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20 Feb

Low-cost AI models drive edge computing and device upgrade cycle

February 20, 2025
By jeff

The emergence of DeepSeek as a transformative force in edge AI development has supply chain operators anticipating a new wave of consumer upgrades across smart devices, from smartphones to AI PCs.

20 Feb

Latest News and Trends

Lenovo’s 3Q revenue in FY2024/25 up nearly 20%, net profit doubles

February 20, 2025
By jeff

Lenovo posted strong third-quarter results for the 2024/25 fiscal year, with revenue reaching US$18.796 billion, up 19.6% year-over-year, marking its best quarterly sales in three years and the second-highest in company history. The growth was largely fueled by AI-driven demand and expanding enterprise solutions.

20 Feb

Latest News and Trends

Taiwan’s semiconductor dominance: Strategic asset or economic vulnerability?

February 20, 2025
By jeff

As US President Donald Trump continues to make statements about Taiwan’s semiconductor industry, concerns are rising that the US might replicate its past tactics of undermining Japan’s semiconductor sector—this time targeting Taiwan. Such fears have sparked debates over whether Taiwan is overly concentrating its talent and resources in semiconductors, potentially putting all its economic eggs in one basket.

20 Feb

Latest News and Trends

Taiwan’s top auto fastener vendor unfazed by US tariffs, braces for EU CBAM and Taiwan carbon tax

February 20, 2025
By jeff

Taiwan’s leading automotive fastener manufacturer, Spec Products Corp, maintains strong confidence in its US market competitiveness despite current tariff policies. The US represents over 60% of Spec’s shipments, establishing it as the company’s dominant export market.

20 Feb

Latest News and Trends

Innolux expects lower costs ‘thanks’ to tariff impact

February 20, 2025
By jeff

Innolux president James Yang noted that US tariffs could lead to more factories in Asia, thus lowering costs and improving logistics efficiency. This strategy would enhance response times to market changes and better manage supply and demand for panels. Therefore, Taiwan’s panel industry is likely to benefit from this policy.

20 Feb

Latest News and Trends

DeepSeek and Moonshot AI advance sparse attention tech research

February 20, 2025
By jeff

Chinese artificial intelligence startup DeepSeek has published breakthrough research findings on enhancing AI model efficiency in processing large-scale data. Sources indicate that the company is maintaining its focus on research activities rather than pursuing immediate financing or business expansion.

20 Feb

Latest News and Trends

DeepSeek drives demand for Winbond’s customized AI memory

February 20, 2025
By jeff

The emergence of DeepSeek has demonstrated that edge artificial intelligence (AI) development can proceed without high-performance graphics processing units (GPUs), spurring increased interest in Winbond Electronics’ tailored AI memory solutions.

20 Feb

Latest News and Trends

Apple develops first custom 5G modem for iPhone 16e, reducing Qualcomm dependence

February 20, 2025
By jeff

Apple has unveiled the iPhone 16e featuring the company’s first in-house developed 5G modem chip, named the Apple C1. The new modem, which the company claims is the most energy-efficient 5G modem available in smartphones, represents a strategic shift as Apple moves to reduce its reliance on Qualcomm’s 5G technology.

20 Feb

Latest News and Trends

Trump’s proposed 25% tariffs on automotive and chip imports have caused ‘chaos’ among industry leaders

February 20, 2025
By jeff

US President Donald Trump announced plans to impose 25% tariffs on auto imports, semiconductors, and pharmaceuticals starting as early as April 2, with potential increases over time. This follows his recent 10% tariff on Chinese goods and 25% tariffs on steel and aluminum.

20 Feb

Latest News and Trends

xAI Grok 3 overcomes training bottleneck with liquid cooling

February 20, 2025
By jeff

Elon Musk’s xAI has unveiled its latest AI large language model (LLM) Grok 3, which the company claims is the most powerful AI model on Earth. The development team revealed they encountered significant difficulties in stabilizing GPU operations due to two main issues—power supply and heat dissipation. However, they successfully overcame computational bottlenecks by adopting liquid cooling, emphasizing its necessity.

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