The AI-driven humanoid robot market is rapidly heating up, becoming a popular application area for global tech giants and startups alike. Whether in smart manufacturing, logistics handling, healthcare, or even home applications, humanoid robots are gradually transitioning from laboratories to commercialization.

ASE Holdings, the world’s second-largest IC packaging and testing company after Amkor Technology, struck a cautious note in its second-quarter earnings call despite booming AI-driven demand. While Amkor beat market forecasts amid seasonal strength, ASE offered a more restrained view on revenue growth and forward guidance.

Cloud service providers turn conservative, while server brand vendors are expected to rebound in third-quarter-2025 shipments, resulting in overall global server shipments estimated to pick up by 1.1% quarter-over-quarter in the third quarter of 2025.

Acer Cyber Security Inc. (ACSI), a subsidiary of Acer, announced its financial results for the second quarter of 2025 on July 30, 2025. The company reported revenue of NT$597 million (US$20 million), marking a 13% year-over-year increase. Operating gross profit reached NT$255 million, up 20% year-over-year, with a gross margin standing at 42.75%. Operating net income was NT$90 million, growing 27% year-over-year, while net profit after tax rose 34% year-over-year to NT$75 million.