Major cloud service providers are reconsidering their procurement strategies for Nvidia's Blackwell chips following serious technical issues, particularly overheating problems and connectivity failures. The setbacks have prompted several hyperscalers to reduce their initial orders, with some considering a return to older models.

Nanya Technology, a Taiwan-based DRAM memory producer, forecasts a market comeback starting in the second quarter of 2025, noting that demand has likely reached its low point.

TSMC has maintained its equipment orders, despite market rumors regarding a decrease in demand for Chip-on-Wafer-on-Substrate (CoWoS) packaging from Nvidia. According to sources at semiconductor equipment manufacturers, the contract chipmaker has indeed increased its orders for 2025.

AcBel Polytech (AcBel) anticipates a year of growth in 2025, driven by the gradual emergence of synergies from its acquisition of OmniOn and the steady expansion of its renewable energy business, according to Chairman Jerry Hsu.

At the 2025 Consumer Electronics Show (CES), major tech players are leveraging AI agents to revolutionize the smart home sector. Leading manufacturers, including TCL and Hisense, have announced that their latest television models will feature Google TV, while LG Electronics and Samsung Electronics have opted for Microsoft Copilot integration. These AI-powered smart TVs are evolving beyond traditional entertainment devices to become central hubs for personalized and automated smart home experiences.

The 2025 Consumer Electronics Show (CES) wrapped up in Las Vegas on January 10, 2025. What began as an event centered on high expectations for AI transformation (AX) concluded with AI robots as the key theme. While CES 2024 focused on AX, CES 2025 demonstrated how deeply and rapidly AI is integrating into everyday life and improving business efficiency, effectively debunking the "AI bubble" theory.

Taiwan's three major telecom operators —Chunghwa Telecom, Taiwan Mobile, and Far EasTone Telecommunications— all delivered stellar results in 2024, driven by merger synergies, rising average revenue per user (ARPU), and successful B2B market expansion. All three companies achieved record-high revenues and demonstrated impressive operational improvements.

Chinese officials are evaluating a potential option that involves Elon Musk acquiring the US operations of TikTok if the company fails to fend off a controversial ban on the short-video app, according to people familiar with the matter.

Most of Apple's high-end products are likely to be excluded from China's latest round of subsidies, as the country has set a price cap of CNY6,000 (approx. US$822) for eligible digital products. Under the new program, consumers will receive a 15% subsidy on the purchase of smartphones, tablets, and smart bracelets, provided the products fall within the price limit.

The prospect of software-defined vehicles (SDVs) becoming a common sight on the road in the US will still be slim in 2025. The biggest issue is: Who is going to foot the bill for such technological advancements?

CES 2025, a leading technology exhibition, highlights the expanding role of artificial intelligence (AI) in industries like automotive. Many automotive companies are moving beyond hardware and battery technologies to use AI to create personalized and emotionally engaging experiences for drivers and passengers.

In recent years, CES has become a platform for automotive and display technology, with smart and electric vehicles stealing the spotlight. However, CES 2025 marked a shift, with fewer automotive brands present—Mercedes-Benz among the absentees.

HD Renewable Energy (HDRE) posted consolidated revenue of NT$9.52 billion (approx. US$57.32 million) in December 2024, showing growth of 48.22% compared to the previous month and 13.22% compared to the same period last year. The company's annual revenue reached NT$10.125 billion in 2024, achieving a 73.41% increase year over year and setting a new record high.

The surging demand for advanced data center expansion has brought energy stability, cost-efficiency, and safety into sharp focus. In response, Gus Technology unveiled a dual-purpose UPS energy storage module powered by lithium-titanium-oxide (LTO) technology. While primarily aimed at the uninterruptible power supply (UPS) market, the company also envisions expanding its use to backup battery units (BBUs).

Taiwan's power industry is undergoing a profound digital transformation, spurred by the decentralization and liberalization of the electricity market. Established companies are keen to develop renewable energy innovations, while startups seize opportunities in this evolving landscape. Increasingly, players across the sector are focusing on intelligent solutions to stay competitive and navigate the energy transition.

Amazon founder Jeff Bezos' space venture Blue Origin is preparing for a pivotal moment as its first orbital launch vehicle, the New Glenn rocket, readies for its inaugural flight from Cape Canaveral Space Force Station in Florida, US. The launch represents a crucial step toward Bezos' long-held vision of enabling space colonization while marking a significant engineering achievement for Blue Origin in space exploration and commercial endeavors.

Taiwan's drone industry faces a significant challenge due to limited chip design capabilities for drones. To address this issue, Taiwan's Ministry of Economic Affairs (MOEA) launched a subsidy program targeting the development of key drone chips.

Universal Microwave Technology (UMT) achieved a record revenue of NT$231 million (US$7.05 million) in December 2024, marking a 56 percent increase compared to the same period in 2023. The company maintained strong performance despite the typical seasonal slowdown during year-end holidays in the US, securing its third consecutive month of record revenue.

Oversized televisions took center stage at CES 2025, with both Micro LED and Mini LED backlit TVs making a significant impact at the annual technology showcase.

Paul S.L. Peng's resignation from Qisda's board has reignited speculation about the shifting dynamics between Qisda and AUO. Earlier in 2024, AUO reduced its stake in Qisda, fueling rumors of a growing divergence in its transformation strategies. Despite this, both companies have reiterated that AUO retains a board seat, underscoring their ongoing partnership.

Samsung Display (SDC) recently held a media event at CES 2025 in the US, announcing that it will supply rollable displays for Lenovo's ThinkBook Plus G6 Rollable, incorporating color filter on encapsulation technology. Lenovo unveiled this laptop just a day earlier, with plans to launch it in June 2025.