provider
Taiwan Mobile has achieved significant results in both the consumer and enterprise market segments, thanks to its transformation from merely a telco firm to a tech service provider embracing sustainable growth, according to the company's management team.
Thursday 26 June 2025
AWS customer distribution analysis: Asia-Pacific ranks third with untapped potential
Amazon Web Services (AWS) currently serves approximately 4.2 million customers worldwide, with startups making up 70% of this base, according to recent industry research. The US remains AWS's largest market by customer distribution, while the Asia-Pacific region ranks third. Experts predict artificial intelligence (AI) will significantly accelerate cloud market growth.
Thursday 26 June 2025
Macroeconomic turbulence clouds 3Q25 outlook; global annual auto sales hold steady
Global economic instability—fueled by US tariffs and escalating geopolitical tensions, particularly the Israel-Iran conflict—is clouding expectations for a supply chain recovery in the third quarter of 2025. Uncertainty continues to mount, as second-quarter inventory buildup remains unresolved and consumer sentiment grows increasingly cautious, especially in the US.
Thursday 26 June 2025
Jensen Huang eyes physical AI as US manufacturing begins
At Nvidia's 2025 annual shareholder meeting, CEO Jensen Huang presented the company's strategic outlook for the coming decade, emphasizing the critical role of AI infrastructure, the expansion of US-based manufacturing, and the acceleration of next-generation computing technologies. His remarks highlighted both Nvidia's near-term momentum and long-term investments to address a global surge in demand for advanced AI systems.
Thursday 26 June 2025
GB300 shipments boost exports; private investment in 2025 expected to reach NT$5.7 trillion
Chin-Ching Liu, chairman of the National Development Council (NDC), stated during a briefing at Taiwan's Economic Committee on June 25 that manufacturers' annual shipments are usually fixed. If customers pull orders forward in the first half of 2025, caution should be exercised for the second half. Additionally, Nvidia's GB300 chip will begin shipping in the second half of the year, supporting Taiwan's export performance. Private investment in Taiwan is projected to reach NT$5.7 trillion (US$194.1 billion) for the full year, potentially driving GDP growth by an additional 3.1 percentage points.
Thursday 26 June 2025
Google DeepMind launches offline-capable robotics AI model
Google DeepMind has unveiled Gemini Robotics On-Device, the first cloud-independent robotics model capable of performing complex tasks without internet connectivity. This AI model enables robots to operate autonomously in environments where network access is limited or unavailable.
Thursday 26 June 2025
Micron projects record revenue, but analysts split on outlook
Micron reported a 36.6% year-over-year revenue jump to US$9.3 billion in the third quarter of fiscal 2025, fueled by strong DRAM demand and AI momentum. While some analysts view the outlook as explosive, others remain cautious, noting the results were broadly in line with earlier forecasts and reflect cyclical memory market trends.
Wednesday 25 June 2025
GrandTech Cloud Services eyes overseas opportunities in OTC stock listing
GrandTech Cloud Services, a subsidiary of IT product supplier GrandTech CG Systems, will transition from the emerging stock market to the over-the-counter (OTC) stock market in mid-July. Unlike most other cloud service agents, GrandTech Cloud Service does not offer services to businesses migrating on-premises data to the cloud, but instead focuses exclusively on digital-native startups and enterprises. Despite this focused approach, the company has been highly impressive in terms of both revenue and profit, and has established a subsidiary in Japan in 2023.