Taiwanese manufacturers improved ability to pass tariff costs to customers

The Taiwan External Trade Development Council (TAITRA) released a survey on May 28, 2025, revealing that the proportion of enterprises expecting an average increase of over 20% in US tariffs within the next three years has tripled compared to the end of 2024. The survey also found that companies have increased their assessment of their own “tariff cost pass-through capability.” Those willing to “fully absorb costs” have decreased, indicating improved market pricing and supply chain adaptability.

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AIchip goes all in on CoWoS advanced packaging

Fabless manufacturer AIchip Technologies held a shareholders’ meeting on May 29, during which it held a reelection of directors and supervisors. Jerry Tzou, the director of advanced packaging business development at Taiwan Semiconductor Manufacturing Company (TSMC), was elected as a new independent director. Amid AIchip’s push to develop CoWoS advanced packaging technology in recent years, the election is expected to strengthen its cooperative relationship with the world’s largest contract manufacturer.

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DeepSeek’s stealth upgrade inches closer to OpenAI in code race

Chinese AI firm DeepSeek has quietly released a minor update to its R1 model, uploading the latest version to open-source platform Hugging Face without an official announcement or documentation. According to Chinese outlet Jiemian News, the updated R1 became available in the early hours of May 29. DeepSeek informed users through its official discussion group and encouraged testing via its website, mobile app, and WeChat mini program.

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Forcelead rides HUD wave as Taiwan firms keep grip on auto DDI market

Sitronix’s automotive display driver IC (DDI) subsidiary, Forcelead, held an investor conference to provide updates on its current operations. Forcelead stated that the company has accelerated its transformation toward automotive DDIs in recent years, with automotive business revenue now accounting for over 84%. Regarding revenue outlook and growth momentum beyond 2025, Forcelead expressed cautious optimism as client order forecasts appear promising, expecting business growth in the second half and full year of 2025.

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China’s AI shift favors inference—and domestic players

At Computex 2025, Nvidia CEO Jensen Huang quipped, “The more you buy, the more you save” — a punchline that underscored the escalating arms race in AI infrastructure. According to Yicai, the AI boom is driving global tech firms to ramp up investments in data centers and compute capacity. Nvidia now estimates enterprise AI infrastructure spending is nearing the trillion-dollar threshold.

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AOC Q27G40SDE and AOC Q27G41ZDE are two QHD QD-OLED gaming monitors for China

AOC Q27G40SDE and AOC Q27G41ZDE are two new 26.5-inch QD-OLED gaming monitors for China. Both have a QHD resolution, 10-bit color bit depth, 250 nits SDR brightness, and 1000 nits HDR brightness at 35 APL. The AOC Q27G40SDE has a 360Hz refresh rate, while the AOC Q27G41ZDE has a 280 Hz refresh rate. The two monitors have almost identical footprints, each fitted with a tilt-only stand. The…

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AOC AGON AG275QS debuts in China with a 320Hz QHD Fast IPS display

AGON by AOC has introduced the AOC AGON AG275QS in China. It is built around a 27-inch Fast IPS display with a QHD resolution and a 320Hz refresh rate. This refresh rate is supported via the single DisplayPort 1.4 input, while the two HDMI 2.0 ports support up to a 144Hz refresh rate. The screen has a 100% sRGB and 95% DCI-P3 color space coverage. It delivers 350 nits of typical brightness and…

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