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May 2
Xiaomi enters the LLM race with another attempted latecomer coup
Xiaomi has unveiled its first large language model for inference tasks, "Xiaomi MiMo," signaling a bold entry into the competitive AI landscape. Known for its roots in IoT and smartphones, the tech giant now aims to stake a claim in the large language model (LLM) market.
During MediaTek's first-quarter 2025 earnings call, CEO Rick Tsai reaffirmed that artificial intelligence is central to the company's long-term growth. He emphasized that the broader trend of ubiquitous AI adoption remains intact, with MediaTek continuing to make headway in multiple AI-driven initiatives.
Memory testing firm expects growth following first-quarter trough, expands advanced packaging capabilities amid semiconductor market recovery
Primax Electronics Ltd. delivered strong first quarter 2025 results, driven by early PC order pull-ins and rising shipments of AIoT and professional acoustic products. Despite the upbeat quarter, the company warned of limited visibility in the second half due to unresolved tariff uncertainties. The growing contribution of new AIoT projects is helping strengthen its long-term growth outlook and improving margins.

Apple is set to announce its fiscal second-quarter earnings on May 1 (Pacific Time). Analysts anticipate the company will hit revenue targets, supported by stronger-than-expected iPhone sales and steady demand for MacBooks and iPads. However, rising geopolitical tensions and seasonal softness are casting a shadow over its near-term outlook.

Vingroup, Vietnam's largest private conglomerate, has announced plans to develop the country's first general-purpose humanoid robot. The initiative is a key pillar of the group's 2025 technology and industrial strategy, which also encompasses its fast-growing electric vehicle (EV) and artificial intelligence (AI) operations.
Industrial LCD displays specialist Litemax, which has a solid customer base in high-end applications markets in Europe and the US, is ready to adjust its strategies to cope with the tariffs that may undermine the competitiveness of its products in the American market.

Etron Technology is making bold moves into the burgeoning edge AI market with the launch of its AI vision solution, eYs3D, under its subsidiary eYs3D Microelectronics. The solution has already secured 12 customers, including a major Taiwanese parking lot operator, with expectations that over a thousand parking lots will adopt the technology by the second half of this year. This growing demand is set to fuel Etron's growth trajectory through 2026. Additionally, its other subsidiary, DeCloak, has unveiled new applications for its robot dog technology, integrating AI-powered privacy systems into military and law enforcement operations, with orders already overflowing into the year-end.

Unpredictable US tariff policies continue to trouble hardware manufacturers, while software companies like CyberLink see little immediate effect. However, a potential global economic downturn and reduced consumer spending may indirectly impact the software sector.
Despite the recent tariff hikes by the US and the high degree of uncertainty surrounding supply chain relocation, one thing for certain is the demand for Taiwan's AI and semiconductors by the US and the rest of the world, allowing Taiwan to maintain a strong growth momentum.
Acer Cyber Security Inc. (ACSI) released its consolidated financial report for the first quarter of 2025 at the company's board meeting on April 29. The company delivered impressive quarterly results, benefitting from a surge in demand for cybersecurity services due to stricter regulatory requirements and the rising threat of cyberattacks.
Nvidia faces multiple challenges as it approaches its fiscal first quarter 2026 earnings release on May 28, with new AI export controls taking effect on May 15 and potential tariffs threatening profit margins.