Qisda eyes second-half rebound but flags tariff and currency headwinds

Qisda forecast a modest recovery in the second half of 2025 but warned profits remain uncertain amid tariff and currency headwinds. The Taiwanese electronics and medical solutions company reported stronger second-quarter results across all business lines, with healthcare and intelligent solutions setting records. Healthcare revenue topped NT$7 billion (US$234 million) for a third consecutive quarter, while intelligent solutions reached NT$9.5 billion for the first time. Both segments are projected to sustain growth in the third quarter.

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Urban mining pioneer Lianyou Metals leads in tungsten and cobalt recycling , eyes stronger 2H25

Amid rising geopolitical risks and tightening global supply chains, the strategic value of rare metals has come into sharp focus. Taiwan’s Lianyou Metals, leveraging patented smelting technology and a targeted market strategy, has positioned itself at the forefront of “urban mining” in the critical rare metals tungsten and cobalt, strengthening Taiwan’s role in the global industrial chain.

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Tesla’s Dojo dream short-circuits, pragmatism takes the wheel

Tesla’s once-hyped Dojo supercomputer project—touted as a bold leap into custom-built AI infrastructure—appears to have reached a dead end. CEO Elon Musk confirmed via social media that the Dojo team has been disbanded, calling Dojo 2 a “dead end.” However, he added that a potential “Dojo 3” could still emerge, possibly in the form of a single mainboard integrating a large number of AI6 system-on-chips.

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Global automation enters next phase: AI reshapes factories, services, and jobs

Nvidia and Microsoft are at the forefront of this transition. At the China Chain Expo, Nvidia CEO Jensen Huang forecast that robotic systems would define the next phase of AI, with factories reshaped over the coming decade by AI- and software-powered collaborative robots coordinating production alongside humans. Microsoft co-founder Bill Gates added that while AI will automate repetitive work, logical reasoning and strategic thinking will remain uniquely human strengths that should guide future workforce priorities.

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Research Insight: Chiplets gain ground in auto industry as carmakers forge global partnerships

Chiplet architecture, already entrenched in high-performance AI data centers, is beginning to penetrate the automotive sector. With its modular design and capacity for heterogeneous integration, the technology offers a path beyond the scaling limits of monolithic SoCs. Its adoption is expanding into advanced driver assistance, smart cockpits and in-vehicle AI computing.

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