In January 2025, Qualcomm quietly reentered the competitive server CPU market, setting the stage for a high-stakes comeback nearly seven years after its first effort faltered. Now, amid a global surge in demand for AI infrastructure and ongoing legal wrangling with Arm, the chipmaker is betting that the tides have turned in its favor.
German enterprise software leader SAP has announced strategic partnerships with US-based AI search startup Perplexity and data analytics firm Palantir, aiming to advance its business AI offerings and build a more interconnected ecosystem of AI agents.
Nvidia CEO Jensen Huang's 2025 Asia tour has drawn attention not just for its high-profile stops but also for a significant omission: South Korea. While Huang celebrated the Lunar New Year in China, met with Japanese Prime Minister Fumio Kishida, and headlined Taiwan's Computex 2025, he skipped visiting South Korea—a nation often dubbed a "semiconductor powerhouse."
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.
As OpenAI CEO Sam Altman toured the Middle East with Donald Trump, promoting a regional "Stargate Project," a quieter but equally profound AI revolution was unfolding in China. At its center is not a headline-chasing and media-hungry founder, but a reclusive, soft-spoken engineer: Liang Wenfeng.
As the AI wave accelerates demand for advanced storage solutions, the global memory supply chain is mobilizing at full speed. Major players are preparing to debut a host of new AI-related products at Computex 2025 in Taipei, underscoring the sector's critical role in powering the future of AI.
Win Win Precision Technology is positioning itself as a key enabler for semiconductor manufacturers while accelerating support for clients' global localization strategies. The Taiwan-based company expects its solar module business to reach breakeven by the second quarter after shaking off pressure from Chinese low-price competition that peaked in mid-2024.
Lite-On Technology projects AI-related products will generate 20% of its total revenue by 2025, fueled by rising shipments of next-gen server power supply units (PSUs) and deeper integration into Nvidia’s AI server ecosystem. CEO Anson Chiu cited strong demand for GB200 and GB300 power models, growing adoption of PSUs, and fresh orders for liquid cooling systems as key growth drivers.
As shifting tariffs and geopolitical tensions reshape the global tech landscape, Taiwan-based WPG Holdings — Asia's largest semiconductor distributor — is adapting by rebalancing its traditional business model. In response to clients' urgent inventory buildup and manufacturing migration out of China, the company is simultaneously accelerating its transformation into a tech-enabled logistics provider through its "Logistics-as-a-Service" (LaaS) platform.
OpenAI will acquire the AI device startup co-founded by Apple Inc. veteran Jony Ive in a nearly US$6.5 billion all-stock deal, joining forces with the legendary designer to make a push into hardware.
During Computex 2025, NXP not only featured a keynote speech on edge AI development by Jens Hinrichsen, executive vice president and general manager of Analog and Automotive Embedded Systems, but also showcased various solutions across automotive electronics, industrial control, and AI imaging systems.
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