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Thursday 13 March 2025
AVC to boost production capacity in Vietnam as liquid cooling era begins
Asia Vital Components (AVC) chairman Ching-Hang Shen pointed out that while the entire industry previously discussed liquid cooling solutions, he believed it was still early and not yet at a true maturation stage. However, with recent discussions shifting back to air cooling, he now asserts that the era of liquid cooling is about to commence. In response to the rising demand for liquid cooling, AVC plans to substantially increase its production capacity
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Wednesday 12 March 2025
Asian Perspectives 6: Rise of sovereign AI and the potential of space technology
As AI continues to permeate every facet of life, countries around the world are increasingly focused on the idea of "sovereign AI" and the growing notion of "technological sovereignty". China, for instance, has unveiled plans to restrict American investments in critical Chinese technologies and enterprises. Yet, amid these moves, one thing remains clear: the critical importance of cybersecurity cannot be overlooked
Monday 10 March 2025
Malaysia engages chip companies on potential US tariff impacts
According to Reuters, Malaysia is in discussions with semiconductor firms operating in the country to assess the impact of potential US tariffs on chips, Trade Minister Tengku Zafrul Aziz stated. The government is evaluating how the tariffs could affect its export-driven economy, given Malaysia's significant role in the global semiconductor supply chain
Monday 10 March 2025
Vietnam, China deepen economic ties with investments in high-tech, green energy, EMS
On February 28, 2025, the Prime Minister of Vietnam, Pham Minh Chinh, met with executives from 23 major Chinese corporations in Hanoi to strengthen economic ties and position Vietnam as a key global production hub. The roundtable, reported by Bloomberg and Viet Nam News, centered on expanding investments in infrastructure, energy, and high-tech manufacturing
Saturday 8 March 2025
Malaysia urges solar companies to explore ASEAN markets as US tariffs take effect
The Malaysian government urges solar companies to seek alternative markets amid new US tariffs affecting Malaysia, Cambodia, Thailand, and Vietnam amid US tariff uncertainties
Friday 7 March 2025
Qisda expands production in Vietnam as US tariff policies reshape global supply chains
The US tariff policy is set to cause major changes in the global supply chain. Joe Huang, president of Qisda, stated that while the company currently has manufacturing facilities in Taiwan, China, and Vietnam, it is considering a fourth base in Southeast Asia due to tariffs introduced under former President Donald Trump. Thailand, Malaysia, Indonesia, and the Philippines are the leading contenders. Qisda is conducting preliminary evaluations and expects to make a decision within six months
Friday 7 March 2025
Asian Perspectives 3: Digital twins and smart vehicles
The concept of digital twins initially emerged in consumer applications for AR/VR/MR, but its future lies in smart manufacturing. Like quantum computing, this is not a technology that will take 20 years to materialize, but a tangible reality within the next decade. Hardware evolution may progress even faster than expected, but the real challenge lies in educating users and making these new technologies mainstream applications
Thursday 6 March 2025
Taiwan's PCB makers face Thailand supply strains as factories surge
Taiwanese PCB manufacturers have ramped up expansion in Thailand to hedge geopolitical risks, with over 40 factories set to start production by 2025. However, the rush is fueling concerns over water and power shortages, a talent squeeze, and looming price wars. Industry expert warns that managing multinational operations while strengthening product positioning will be a major challenge
Thursday 6 March 2025
SoftBank's Arm to drive Malaysia's US$270 billion chip goals
Arm Holdings Plc has agreed to provide chip designs and technology to Malaysia over the next decade, to help catapult the Southeast Asian country beyond chip assembly and into more valuable semiconductor production
Thursday 6 March 2025
Asian Perspectives 2: From Shoreline to Skyline
How big is Singapore? Around 700 square kilometers—roughly the size of Pudong north of Century Avenue in Shanghai. After dark, dinner was served on the first floor of the Capella Hotel, with six tables arranged for about 60 guests, including our hosts from Bank of America (BoA)
Wednesday 5 March 2025
Asian perspectives 1: Breakthrough technologies shaping today's world
At the end of February, I attended an exclusive "Breakthrough Technology Dialogue" in Singapore—a gathering of global tech elites. My aim was to capture the essence of the insights shared while blending in my own observations, offering a glimpse into the collective mindset driving Asia's embrace of transformative technologies
Tuesday 4 March 2025
Singapore probes potential fraud in Nvidia AI chip shipments
Singapore is investigating whether Dell Technologies Inc. and Super Micro Computer Inc. servers shipped to Malaysia housed Nvidia Corp. chips barred from China, outlining a case that's highlighted the role of middlemen in funneling high-end semiconductors
Tuesday 4 March 2025
Arm Holdings to establish base in Malaysia amid talent challenges and MYR25 billion semiconductor boost
Malaysia announced Arm Holdings Plc's imminent deal to establish a base in Malaysia, highlighting the importance of political stability and transparent policies. However, the country's talent outflow challenges the plan, despite efforts under the National Semiconductor Strategy (NSS) and a commitment of MYR25 billion (approx. US$5.6 billion) to bolster semiconductor industry training
Monday 3 March 2025
Sercomm CEO James Wang cautious about possible 'tariff storm' in 2Q25 with Taiwan among high-risk regions
According to James Wang, chairman and CEO of Sercomm, the company initially expected a replenishment of network equipment inventories in 2024, which has been delayed until the second quarter of 2025. Now, however, customer orders are clearly rebounding
Monday 3 March 2025
Philippines-based Ayala retains Integrated Micro-Electronics amid profitability outlook
According to Bloomberg, Philippines-based Ayala Corp. decided to retain Integrated Micro-Electronics Inc. (IMI), its contract manufacturing subsidiary, after previously considering a sale, Chief Financial Officer Alberto de Larrazabal said. He noted that IMI is expected to operate profitably this year following a reorganization and a streamlined corporate structure aimed at improving efficiency
Thursday 27 February 2025
Apple reaches pact with Indonesia to end iPhone sales ban
Apple has signed an agreement with Indonesia to invest in the country, paving the way for sales of the iPhone 16 to resume in Southeast Asia's largest nation
TCA
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research