Apple supplier BOE expands beyond displays with robotics and AI software unit

BOE Technology, a major Apple display panel supplier, has established a wholly owned subsidiary to expand into robotics and artificial intelligence (AI) software. Sina and ICsmart, citing Qichacha data, reported that BOE’s new subsidiary, Beijing BOE Robot, was registered with CNY200 million (approx. US$28 million) in capital to focus on industrial robots and AI software. The company has already assembled a specialized robotics team to drive research, development, and manufacturing.

Continue reading

Passive component inventories fall in 4Q25 as AI power revolution fuels growth

Despite lingering uncertainties, passive component manufacturers are gradually reducing inventory levels, according to the supply chain sources. The steady rise in AI application demand is driving upgrades in electronic product specifications, leading to growth in related component usage and value. Additionally, the pressure from New Taiwan dollar depreciation against the US dollar has significantly eased. Industry insiders are optimistic about stable operational growth momentum in the fourth quarter of 2025.

Continue reading

NiKA underwater surveillance system offers new possibilities for defense and research

As the Russia–Ukraine war rages on, another battle of intelligence and counterintelligence is quietly unfolding in the deep sea. The Canadian firm MetOcean is one of only a handful of suppliers offering solutions in this sector with its NiKA underwater acoustic monitoring system, which was recently showcased at the Taipei Aerospace and Defense Technology Exhibition (TADTE) 2025. Combining precision detection capabilities with versatile strategic value, NiKA can be used in a wide range of applications from submarine surveillance to subsea cable protection.

Continue reading

Nvidia CEO Jensen Huang outlines AI industry shifts and Nvidia’s strategic vision in detailed podcast interview

In a recent 110-minute discussion on the BG2 Pod podcast, Nvidia Corporation CEO Jensen Huang addressed critical developments in artificial intelligence (AI) and the future of computing. Huang provided insights into the dramatic surge in AI inference demands, Nvidia’s investment in OpenAI, and the company’s broader competitive strategy.

Continue reading

Rising AI glasses challenge next-generation smartphone designs

The AI glasses jointly launched by Meta and Ray-Ban have been selling well. With strong promotion from other major brands such as Google and Samsung Electronics, AI glasses are now seen as one of the potential next mainstream mobile device products. Supported by edge computing, generative AI (GenAI), and AR/VR technologies, AI glasses are expected to redefine the way humans interact with mobile devices, bringing new changes to smartphone hardware design.

Continue reading

TSMC 2025 full-year revenue set to break US$100 billion

Although semiconductor chip tariffs have yet to be finalized, with exchange rates stabilizing and strong pull-in momentum from major smartphone and AI chip clients, TSMC’s third quarter 2025 revenue in USD is expected to surpass its financial forecast. Based on a full-year US$ revenue growth estimate of 30%, fourth quarter 2025 revenue is projected to decline by around 10%.

Continue reading

Allied Circuit, Meiko to co-build high-layer PCB plant in Vietnam for AI servers

Compal Electronics’ PCB subsidiary, Allied Circuit Co., Ltd. (ACCL), has announced a joint venture with Japan’s Meiko to establish a high-layer count (HLC) printed circuit board plant in Vietnam. The new entity, tentatively named AlliedCircuitMeikoVietnam, will set up operations within Meiko’s new factory complex in Hoa Binh Province, northern Vietnam.

Continue reading

Qualcomm balances AI PC tech and user experience, cites Apple as WoA ecosystem cornerstone

Qualcomm has launched its new Snapdragon X2 Elite PC chip platform in 2025, aiming to expand its reach in the AI PC market. Mandar Deshpande, senior director of product management at Qualcomm, said during an interview that beyond advancing core CPU, GPU, and NPU technologies, the company places greater emphasis on delivering superior consumer experiences.

Continue reading

D2C emerges as Taiwan’s next e-commerce wave

Steven Ho, founder and chairman of 91App, outlined the development of e-commerce in Taiwan over the past 30 years, emphasizing the shift from consumer-to-consumer (C2C) to business-to-consumer (B2C), and currently direct-to-consumer (D2C) models. Speaking at a recent Taiwan Venture Capital Association (TVCA) forum, he noted that Taiwan’s e-commerce penetration rate remains at 13.5%, with over 80% of sales still occurring through physical retail channels, highlighting considerable growth potential for online retail.

Continue reading