17
Jan
16
Jan
6 key takeaways from TSMC’s earnings: AI boom, 2025 growth, and record capex
TSMC attained a record-high level of performance in 2024, and its revenue is expected to climb by around 25% in US dollars in 2025. During a media interview following the company’s January 16 earnings call, C.C. Wei, chairman of the pure-play foundry, presented his business and industry views and forecasts.
16
Jan
Apple’s supply chain evolves: iPhone makers pivot as India and China gain ground
Recent shifts in the global smartphone manufacturing landscape highlight diversification efforts among iPhone manufacturers. Tata Electronics is exploring partnerships with major Android brands, while Luxshare expands through acquisitions, reducing reliance on Apple. As Taiwanese firms pivot towards AI and other sectors, this trend underscores the need for new revenue streams amid a maturing market.
16
Jan
Google TPUs lead liquid cooling innovation as Trillium TPU adoption grows in Taiwan
The surge in AI demand has propelled the popularity of liquid-cooled servers, with numerous companies planning to integrate liquid cooling into their infrastructure. According to Google, liquid cooling was first introduced with the TPU v3 in 2020, and early adopters in Taiwan are already utilizing the newly released Trillium TPU.
16
Jan
Jensen Huang visits SPIL’s new Taiwan factory, boosting AI chip production capabilities
NVIDIA founder and CEO Jensen Huang visited Taichung on January 16, with his first stop being the new Tan-Ke factory of Siliconware Precision Industries (SPIL), a leader in global semiconductor packaging under ASE Holdings.
16
Jan
Regional policy shifts reshape EV market outlook
Major regions are implementing new electric vehicle (EV) policy shifts in 2025, with the US, China, and Europe each pursuing different strategic developments, creating substantial uncertainty in the future EV market outlook.
16
Jan
China advances Beidou capabilities with latest satellite launch
The China Academy of Launch Vehicle Technology successfully launched the Smart Dragon-3 (Jielong-3) rocket on January 13, 2025, near Haiyang in Shandong province, deploying 10 CentiSpace-01 satellites into orbit. These satellites will form part of a low-orbit constellation planned to include 240 satellites, with 120 scheduled for deployment by the end of 2026.
16
Jan
Aetina partners with Nvidia and Qualcomm to enhance edge AI applications
Aetina, a subsidiary of Innodisk, has announced comprehensive support for the super mode feature introduced by Nvidia’s Jetson Orin NX and Jetson Orin Nano modules. The company also announced a collaboration with Qualcomm, combining the latter’s inference accelerators and advanced software with Aetina’s edge computing hardware.
16
Jan
Taiwan’s Cubesat achieves orbit as B5G satellite project faces delays
The Taiwan Space Agency (TASA) achieved a milestone on January 15, 2025, when its self-developed CubeSat, PARUS-T1, successfully entered a 515-kilometer low-Earth orbit (LEO) aboard a SpaceX rocket in the US. The satellite established a connection with TASA’s ground station, marking its first successful space entry after the unsuccessful PARUS-T1A launch attempt in Japan.
16
Jan
Huawei smartphone global comeback: Mate X6 to enter EMEA markets
Since launching its “Pioneer Program”, Huawei has garnered consistent attention in the smartphone market. Having achieved a strong resurgence in China, the company is now aiming to reclaim its position on the global stage.