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Friday 25 April 2025
CloudMile highlights mixed progress in Southeast Asia's AI development
CloudMile Group, a Taiwanese startup specializing in AI-driven cloud services, is extending its reach into Southeast Asia, eyeing rapid growth in AI adoption across the region. In an interview with DIGITIMES Asia, Jeremy Heng, managing director of CloudMile Southeast Asia, shared insights on how different ASEAN nations are shaping their AI ecosystems—with Singapore emerging as a standout leader
Friday 25 April 2025
Why Singapore is the launch pad for AI: SYSTEX Asia chief explains
Singapore is investing SGD150 million (US$114.2 million) in a government-led "Enterprise Compute Initiative" to boost enterprise computing capacity and accelerate advanced AI development. This strategic investment reinforces Singapore's position as a hub for AI deployment, especially when compared to Taiwan's hardware-heavy ecosystem, which focuses on GPU production and AI server manufacturing
Friday 25 April 2025
Why Trump's tariffs are helping China adapt instead of hurting it
US President Donald Trump's "reciprocal tariffs" have sent shockwaves through global markets, yet may be yielding unintended consequences. His strategy, championed in his bestselling "Trump: The Art of the Deal," appears to be backfiring as China adapts and diversifies
Friday 25 April 2025
Huawei challenges Nvidia with Ascend 910C as Japan powers up for tech dominance
Huawei is rapidly rolling out a new generation of semiconductor products tailored for artificial intelligence (AI), signaling a bold push to fill the void left by tightening US export restrictions on advanced chips. The company is set to release its Ascend 910C chip in May, followed by the introduction of the Ascend 920 in the latter half of 2025. This development occurs against the backdrop of US export restrictions, which were implemented during the Trump administration and have limited Nvidia's capacity to provide high-performance chips to China
Thursday 24 April 2025
Large donations by South Korean companies to Trump inauguration seen as preemptive move ahead of tariff war
The list of donors for US President Donald Trump's inauguration ceremony has been released, with South Korean conglomerates Samsung, Hyundai Motor, and Hanwha making large donations through US subsidiaries. Observers interpret the donations as an attempt by South Korean companies to proactively seek favorable outcomes related to US tariff policy
Thursday 24 April 2025
Asian nations clamp down on 'source washing' amid rising US tariff pressure
Following the US government's reciprocal tariff measures aimed at curbing trade surpluses and recalibrating supply chains, Asian countries are intensifying efforts to crack down on "source washing"—a growing concern tied to tariff evasion and escalating geopolitical tensions between Washington and Beijing
Thursday 24 April 2025
China's AI ambitions strain as domestic chipmakers rush to sell compute power amid H20 ban
Following the Trump administration's export controls on Nvidia's H20 AI chip for China, there's speculation that Chinese AI chip manufacturers might fill the gap. Although China's long-term prospects for domestic AI chip production look promising, the short-term scenario appears more complicated and challenging
Thursday 24 April 2025
Unpredictable US policy fuels PC makers' continued departure from China

Despite recent conciliatory signals from the US government towards China, PC brand manufacturers already in the process of diversifying their production are not slowing down. Sources within the original design manufacturing (ODM) sector reveal that these brands are not only shifting production for US-bound products but are also beginning to move production for European markets out of China

Thursday 24 April 2025
Sk Hynix completes validation for CXL-based DRAM module, boosting server capacity
SK Hynix has completed customer validation for its 96GB Compute Express Link (CXL) Memory Module, a DRAM solution that has attracted significant industry attention for its potential to enhance data center performance
Thursday 24 April 2025
Rapid rise of Chinese cars accelerates access to European and Japanese automakers for Taiwan's E-Lead
Chinese cars have established a significant presence in Southeast Asia and started to make inroads into Europe, thanks to their attractive price-performance ratios and smart cockpit features. The fast rise of China's home-grown car vendors has come as a threat to their European competitors in the Chinese market. Japanese automakers, who have dominated the Southeast Asian car market for decades, are also coming under pressure
Thursday 24 April 2025
Trump signals major China tariff cuts; AUO's Peng warns 50% duties amount to decoupling
US President Donald Trump has eased his previously tough stance on China, announcing for the first time that US tariffs on Chinese imports will be "substantially lowered"—but not eliminated. With Trump's position shifting, analysts say the key focus now is how far the tariffs will be cut—and how this could reshape global trade dynamics and geopolitical relations
Thursday 24 April 2025
Samsung reportedly eyes India electronics production shift as US tariffs hit Vietnam
The US has imposed retaliatory tariffs on imports from China and Vietnam at rates of 125% and 46%, respectively. This has disrupted the supply chain strategies of major electronics manufacturers like Samsung Electronics, which has substantial production facilities in both countries. As a result, Samsung is reportedly considering shifting some of its smartphone manufacturing from Vietnam to India, following similar moves by other tech giants like Alphabet
Thursday 24 April 2025
China's critical metal curbs chokes global supply; sends Europe and North America scrambling

In a bold escalation of its ongoing trade dispute with Washington, China has dramatically tightened its grip on the global supply of critical metals—imposing fresh export restrictions on rare earth elements and slashing shipments of gallium, germanium, and antimony, materials essential to technologies ranging from semiconductors to defense systems

Thursday 24 April 2025
Taiwanese businesses may trigger new wave of factory sales amidst Chinese-origin tariffs
KPMG's recent seminar highlighted that US tariffs primarily target Chinese products. Even Chinese-funded factories in Southeast Asia are under US scrutiny, suggesting a long-term trend of heightened trade restrictions. Experts advised Taiwanese manufacturers to avoid establishing plants in countries aligned with China
Thursday 24 April 2025
Sharp sells semiconductor subsidiary to Foxconn, pivots to asset-light strategy
Sharp announced on April 23, 2025 that it plans to sell its subsidiary, Sharp Fukuyama Laser (SFL), to Hon Hai Technology's (Foxconn's) investment arm. The deal is valued at JPY15.5 billion (US$109.62 million)
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES