Pegatron sees May revenue dip, but expects rebound in second half of 2025

Pegatron reported a decline in revenue for May 2025, with figures falling below the NT$100 billion mark to NT$85.685 billion (approx. US$2.87 billion), marking a 16.71% drop from April and a 7.97% decline year-over-year due to the downturn primarily to lower shipments in the company’s communication business, which includes iPhone assembly. Despite the setback, Pegatron’s management expressed optimism for the second half of the year during its recent shareholders’ meeting.

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Nvidia to build 20 AI factories in Europe, bets on quantum computing and sovereign AI

Nvidia CEO Jensen Huang announced an ambitious plan to multiply Europe’s AI computing capacity tenfold over the next two years by constructing 20 new “AI factories” in partnership with local tech and telecom companies. Speaking at VivaTech 2025 and the Nvidia GTC developer conference in Paris, Huang emphasized the urgency for Europe to build out its sovereign AI infrastructure and underscored the region’s growing influence in both artificial intelligence and quantum computing.

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FCS hits monthly sales record with surging AI server and EV orders

Taiwan-based injection molding machine manufacturer Fu Chun Shin (FCS) reported its highest-ever monthly revenue in May 2025, driven by robust demand from major AI server makers and electric vehicle (EV) manufacturers. With operations in Taiwan, China, and India running at heightened utilization rates, the company is benefiting from a post-pandemic reshaping of global manufacturing and supply chains.

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Nissan and Toyota gain ground in China’s EV race with cheaper, locally built cars

Amid a sweeping global restructuring that includes the closure of seven plants and 20,000 job cuts, Nissan has notched a rare win. The automaker’s new all-electric N7, launched exclusively in China, secured over 17,000 orders within a month of its April 27 debut—surpassing internal forecasts and offering a modest but meaningful boost to the struggling carmaker.

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China’s CHIPX begins 6-inch photonic chip production in push for tech self-reliance

China’s Wuxi Photonic Chip Joint Research Center—formally known as the Chip Hub for Integrated Photonics Xplore (CHIPX) and affiliated with Shanghai Jiao Tong University—has commenced production of 6-inch lithium niobate (LiNbO₃) thin-film photonic chips. This marks a significant advance in China’s efforts to overcome US-imposed tech restrictions and strengthen its semiconductor and quantum computing capabilities.

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Government, opposition legislators disagree over AI bill review process

A legislator of Taiwan’s opposition party Kuomintang (KMT) Ju-chun Ko has leveraged his position as chair of the Education and Culture Committee to schedule a review of the Artificial Intelligence Fundamental Act (AI Fundamental Act) draft bill on June 11, demanding a clause-by-clause discussion of the bill in spite of opposition from other legislators. The move aimed to avoid a repeat of former KMT legislator Jason Hsu’s earlier attempt, when the bill was shelved due to a lack of a version proposed by the Executive Yuan to allow for comparison.

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