India-Pakistan clashes drive FPV drone demand, anti-China sentiment shifts orders

Recent escalations in the India-Pakistan conflict have ignited intense aerial skirmishes, marked not only by modern fighter jets but also by sustained drone assaults. Contrary to earlier industry forecasts anticipating a cooling drone market as conflicts in Ukraine and the Middle East wane, the emergence of this new frontline has sustained strong demand for drones, especially attack models.

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Nvidia, MediaTek gear up for Computex debut of AI PC chips; mass rollout seen in late 2026

As Computex Taipei 2025 approaches, the long-awaited AI PC platform co-developed by Nvidia and MediaTek is set to launch. Industry sources indicate the joint chip will likely debut under the Nvidia brand, with two models—N1X and N1—planned. Benchmark leaks and early system specifications have surfaced for months, and supply chain signals show both companies are well into production ramp-up.

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Chinese EV supply chain’s bold expansion into Thailand raises profit concerns among local industry

China’s auto industry is accelerating, driven by soaring demand for electric vehicles (EVs). New figures from the China Association of Automobile Manufacturers report a 9.8% year-over-year increase in new vehicle sales, including exports, reaching 2.59 million units in April. The growth is largely due to a sharp increase in sales of electric and other new-energy vehicles. EVs now account for 49.5% of all new cars sold in China, marking a rise of nearly 10pp from the previous year.

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iPhone monthly shipments in China halved as Apple cuts prices ahead of 618 shopping festival

The China Academy of Information and Communications Technology (CAICT) released data on smartphone shipments in March 2025, showing an overall year-over-year increase of 6.5%, with Chinese brand shipments rising by 18.4%. Based on these figures, shipments of non-Chinese brand smartphones—dominated by Apple—declined nearly 50% year-over-year.

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Compal and Qualcomm unveil world’s first Snapdragon X-powered AI whiteboard at Computex 2025

Compal Electronics, in partnership with Qualcomm, has launched the world’s first AI-powered electronic whiteboard equipped with the Snapdragon X processor, set to debut at Computex 2025. This groundbreaking product merges Compal’s hardware design and manufacturing expertise with Qualcomm’s leadership in high-performance computing and AI, ushering in a new era of smart interactive technology for education and beyond.

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