29 May
Latest News and Trends

How Nvidia’s next-gen GPUs are fueling an inference supercycle

Nvidia on May 28, 2025, reported a strong performance in its Data Center segment during its first quarter fiscal 2026 earnings call, with revenue reaching US$39 billion, a 73% increase year-over-year. This significant growth was attributed to the accelerating adoption of AI workloads, a robust transition towards inference, and the ongoing buildout of AI factories by customers worldwide.

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29 May
Latest News and Trends

From racks to liquid cooling, Taiwan powers the next wave of AI infrastructure

Artificial intelligence remained the undisputed centerpiece at COMPUTEX 2025, where the industry’s most advanced hardware — from chips and compute trays to full-scale AI server racks and liquid-cooling systems — took center stage. But this year, unlike the largely conceptual displays of 2024, the spotlight fell on real, production-ready systems. And behind nearly every rack, tray, and cable, Taiwan’s manufacturing muscle was on full display.

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29 May
Latest News and Trends

Asus welcomes Nvidia to Taipei, warns off talent poaching

Nvidia has opened a new office in Taipei’s Beitou Shilin Technology Park (BSTP), igniting talk of a looming talent battle with nearby tech heavyweights including Kinpo Group, Asus, and Pegatron. The US chipmaker has already been recruiting aggressively from Taiwan’s semiconductor leaders—most notably MediaTek—prompting speculation about its expanding local hiring push.

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29 May
Latest News and Trends

WPG marks 20 years by doubling down on AI and tariff strategy amid global disruptions

As it marks its 20th anniversary in 2025, WPG Holdings, Asia’s largest semiconductor distributor, finds itself at the intersection of two disruptive forces: the generative AI boom and renewed tariff uncertainty stemming from US President Donald Trump’s trade agenda. WPG chairman Simon Huang said these dual pressures are creating a ripple effect across the industry and reshaping business fundamentals. Despite an unpredictable macroeconomic outlook for 2025, the company is proactively recalibrating its strategy to maintain competitiveness.

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29 May
Latest News and Trends

Memory price surge supports IC distribution in 2Q25; supply and inventory require cautious management

Despite the global semiconductor market currently being affected by exchange rates, inflation, and US tariff policies, there are no clear signs of recovery in the end-user market. However, in the memory sector, IC distributors have experienced a price increase in the second quarter of 2025. Coupled with short-term restocking momentum driven by impending tariff benefits expiration, this has triggered a wave of inventory buildup across the supply chain. Nevertheless, outlooks for the second half of the year remain conservative.

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29 May
Latest News and Trends

Trump tariff ruling overturned by court; Wiwynn prepares multiple scenarios to navigate changing landscape

The US Court of International Trade ruled on May 28, 2025, that US President Donald Trump did not have the authority under emergency law to impose tariffs globally, drawing widespread attention. Wiwynn chairperson Emily Hong stated that due to the unpredictable nature of the US government’s policies, the only viable approach is thorough preparation. The company has developed multiple contingency plans to adapt as the situation evolves.

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29 May
Latest News and Trends

Yulon cites tariff uncertainty, urges clarity on auto policy

Yulon Motor convened its shareholders meeting on May 27, 2025, where President Kuo-hsing Hsu and Vice President Chien-hui Lee, who also chairs the Taiwan Transportation Vehicle Manufacturers Association, addressed pressing challenges facing Taiwan’s automotive sector. In a post-meeting interview, both executives stressed the urgency of resolving tariff and commodity tax issues amid a shifting policy landscape and cooling consumer sentiment.

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29 May
Latest News and Trends

Computex 2025: Taiwan’s robotics moment, yet still a step behind

In response to the global buzz around robotics, fueled in large part by companies like Nvidia and Tesla, Computex 2025 has, for the first time, introduced a dedicated exhibition zone for robots and drones. It’s a notable shift for the long-running tech trade show, which has traditionally focused on components and computing, rather than full-fledged robotics systems.

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