IDC将大幅下调今年全球智能手机出货量增长预测至0.6%
5月30日消息，数据公司IDC周四发布报告，大幅下调2025年全球智能手机出货量增长预测，从2.6%降至0.6%，以反映关税引发的经济不确定性以及消费者支出回落。在香港，这一预测调整对智能手机市场的影响尤为显著。
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Foxconn chief highlights greater challenge than tariffs
US tariff uncertainty continues to shake global supply chains, but Foxconn Chairman Young Liu said the company faces minimal direct impact due to its contract manufacturing model. Speaking at the May 29, 2025, shareholder meeting, Liu noted that exchange rate volatility presents a more significant operational risk, while tariff burdens are more likely to affect clients.
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May
What are Trump’s options on the table after tariff ruling?
A US trade court ruling that blocked most of former President Donald Trump’s sweeping “Liberation Day” tariffs has thrown a wrench into the administration’s aggressive trade agenda. However, according to economists at Goldman Sachs, the setback may be more procedural than permanent.
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May
Foxconn sees three-year growth driven by AI, EVs
Taiwan’s Foxconn Technology Group expects robust growth over the next three years from artificial intelligence, information technology, and electric vehicles, with the world’s largest contract electronics manufacturer expanding partnerships with Japanese automakers as it prepares for potential governance changes.
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May
Nvidia, AMD to launch China-ready AI chips in 3Q25—cut down, not counted out
Nvidia and AMD are set to launch a new wave of downgraded AI GPUs for the Chinese market starting in the third quarter of 2025, according to supply chain sources. These compliance-driven chips are engineered to meet tightening US export rules while still supporting popular Chinese AI models like DeepSeek.
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May
How Nvidia’s next-gen GPUs are fueling an inference supercycle
Nvidia on May 28, 2025, reported a strong performance in its Data Center segment during its first quarter fiscal 2026 earnings call, with revenue reaching US$39 billion, a 73% increase year-over-year. This significant growth was attributed to the accelerating adoption of AI workloads, a robust transition towards inference, and the ongoing buildout of AI factories by customers worldwide.
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May
Automotive robot upgrades steal spotlight at Computex 2025
The conclusion of Computex 2025 showcased artificial intelligence (AI) and humanoid robot development as central themes, with automotive factory robot upgrades emerging as a notable trend for international manufacturers.
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May
From racks to liquid cooling, Taiwan powers the next wave of AI infrastructure
Artificial intelligence remained the undisputed centerpiece at COMPUTEX 2025, where the industry’s most advanced hardware — from chips and compute trays to full-scale AI server racks and liquid-cooling systems — took center stage. But this year, unlike the largely conceptual displays of 2024, the spotlight fell on real, production-ready systems. And behind nearly every rack, tray, and cable, Taiwan’s manufacturing muscle was on full display.
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Asus welcomes Nvidia to Taipei, warns off talent poaching
Nvidia has opened a new office in Taipei’s Beitou Shilin Technology Park (BSTP), igniting talk of a looming talent battle with nearby tech heavyweights including Kinpo Group, Asus, and Pegatron. The US chipmaker has already been recruiting aggressively from Taiwan’s semiconductor leaders—most notably MediaTek—prompting speculation about its expanding local hiring push.