Huawei is reportedly set to begin mass shipments of its next-gen AI chip, the Ascend 910C, as early as May 2025. Positioned as China’s homegrown rival to Nvidia’s H100, the chip is gaining traction as a go-to option for domestic AI developers amid intensifying US export restrictions.

Microsoft is set to release its latest earnings report on April 30, with the market closely watching key topics such as Microsoft’s relationship with OpenAI, data center developments, and AI revenue contributions. These have been among the most frequently asked questions during recent quarterly earnings calls.

The rise of edge computing and artificial intelligence is revitalizing Taiwan’s software sector, leading to a new wave of startups despite longstanding hurdles. Among the emerging players, O’Prueba Technology—a spin-off from National Yang Ming Chiao Tung University, founded in 2018—has quickly gained traction through partnerships with major tech firms such as Inventec and Ennoconn. Its growing influence signals a shift in Taiwan’s historically hardware-centric ICT industry.

The Trump administration’s implementation of reciprocal tariffs has sent ripples through global markets, with effects lingering despite a 90-day grace period. Markets remain concerned that these measures could fuel inflation and dampen consumer spending. Unlike the vulnerable consumer PC segment, the rugged computer industry enjoys significant protection through its oligopolistic structure and consistent industrial and defense demand.