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Friday 22 August 2025
Meta bets big on Google Cloud in US$10 billion AI infrastructure pact

In a groundbreaking move signaling a new chapter in cloud infrastructure partnerships, Meta has reportedly signed a multi-billion-dollar, six-year agreement with Google Cloud, committing to spend over US$10 billion to accelerate its computing capabilities for AI development.

Thursday 21 August 2025
Meta confirms hiring freeze in AI division amid restructuring and prior talent recruitment
Meta Platforms Inc. has confirmed a hiring freeze in its artificial intelligence (AI) division following recent aggressive recruitment efforts. The company paused new hires and internal transfers within the AI department after bringing in over 50 AI specialists, according to a spokesperson. Limited external recruitments may continue, but require approval from Meta AI head Alexandr Wang.
Thursday 21 August 2025
Wiselink posts record-high 2Q25 revenue with growth from anti-fraud, fintech businesses
Wiselink has seen its revenue for the second quarter of 2025 surge by 60% year-over-year to NT$634 million (approx. US$21 million), marking a new record high for the company as it continues its push into expanding into the overseas enterprise software market, with a particular focus on Southeast Asia.
Wednesday 20 August 2025
Huawei turns to software to ease pain from China's scarce AI memory
The global race to build ever-larger AI models is intensifying, and the battle is no longer confined to Nvidia's powerful GPUs. Another crucial, though less visible, component has emerged as the bottleneck: high-bandwidth memory (HBM).
Tuesday 19 August 2025
Beijing's digital report card: Big 5G gains, rising AI, and the next bet on low-altitude economy
China unveiled the results of its 14th Five-Year Plan (2021–2025) for digital economy development, showcasing progress in digital infrastructure, cross-industry data applications, and efforts to establish a national framework for data sharing and circulation.
Sunday 17 August 2025
Analysis: AI startups target Chrome as major AI application battleground
Rising AI startups, including OpenAI and Perplexity, have shown interest in acquiring the Google Chrome browser, with Perplexity offering US$34.5 billion. Yahoo has also expressed acquisition intentions. However, Google has not indicated any willingness to sell Chrome, despite ongoing antitrust pressures.
Friday 15 August 2025
Exein partners with Taiwan supply chain in global cybersecurity push
The number of Internet of Things (IoT) devices is expected to exceed 25 billion by 2030, yet one-third of all cybersecurity vulnerabilities are related to these devices. This trend has driven a surge in cybersecurity solutions, as every single connected device can become susceptible to attack. As a global hub in the tech industry, Taiwan has naturally become a focus: as an example, embedded IoT security company Exein has recently been actively expanding its business in Taiwan, forming strategic partnerships with MediaTek, Aaeon Technology, and other Taiwanese firms in a short span of time. Exein views Taiwan as its largest growth engine outside of Europe.
Friday 15 August 2025
CHT Security sees 250% revenue growth in 1H25 ahead of 3Q listing
Cybersecurity service provider CHT Security held its pre-IPO briefing on August 13, announcing plans for an official listing in the third quarter of 2025 and becoming Taiwan's first cybersecurity services company to go public.
Friday 15 August 2025
Taiwan gains competitive edge as China faces steep US tariffs
On July 31, 2025, US President Donald Trump signed an executive order to adjust reciprocal tariff rates, setting the provisional tariff for Taiwan at 20%, effective from August 7, 2025. According to senior government officials in Taiwan, relief measures have been initiated, and affected businesses are urged to apply within the stipulated timeframe. For traditional industries, China faces tariffs exceeding 50% on related goods, which provides Taiwan with a competitive opportunity to gain market recognition.
Wednesday 13 August 2025
Rising G2 competition impacts American cloud services in China and Hong Kong
Nextlink, a cloud service agent, reported a 6.6% increase in revenue to approximately NT$2.086 billion (approx. US$69.5 million) in the first half of 2025 compared to the same period in 2024. The company noted growth in Taiwan and the China-Hong Kong region, despite challenges from escalating US-China tensions.
Tuesday 12 August 2025
China eyes 2027 BCI breakthrough as it races to build its own chips
China's brain-computer interface (BCI) sector is accelerating, driven by strong state policy support and private-sector advances. The Ministry of Industry and Information Technology (MIIT), National Development and Reform Commission (NDRC), National Health Commission, State-owned Assets Supervision and Administration Commission (SASAC), Chinese Academy of Sciences (CAS), and National Medical Products Administration (NMPA) have jointly released an "Implementation Plan for Promoting Innovation and Development of the brain-computer interface (BCI) Industry."
Monday 11 August 2025
China's Qihoo 360 retools cybersecurity with AI agent swarms to meet 'machine vs. machine' threat

The 13th Internet Security Conference (ISC.AI 2025) kicked off on August 6 at the China National Convention Center in Beijing. Co-hosted by the Internet Society of China (ISC), the Chinese Association for Artificial Intelligence (CAAI), and the China Software Industry Association (CSIA), the event centered on the theme "All In Agent," highlighting the intersection of artificial intelligence and cybersecurity in the age of intelligent agents.

Saturday 9 August 2025
OpenAI reportedly eyes US$500 billion valuation in employee stock sale

OpenAI is reportedly in talks to allow employees—both current and former—to sell their shares in a deal that could value the company at US$500 billion, a dramatic jump from its most recent valuation of US$300 billion. The proposed transaction is aimed at retaining top talent and rewarding staff as competition for AI researchers intensifies across the tech industry.

Friday 8 August 2025
Non-AI workloads dominate data centers despite ChatGPT popularity
Research from SemiAnalysis reveals that non-AI workloads still dominate data center operations in the Asia-Pacific region, while AI-related workloads are expected to grow significantly only in the coming years. Among ChatGPT user rankings, the Asia-Pacific region accounts for the highest global share, with India having the largest user base.
Thursday 7 August 2025
Samsung launches InnoX Lab to advance AI innovation
Samsung Electronics' Device eXperience (DX) division has established InnoX Lab, a new company-wide AI-focused organization designed to achieve results through a flexible organizational model that enables rapid collaboration and execution. The lab will be responsible for tackling core strategic issues across the company.
Thursday 7 August 2025
Huawei open-sources CANN to challenge Nvidia's CUDA dominance
Huawei plans to open-source its Compute Architecture for Neural Networks (CANN), a heterogeneous AI computing framework positioned as a direct alternative to Nvidia's dominant CUDA platform.
Thursday 7 August 2025
Can Microsoft sustain US$4 trillion valuation amid AI uncertainty and OpenAI tensions?
Microsoft's market capitalization surged past US$4 trillion following its latest earnings release. While the company exceeded revenue expectations, significant challenges persist, including strained relations with OpenAI and less advanced AI innovations relative to competitors, raising questions about the sustainability of its valuation.
Wednesday 6 August 2025
Apple launches AKI team to develop proprietary AI search engine
Apple has established the Answers, Knowledge, and Information (AKI) team that will focus on AI-based search technology. Its long-term goal is to develop various AI capabilities and eventually create a search engine similar to ChatGPT.
Tuesday 5 August 2025
Exclusive: IC distribution shaken by CSP giant's single distributor move
The IC distribution market has faced a significant shift as one of the top four global CSPs appointed a sole distributor for its AI data center components consignment sales, transitioning from a European to an Asian distributor. This change has impacted the competitive landscape among leading global IC distributors like WT Microelectronics, WPG Holdings, Arrow Electronics, and Avnet.
Monday 4 August 2025
CyberLink reports steady 2Q25 revenue growth, eyes stronger AI PC impact in 2026
On June 30, CyberLink held an online investor conference to announce its financial results for the second quarter of 2025. The company reported revenue of around NT$599 million (approx. US$20.15 million), reflecting a 12.8% increase compared to the same period last year. Operating profit more than doubled, reaching NT$91 million, a rise of 105.5% year-over-year.
Monday 4 August 2025
Decoupling in motion: how US tariffs and AI demand are redrawing EMS map

Since Donald Trump's first term in office, US-China relations have steadily deteriorated. Coupled with the supply chain disruptions triggered by the Covid-19 pandemic, multinational companies have accelerated efforts to diversify risks—especially by reducing reliance on "Made in China" and Chinese supply chains.

Saturday 2 August 2025
Apple talent exodus reflects AI strategy transition dilemma

A wave of executive departures at Apple, including the recent exit of AI head Ruoming Pang and soon-to-retire COO Jeff Williams, reflects a broader shift as the company navigates leadership changes, supply chain priorities, and growing pressure to catch up in the generative AI race.

Friday 1 August 2025
AI talent's potential to revive Taiwan's traditional industries
As Taiwan's AI server production and shipments continue to expand, high-performance computing chips are driving strong demand in manufacturing, packaging, and testing, making Taiwan's overall export performance stand out. However, this success has also obscured the severity of the downturn in traditional industries, raising concerns that Taiwan's overall economic and export statistics may be distorted.
Friday 1 August 2025
Amazon sales top estimates on retail, advertising surge; AWS margins under pressure
Amazon reported robust financial results for its fiscal second quarter, with revenue reaching US$167.7 billion, marking a 12% increase compared to the same period last year. Operating income rose 31% to US$19.2 billion. The company cited strong performance in its retail and advertising segments, although Amazon Web Services (AWS) encountered supply chain challenges and margin pressures. These factors moderated investor response amid the ongoing expansion of artificial intelligence (AI) applications across the business.
Friday 1 August 2025
Amazon shares slide as AWS growth trails rivals despite strong revenue beat
Amazon topped Wall Street expectations with its third-quarter 2024 revenue, but the company's stock fell about 7% in after-hours trading after investors reacted to weaker-than-expected growth in its cloud business.