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    Home Tech ICT ICT manufacturing
    Saturday 31 May 2025
    Arizon RFID maintains growth momentum despite currency volatility; Vietnam expansion on track
    Arizon RFID Technology has moved swiftly to mitigate the effects of recent sharp fluctuations in exchange rates. CEO Louis Lin acknowledged that the appreciation of the New Taiwan dollar in April and May 2025 is expected to pose short-term operational challenges. However, he emphasized that because most of Arizon's revenues and expenses are denominated in US dollars, the company benefits from a natural hedge and does not foresee any major threat to its long-term operations.
    Friday 30 May 2025
    Foxconn's Young Liu wants to export more than iPhones

    Young Liu, chairman of Foxconn, has officially taken office as the new chairman of the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), becoming the 27th leader of the influential industrial group. Given the central role of the electrical and electronics sector in Taiwan's economy—with its comprehensive supply chain spanning upstream components to downstream applications—his appointment is seen as a potentially pivotal moment for the industry.

    Friday 30 May 2025
    ZT slips away, tariffs shift — Compal turns to Nvidia
    Compal held its shareholders' meeting on May 29, 2025. Chairman Ray Chen and President Anthony Peter Bonadero spoke with the media after the meeting, sharing their views on the company's operations and industry conditions. Chen highlighted that since 2025, the most concerning issue has been the tariff policies of the Trump administration.
    Thursday 29 May 2025
    Foxconn chief highlights greater challenge than tariffs
    US tariff uncertainty continues to shake global supply chains, but Foxconn Chairman Young Liu said the company faces minimal direct impact due to its contract manufacturing model. Speaking at the May 29, 2025, shareholder meeting, Liu noted that exchange rate volatility presents a more significant operational risk, while tariff burdens are more likely to affect clients.
    Thursday 29 May 2025
    Automotive robot upgrades steal spotlight at Computex 2025
    The conclusion of Computex 2025 showcased artificial intelligence (AI) and humanoid robot development as central themes, with automotive factory robot upgrades emerging as a notable trend for international manufacturers.
    Thursday 29 May 2025
    Trump tariff ruling overturned by court; Wiwynn prepares multiple scenarios to navigate changing landscape
    The US Court of International Trade ruled on May 28, 2025, that US President Donald Trump did not have the authority under emergency law to impose tariffs globally, drawing widespread attention. Wiwynn chairperson Emily Hong stated that due to the unpredictable nature of the US government's policies, the only viable approach is thorough preparation. The company has developed multiple contingency plans to adapt as the situation evolves.
    Thursday 29 May 2025
    Computex 2025: Taiwan's robotics moment, yet still a step behind
    In response to the global buzz around robotics, fueled in large part by companies like Nvidia and Tesla, Computex 2025 has, for the first time, introduced a dedicated exhibition zone for robots and drones. It's a notable shift for the long-running tech trade show, which has traditionally focused on components and computing, rather than full-fledged robotics systems.
    Thursday 29 May 2025
    Computex 2025 lacks spark, industry pushes for pragmatic AI innovation

    The honeymoon phase is over

    Thursday 29 May 2025
    Commentary: China's AI computing system ditches Nvidia—Jensen Huang faces new reality
    Amid the escalating US-China tech war and supply chain risks, the trend of "de-Nvidia-ization" is rapidly spreading within China's computing power industry. This shift represents not only a technological transformation but also a comprehensive change encompassing policy, technology, ecosystem, and market dynamics.
    Thursday 29 May 2025
    Hiwin eyes steady gains in 2025 with strategic focus on AI robotics, green tech, mechatronics integration
    Hiwin Technologies, a leading manufacturer of motion control components, remains optimistic about its business outlook for 2025. Chairman Wen-heng Cho expressed confidence that the company is on track to achieve both its revenue and profit targets despite global tariff concerns, as Hiwin's international presence and strong foothold in the North American market have helped minimize the direct impact of trade tensions.
    Thursday 29 May 2025
    Eva Air sees cargo surge amid AI demand, passenger travel stabilizing
    Taiwan's EVA Air Corp. reported that global aviation recovery is stabilizing post-pandemic while cargo demand driven by artificial intelligence servers and semiconductors continues boosting growth.
    Thursday 29 May 2025
    Trade court blocks Trump's global tariffs, calls emergency claim unlawful
    The bulk of President Donald Trump's global tariffs were deemed illegal and blocked by the US trade court, dealing a major blow to a pillar of his economic agenda.
    Thursday 29 May 2025
    Japan plans major US chip purchases as leverage in tariff talks
    In ongoing tariff negotiations between Japan and the US, the Japanese government has proposed purchasing semiconductor products from American manufacturers worth several billion US dollars. This move aims to serve as a bargaining chip for reducing the US trade deficit with Japan.
    Wednesday 28 May 2025
    Trump threatens new tariffs on iPhones and EU imports, raising tensions with Apple

    Fresh off a triumphant Middle East tour, President Donald Trump reignited trade tensions on Thursday with a bold new proposal: imposing a 50 percent tariff on all European Union (EU) imports and a 25% levy on all smartphones not manufactured in the US.

    Wednesday 28 May 2025
    Taiwan's AI, semiconductor strength shields economy from tariff risks, spurs 2025 growth forecast upgrades
    Despite concerns over US President Donald Trump's tariff policies, international demand for Taiwan's AI and semiconductor sectors remains resilient, reinforcing the island's status as a global hub for AI server manufacturing and insulating it from trade-related disruptions.
    Wednesday 28 May 2025
    Computex 2025 hits record attendance amid growing uncertainty over AI boom and policy risks
    Computex 2025 wrapped up with record-breaking attendance and exhibitor participation, underscoring the sustained momentum of artificial intelligence (AI) across the tech sector. Exhibitors warmly welcomed Nvidia CEO Jensen Huang, with many showcasing AI-driven innovations. However, despite the energy and enthusiasm on the show floor, an undercurrent of caution and anxiety loomed over the event — a stark contrast to the optimism of previous years.
    Wednesday 28 May 2025
    Nvidia pulls the plug on Hopper in China—AI giants scramble to adapt
    In the first half of 2025, Nvidia CEO Jensen Huang officially announced that the company will no longer release Hopper architecture AI chips tailored for China. This announcement sent shockwaves through China's tech industry, raising concerns about whether the country's three major internet giants—Tencent, Baidu, and Alibaba, which have long relied on Nvidia GPUs as the core for large model training and AI development, are prepared to respond.
    Tuesday 27 May 2025
    Taiwan Cement embraces AI to drive resilience, stresses role in semiconductor growth
    During Taiwan Cement Corporation's (TCC) 2025 annual shareholders' meeting on May 27, chairman An-ping Chang expressed confidence in the company's long-term viability, declaring that despite shifting investment trends favoring semiconductors, his cement firm is built to last a hundred years.
    Tuesday 27 May 2025
    Notebook supply chain treads carefully as Trump calls on Apple, Samsung to reshore production
    US President Donald Trump has called on tech giants Apple and Samsung to move their manufacturing operations back to the US, surprising many in the global supply chain who were already shifting production toward India and Vietnam. Ongoing negotiations between Apple and the Trump administration have placed further expansion plans on hold, industry sources say.
    Tuesday 27 May 2025
    Huawei's first HarmonyOS PC with 5nm Kirin X90 chip marks China's major leap in semiconductor self-sufficiency
    Huawei recently unveiled its first HarmonyOS-powered computer, a significant milestone in the company's technological evolution. According to a report by China's state-run CCTV, the new PC is equipped with the cutting-edge Kirin X90 chip built on 5nm process technology, alongside Huawei's proprietary operating system, HarmonyOS. CCTV further emphasized that "domestic semiconductor devices have, for the first time, achieved a self-sustaining, complete ecosystem in terms of performance and other facets."
    Tuesday 27 May 2025
    Trump 2.0: Boon or bane for Taiwan? January-April trade and output data offers some clues
    Despite fresh uncertainty under Trump's second term, Taiwan's technology and trade sectors are showing surprising resilience and even growth. While his unpredictable tariff policies continue to rattle global markets, Taiwan is capitalizing on an AI-driven boom, with January-April 2025 industrial output and exports hitting new highs.
    Tuesday 27 May 2025
    Trump threatens Apple tariffs but Taiwan optical firms remain calm
    US President Donald Trump's threat to slap at least 25% tariffs on Apple if it doesn't manufacture iPhones domestically has failed to rattle Taiwan's optical component makers, who are taking a wait-and-see approach to the volatile policy rhetoric.
    Tuesday 27 May 2025
    iPhone supply chain holds breath for Trump's 25% tariff threats
    US President Donald Trump's latest warning of a 25% tariff on Apple's iPhone production unless it returns to the US has rattled global supply chain operators. While the threat aligns with Trump's longstanding protectionist stance, industry insiders say the implications—higher costs, potential production delays, and forced supply chain shifts—are too significant to ignore. Suppliers are reportedly in negotiations with Apple to determine the next steps.
    Tuesday 27 May 2025
    Tienpin enters AI server industry with liquid cooling subsidiary
    Tienpin United has announced a strategic shift from life services to the artificial intelligence sector. In collaboration with Xinwei, the company has launched Naike Clean Technology to enter the market for critical cleaning services of AI water-cooled servers.
    Tuesday 27 May 2025
    Humanoid robots enter combat arena as China accelerates mass production push
    The year 2025 marks a pivotal moment for humanoid robotics as the technology transitions from science fiction to commercial reality. China hosted the world's first competitive humanoid robot combat tournament on May 25, 2025, in Hangzhou, signaling the industry's rapid evolution beyond traditional applications.
    More ICT manufacturing coverage
    Research Report Database
    BIZ FOCUS
    May 29, 14:53
    Pegatron debuted independently at Computex 2025,
    showcasing AI and smart manufacturing capabilities to establish itself as a leading design and manufacturing services brand
    Thursday 29 May 2025
    Pegatron unveiled Verge: Cutting-edge AI hardware-ready AR smart glasses reference design at COMPUTEX 2025
    Thursday 29 May 2025
    PEGATRON unveils groundbreaking AI and digital transformation initiatives at GTC Taipei 2025
    Thursday 29 May 2025
    DATOTEK showcases AI-era memory & storage at COMPUTEX 2025, featuring immersive design and Switch 2-ready innovations
    MULTIMEDIA
    iPhone economics, disrupted
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    The rise of top 10 IC design houses in China
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES