26
Aug
26
Aug
Taiwan Glass enters AI server supply chain amid transformation challenges
Traditional glass manufacturer Taiwan Glass has invested its resources in AI fiberglass cloth, successfully transforming and penetrating the AI server supply chain led by Nvidia to evolve into a key materials manufacturer for CoWoS substrate boards.
26
Aug
Sun Yad expands presence in chemicals, AI, robotics and drones through acquisitions
Sun Yad Industry has recently expanded its operational scale and diversified business portfolio through active acquisitions and strategic partnerships. The Sun Yad Industry group currently encompasses five publicly listed companies, including Sun Yad Construction, Feei Cherng Develop Technology, U-Best Innovative Technology, Hsin Li Chemical Industrial, and Myson Century. Its business scope now spans real estate, the chemical industry, AI technology, smart health, robotics, and digital finance.
26
Aug
Nvidia’s H20 meets abrupt demise in China
Over the past few months, China’s AI chip market has flipped upside down. Nvidia’s H20 processor, once touted as a vital stopgap for Chinese firms cut off from high-end GPUs, is now widely described as “suddenly dead” in the local market. The chip that internet giants once scrambled to hoard is now gathering dust, sidelined by regulatory scrutiny and security fears.
26
Aug
Google shifts Pixel 10 to AI, TSMC Tensor still trails
Google’s Pixel 10 highlights a strategic shift as the company moves production of its Tensor processor from Samsung to TSMC. The decision was aimed at improving performance, yet benchmark scores show only modest gains over the 2024 version and still fall short of Apple’s chip from 2024.
26
Aug
From polyester to AI: Shinkong’s reinvention in the post-textile era
Long seen as a traditional industry, Taiwan’s textile sector is finding new relevance in the AI era. As demand grows for lightweight electric vehicles, heat-dissipating components, and sustainable materials, companies like Shinkong Synthetic Fibers Corporation (SSFC) are moving aggressively into advanced polymers and recycled plastics. The shift reflects a broader transformation in which materials once relegated to apparel now play a key role in powering data centers, GPUs, and next-generation mobility.
26
Aug
VeriSilicon hits 5nm breakthrough as AI ASIC orders soar in China
China’s AI chip market is surging across algorithms, large language models, and computing hardware, fueling a new wave of investment. Cambricon Technologies recently overtook SMIC in market value for the first time, while DeepSeek’s large language model has triggered another spike in processing demand, putting fresh focus on domestic chip design service providers.
26
Aug
Humanoid robots are coming, but hardware may decide how fast
Nvidia’s framing of the next AI wave as “physical AI” has fueled investor and industry excitement around humanoid robots, accelerating development. But according to a DIGITIMES report, 2025: The first year of humanoid robots — Global market trends and key technologies, humanoids will represent only 0.2% of the global robotics market in 2025, with usage largely confined to logistics, warehousing, and manufacturing. Broader adoption remains a distant prospect.
26
Aug
All eyes on Samsung as South Korean tycoons descend on Washington for Lee–Trump summit
Several prominent South Korean business leaders, including Samsung Electronics chairman Jae-yong Lee, have departed for Washington DC, in what is being hailed as the most high-profile South Korean business delegation in history. The business magnates are expected to participate as part of an economic delegation at the upcoming summit between South Korean President Jae-myung Lee and US President Donald Trump.
25
Aug
AI investments of top-4 Chinese CSPs
Top-4 Chinese cloud service providers are expanding their investment in AI infrastructure, accelerating the promotion of AI hardware and software solutions with Chinese characteristics in 2025.