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Friday 10 May 2024
BIS adds 22 Chinese entities among 37 to Entity List, highlighting quantum tech concerns
In a recent move aimed at bolstering national security measures, the US Commerce Department's Bureau of Industry and Security (BIS) has added 37 entities to the Entity List under the Export Administration Regulations (EAR), including 22 from the People's Republic of China (PRC). What is noteworthy is that quantum technology is specifically mentioned for adding the new Entity List.
Friday 10 May 2024
Tech titans bet big: billion-dollar investment wave into AI infrastructure raises concerns
As financial reports unveil, industry heavyweights Amazon, Alphabet, Microsoft, and Meta are pouring significant resources into AI infrastructure.
Friday 10 May 2024
Boosted by AI servers, motherboard giants Asus, Gigabyte buck headwinds as revenues soar
Even with the slow recovery in the PC market, continued healthy demand for motherboards and the AI server trend have helped Asus and Gigabyte maintain revenue growth into April 2024, with Gigabyte, in particular, seeing single-month revenue reach a record high in April.
Friday 10 May 2024
As AMD expands desktop market share, supplier ASMedia forecasts bright prospects for 2024
As an exclusive ODM supplier for AMD's desktop chipsets, ASMedia Technology saw inventory turnover boost its gross margin to 59% in the first quarter of 2024, a marked improvement of 6% over 2023. Net income after tax in the first quarter increased sequentially by 31% to NT$886 million (US$27.3 million), marking a 10-quarter high, and a year-on-year improvement of 127%, while earnings per share stood at NT$12.8.
Thursday 9 May 2024
Former NSA boss calls for more aggressive policy to thwart hacks
The US must undertake a "full-time surge" to combat the rise in cyberattacks that are undermining US national security, the recently departed head of the National Security Agency said in an interview.
Thursday 9 May 2024
Power surge: Taiwanese firms charge ahead in next-gen AI supply race
The surge in computational power of next-gen AI hardware has birthed a booming market for stable and efficient electric supply.
Thursday 9 May 2024
Alltek accelerates developing wide band-gap semiconductors due to data center electricity demand
Hung-chang Hsieh, CEO of the IC distributor Alltek Technology, stated that in recent years, the increase in interest rates has led to higher financial costs and changes in industry trends.
Thursday 9 May 2024
AI servers buoy Wistron April revenue
April revenue for Wistron was a record high for the same period in previous years.
Thursday 9 May 2024
Major CSPs account for nearly 70% market share as AI demand drives cloud computing growth
With the release of Amazon's latest earnings report, the revenue performances of the top three North American cloud computing service providers (CSPs) for the first quarter of 2024 have been revealed. Each provider achieved double-digit growth and set new revenue records, collectively generating over US$61 billion in revenue in the cloud infrastructure services market.
Wednesday 8 May 2024
AI server demand fuels DRAM titans battle over HBM
The surging of AI servers has skyrocketed the demand for High-Bandwidth Memory (HBM).
Wednesday 8 May 2024
EU's AI Act: a milestone in legislation or a regulatory nightmare?
The European Parliament made a significant announcement on March 13, 2024, declaring the passage of the "AI Act," set to be implemented in phases beginning in mid-2025.
Wednesday 8 May 2024
Exclusive: Finnish quantum delegation visits Taiwan in search of cooperation opportunities
Business Finland, the government organization for innovation funding and trade, travel, and investment promotion, has recently brought some of the country's leading quantum technology companies and research organizations to Taiwan.
Wednesday 8 May 2024
Memory IC design house AP Memory posts profit decline in 1Q24
AP Memory Technology, specializing in customized IoT RAM and other DRAM memory, saw a sequential fall in operating profits of approximately 63% in the first quarter of 2024 owing to seasonality. However, the company remains optimistic about its business prospects for the second half of 2024.
Tuesday 7 May 2024
Amazon commits US$9 billion to double Singapore cloud push
Amazon.com Inc. plans to spend US$9 billion expanding its cloud computing infrastructure in Singapore, the latest global tech company to boost investment in Southeast Asia.
Tuesday 7 May 2024
Taiwan's TAIDE AI model goes global: bridging cultures and classrooms
During the 2024 World Governments Summit, Nvidia CEO Jensen Huang championed the concept of Sovereign AI, advocating for nations worldwide to establish their own national AI infrastructure.
Tuesday 7 May 2024
Johor surges as top data center hub in Malaysia amid growing multinational interest
Malaysia's Johor state has emerged as a main hub for data center construction in the country, attributed to its proximity to Singapore, relatively, inexpensive land, water, and electricity resources, and the ongoing China-US trade conflicts, all of which are attracting more multinational corporations to establish operations there.
Tuesday 7 May 2024
IC design houses upbeat about 2H24 prospects
Taiwan-based IC design houses are generally bullish about their market prospects for the second half of 2024, notwithstanding the persistently unfavorable macroeconomic climate, according to industry sources.
Monday 6 May 2024
Cloud giants' data center boom driven by AI innovation
Synergy Research Group's latest insights unveil a significant surge in hyperscale data centers, surpassing the 1,000-mark milestone.
Monday 6 May 2024
Nvidia GPU shortage relief: AI server supply chain see shipments accelerate
The shortage of Nvidia GPU supply is easing, allowing players in the server supply chain, such as cooling solutions provider Sunon, to ramp up shipments starting in the first quarter of 2024 and expect continued quarter-by-quarter growth, according to industry sources.
Friday 3 May 2024
Imec.xpand launches EUR 300M fund amid global race for semiconductor supremacy
Imec.xpand, an independent global venture capital fund, today announced the launch of a new EUR 300 million fund aimed at accelerating the growth of transformative semiconductor and nanotechnology innovations.
Friday 3 May 2024
Microsoft CEO wraps up Southeast Asia tour, pledging billions into AI talent boost and establishment of data centers
Microsoft CEO Satya Nadella's tour across Southeast Asia has concluded, having visited three key countries: Indonesia, Thailand, and Malaysia, as part of the company's strategic outreach efforts in the region.
Friday 3 May 2024
AI fuels Taiwan GDP growth in 1Q24
Taiwan's GDP increased by 6.51% from the previous year in the first quarter of 2024, outpacing South Korea's 3.4% and Singapore's 2.7%, thanks to exports of AI chips and AI servers.
Friday 3 May 2024
Turning away from price slashing in China, IPC makers look toward Southeast Asia
Smart manufacturing and edge computing trends have led to renewed demand in the Industrial PC (IPC) market.
Thursday 2 May 2024
CHPT expects probe card orders to pick up in 2H24
Chunghwa Precision Test Tech (CHPT), an IC test interface solutions provider, is optimistic about demand spurred by AI servers and smartphones and projects a surge in probe card orders in the second half of 2024.
Thursday 2 May 2024
Chinese telecom giants vie for AI supremacy with massive server procurements
In response to the flourishing development and expanding applications of AI, a race to acquire the most AI servers between China's trio of telecom giants has been ignited.