E-commerce solutions provider Shopline Technology has observed a slowdown in retail growth, with brands facing two key challenges: fragmented consumer traffic and intensifying inventory competition. Maintaining competitiveness now requires transforming diverse traffic data into actionable insights.
Nvidia's Q4 fiscal 2025 earnings (ended January 2025) stand out for their jaw-dropping scale and what they reveal about the company's transformation, even with a few wrinkles like a gaming dip. Here's what's special about the numbers:
Lite-On Technology is on track for a robust recovery in 2025, fueled by a surge in shipments of next-generation AI chips. The company is poised to capitalize on the expansion of its core businesses—cloud computing and optoelectronic semiconductors—with these advanced products driving its growth.
Taiwanese industrial PC (IPC) maker Sysgration is expected to benefit from US President Donald Trump's tariff policy, with its Texas plant anticipated to begin mass production in the second half of 2025. Additionally, the company's new IPC products are expected to begin shipping in March, earlier than the previous estimate of third-quarter 2025.
The surge in demand for AI servers has benefited hardware suppliers. However, the complexity of AI server specifications, designs, and diverse customer demands create challenges for suppliers trying to meet delivery requirements.
The AI Institute, founded in 2022 by Boston Dynamics' creator Marc Raibert, has been at the forefront of AI and deep machine learning innovations, particularly in advancing Boston Dynamics' humanoid robot, Atlas. Speaking at Dassault Systèmes' annual flagship event, 3DEXPERIENCE World 2025, which began on February 24 in Houston, Texas, Raibert shared his vision for the AI Institute to become the "Bell Labs" of the robotics industry.
At the FII PRIORITY Summit 2025 in Miami, Florida, SoftBank founder Masayoshi Son made his first public response to doubts about the US$500 billion Stargate initiative. Backed by SoftBank, OpenAI, and Oracle, the project aims to scale AI infrastructure across the US. Son dismissed concerns over its scale, arguing that such investments are critical to sustaining US dominance in the global AI race.
In a strategic move to boost its market integration, Winmate is acquiring 50-60% stakes in Swiss companies Primelco System Device (PSD) and Primelco Visual Data (PVD) for CHF 6.35 million (US$7.07 million). The announcement followed a board resolution on February 25, 2025.
On February 24, Apple Inc. became the latest company to pledge hundreds of billions of dollars in US investments for which President Donald Trump claimed credit.
As US tariffs on Mexico and Canada approach implementation after a one-month delay, manufacturers are reassessing US-based production strategies. Apple has pledged a US$500 billion investment over the next four years, including plans for a server manufacturing plant in Houston, Texas, in partnership with Foxconn. The Taiwanese manufacturer has not commented on its involvement.
In a delayed filing, Super Micro Computer announced net sales of US$5.68 billion, which did not meet the anticipated targets. The company successfully met Nasdaq's compliance requirements, thereby avoiding the threat of being delisted. Despite this development, persistent issues with financial controls could potentially affect future financial reporting and the company's ability to raise capital.
Flexium, a flexible circuit board manufacturer, held an investor briefing indicating that 2024 will be a year of transformation challenges. After the operational low in the fourth quarter, the company expects to have passed the trough and plans to actively develop its transformation, focusing on artificial intelligence (AI) transmission technology while continuously adjusting its mobile device product line. The goal is to achieve profitability in 2025 and fully bounce back in 2026.
Chroma ATE, Taiwan's leading supplier of automated testing and measurement equipment, achieved a milestone in 2024, posting its highest post-tax net profits in 40 years. Looking ahead to 2025, the company expects continued growth momentum driven by demand for semiconductors, augmented reality (AR) glasses, and AI servers.
Apple has unveiled an ambitious plan to invest over US$500 billion in the US over the next four years—a move designed to supercharge American innovation, high-skilled manufacturing, and the semiconductor supply chain.
The annual Nvidia GTC conference will be held from March 17 to 21, 2025, in San Jose, California. Due to rapid upgrades in AI hardware and software and widespread applications, the event's scale is expected to exceed that of 2024. CEO Jensen Huang has once again secured the SAP Center, which can accommodate nearly 20,000 attendees, for his keynote speech on the 19th.
Apple, seeking relief from US President Donald Trump's tariffs on goods imported from China, said that it will hire 20,000 new workers and produce AI servers in the US.
The global server shipments are expected to see a mild decline of 3.8% in the first quarter of 2025 and among US-based cloud service providers (CSPs), Meta will maintain a relatively high level of shipments, while Google's shipments are expected to rebound this quarter, having seen a significant decline in the previous quarter, according to DIGITIMES' latest server research report covering global shipments and market status.
Following the transition of Chief Telecom's LY2 AI data center to commercial operation, company chairman Hong-jia Shao expects revenue and profit will reach new heights in 2025.
Taiwan-based internet data center (IDC) service provider Chief Telecom sees promising prospects in edge AI development, particularly thanks to the rise of DeepSeek, as AI applications continue to emerge rapidly.
Supply chain operators state that due to tariffs and a surge in orders, server manufacturers are accelerating their plans to establish factories overseas, including in the US. In addition to well-known assembly contractors such as Quanta, Foxconn, Wistron, and Inventec, both Gigabyte and Asus have also been proactive in their preparations.
Guangdong Haoqin Robotics Technology was recently registered, with Huanke Wu listed as its legal representative. The company, which has a registered capital of CNY10 million (approx. US$1.38 million), focuses on developing and selling intelligent robots, manufacturing industrial robotics, and advancing artificial intelligence (AI) applications.
Advanced Micro Devices Inc. is in talks with Asia-based companies over a sale of data center manufacturing plants it agreed to acquire last year, people familiar with the matter said.
Statistics from the Ministry of Economic Affairs (MOEA) indicate that Taiwan's overseas production ratio in January was 44.8%, a year-over-year decrease of 4.2pp. If Taiwan's major server ODMs relocate abroad or if TSMC increases its investments in the US, this indicator will certainly reverse and rise.
