龙腾光电：越南生产基地预计三季度量产
在5月19日的2024年及2025年一季度业绩会上，龙腾光电表示，越南生产基地已成功点亮产品，预计今年三季度实现量产。
21
May
21
May
Getac and AI server makers stay strong despite tariff pressures
As the global electronics industry braces for the disruptive effects of renewed tariff tensions under the Trump administration’s trade policy revival, two sectors appear to be emerging largely unscathed: military-grade rugged computing and AI servers.
21
May
TÜV Rheinland highlights compliance challenges in the age of intelligent vehicles
As smart vehicles shift from mechanical machines to software-defined platforms, the global auto industry is confronting structural challenges that stretch far beyond hardware. At the Smart Automotive Forum held on May 16 in Taipei, TÜV Rheinland, a leading global provider of technical testing and certification, presented a comprehensive white paper titled Driving the Future: Key Trends in Intelligent Vehicle Development (transliteration), which outlines the regulatory, technical, and validation transformations ahead.
21
May
Hushan Autoparts hits record highs in 1Q25 revenue
Hushan Autoparts posted NT$423 million (US$14 million) in consolidated revenue for the first quarter of 2025, marking a new record high in quarterly revenue for the company. The 47% year-over-year surge came primarily from renewed demand for global aftermarket parts and continued deliveries of new product lines. Moreover, first-quarter operating net profit grew by 72% year-over-year, while net profit after tax reached NT$120 million (US$4 million), signaling stellar results for the quarter if the impact of exchange rate fluctuations is excluded.
21
May
Japan’s chip buildout stalls as new fabs sit idle
Of the seven semiconductor fabs completed in Japan during fiscal 2023–2024 (April 2023 to March 2025), only three had begun mass production by April 2025. New facilities from Kioxia, Renesas Electronics, Rohm Semiconductor, and Sanken Electric remain inactive, while Sony has launched production but is moving forward conservatively.
21
May
Zeiss joins AI server race at Computex 2025
Zeiss made its debut at Computex 2025, unveiling industrial metrology tools designed for AI server manufacturing, including CT scanners, 3D scanning systems, and industrial microscopes. Marc Wawerla, CEO of Zeiss Industrial Quality Solutions (IQS) and President & CEO of Carl Zeiss Industrielle Messtechnik GmbH, said the company aims to help supply chain partners set new quality standards for next-gen server production.
21
May
NextDrive rises in Japan’s battery market
Japan’s behind-the-meter energy storage market is entering a period of significant policy benefits. Driven by subsidy programs and residential demand, the market is rapidly heating up with simultaneous growth in applications and distribution channels. Taiwan-based energy IoT platform provider NextDrive has strategically positioned itself ahead of this trend, recently announcing partnerships with leading Japanese home energy storage brand Choshu Industry (CIC) and Hanwha Japan, boosting its market share ranking to third place with plans to challenge for second place in 2025.
20
May
Sanmina strengthens AI infrastructure position with ZT Systems deal
Sanmina Corporation, a leading provider of integrated manufacturing solutions, said on May 19 that it has reached a definitive agreement to acquire the data center infrastructure manufacturing business of ZT Systems from AMD.
20
May
Tata Electronics reportedly moves beyond iPhone enclosure manufacturing into handset assembly
Tata Electronics is reportedly expanding its Apple business from iPhone enclosure manufacturing to mobile phone assembly at its new Hosur facility as Apple faces pressure to reduce its reliance on China.
20
May
Foxconn’s Young Liu unveils ‘3+3+3=∞’ AI strategy, partners with Nvidia on AI Factory
Computex 2025 commenced with Foxconn chairman Young Liu delivering a landmark keynote address, marking his inaugural appearance as a featured speaker. Liu articulated Foxconn’s advancements in artificial intelligence, introducing an ambitious “3+3+3=∞” strategy. This evolution of the existing “3+3” framework integrates three intelligent network platforms—smart manufacturing, smart electric vehicles (EVs), and smart cities—bolstered by a state-of-the-art AI Factory developed in partnership with Nvidia.