Nearly 20 Chinese AI chip companies have announced compatibility with the DeepSeek distilled model, but only a handful—including Huawei, Cambricon Technologies, Moore Threads, and Baidu Kunlun—are capable of running the 671-billion parameters version. The disparity highlights the current state of China's AI chip sector, with many firms still focusing on smaller, less computationally intensive models.

Every spring, Apple convenes its top 100 executives in an offsite meeting to chart the company's strategic direction. The 2025 meeting was focused on a critical issue—Siri, Apple's voice assistant, and its lagging performance in the rapidly advancing world of artificial intelligence (AI). Unlike many of its tech rivals, Apple has been slow to build out AI-focused data centers, but recent moves suggest the company is finally positioning itself to compete in the generative AI (GenAI) space.

With the White House soliciting industry input for its "Artificial Intelligence Action Plan" until March 15, OpenAI, Google, and Anthropic have unveiled detailed proposals to shape US AI policy. These firms, identified by 01.AI CEO Kai-Fu Lee as future AI market leaders, emphasize the need to balance innovation, national security, and global competitiveness.

Amid uncertainties regarding US tariff policy, Taiwanese server manufacturers are adapting for the future. DIGITIMES analyst Yen Chou noted that servers produced in the US will be expensive, particularly affecting cloud service providers (CSPs) like AWS and Microsoft.

The widespread market adoption of artificial intelligence (AI) has prompted various industries to seek AI applications for transformation and efficiency enhancement. In particular, the integration of large language models (LLM) with edge AI/edge computing is gradually becoming a focal point in market discussions.

At Nvidia GTC 2025, the discussion surrounding advanced autonomous driving heated up, with US automotive alliances and tech industry groups joining forces to urge President Donald Trump to take action. Their goal: to expedite the deployment of self-driving cars by overcoming current regulatory hurdles before China takes the lead in this emerging sector.

In November 2022, ChatGPT's launch marked the beginning of a global surge in generative AI (GenAI) development. However, since then, several GenAI companies have faced lawsuits, and global rights organizations such as CISAC, IFPI, and MPA have ramped up efforts to lobby governments against establishing "fair use" provisions for GenAI.

Taiwan's Ministry of Economic Affairs (MOEA) promoted Chyou-Huey Chiou to director general of the Industrial Development Administration (IDA) on March 26. The ceremony was presided over by MOEA Deputy Minister Cynthia Kiang.

With AI and autonomous learning capabilities promising to reshape industrial manufacturing, leading industrial automation firms Siemens and Rockwell Automation have both recently offered their insights into the Industry 4.0 era.

The South Korean government recently announced a collaboration with Samsung Electronics, SK Hynix, and DB Hitek to enhance the operational quality of the national public foundry platform, MoaFab, through advanced manpower, equipment support, and other resources.

On March 27, Taiwan's Executive Yuan approved the establishment of the Personal Data Protection Commission (PDPC) as an independent regulatory body to enhance personal data protection and support the robust development of the digital economy in the era of widespread AI applications.

Silicon Motion Technology has entered the AI humanoid robotics supply chain and anticipates substantial growth from this area over the next five years, according to the flash device controller specialist.

Lens Technology reported CNY69.9 billion (approx. US$9.62 billion) in revenue for 2024, a 28.3% year-over-year increase, according to its annual results released on March 27. Net profit attributable to shareholders rose 19.9% to CNY3.62 billion, while adjusted net profit—excluding non-recurring items—jumped 46.3% to CNY3.29 billion.

SenseTime reported its full-year 2024 earnings, revealing a significant narrowing of losses alongside a surge in generative AI (GenAI) revenue, underscoring the Chinese AI company's strategic shift toward faster-growing business lines and disciplined cost management.

As the AI industry transitions from the cloud to edge devices, Aaeon Technology expects continued growth in the company's AI-related revenue, given the significant increase in the number of AI projects on hand. According to CEO Howard Lin, AI will account for 20–25% of Amazon's revenue in 2025, up from 12–13% in 2024 and potentially rising further in 2026.

Phison Electronics is accelerating its AI push through key partnerships, most notably with Ever Fortune.AI Co. The two companies have launched a joint venture, Chang Lian Technology, to develop AI-driven healthcare robots powered by Phison's proprietary aiDAPTIV+ platform. The first commercial unit is expected to debut as early as 2026, according to MarketScreener.

Kay Li, vice president of WiAdvance, highlighted that the manufacturing industry is actively adopting artificial intelligence (AI) due to intense global competition and increasing client demands. However, many companies often feel disappointed with the results, primarily due to data issues. She proposed that businesses need to implement data governance to ensure accuracy in outcomes.

Recent reports indicate that China plans to introduce new chip performance standards regulations. Officially, the aim is to control the power consumption of chip products to promote energy savings and carbon reduction. However, many have noticed this will directly impact high-performance AI chips, such as Nvidia's H20. If the Chinese government is determined to enforce these regulations strictly, American chipmakers will have to adjust their product specifications to continue selling in the Chinese market.

Geopolitical tensions have made regional production a critical priority for manufacturers, and Foxconn, a company renowned for its global manufacturing footprint, is once again enhancing its local production capabilities in the US. On March 24, the company announced that its subsidiary, Ingrasys Technology USA, had acquired land and facilities in Houston, Texas, for US$142 million. This investment not only responds to growing customer demand but also bolsters Foxconn's increasing presence in the US market.

With robotics featured prominently at trade shows and events in 2025, including CES, MWC, and the recent Nvidia GTC, AI robots are poised to bring a resurge in growth for Taiwanese electronics and precision machinery firms. As leaders in the AI space continue to realize potential applications for robots, market watchers expect developments in related industries to accelerate.

Cadence Design Systems is fundamentally transforming, redefining itself as an AI computational software company as AI accelerates changes in semiconductor and system design, according to Brian Sung, country manager at Cadence Taiwan.

Taiwan's Nexcom unveiled the world's first dual EtherCAT AI robot controller powered by Nvidia Jetson AGX Orin at the recent Nvidia GTC 2025, positioning itself to capture growing automation demand in Southeast Asia.

Apple CEO Tim Cook recently attended the 2025 China Development Forum in Beijing and has arrived in Hangzhou, a prominent hub for artificial intelligence (AI) in China. He also pledged CNY30 million (US$4.13 million) to Zhejiang University, a local public research institution, to bolster support for the next generation of developers in China.

The Bureau of Industrial Parks (BIP) under Taiwan's Ministry of Economic Affairs (MOEA) swore in Chih-ching Yang as its new director on March 26. Yang hopes to move Taiwan's industrial parks toward intelligence, security, and sustainability.