05
May
As US-China tech tensions escalate, Washington’s tightened export controls—particularly targeting Nvidia’s H20 chips designed for the Chinese market—are deepening compute shortages for cloud services and AI model training. In response, Beijing is ramping up its “Xinchuang” initiative to foster domestic innovation, accelerating the adoption of homegrown GPUs and AI processors.
05
May
Taiwan’s Coretronic disrupts drone market, outflanks DJI with non-red supply chain edge
Coretronic Intelligent Robotics Corporation (CIRC), a subsidiary of Taiwan’s Coretronic Group, is carving a niche in the global drone market, capitalizing on its non-red supply chain status to secure a competitive edge over the Chinese giant DJI. Despite acknowledging technological gaps, CIRC’s strategic positioning and robust contract wins signal a promising trajectory, particularly in defense and commercial applications.
05
May
Indian smartphone market sees decline in shipments as Mediatek dominates chipset share, Apple gains premium traction
According to Counterpoint, India’s smartphone market experienced a 7% year-over-year shipment decline in the first quarter of 2025, impacted by high inventory levels and fewer product launches. MediaTek led the chipset market with a 45% share, while Apple gained momentum in the premium segment, reflecting stronger demand for high-end devices despite cautious consumer sentiment.
05
May
Taiwan’s surging currency puts pressure on exporters’ margins
The New Taiwan dollar (NT$) surged by NT$0.953 against the US dollar (US$) on May 2—an appreciation of nearly 3% in a single day. This marked the currency’s strongest single-day gain in more than three decades.
05
May
AOC Q27G4K debuts with a 400Hz QHD Fast IPS display
05
May
Samsung U8000F and Samsung U8005F specifications and prices for Europe and the U.S.
05
May
Asus ROG Strix XG27ACMS is here with a 320Hz QHD Fast IPS display
05
May
LG Display’s Dream OLED with blue phosphorescent OLED panels is on track to be commercialized
05
May
UBTech, Midea fast-track humanoid robots as China races toward industrial AI supremacy
China is accelerating the commercialization of humanoid robots, with key players UBTech Robotics Inc. and Midea Group Co. rapidly advancing deployments in factory environments. UBTech has initiated small-batch shipments of its Walker S1 and Walker C humanoid robots, according to reports from South China Morning Post, Zol.com, and The Paper. These units are being introduced into automotive plants for both manufacturing operations and customer engagement roles.
05
May
Semco and Daeduck poised to power Tesla’s autonomous Cybercab with key substrate supply
South Korea’s leading substrate manufacturers, Samsung Electro-Mechanics (Semco) and Daeduck Electronics, are preparing to supply crucial components for Tesla’s next-generation autonomous taxi, the Cybercab. With production slated to begin in the second half of 2025, both companies are positioned to deliver ABF substrates (FC-BGA) for the high-tech vehicle by the end of 2025.