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Friday 22 August 2025
China signals soft resistance to US-approved Nvidia H20 shipments
On August 11, 2025, US President Donald Trump announced that Nvidia's H20 chips were approved for shipment to China. Before this, at the end of July 2025, reports indicated that Nvidia had placed an order with TSMC for 300,000 H20 chips as inventory to meet strong demand from China.
Friday 22 August 2025
Research Insight: Chiplets gain ground in auto industry as carmakers forge global partnerships
Chiplet architecture, already entrenched in high-performance AI data centers, is beginning to penetrate the automotive sector. With its modular design and capacity for heterogeneous integration, the technology offers a path beyond the scaling limits of monolithic SoCs. Its adoption is expanding into advanced driver assistance, smart cockpits and in-vehicle AI computing.
Thursday 21 August 2025
Forcecon expects liquid cooling to bring fivefold increase in server revenue in 2026
Forcecon Tech expects promising results for its liquid cooling solutions for AI servers within the next two years, with president Wei-peng Wang projecting server-related products to account for 15–20% of the company's total revenue in 2026, up from 3–4% in 2025. Growth momentum will come from servers equipped with Nvidia GPUs, in addition to ASIC servers.
Thursday 21 August 2025
Research Insight: UCIe 1.1 upgrade aims at auto industry, boosts chiplet adoption
As automotive computing platforms increasingly demand higher performance, longer lifespans, and near-zero defect rates, chip architecture faces the challenge of balancing system reliability with cost efficiency under stringent automotive standards. Chiplets are emerging as a pivotal pathway to meet these requirements.
Thursday 21 August 2025
Syntec Technology to list by September, expanding from machine tool controllers to robotics and smart manufacturing
Starting as a tool machine controller manufacturer, Syntec Technology has steadily expanded into robotics and smart manufacturing. Anticipating robust demand for smart manufacturing solutions, the company is set to officially list on the Taiwan Stock Exchange by the end of September 2025, marking an important milestone in its entry into capital markets.
Thursday 21 August 2025
Ainos unveils world's first AI Nose module, digitizing smell for transformative industrial and medical applications
Artificial intelligence (AI) has already transformed how machines see and hear, and the next frontier is smell. US-based olfaction technology developer Ainos has introduced the world's first commercial AI Nose module, featuring globally patented technology and a proprietary Smell Language Model (SLM) that enables machines to analyze odor with human-level precision.
Thursday 21 August 2025
Hiwin maintains robotics momentum despite US client changes
Morgan Stanley recently published its global top 100 humanoid robots list, featuring four Taiwanese companies: Hiwin Technologies, TSMC, Hon Hai, and Hota Industrial Mfg. Hiwin Technologies is focusing on humanoid and AI robotics through collaborations with its subsidiary Hiwin Microsystems, targeting robotics revenue to reach 10% of total sales by the end of 2025.
Thursday 21 August 2025
Robots move beyond auto sector as Taiwan suppliers target modular, specialized solutions
Rising labor shortages and the shift toward regionalized production are fueling greater demand for industrial robots and automation equipment beyond the traditional automotive sector. Taiwanese manufacturers are increasingly focusing on customized modular development to serve the expanding needs of diverse industries, offering an alternative to the largely standardized solutions from established global robot companies.
Thursday 21 August 2025
Taiwan-Germany robotics ties deepen with new joint venture agreement
German humanoid robot startup Neura Robotics GmbH and Taiwanese firm Kenmec Mechanical Engineering have signed a cooperation agreement to jointly explore robotics market opportunities. The move follows Delta Electronics' recent investment in the sector, signaling heightened collaboration between Taiwan and Germany in robotics innovation.
Thursday 21 August 2025
Samsung could benefit from US approval of lower-spec Nvidia Blackwell chips for China

Industry analysts say Samsung could start supplying 12-layer HBM3E to Nvidia in the fourth quarter of 2025. But shipments for Nvidia's flagship Blackwell processors are projected to make up less than 10% of the total. SK Hynix and Micron have already won certification for 12-layer HBM3E and remain well ahead. Samsung cleared certification for its 8-layer version in the second quarter of 2025, roughly a year after SK Hynix, and is now trying to close the gap.

Wednesday 20 August 2025
Arm strengthens cloud ASIC ambitions with hire of former AWS executive and top engineers
Arm has brought on Rami Sinno, the former Amazon Web Services (AWS) executive who helped lead development of the Trainium and Inferentia processors, along with senior engineers from Hewlett Packard Enterprise and Qualcomm. The hires underscore Arm's push to expand beyond processor blueprints into cloud chip and system-level design.
Wednesday 20 August 2025
Advantech to invest US$96.5 million in new North America headquarters campus
Advantech Co., Ltd. has approved a US$96.5 million investment to build a new headquarters campus in Tustin, California, aiming to expand its North American operations. The facility is scheduled for completion by the third quarter of 2026 and will support the company's revenue exceeding US$1.5 billion in the region.
Wednesday 20 August 2025
Taiwan's manufacturing 'Big Six' are quietly building factories of the future

As industrial automation and robotics evolve at breakneck speed, major global automakers and Tier 1 suppliers are swiftly transforming their production lines into testing grounds for cutting-edge AI and humanoid robots.

Tuesday 19 August 2025
From bicycles to graphics cards: Taiwan's export shift to the Netherlands
Trade between Taiwan and the Netherlands has evolved over the years. According to statistics from the Ministry of Finance (MOF), while Taiwan imports advanced lithography equipment from the Netherlands for semiconductor production, its top exports to the Dutch market are now sophisticated graphics cards, rather than bicycles.
Tuesday 19 August 2025
Powerlogic expands beyond PC market, eyes 2026 revenue growth
Powerlogic, a brushless fan manufacturer, has been actively expanding into the server market. Related shipments are scheduled to begin in the second half of 2025, with further growth expected in 2026. Together with product lines such as fitness equipment, the company aims to boost its revenue share from non-PC products.
Tuesday 19 August 2025
Foxconn to operate SoftBank's Stargate AI server site in Ohio
Hon Hai Precision Industry Co. will operate a US factory owned by SoftBank Group Corp., setting up what's in the running to be the first manufacturing site in the Japanese company's US$500 billion Stargate venture with OpenAI and Oracle Corp.
Tuesday 19 August 2025
Nvidia and ASIC servers drive liquid cooling expansion in ASEAN
Nvidia Corporation's GB200 server cabinets, along with cloud service providers' (CSP) servers powered by their in-house ASIC chips, are increasingly adopting liquid cooling technologies. This shift is expected to significantly boost the cooling module supply chain for AI servers starting in late 2025 through 2026, prompting major manufacturers to expand production capacities in Southeast Asia.
Tuesday 19 August 2025
Taiwan unveils new support measures to shield industries from US tariff impact
The 20% reciprocal tariff imposed by the United States on exports from Taiwan officially took effect on August 7, 2025, covering most traditional industries. The impact varies across sectors depending on industry characteristics, product types, and competition from other countries. Higher prices quoted to US customers have already led to noticeable order declines for machine tools, hand tools, and plumbing hardware.
Monday 18 August 2025
Foxconn chair urges policy support amid the rising trade barriers
The impact of reciprocal tariffs on Taiwanese industries continues to mount, with concerns spreading across key sectors. Young Liu, Chairman of Hon Hai Precision Industry Co. (Foxconn) and head of the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), said during a board meeting on August 18, 2025, that roughly 25% of the association's members are experiencing significant disruption.
Monday 18 August 2025
YS Tech cautiously optimistic for 2H25; bets on auto, HPC growth
Yen Sun Technology (YS Tech), a manufacturer of automotive electronics and technology systems, is optimistic that customer orders will return to normal once the US tariff situation becomes clearer. Looking ahead, the company is cautiously optimistic about operations, thanks to clear demand for cooling solutions driven by high-performance computing (HPC) needs of AI servers and stable visibility of automotive-related orders through the end of 2025.
Monday 18 August 2025
Beijing reportedly pushes local chip usage as H20 sales resume in China
As Nvidia's H20 artificial intelligence (AI) chips become a focal point in US-China tech competition, Beijing is taking a cautious and increasingly assertive approach toward their use domestically. The move underscores China's broader strategy to reduce reliance on foreign technology while strengthening its own semiconductor industry.
Monday 18 August 2025
Giga Solar Materials enters AI server market with Parker liquid cooling fittings distribution rights
Solar conductive paste manufacturer Giga Solar Materials (GSMC) announced on August 14 that it has obtained the rights to distribute US vendor Parker's AI server liquid cooling fittings and couplings to designated customers.
Monday 18 August 2025
Commentary: Can Trump's stake-in steer Intel to recovery?
The Trump administration is in talks with Intel. The stakes? A direct equity investment in America's struggling chip giant.
Monday 18 August 2025
Section 232 investigations loom over Taiwan's key industries
Despite TSMC's US$165 billion investment in the US, Taiwan does not appear to have any special favor from the United States. Taiwan faces a higher reciprocal tariff compared to Japan and South Korea, and US President Donald Trump has even threatened to impose a 300% tariff on semiconductors. However, companies that already have factories or plan to build them in the US are exempted.
Saturday 16 August 2025
Repon expects AI server demand to drive growth in 2H25 despite currency and tax challenges
Nan Juen International (Repon), a Taiwanese server rail manufacturer, expects shipments to keep rising in the second half of 2025, with AI servers, particularly Nvidia's GB series and ASIC-based models, driving growth on two fronts. Server rails made up 52% of Repon's second quarter 2025 revenue, and the company believes that share will increase in the coming months.