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Friday 25 April 2025
China's Montage Technology storms into global DDR5 top three as AI chip demand explodes

Montage Technology reported robust first-quarter 2025 results, with revenue climbing 65.78% year-over-year to CNY1.222 billion (approx. US$167 million). Net profit attributable to shareholders jumped 135.14% to CNY525 million, marking record highs across key financial indicators.

Friday 25 April 2025
Apple to strip secret robotics unit from AI chief weeks after moving Siri
Apple Inc. will remove its secret robotics unit from the command of its artificial intelligence (AI) chief, the latest shake-up in response to the company's AI struggles.
Friday 25 April 2025
Overview of main themes at Taiwan's joint mobility mega shows
As the global automotive industry continues to shift toward connected, autonomous, shared, and electric (CASE) vehicles, Taiwan's three major mobility industry trade shows—the Taipei International Automobile and Motorcycle Parts and Accessories Show (Taipei AMPA), E-Mobility Taiwan, and Autotronics Taipei—have increasingly been held as joint events, highlighting the influential roles Taiwanese companies play on the global stage.
Friday 25 April 2025
China reportedly stockpiled US$12B worth of Nvidia H20 chips ahead of US ban
Ahead of the US government's early April export restrictions, Chinese tech giants ByteDance, Alibaba, and Tencent reportedly preemptively stockpiled up to one million units of Nvidia's H20 GPU, a chip custom-built for the Chinese market. Nikkei Asia reported that the total value of these orders topped US$12 billion, with buyers pressing Nvidia to deliver all units by May 2025.
Friday 25 April 2025
MediaTek, Nvidia, Intel drive smart car shift at 2025 Shanghai Auto Show
The 2025 Shanghai Auto Show has become a focal point for technological competition, as chip manufacturers present advanced platforms that significantly enhance vehicle intelligence. Industry titans such as MediaTek, Nvidia, Intel, and leading domestic IC design houses including Black Sesame Technologies and SemiDrive are forging strategic alliances, signaling the end of solitary competition and the dawn of a new era defined by collaborative innovation.
Friday 25 April 2025
Navigating ambiguity: industry adopts wait-and-see approach on US policies

As the US continues to recalibrate its trade policy toward China, Taiwanese technology suppliers find themselves caught in a state of strategic limbo, anxious over the potential implications of every twist and turn in US tariff decisions.

Friday 25 April 2025
Chinese tech giants embrace Anthropic's MCP to enhance AI integration
Leading Chinese tech companies are adopting the Model Context Protocol (MCP) developed by AI startup Anthropic, which simplifies AI agents' access to third-party online tools, data, and systems. This move is expected to boost commercial use and innovation in AI applications.
Friday 25 April 2025
Alphabet commits to US$75 billion capex plan amid rivals cooldown in AI infrastructure investment
Alphabet Inc. reported stellar results driven by AI advancements. Facing competition from ChatGPT, the company maintains its US$75 billion AI infrastructure investment despite rumors indicating Microsoft and AWS are slowing AI investments.
Friday 25 April 2025
CloudMile highlights mixed progress in Southeast Asia's AI development
CloudMile Group, a Taiwanese startup specializing in AI-driven cloud services, is extending its reach into Southeast Asia, eyeing rapid growth in AI adoption across the region. In an interview with DIGITIMES Asia, Jeremy Heng, managing director of CloudMile Southeast Asia, shared insights on how different ASEAN nations are shaping their AI ecosystems—with Singapore emerging as a standout leader.
Friday 25 April 2025
Why Singapore is the launch pad for AI: SYSTEX Asia chief explains
Singapore is investing SGD150 million (US$114.2 million) in a government-led "Enterprise Compute Initiative" to boost enterprise computing capacity and accelerate advanced AI development. This strategic investment reinforces Singapore's position as a hub for AI deployment, especially when compared to Taiwan's hardware-heavy ecosystem, which focuses on GPU production and AI server manufacturing.
Friday 25 April 2025
Huawei challenges Nvidia with Ascend 910C as Japan powers up for tech dominance
Huawei is rapidly rolling out a new generation of semiconductor products tailored for artificial intelligence (AI), signaling a bold push to fill the void left by tightening US export restrictions on advanced chips. The company is set to release its Ascend 910C chip in May, followed by the introduction of the Ascend 920 in the latter half of 2025. This development occurs against the backdrop of US export restrictions, which were implemented during the Trump administration and have limited Nvidia's capacity to provide high-performance chips to China.
Thursday 24 April 2025
Taiwan's KingRay unveils full-color night vision sensors for AI robots and unmanned systems
Taiwan-based KingRay Technology has developed a next-generation sensor featuring advanced color night vision capabilities, now fully packaged for deployment in surveillance systems and various unmanned intelligent vehicle cameras.
Thursday 24 April 2025
China's AI ambitions strain as domestic chipmakers rush to sell compute power amid H20 ban
Following the Trump administration's export controls on Nvidia's H20 AI chip for China, there's speculation that Chinese AI chip manufacturers might fill the gap. Although China's long-term prospects for domestic AI chip production look promising, the short-term scenario appears more complicated and challenging.
Thursday 24 April 2025
Cloud market braces for key Amazon earnings update amid lease cuts, supply snags, and tariff tensions
Amazon and Microsoft have reportedly paused selected external data center lease agreements, impacting third-party colocation centers but not their self-built facilities. The move adds fresh uncertainty to the cloud services market, which is already under pressure from ongoing US-China tariff tensions and infrastructure supply constraints.
Thursday 24 April 2025
More smart glasses to be introduced in 2H25, with ecosystem taking shape
With Meta's smart glasses wowing the market with their attractive features and significant sales, other brand vendors and Taiwanese ODMs are stepping up development for the AI/VR glasses.
Thursday 24 April 2025
Automotive industry slow to adopt AI automation due to 3 main factors, says Lionic chairman
Large language models are currently shaping the future for AI, with the automotive industry in particular seeing a range of applications, including AI robots, AI factories, and AI autonomous driving systems. As such, the implementation of automated production at mainstream carmakers has become a focus for the AI industry worldwide. According to supply chain sources, Tesla, BMW, Mercedes-Benz, Toyota, and a host of Chinese automakers are now actively engaging in AI robot development, with industrial manufacturing as the priority for relevant applications.
Thursday 24 April 2025
Intel's Lip-Bu Tan bets on AI with ruthless restructuring: return to engineering prowess
Intel Corporation, led by newly appointed CEO Lip-Bu Tan, has initiated a major organizational restructuring to regain its competitive edge in the semiconductor industry. Since assuming leadership in March 2025, Tan has rapidly begun dismantling and rebuilding Intel's core business units, starting with the separation of the Data Center and Artificial Intelligence (DCAI) Group.
Thursday 24 April 2025
TSMC's most advanced A14 chip tech to enter production in 2028
Taiwan Semiconductor Manufacturing Co. (TSMC) has revealed its next-generation A14 process node at its North America Technology Symposium. It has been hailed as the company's most advanced logic technology yet and a cornerstone of the semiconductor industry's artificial intelligence-driven future.
Thursday 24 April 2025
Apple, Meta hit by US$798 million in EU tech fines after Trump threats
Apple Inc. and Meta Platforms Inc. were hit by relatively modest European Union fines totaling EUR700 million (US$798 million) for violating tough new antitrust rules for Big Tech, following warnings of harsh retaliation from US President Donald Trump.
Thursday 24 April 2025
China jumpstarts humanoid robot production with EV sector support
Fueled by the AI boom and China's tech self-sufficiency agenda, the country's humanoid robot industry is scaling rapidly. A growing wave of returnees from firms like Tesla and OpenAI are launching robotics startups in China, intensifying market competition.
Thursday 24 April 2025
Foxconn unveils AI-integrated EV, marking major push into global auto market

Foxconn is ramping up its electric vehicle ambitions with a sweeping showcase of AI-enhanced automotive technologies at the 2025 Taipei International Automobile Electronics Show, underscoring its evolution from contract manufacturer to a key player in the global EV race.

Thursday 24 April 2025
Taiwan rides AI wave as US tech orders surge
Taiwan's export orders jumped in March 2025, fueled by rising global demand for AI and high-performance computing (HPC) chips, according to data from Taiwan's Ministry of Economic Affairs. Electronic product orders totaled US$20.11 billion for the month, marking a 21.8% increase compared to the same period last year.
Wednesday 23 April 2025
South Korean AI chip commercialization imminent as FuriosaAI's NPU expected to supply LG by year-end
LG Group is collaborating with FuriosaAI to develop its proprietary AI model Exaone and is testing it using the Renegade chip. According to ET News, Renegade demonstrated meaningful outcomes during LG AI Research's performance assessments, increasing the likelihood of supply.
Wednesday 23 April 2025
LG Innotek unveils 'Dream Factory' to pioneer PC CPU ABF substrates and target server market expansion

LG Innotek inaugurated a new semiconductor substrate production facility on April 17 in Gumi, North Gyeongsang Province, South Korea. Named the "Dream Factory," the facility is focused on producing Flip Chip Ball Grid Array (FC-BGA) substrates, a key component for connecting semiconductor chips to mainboards. These high-density substrates are indispensable for high-performance computing, artificial intelligence, servers, and autonomous vehicles, all sectors poised for robust growth.

Wednesday 23 April 2025
Unitree scales up in Hangzhou with bold bet on AI-powered robot 'brains'
Unitree Robotics, a Chinese humanoid robot startup, has opened a new manufacturing plant in Hangzhou to support its expansion. Although the company is ramping up investment in AI to enhance robotic intelligence, executives warn that current technologies still fall short of public expectations.