28
Jul
28
Jul
Why is AI adoption slow in enterprises despite rapid advancements?
AI development in Taiwan is outpacing its adoption in business, revealing a growing gap between innovation and real-world application. While technologies evolve rapidly, companies struggle with costs, data issues, and integration challenges, highlighting the need for alignment between cutting-edge advancements and practical enterprise use.
28
Jul
Trump’s reciprocal tariffs face legal test as Section 232 gains traction
Since assuming office, US President Donald Trump has pursued an assertive trade agenda. Following his April 2, 2025, announcement of the reciprocal tariff, dubbed “Liberation Day,” the administration has cited preliminary agreements with a select group of countries, including the United Kingdom, Vietnam, Indonesia, the Philippines, Japan, and China.
28
Jul
Google’s OpenAI partnership heats up global ASIC competition
Google has confirmed its partnership with OpenAI at its second-quarter earnings call. OpenAI’s ChatGPT and API services will adopt Google’s cloud platform, with Google data centers in the US, Japan, the Netherlands, Norway, the UK, and other locations supporting OpenAI’s services.
28
Jul
AI smartphone boom drives shift to experience-led mobile retail
The surge in AI smartphone demand is ushering in the era of the experience economy, prompting mobile brands to reshape their retail strategies. Leading players such as Samsung, Vivo, Oppo, and Xiaomi are accelerating efforts to expand brand experience stores and “store-in-store” formats to drive sales and deepen consumer engagement.
28
Jul
Jabil’s Sanand plant nears completion amid manufacturing expansion
US-based electronics manufacturer Jabil is close to completing its new plant in Sanand, Gujarat, Union Minister of Electronics and IT Ashwini Vaishnaw confirmed on X on July 26, 2025. The company is investing over INR20 billion (around US$238 million) in manufacturing silicon photonics and electronic manufacturing services at the site.
28
Jul
Young Optics turns profitable on insurance claim despite core business losses
Taiwan’s Young Optics posted first-half 2025 net income of NT$8.22 million (US$252,000) after fire insurance compensation offset operating losses, as the optical components manufacturer prepares to enter silicon photonics production and expand LiDAR applications beyond automotive markets.
28
Jul
Who controls DDR4 now? Nanya steps in as global giants shift focus
The ongoing shortage of DDR4 memory has triggered a surge in prices. Although Taiwanese memory giant Nanya’s second quarter 2025 operations posted losses that were less severe than expected, downstream memory module manufacturers revealed that Nanya’s DDR4 production capacity will significantly increase in the second half of the year. However, its capacity for the next two quarters is already fully allocated. Meanwhile, Winbond plans to launch an 8Gb DDR4 product in October, with a planned output of only about 2,000-5,000 wafers. Industry insiders are optimistic that Nanya will maintain control over DDR4 8Gb market pricing and influence.
28
Jul
Geoffrey Hinton’s first China visit: Can AI grow up without turning on us?
The 2025 World Artificial Intelligence Conference (WAIC) was held in Shanghai from July 26 to July 29, 2025. Geoffrey Hinton, the 78-year-old AI pioneer, who won both the 2018 Turing Award and the 2024 Nobel Prize, made his first visit to China. He delivered a keynote speech at the WAIC opening ceremony on the morning of July 26 and engaged in a high-level dialogue with Bo-Wen Zhou, head of the Shanghai AI Lab, that afternoon.
28
Jul
AI server demand surge to drive Taiwan’s 2H25 export growth
The Russia-Ukraine war continues to exert pressure on the European economy. At the same time, Donald Trump’s proposed tariffs are also placing pressure on import and export trade performance in major countries for the second half of the year. Despite these obstacles, Taiwan has thrived with exports in the first half of 2025, growing by 25.92%, while imports increased by 20.49%. Since Taiwan controls 90% of the world’s AI server manufacturing and shipments, it may continue to maintain high growth in the second half of the year, even if seasonal peaks across industries underperform.