Amid the ongoing AI boom, data center operators have been constantly searching for stable, low-carbon, and eco-friendly energy sources to power their ever-growing computing operations. Geothermal energy has consequently become increasingly favored by the AI industry.
Apple Inc. is shuffling the management of its global affairs and music divisions in separate moves, extending a series of recent changes at the iPhone maker, according to people with knowledge of the matter.
Shenzhen-based Luxshare Precision defied global headwinds in 2024, delivering robust earnings that underscored its leadership in precision manufacturing and its growing influence in China's high-end tech supply chain.
Pegatron chairman, Tzu-Hsien Tung, recently told Reuters that the US tariff policy's unpredictability has brought significant uncertainty to the American consumer market, potentially leading to shortages in consumer electronics products. On April 29, during a venture capital association event, Tung further elaborated on his remarks in another interview.
Singapore's STT GDC, a colocation provider under ST Telemedia and backed by Temasek Holdings, is navigating significant changes as AI servers transform the market landscape.
Supermicro, a major provider of AI-optimized servers, reported preliminary fiscal third-quarter 2025 results that fell short of expectations, raising concerns about a potential slowdown in AI infrastructure investments by major cloud service providers (CSPs). The company's delayed shipments, driven by cautious customer platform decisions, come amid reports of a more measured approach to AI spending among tech giants like Microsoft and Amazon.
The policies of US President Donald Trump have caused significant disruptions to global trade stability, particularly impacting Taiwan's supply chains. Under the shadow of high tariffs, some Taiwanese companies are considering shifting production away from China to countries like India and Mexico, or even back to the US mainland, where labor costs are higher and union activity is stronger. However, experts warn that a depreciating dollar could increase the cost for Taiwanese manufacturers to set up operations in the US and purchase imported equipment.
The Johor-Singapore Special Economic Zone (JS-SEZ), actively promoted by the governments of Singapore and Malaysia, leverages Johor state's advantages in land, water, electricity, and natural resources, combined with Singapore's advanced technology, financial sector, and status as an international business hub.
Despite flat demand for most consumer electronics chips and a muted outlook for traditional wire bonding and packaging equipment, Singapore's semiconductor packaging equipment giant Kulicke & Soffa (K&S) has confirmed its close collaboration with Taiwan's semiconductor foundry leaders in the advanced packaging field for high-end chips.
Taiwan's electronics manufacturing services (EMS) providers are accelerating their North American production plans in response to tariff threats, but component shortages and capacity constraints at US chip plants could hamper the AI server market for years, according to industry sources.
Chang Wah Electromaterials (CWE) founder Canon Huang described Donald Trump's tariff policies as highly unpredictable but expressed confidence that market conditions for CWE and its lead frame subsidiary Chang Wah Technology (CWTC) have bottomed out.
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