20
Feb
20
Feb
Taiwan’s top auto fastener vendor unfazed by US tariffs, braces for EU CBAM and Taiwan carbon tax
Taiwan’s leading automotive fastener manufacturer, Spec Products Corp, maintains strong confidence in its US market competitiveness despite current tariff policies. The US represents over 60% of Spec’s shipments, establishing it as the company’s dominant export market.
20
Feb
Taiwan’s semiconductor dominance: Strategic asset or economic vulnerability?
As US President Donald Trump continues to make statements about Taiwan’s semiconductor industry, concerns are rising that the US might replicate its past tactics of undermining Japan’s semiconductor sector—this time targeting Taiwan. Such fears have sparked debates over whether Taiwan is overly concentrating its talent and resources in semiconductors, potentially putting all its economic eggs in one basket.
20
Feb
Lenovo’s 3Q revenue in FY2024/25 up nearly 20%, net profit doubles
Lenovo posted strong third-quarter results for the 2024/25 fiscal year, with revenue reaching US$18.796 billion, up 19.6% year-over-year, marking its best quarterly sales in three years and the second-highest in company history. The growth was largely fueled by AI-driven demand and expanding enterprise solutions.
20
Feb
Low-cost AI models drive edge computing and device upgrade cycle
The emergence of DeepSeek as a transformative force in edge AI development has supply chain operators anticipating a new wave of consumer upgrades across smart devices, from smartphones to AI PCs.
20
Feb
Nexcom sees robotics market potential materializing in 2026
As inventory levels normalize and artificial intelligence (AI) applications continue to expand in the market, Nexcom chairman Clement Lin expressed confidence that their accumulated technological expertise and product portfolio will gain market recognition, maintaining a cautiously optimistic outlook for 2025. However, the robotics market still requires time to mature.
20
Feb
Force-MOS projects lower legal costs, stable growth in 2025
Force-MOS Technology, currently involved in litigation with Asus, saw its profitability impacted by substantial legal fees in 2024. According to market analysts, the company needs monthly revenue of NT$100 million (US$3.05 million) to achieve break-even in 2025 if costs remain at current levels.
20
Feb
Inside Microsoft’s Majorana 1 chip: million-qubit quantum leap towards commercial reality
Microsoft has unveiled its groundbreaking Majorana 1 quantum chip, marking a significant advancement in quantum computing technology. This development represents a fundamental shift in quantum computing architecture, combining innovative materials with a revolutionary design that promises to address long-standing challenges in the field.
20
Feb
Reversal of trends in the semiconductor industry (1): From vertical integration to value chain deconstruction
Over the past 70 years of semiconductor industry development, there has been a significant shift towards deconstructing the industrial value chain into individual value chain nodes.
20
Feb
DeepSeek and Moonshot AI advance sparse attention tech research
Chinese artificial intelligence startup DeepSeek has published breakthrough research findings on enhancing AI model efficiency in processing large-scale data. Sources indicate that the company is maintaining its focus on research activities rather than pursuing immediate financing or business expansion.