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Tuesday 15 July 2025
China's expanding robot industry presents opening for Taiwan
Robotics is consistently displaying its potential for success as the industry undergoes a structural transformation. The demand for robotics has grown due to labor shortages and rising costs, especially after AI's integration. Nvidia CEO Jensen Huang views humanoid robots as a key to physical AI implementation.
Tuesday 15 July 2025
Gogolook partners with MetaAge to strengthen cybersecurity and anti-scam solutions for enterprises
Trust technology provider Gogolook has announced a strategic alliance with cloud service distributor MetaAge to expand its footprint in the high-value enterprise cybersecurity and anti-scam market.
Tuesday 15 July 2025
AI boom is transforming data centers & pushing energy limits
There is no question that AI and cloud computing have been rapidly revolutionizing the technology landscape. From capacity expansion and energy pressure to cooling innovations, data centers are no longer just digital infrastructure—they have become the core battleground shaping future tech competitiveness, resource allocation, and industrial development.
Tuesday 15 July 2025
Meta's AI ambitions go gigawatt-scale in race for superintelligence

Meta Chief Executive Mark Zuckerberg announced plans to invest hundreds of billions of dollars over the next several years to build a series of massive artificial intelligence (AI) data centers — each with power demands measured in gigawatts — as part of the company's accelerating push toward developing superintelligence.

Monday 14 July 2025
Tariffs impact economy, but AI servers remain an exception, says Wistron
Wistron president and CEO Jeff Lin stated that AI servers represent a rigid demand and are not affected by reciprocal tariffs. However, mature consumer products such as notebooks and smartphones are likely to face challenges due to tariff impacts. Lin also revealed that in response to the US reciprocal tariffs, Wistron has prepared multiple contingency plans labeled Plan A, B, C, D, and E, although details of the tariffs remain unclear and customers have yet to provide definitive instructions.
Monday 14 July 2025
Taiwan must move beyond OEM/ODM to export complete systems, particularly aging-related technology, says NSTC Minister
Taiwan must move beyond its traditional OEM (original equipment manufacturing) and ODM (original design manufacturing) model and focus on exporting complete systems, particularly in the rapidly growing aging-related technology sector, according to National Science and Technology Council (NSTC) Minister Cheng-wen Wu.
Monday 14 July 2025
Cisco drives AIoT proof of concept from point to area, aims to extend Asia New Bay Area experience to semiconductor industry
As AIoT technology deepens its application across industrial sectors, networking and cybersecurity brand Cisco has partnered with Genesis to launch the "AIoT Sustainable Innovation R&D Center" in the Asia New Bay Area, becoming one of Taiwan's most comprehensive end-to-end validation sites.
Monday 14 July 2025
As Nvidia soars, Taiwan's AI OEMs outpace TSMC in growth
Nvidia's landmark surge to a US$4 trillion market capitalization on July 10 has reverberated across the global tech landscape—but nowhere more profoundly than in Taiwan. As Nvidia cements its dominance in the AI infrastructure race, Taiwanese suppliers at the heart of its hardware ecosystem are posting record-breaking results.
Friday 11 July 2025
How Taiwan's EMS evolved: From PCs and smartphones to AI servers and deep semiconductor integration
The advent of the personal computer (PC) provided an opportunity for Taiwan's manufacturing services to further evolve.
Friday 11 July 2025
US weighs new export controls on AI chips to Thailand and Malaysia

The US Department of Commerce is reportedly preparing new regulations that would restrict the export of advanced AI chips to Thailand and Malaysia to prevent their diversion into China, according to industry sources.

Friday 11 July 2025
With GB300 on track and no Cordelia detours, Nvidia eyes a strong AI finish in 2025
With Nvidia's GB200 series products entering volume shipments starting in the second quarter of 2025, the GB300 has also begun its delivery recently, as Dell chairman and CEO Michael Dell has unveiled that his company's GB300 NVL72 products have officially been delivered to AI cloud computing provider CoreWeave for use. This indirectly confirms that the GB300, originally expected to start small-volume shipments in the third quarter of 2025, has not been affected by the volume ramp-up of GB200 and is shipping according to plan.
Thursday 10 July 2025
Stay or relocate: Taiwan makers weigh exodus amid weak government support
The free trade agreement (FTA) between the US and South Korea has now become irrelevant under Donald Trump's administration. Taiwan's tech products also face the possibility of losing the ITA and ITA 2 tariffs-free benefits granted under the WTO framework. Trump's tariff threat can be understood as a step to force Seoul to share the cost of stationing US troops in South Korea. But what does Trump want from Taiwan in the tariffs game? TSMC is already constructing wafer fabs and an R&D center in the US. Does Trump want AI server makers to set up assembly lines in the US, and for the Taiwan currency to sharply appreciate against the greenback?
Thursday 10 July 2025
US tariff plans threaten Taiwan's key tech exports amid shifting trade dynamics
The US's latest tariff actions have sparked concern in Taiwan, raising fears that its export-driven tech sector could soon face steep import duties. Although Taiwan was not named in recent rounds, the proposed 32% tariffs remain on the table, threatening key industries like AI servers, networking gear, and semiconductors.
Thursday 10 July 2025
Asus June revenue hits 13-year high on AI, GPU, gaming tailwinds

Asus posted its highest monthly revenue in nearly 14 years (162 months) in June 2025, fueled by robust demand for Nvidia's GeForce RTX 50 GPUs, gaming laptops, and expanding AI server shipments. June group revenue hit NT$68.57 billion (approx. US$2.35 billion), rising 8.47% from May and 17.3% year-over-year. Second-quarter revenue climbed 30% year-over-year to NT$188 billion, while first-half revenue reached NT$335.7 billion, up 25.92%. Brand revenue grew 15% year-over-year in June to NT$64 billion, and 28% in the second quarter to NT$174 billion.

Wednesday 9 July 2025
Sysgration sees 12% YoY surge in June revenue from new product lines
Sysgration posted NT$282 million (approx. US$9.7 million) in consolidated revenue for June 2025, marking year-over-year and month-over-month improvements of 12.83% and 5.65% respectively, as new products and clients begin contributing to revenue. For the second quarter of 2025, revenue grew by 9.50% year-over-year to NT$833 million (approx. US$28.6 million), while for the first half of the year, total revenue reached NT$1.706 billion (approx. US$58.6 million), increasing by 3.32% year-over-year even amid exchange rate fluctuations and other adverse external factors.
Wednesday 9 July 2025
IBM taps Samsung's 5nm process for Spyre AI chip in new Power11 servers
IBM has introduced its latest Power11 enterprise servers in Germany, featuring the Spyre accelerator chip designed for AI inference. The chip is manufactured using Samsung Electronics' 5nm process and is integrated into various server models aimed at multiple industries, including finance, healthcare, government, and manufacturing.
Wednesday 9 July 2025
Kinko Optical avoids price war, achieves 25% revenue surge in 1H25 with premium lens strategy
Taiwan-based Kinko Optical has strategically avoided low-price competition by expanding its mid- to high-end lens and next-generation product offerings, resulting in nearly 25% revenue growth in the first half of 2025.
Wednesday 9 July 2025
Server component makers optimistic for 2H25 with rising GB200 shipments
With volume production of server chassis for Nvidia's GB200 turning stable, the operation of suppliers for related components such as cooling modules, sliding rails, and battery backup units (BBUs) has all turned positive, prompting them to hold a positive view for the second half of 2025. In addition, Nvidia's upcoming next-generation GB300 will help prolong the momentum during the period. Despite the requirement of a learning curve, industry visibility remains high, insulating its performance from market fluctuations.
Wednesday 9 July 2025
IBM sees potential in Taiwan & Japan as quantum strategies advance
Hans Dekkers, General Manager of IBM Asia Pacific, recently returned to Taiwan for his fifth visit in less than a year since taking office. He believes Taiwan and Japan will play important roles in the quantum field after reviewing Taiwan's notable growth in industry and academia surrounding quantum technology.
Tuesday 8 July 2025
Foxconn's FII projects 50% profit surge on soaring AI server demand
Foxconn Industrial Internet (FII), a subsidiary of Foxconn focused on cloud and artificial intelligence (AI) infrastructure, announced a significant year-over-year increase in its second-quarter earnings driven by rising demand for AI-related server products.
Tuesday 8 July 2025
Chief Telecom sees 1H25 revenue exceed NT$200 million
Internet data center (IDC) provider Chief Telecom saw revenue in July 2025 drop by 2.11% year-over-year to NT$327 million (approx. US$11.2 million). However, total revenue in the first six months of 2025 surged by 18.74% year-over-year to NT$2.08 billion (approx. US$71.5 million), as demand for AI and cloud services continues to grow alongside opportunities in data center leasing.
Tuesday 8 July 2025
Advantech reports 18% YoY revenue growth in June, driven by strong performance in US, Europe, and emerging markets
Despite significant exchange rate fluctuations in June, Advantech recorded consolidated revenue of NT$5.838 billion (approx. US$201 million) for June 2025, representing an 18.39% year-over-year increase. Cumulatively, Advantech's consolidated revenue from January to June 2025 reached NT$35.187 billion, marking a 23.36% year-over-year growth.
Monday 7 July 2025
Taiwan IPC makers bet on AI agents to drive edge computing boom
Taiwan's industrial PC manufacturers see AI agents as the catalyst for widespread AI adoption, expecting the application market to expand significantly over the next two years as enterprises move beyond current cloud computing infrastructure investments.
Monday 7 July 2025
Foxconn sees year-over-year June growth, hit by currency woes
Foxconn's June 2025 revenue rose 10.09% year-over-year to NT$540.24 billion (approx. US$18.62 billion), driven by strong AI cloud demand, but fell 12.26% from May due to currency headwinds. The company remains cautiously optimistic for the second half, expecting seasonal ICT growth while monitoring geopolitical risks and fluctuating exchange rates.
Monday 7 July 2025
Malaysia's electricity tariff hike prompts data center cost reassessments
Malaysia has revised its electricity tariff structure, resulting in a sharper-than-expected rise in power costs that is prompting data center operators to reassess their expenses as Malaysia has emerged as a data center hub thanks to favorable geographic and policy factors.