Phison builds NAND stockpile, accelerates three-pronged AI storage push in SEA and India

Phison Electronics Corp. expects robust growth in the second half of 2025, driven by tighter NAND flash supply and surging demand for its controller chips. The easing of US-China trade tensions and recent tariff reductions between the world’s two largest economies have spurred system vendors to accelerate orders and shipments, particularly in May and June.

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Taiwan startup CRIS delivers real-time carbon tracking for chip sector

Facing a critical turning point in 2026, Taiwanese manufacturers are under growing pressure to improve carbon transparency. That year, Taiwan’s Ministry of Environment will begin collecting carbon fees, while the European Union will fully implement its Carbon Border Adjustment Mechanism (CBAM) following the end of its transitional phase. The changes will significantly impact companies that fail to account for their emissions accurately.

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Nvidia bets big on Taiwan as new HQ takes shape, pending final land talks

Nvidia CEO Jensen Huang visited Taiwan to attend Computex and GTC Taipei, delivering a highly anticipated keynote on May 19. During his speech, he revealed multiple collaborations with Taiwanese companies in semiconductors, as well as servers and PC supply chains. Most notably, Huang officially announced that Nvidia’s new Taiwan headquarters will be located in the Beitou-Shilin Technology Park (BSTP) in Taipei, named Nvidia Constellation.

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China’s AI appliance chaos: DeepSeek boxes flood market as prices swing 100x between full and distilled models

Since its viral breakout in February, DeepSeek has triggered a rush for all-in-one AI appliances across China’s enterprise and government markets. But the boom has also unleashed a disorderly ecosystem, with over 100 DeepSeek-branded systems flooding the market, priced anywhere from tens of thousands to more than one million CNY.

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The beauty and sorrow of a one-man stage: TSMC’s advanced process technology and packaging

From the Consumer Electronics Show (CES) 2025 at the beginning of the year, Nvidia’s GPU Technology Conference (GTC) in March, to TSMC’s North America Technology Symposium in April, and the upcoming Computex 2025, these major tech showcases clearly demonstrate the inseparable relationship between AI server development and semiconductor advanced process and packaging technologies.

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Computex 2025: TAITRA chairman and TCA chairman highlight Taiwan’s central role in AI transformation

Computex 2025 is set to kick off on May 20 at the Nangang Exhibition Center Halls 1 and 2. The event will center around the theme “AI Next,” focusing on three major topics: intelligent computing and robotics, next-generation technology, and future mobility. James Huang, chairman of the Taiwan External Trade Development Council (TAITRA), and Paul Peng, chairman of the Taipei Computer Association (TCA), delivered keynote speeches at the Computex global press conference on May 19, officially unveiling Computex 2025.

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