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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Tesla’s futuristic trademarks ‘Robotaxi’ and ‘Cybercab’ hit snags amid legal and tech hurdles

Tesla has long been at the forefront of promoting the vision of high-level autonomous vehicles and driverless taxi services. However, its recent efforts to trademark the names “Robotaxi” and “Cybercab” have encountered legal obstacles in the US. The stories behind these names are not only futuristic in tone but also rich in cultural and technological significance.

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From Bosch to Foxconn: is a Tier 1 power shift underway in the auto industry?

In stark contrast to the somber tone of automotive parts giant Bosch, which recently warned that the industry’s “automotive drought” may drag on, Taiwan’s Foxconn has taken a decisive step forward by sealing a new electric vehicle (EV) manufacturing deal with Mitsubishi Motors. The move raises questions about a possible quiet power shift from traditional tier 1 suppliers to a rising generation of tech-driven entrants.

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US silicon carbide industry faces challenges amid tariff protections and Chinese competition

Silicon carbide (SiC), a critical material for electric vehicle (EV) powertrains, is under strain in the US despite protective trade policies. Initially bolstered by US President Donald Trump’s first-term restrictions on SiC exports for military use and continued under former President Joe Biden’s Section 301 tariffs, the US SiC industry now faces heightened scrutiny as Trump’s second term promises further protections. However, industry insiders warn that domestic SiC manufacturers may not withstand market pressures long enough to benefit.

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IntelliEPI projects record 2025 revenue driven by AI, defense demand amid supply challenges

Intelligent Epitaxy Technology (IntelliEPI), a supplier of epitaxial wafers, is positioned for strong performance in 2025, driven by increasing demand in the artificial intelligence and defense sectors. The company’s chairman, Yung-Chung Kao, anticipates moderate operational growth in the second quarter of 2025, supported by a positive outlook for orders. However, the supply of indium phosphide (InP) substrates remains a critical variable, with shipments expected to remain balanced. The company’s overarching goal is to achieve an all-time revenue peak for the year.

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