China's Ministry of Commerce (MOFCOM) has raised concerns regarding Malaysia's recent trade agreement with the US, prompting Kuala Lumpur to provide detailed clarifications. Malaysia's Minister of Investment, Trade and Industry, Zafrul Aziz, confirmed that a delegation met with Chinese officials to explain the terms and assure Beijing that the pact would not harm Sino-Malaysian trade relations.
Following Nvidia CEO Jensen Huang's commitment to supply 260,000 GPUs to South Korea, the government has received its first shipment of approximately 13,000 units, including the latest B200 GPUs and a range of earlier-generation models.
China's humanoid robotics sector remains some way from mass deployment, but commercialization is accelerating in 2025, with Ubtech, Unitree Robotics , and AgiBot securing 60% of disclosed large orders.
The DIGITIMES Tech Forum commences on December 3, drawing over 1,500 participants from the technology sector. The hybrid event spotlighted the industry's focus on global supply chain restructuring and accelerating artificial intelligence (AI) developments.
Marvell's planned acquisition of Celestial AI signals a major shift toward all-optical interconnects in AI data centers, with the company positioning itself to capture a rapidly expanding market driven by multi-rack, high-bandwidth system architectures.
In a bid to maintain its dominance in cloud computing and challenge Nvidia's chokehold on the artificial intelligence (AI) chip market, Amazon Web Services (AWS) used its annual re:Invent conference to reveal a torrent of new products, headlined by its next-generation custom silicon and a calculated partnership with its main rival.
Marvell Technology reported strong third-quarter results driven by accelerating demand for AI data center products, with revenue, profit, and key business segments posting sharp year-over-year gains. The company also raised its outlook for next year and announced the acquisition of Celestial AI to strengthen its position in next-generation data center infrastructure.
Taiwanese EMS companies accelerate factory setups in the US, while Chinese server brands expand overseas amid changing global dynamics.
North American electronics manufacturing services (EMS) and original design manufacturing (ODM) providers are seeing sustained, broad-based growth as accelerating investment in AI servers and data-center infrastructure reshapes the regional manufacturing landscape.
In December 2025, DIGITIMES tracked global EMS/ODM companies and compiled the rankings of the top 20 companies for the third quarter of 2025. Generative AI has driven a paradigm shift in the technology industry and reshaped market power. It remains the most critical factor affecting EMS/ODM companies' growth this quarter and influenced the reshuffling of the rankings.
Zhen Ding Technology (ZDT) has signed a strategic cooperation agreement with drill-bit supplier Topoint Technology, creating a partnership centred on high-end PCB precision drilling, micro-drill development, and technology and market expansion for AI servers and advanced IC substrates.
More coverage
