At the recent PSA Annual Shareholders' Meeting, CEO Anthony Chiao announced that GLOBAL BRS MANUFACTURE (GBM) has acquired two significant strategic assets: Japan's PCB manufacturer Lincstech and mechanical parts specialist Silitech Technology, which in turn has invested in FDK, a global leader in nickel-metal hydride batteries. Across its expanded group, annual revenues now exceed NT$150 billion (approx. US$5.1 billion). Chiao highlighted that the company's next phase will concentrate on integrating internal resources and implementing management succession strategies.

Huawei has released new benchmark results showing its CloudMatrix 384 AI infrastructure outperforming Nvidia's H800 GPU in running DeepSeek's R1 reasoning model, which contains 671 billion parameters, making it one of the largest AI models to date. The disclosure, detailed in a technical paper published ahead of Huawei's June 20 Developer Conference, marks a significant milestone in the company's AI hardware roadmap.

Clevo announced that its revenue hit a low in the first quarter of 2025 due to component shortages and consumers waiting for new platform launches. However, the company expects to see increased shipments and revenue in the second quarter, driven by new product releases and changes in manufacturing trends.

Taiwan-based Co-Tech Development said Monday it expects steady orders for specialized copper foils used in AI servers through the second half of 2025, even as the broader industry grapples with Chinese oversupply and price competition.

Industrial PC (IPC) makers, having weathered the pandemic and supply chain disruptions, had expected a steady recovery. But renewed geopolitical headwinds — tariffs, currency swings, and regional conflicts — have cast fresh uncertainty over market prospects. Although vendor-client relationships remain largely stable, rising geopolitical and economic uncertainty is raising doubts over sustained investment momentum in downstream markets.

South Korean semiconductor companies are making a concerted push into Japan, positioning themselves to capture opportunities in one of the world's most underpenetrated but promising system semiconductor markets. With Japan commanding over twice the market share of South Korea in this domain, the nation has emerged as a strategic "blue ocean" for Korean IC design firms and AI hardware startups seeking growth beyond their domestic confines.

Samsung Electronics officially announced that it will hold its Galaxy Unpacked launch event at 10 p.m. Taiwan time on July 9 in Brooklyn, New York. Industry insiders anticipate the unveiling of a new generation of foldable smartphones along with accessories such as earbuds and smartwatches.

HEC Compuse Enterprise has gained full control of Poyun after its Hong Kong subsidiary, Honch Electronic, acquired all issued convertible bonds of Amber Investment Partners Limited (AIP), completing the earlier purchase of AIP's ordinary shares. The US$150 million deal was approved by HEC Compuse's board on June 23.

Supermicro Computer Inc. is raising US$2 billion from the sale of convertible bonds, extending a dramatic run of companies tapping the resurgent market to secure cheap capital.

Chinese AI firms are reportedly utilizing AI compute resources in Southeast Asian nations to bypass US sanctions, exploiting regulatory frameworks that align with local laws and limit governmental intervention.

Following Nvidia's announcement of NVLink Fusion, the competition between NVLink and UALink has resurfaced.