Advanced Micro Devices (AMD) has unveiled its AI roadmap at the "AMD Advancing AI 2025" conference, highlighting a sweeping vision for an open, end-to-end AI platform spanning chips, software, and rack-level infrastructure.
The global AI competition has intensified. Advanced Micro Devices (AMD) CEO Lisa Su revealed for the first time at the Advancing AI conference the next-generation rack-level solution Helios, designed specifically for large-scale AI training and inference. It will feature the new MI400 series GPUs, Zen 6 architecture EPYC Venice CPUs, and Pensando Vulcano NICs, with an expected launch in 2026.
AMD will host its "Advancing AI 2025" event on June 13 (Taipei time) in San Jose, California, where CEO Lisa Su and senior executives will unveil the company's latest AI roadmap. The event will highlight AMD's end-to-end AI compute strategy, spanning hardware, software, and ecosystem partnerships while offering insights into market trends shaping global data center and AI infrastructure growth.
Keysight Technologies, a leading US test and measurement equipment maker, has partnered with Electronic Design Automation (EDA) heavyweight Synopsys to launch an artificial intelligence-driven radio frequency design migration workflow. The solution aims to accelerate the shift from TSMC's N6RF+ platform to its more advanced N4P node, targeting rising performance demands in radio frequency integrated circuit applications.
Fujitsu General Ltd. announced that it agreed to sell its power modules business, operated by subsidiary Fujitsu General Electronics Ltd. (FGEL), to India's L&T Semiconductor Technologies (LTSCT) for approximately JPY2 billion (approx. US$12.8 million). The move is part of Fujitsu's broader strategy to streamline its portfolio and focus on its core tech solutions business, reports CNBC-TV18 and the Economic Times.
As generative AI and humanoid robotics converge, Chinese microcontroller unit (MCU) manufacturers are shifting their strategic focus away from the automotive sector toward humanoid robots, seeking new avenues for growth. Industry players are zeroing in on three key modules—motion control, edge AI, and battery management—to position themselves early in the evolving robotics landscape.
Since returning to the office, President Donald Trump has once again made unpredictability a cornerstone of US trade policy. His shifting stance on tariffs, particularly toward China, has sent tremors through global supply chains. And yet, amid the turbulence, Taiwan has managed not only to hold its ground but also to benefit unexpectedly from the chaos.
The Chinese Academy of Sciences (CAS) has introduced an AI-driven chip design system named "Qimeng" ("Enlightenment"), signaling a major move in China's drive to accelerate semiconductor innovation and cut dependence on US-origin electronic design automation (EDA) tools. The unveiling coincides with tighter US export controls targeting China's access to critical chip design software.
PCB wet process equipment and semiconductor materials agent Ampoc recently announced a strategic technical partnership with South Korean semiconductor materials leader DCT Material. The collaboration aims to expand their presence in the Asian market and capture opportunities in the global advanced semiconductor process high-end materials sector, potentially breaking the long-standing monopoly held by certain major players.
Taiwan's National Development Council (NDC) Chairman Chin-Ching Liu accepted the American Chamber of Commerce in Taipei's 2025 Taiwan White Paper, as US technology companies including Nvidia, AMD, and Micron continue expanding operations on the island.
Marking the first anniversary of China's "Eight Measures for the STAR Market"—a landmark reform package aimed at boosting tech innovation and industrial upgrading—the country has recorded its biggest-ever merger in the computing power sector.
China is ramping up trade ties with ASEAN and the EU as US-China tensions deepen and global supply chains continue to shift. According to June 2025 data from the General Administration of Customs, China's total trade reached CNY17.94 trillion (US$2.5 trillion) in the first five months of 2025, marking 2.5% year-over-year growth. Exports climbed 7.2%, while imports declined 3.8%.
In the summer of 2024, Debbie Marr, after a three-decades career at Intel, and several longtime colleagues from Intel quietly launched AheadComputing, a new semiconductor company with a singular ambition: to build the world's most powerful CPU — not using Intel's proprietary x86 architecture, or even the energy-efficient Arm standard, but the open-source RISC-V instruction set, once relegated to academia and embedded systems.
As geopolitical tensions between China and the US continue to escalate, the Southeast Asian market has become a new strategic focal point for global semiconductor players—particularly in the microcontroller unit (MCU) segment. Industry players are eyeing Southeast Asia not only for its growth potential but also as a platform to diversify global applications and reduce political risk.
Qualcomm Inc., the top maker of smartphone processors, is making a bigger push into smart glasses with low-power components that can run artificial intelligence software.
Nintendo's highly anticipated Switch 2 has officially launched to an extremely enthusiastic response across Europe, the US, and Japan. Retail channels report being "highly optimistic" about initial promotional efforts, with expectations that large inventory stockpiles accumulated since the beginning of 2025 will be quickly absorbed. While Nvidia's main chip drives much of the demand, Taiwanese IC design houses are positioned to benefit significantly from the resulting replenishment orders.
The Trump administration has escalated its tech crackdown on China with a sweeping ban on Electronic Design Automation (EDA) software exports. On May 29, 2025, Synopsys, Cadence, and Siemens EDA—who together dominate the EDA space—confirmed they had received orders from the US Commerce Department's Bureau of Industry and Security (BIS) to cease all EDA-related sales and support to China without a license. Unlike the Biden administration's earlier node-specific controls, this latest action, classified under ECCN 3D991 and 3E991, represents a far more expansive push to undercut China's chip design capabilities.
Nvidia CEO Jensen Huang praised the UK for its top-tier artificial intelligence (AI) talent and described the country as being in a "Goldilocks" position for AI advancement. However, he noted the lack of domestic AI infrastructure and pledged to increase local investments.
After a front-loaded surge in shipments driven by tariff fears and early stockpiling, Taiwan's IC distributors are facing a much more uncertain second half of 2025. A cocktail of trade policy volatility, currency appreciation, and inventory overhang has led many firms to issue cautious outlooks for the remainder of the year.
Taiwan-based San Fu Chemical unveiled a broad seven-point strategic roadmap at its annual shareholder meeting on June 9, 2025, signaling the company's intent to deepen its footprint in the semiconductor sector and expand its global presence, particularly in Vietnam.
Taiwan's IC design firms remain optimistic about the long-term trajectory of artificial intelligence (AI), but their outlook for the second half of 2025 has turned markedly cautious. Despite strong expectations around new AI products, near-term uncertainty, driven by tariffs, geopolitics, and macroeconomic volatility, is clouding what was once seen as a pivotal year for edge AI adoption.
US-China trade talks resumed in London on June 10, extending a new bilateral economic and trade consultation mechanism launched with more than six hours of discussions the day before. While no deal was reached, both sides signaled cautious optimism.
As artificial intelligence accelerates the reshaping of the automotive sector, Arm has once again positioned itself at the forefront. Following the rollout of its Armv9 architecture for automotive applications in 2024, the tech giant has now unveiled its next-generation Arm Zena Compute System (CSS). Focused on in-vehicle infotainment (IVI) and Level 2+ advanced driver assistance systems (ADAS), the new platform aims to simplify development processes through an integrated approach, seizing opportunities in the next-generation automotive market defined by AI.
Qualcomm Inc. has agreed to buy London-listed semiconductor company Alphawave IP Group Plc for about US$2.4 billion in cash to expand its technology for artificial intelligence.
