While most of today's AI chip business is concentrated in cloud computing, industry leaders are increasingly turning their attention to the untapped potential of edge AI, particularly in robotics, where the convergence of machine learning, real-time responsiveness, and physical interaction represents a high-stakes frontier.

Innatera, a Dutch semiconductor company, has unveiled Pulsar—the world's first mass-market neuromorphic microcontroller tailored for AI-powered edge sensors. The chip represents a radical departure from conventional edge computing, replacing energy-intensive architectures with a brain-inspired, ultra-efficient processing model.

As the global AI boom moves from centralized cloud environments to the devices at the edge, Taiwan-based Phison Electronics — a leading supplier of NAND flash controllers — sees 2025 as the year for real-world deployment of edge AI. CEO Khein Seng Pua announced that the company's proprietary aiDAPTIV+ platform has already surpassed 200 proof-of-concept (PoC) projects, including successful pilots with all three of the world's major GPU manufacturers.

Once known primarily for its legacy network communications equipment, Taiwan-based Senao Technology is undergoing a sweeping transformation, targeting higher-value sectors including servers, AI edge computing, smart NICs, and accelerator cards — all driven by surging global demand for AI and high-speed networking infrastructure.

For the past two years, the AI revolution has resembled a software arms race: the bigger the model, the better the odds of winning. But in 2025, the race is shifting from code to concrete. The new battleground is physical, industrial, and strategic—the rise of the AI factory.