How Nvidia’s next-gen GPUs are fueling an inference supercycle

Nvidia on May 28, 2025, reported a strong performance in its Data Center segment during its first quarter fiscal 2026 earnings call, with revenue reaching US$39 billion, a 73% increase year-over-year. This significant growth was attributed to the accelerating adoption of AI workloads, a robust transition towards inference, and the ongoing buildout of AI factories by customers worldwide.

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Yulon to begin EV exports by 2026, outlines 2025 strategy

Yulon Motor held its annual shareholders’ meeting on May 27, 2025, approving the company’s 2024 financial results and unveiling ambitious plans to accelerate its electric vehicle (EV) export strategy. Chairperson Yen Chen Li-Lien announced that Yulon is working closely with strategic partners to secure contract manufacturing orders that will supply Mitsubishi Motors with EVs for export to Australia and New Zealand by 2026.

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Computex 2025: Taiwan’s robotics moment, yet still a step behind

In response to the global buzz around robotics, fueled in large part by companies like Nvidia and Tesla, Computex 2025 has, for the first time, introduced a dedicated exhibition zone for robots and drones. It’s a notable shift for the long-running tech trade show, which has traditionally focused on components and computing, rather than full-fledged robotics systems.

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Yulon cites tariff uncertainty, urges clarity on auto policy

Yulon Motor convened its shareholders meeting on May 27, 2025, where President Kuo-hsing Hsu and Vice President Chien-hui Lee, who also chairs the Taiwan Transportation Vehicle Manufacturers Association, addressed pressing challenges facing Taiwan’s automotive sector. In a post-meeting interview, both executives stressed the urgency of resolving tariff and commodity tax issues amid a shifting policy landscape and cooling consumer sentiment.

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Hiwin eyes steady gains in 2025 with strategic focus on AI robotics, green tech, mechatronics integration

Hiwin Technologies, a leading manufacturer of motion control components, remains optimistic about its business outlook for 2025. Chairman Wen-heng Cho expressed confidence that the company is on track to achieve both its revenue and profit targets despite global tariff concerns, as Hiwin’s international presence and strong foothold in the North American market have helped minimize the direct impact of trade tensions.

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