Apple supplier BOE expands beyond displays with robotics and AI software unit

BOE Technology, a major Apple display panel supplier, has established a wholly owned subsidiary to expand into robotics and artificial intelligence (AI) software. Sina and ICsmart, citing Qichacha data, reported that BOE’s new subsidiary, Beijing BOE Robot, was registered with CNY200 million (approx. US$28 million) in capital to focus on industrial robots and AI software. The company has already assembled a specialized robotics team to drive research, development, and manufacturing.

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NiKA underwater surveillance system offers new possibilities for defense and research

As the Russia–Ukraine war rages on, another battle of intelligence and counterintelligence is quietly unfolding in the deep sea. The Canadian firm MetOcean is one of only a handful of suppliers offering solutions in this sector with its NiKA underwater acoustic monitoring system, which was recently showcased at the Taipei Aerospace and Defense Technology Exhibition (TADTE) 2025. Combining precision detection capabilities with versatile strategic value, NiKA can be used in a wide range of applications from submarine surveillance to subsea cable protection.

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Passive component inventories fall in 4Q25 as AI power revolution fuels growth

Despite lingering uncertainties, passive component manufacturers are gradually reducing inventory levels, according to the supply chain sources. The steady rise in AI application demand is driving upgrades in electronic product specifications, leading to growth in related component usage and value. Additionally, the pressure from New Taiwan dollar depreciation against the US dollar has significantly eased. Industry insiders are optimistic about stable operational growth momentum in the fourth quarter of 2025.

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Rising AI glasses challenge next-generation smartphone designs

The AI glasses jointly launched by Meta and Ray-Ban have been selling well. With strong promotion from other major brands such as Google and Samsung Electronics, AI glasses are now seen as one of the potential next mainstream mobile device products. Supported by edge computing, generative AI (GenAI), and AR/VR technologies, AI glasses are expected to redefine the way humans interact with mobile devices, bringing new changes to smartphone hardware design.

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Nvidia CEO Jensen Huang outlines AI industry shifts and Nvidia’s strategic vision in detailed podcast interview

In a recent 110-minute discussion on the BG2 Pod podcast, Nvidia Corporation CEO Jensen Huang addressed critical developments in artificial intelligence (AI) and the future of computing. Huang provided insights into the dramatic surge in AI inference demands, Nvidia’s investment in OpenAI, and the company’s broader competitive strategy.

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PCB giant GCE expands Thailand plant phase 2, ASIC server capacity to start 2H26

Networking and server PCB giant GCE announced plans to expand its Thailand facility with a US$40 million investment to boost ASIC server production capacity by the second half of 2026. This move comes as ASIC server customer orders ramp up, pushing Taiwan and China plants to full capacity and driving strong revenue growth expected in the third quarter of 2025.

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DB HiTek expands foundry presence in India through SmartSoC partnership

SmartSoC Solutions has entered a strategic partnership with South Korea’s DB HiTek to strengthen access to specialty foundry services for India’s semiconductor ecosystem. Under the agreement, SmartSoC will act as DB HiTek’s design partner in India, promoting its foundry capabilities, facilitating technical engagement, and serving as a local interface for Indian customers.

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D2C emerges as Taiwan’s next e-commerce wave

Steven Ho, founder and chairman of 91App, outlined the development of e-commerce in Taiwan over the past 30 years, emphasizing the shift from consumer-to-consumer (C2C) to business-to-consumer (B2C), and currently direct-to-consumer (D2C) models. Speaking at a recent Taiwan Venture Capital Association (TVCA) forum, he noted that Taiwan’s e-commerce penetration rate remains at 13.5%, with over 80% of sales still occurring through physical retail channels, highlighting considerable growth potential for online retail.

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Qualcomm balances AI PC tech and user experience, cites Apple as WoA ecosystem cornerstone

Qualcomm has launched its new Snapdragon X2 Elite PC chip platform in 2025, aiming to expand its reach in the AI PC market. Mandar Deshpande, senior director of product management at Qualcomm, said during an interview that beyond advancing core CPU, GPU, and NPU technologies, the company places greater emphasis on delivering superior consumer experiences.

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