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.

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.

With the increasing prevalence of artificial intelligence (AI), how to leverage AI technology to drive digital transformation in industries has become a focal point of concern.

Nvidia CEO Jensen Huang recently revised his earlier skepticism about the potential of quantum computing, now acknowledging its potential to enhance Nvidia's chip sales through synergies with classical computing. As the significance of quantum computing grows, Taiwan is ramping up its efforts in quantum research, backed by major government support and groundbreaking projects, positioning the country as a key player in the next wave of technological advancements.

In a pivotal appearance at AI EXPO Taiwan 2025, organized by DIGITIMES, Qualcomm's vice president and President of Qualcomm Taiwan and Southeast Asia, ST Liew, delivered a compelling keynote on the dawn of the Edge AI era.

Bank of America's (BofA) Global Research division recently hosted an AI forum, spotlighting two major investor concerns: AI return on investment (ROI) and the impact of US tariffs. While Apple has postponed the launch of Apple Intelligence, analysts said the delay reflects a deliberate focus on user experience, which continues to support optimism around edge AI development.

Indian semiconductor startup Netrasemi is set to launch its first AI-optimized system-on-chips (SoCs) for edge computing applications, with tape-outs scheduled at TSMC in April and June.

As inventory clearance gradually comes to an end, coupled with the rise of edge markets associated with artificial intelligence (AI) applications, industrial PC (IPC) vendors generally believe that the market has broken free from its low point and are optimistic about the market momentum for the second quarter of 2025. In particular, applications related to industry intelligence will become a key focus for IPC vendors.

Qualcomm recently hosted a media luncheon in Taiwan to commemorate its 40th anniversary. The chip vendor outlined technological trajectories for the AIoT industry in the AI era and presented its new Dragonwing product line while emphasizing key aspects of its local development in Taiwan.

To promote digital innovation and technological upgrades among semiconductor companies in southern Taiwan, and to assist businesses in developing more diverse and industry-competitive system application technologies, the National Center for High-performance Computing (NCHC), under the National Science and Technology Council (NSTC), recently held a briefing in Tainan for the Nano 5 in Semiconductor Industrial Innovation and Upgrade program. The event attracted numerous semiconductor companies and startup teams.

Computex 2025 is set to take place from May 20 to May 23 at the Taipei Nangang Exhibition Center. The Taiwan External Trade Development Council (TAITRA) has announced that nearly 1,400 companies will participate, utilizing an exhibition area of up to 80,000 square meters, marking a significant scale for the event.

Global and Taiwanese microcontroller manufacturers are positioning themselves for substantial growth opportunities in edge AI computing, though industry leaders caution that widespread adoption depends on compelling applications that demonstrate clear value to consumers.

Pegatron Corporation has opened a new office in Santa Clara, California—directly across from Nvidia's headquarters—as part of its strategic push to scale North American operations amid surging demand for AI server infrastructure.

Global chip giant Nvidia is extending its AI dominance beyond cloud computing into edge AI markets, announcing at GTC 2025 collaborations with Cisco and T-Mobile to develop AI-native 6G wireless technology. This expansion follows existing initiatives in the automotive and robotics sectors, creating both opportunities and tensions across the semiconductor industry.

Jackie Lee, president of Altos Computing, forecasts that 2025 will mark the beginning of enterprise AI, driven by increasing AI application adoption. He predicts double-digit growth, particularly in India. To support this, Altos has partnered with local EMS manufacturers to produce servers compliant with Made in India regulations.

Edom Technology is showcasing its latest edge AI solutions at GTC 2025, featuring generative AI and large language model (LLM) technologies for smart manufacturing and automation. The exhibit also includes applications in medical imaging analysis, visual AI, and Nvidia Jetson-based edge computing for robotics.

Advantech Co., Ltd., a leading industrial PC (IPC) manufacturer, is expanding its edge AI footprint across industrial, healthcare, and life sciences sectors. At Nvidia GTC 2025, the company is showcasing generative AI (GenAI) edge systems, service-oriented autonomous mobile robots (AMRs), and AI-powered medical solutions, underscoring its innovations in edge computing.

Neousys Technology Inc., a leading industrial PC (IPC) manufacturer, is unveiling its next-generation rugged edge AI computing platform at GTC 2025 to drive real-world AI adoption at the edge.

The development of edge AI, driven by DeepSeek, has garnered attention and created opportunities for new suppliers aiming to position themselves in the AI servers market. YS Tech, primarily focused on automotive and consumer technology, has recently ventured into AI servers. General manager Robert Liu stated that the company will focus on Tier 2 suppliers and is targeting the cooling opportunities brought about by edge AI.

Microip has sought to advance its AI business from another angle through its participation at the Embedded World 2025 trade show in Nuremberg, Germany. According to company chairman James Yang, positive experiences at the expo last year led to the company's return in 2025, with the aim of riding the current AIoT wave.

AI adoption is shifting from cloud computing to edge applications, fueling greater interest in embedded systems. Embedded World 2025, the world's leading embedded systems trade show, opened on March 11 in Nuremberg, Germany, drawing global IPC and edge AI leaders.

At Embedded World 2025, Altera made a bold case for FPGAs in AI computing, arguing they can rival ASICs in edge AI. While FPGAs are already entrenched in industrial control, they trail GPUs and ASICs in AI acceleration.

Asia Vital Components (AVC) chairman Ching-Hang Shen pointed out that while the entire industry previously discussed liquid cooling solutions, he believed it was still early and not yet at a true maturation stage. However, with recent discussions shifting back to air cooling, he now asserts that the era of liquid cooling is about to commence. In response to the rising demand for liquid cooling, AVC plans to substantially increase its production capacity.

Embedded World 2025 officially commenced this week in Nuremberg, Germany, with Sandra Rivera, CEO of FPGA company Altera, delivering the keynote address. In her presentation, Rivera discussed key developments in edge AI and highlighted the role that FPGAs can play in the rapidly evolving sector.

At Embedded World 2025, Altera CEO Sandra Rivera spoke during a keynote Q&A about the company's transition and future plans as the Intel-owned FPGA provider operates independently.