Taipei, December 11, 2025: Dimerco Express Group ("Dimerco") has announced that it is strengthening its integrated, Asia-focused logistics solutions to help customers capture growth from AI and "Taiwan+, China+" manufacturing while managing risks from congestion, regulatory changes and shifting capacity

At COMPUTEX 2025, ASUS showcased its comprehensive AI infrastructure solutions, targeting the computing needs of data centers, edge computing, and a wide range of intelligent applications. With a robust product portfolio, ASUS brings to life the NVIDIA AI Factory vision, illustrating how AI will be deeply embedded into enterprise IT infrastructure. This evolution continues to drive forward applications and services that shape the future of AI and high-performance computing

Technology news, product launches and show highlights from the event attendees available for download (PDF).

From TSMC to SK hynix, every Q3 2025 earnings call delivered the same sobering message, the AI build-out is being throttled by three physical choke points that no amount of 2025 capex can fix fast enough. Leading-edge foundry, HBM memory, and advanced packaging are all sold out, not just for next quarter, but for the next three to five years. Here’s exactly where the wall is.High-Bandwidth Memory (HBM): The New KingmakerHBM has become the single most important component in the AI hardware stack and the scarcest. It’s no longer something you buy. It is something you reserve 18–24 months in advance and hope your allocation sticks.Reading the Q3 reports, Industry leaders have been blunt:SK hynix CFO Kim Jae-joon: "We have already sold out our entire 2026 HBM supply… supply expected to remain tight compared to demand into 2027."Micron CEO Sanjay Mehrotra: "Our HBM capacity for calendar 2025 and 2026 is fully booked."Samsung Memory: "Customers' demand for next year will exceed our supply, even considering our investment and capacity expansion plan."The consequences are cascading across the industry.The ripple effects are hitting the whole industry. Next-gen platforms like Blackwell Ultra, Rubin, AMD MI400, and everything coming after are now stuck behind memory limits. GPU and AI server lead times have stretched to 12–18 months, BOM costs are climbing, and procurement teams are buried in broker spreadsheets.Even worse, HBM expansion is eating into conventional DRAM. DDR5, LPDDR5, and even older DRAM lines are getting squeezed, setting up surprise shortages in laptops, smartphones, and cars through 2026.HBM has officially become the choke point for the entire AI sector.CoWoS Advanced Packaging: The Real Limit on GPU SupplyYou can have perfect 3 nm chiplets and pristine HBM stacks but without a CoWoS slot, you're holding an extremely expensive paperweight.TSMC’s CoWoS-L/S/R processes are what bind chiplets and HBM cubes using massive interposers and through-silicon vias. That assembly step, not silicon, is now the single most critical governor on AI GPU output.TSMC CEO C.C. Wei: "Our CoWoS capacity is very tight and remains sold out through 2025 and into 2026."NVIDIA CEO Jenson Huang: "CoWoS assembly capacity is oversubscribed through at least mid-2026," directly delaying volume Blackwell Ultra ramps.TSMC is expanding CoWoS capacity by roughly 60% in 2025 and 50% in 2026, but every new cleanroom module is spoken for long before it opens. AMD, Broadcom, Google, Amazon, Meta, everyone is fighting over the same finite packaging slots.Leading-Edge Foundry (3 nm/2 nm): Locked Up Until Late 2020sIf you didn't secure N3E or N2 production capacity back in 2023, you're effectively locked out.TSMC has been explicit:TSMC CEO C.C. Wei: "Frontend and backend capacity for leading-edge nodes is extremely tight… Customers' demand for the next year will exceed our supply, even considering our investment and capacity expansion plan."Apple consumed the bulk of N3 capacity for 2024–2025. What remained was divided among NVIDIA, AMD, Broadcom, and a handful of hyperscalers. TSMC's upcoming 2 nm fabs in Arizona and Kaohsiung won't reach meaningful output until late 2026 or early 2027, and much of that is already pre-allocated.Samsung's GAA roadmap is still trailing on yield and power efficiency, leaving nearly the entire industry dependent on a single geographic region.For any AI startup or any new chip program that didn't book capacity during the 2023–2024 scramble, the earliest possible tape-out now lands around 2028–2029.The Zero-Slack Era: 2026–2027 Demand Already 30–50% Above Planned SupplyThe most chilling part? Every CEO said the same thing, almost word-for-word:TSMC: "We are working very hard to narrow the gap between demand and supply."SK hynix, Micron, Samsung, Intel, NVIDIA-all echoed that even after $200 billion+ of collective capex, supply will still fall 20–50% short of demand in 2026 and 2027.If you are tired of hearing "fully booked through 2027" and watching your roadmaps slip quarter after quarter, talk to Fusion Worldwide. We specializes in AI ICs procurement, providing real-time visibility into ICs availability across all major manufacturers. Our E-commerce platform delivers instant availability checking, automated quote management, and rapid fulfillment capabilities that help procurement teams secure critical storage components even in constrained markets.Don’t wait for the next earnings call to tell you the gap got worse. Get Out In Front, Move now.(Article Sponsored by Alan Chew, Global Director of Strategic Accounts, Fusion Worldwide, Singapore)

The manufacturing industry is facing major changes with the rapid development of artificial intelligence (AI) technology, which has made computing power and AI application services the "new oil" that fuels the competitiveness of enterprises. However, simply stacking hardware is not enough to run AI models, which are highly dependent on a stable and secure computing environment with low latency. The only way to ensure enterprise-level power, cooling, network bandwidth, and cybersecurity for the deployment of AI applications at scale is to set up the AI model in a professional Internet data center (IDC).Founded in 2009, Global Instrument Technology (GIT) initially provided instrument rental and automation solutions. However, its business expanded along with the upgrading of Taiwan's manufacturing industry, as it focused on optimizing networking, semiconductors, automotive electronics, and EMS production lines. It even expanded into surface defect detection for popular products, such as e-readers and Apple Watches. The company subsequently expanded to smart manufacturing solutions, such as the Industrial Internet of Things (IIoT) and early warning of anomalies, under Industry 4.0, expanding from single-point improvement to system-level optimization.GIT saw that the clearest trend in the manufacturing industry in recent years has been the rapid adoption of AI by factories. Its application scenarios include image inspection and IIoT. However, in addition to software capabilities, the support of a stable and high performance computing environment and network architecture are also needed to actually run AI models in production lines.To help customers in the manufacturing industry adopt AI more quickly, GIT partnered with Chunghwa Telecom to provide enterprises with an "AI application verification platform" and integration services in a secure and high performance professional IDC environment. This architecture allows enterprises to verify AI image inspection models and analyze the quality of AI models without increasing the burden of hardware, thus shortening the time from proof of concept to implementation.Professional IDC has become the foundation for stably running AI models with cooling, power, network, and cybersecurity all in placeTsai noted GIT chose a professional IDC to deliver stable AI services and trusted commitment. Credit:GITThe biggest difference between AI servers and regular servers is their power consumption, heat generation, and bandwidth requirements. "It would be very hard to let corporate customers feel at ease if we kept our servers at the company and managed them ourselves." Tsai Pei-Ying, IT Manager at the Head Office of GIT, got straight to the point: AI requires a trustworthy environment to ensure stable, high-performance, and secure processing.Therefore, GIT set the goal to relocate into a professional IDC, and evaluated five key criteria: Is the power supply stable? Is the temperature under control? Is the bandwidth adequate and is the latency acceptable? Is cybersecurity good enough? Is the quality of professional services reliable? GIT evaluated numerous service providers, focusing on their ability to operate at full capacity for extended periods of time without interruption, as well as their scalability, so that new businesses would not be slowed down by infrastructure limitations once launched."From our perspective, IDC is not just a place to house servers, it is the foundation that enables AI applications to run stably," said Tsai Pei-Ying. GIT delivers more than just AI, it delivers a comprehensive system integration service that encompasses equipment, data transmission, security, and maintenance, offering a total solution for AI implementation.From cold aisles to high bandwidth, the guardian safeguarding the stability of AI serversIn the end, GIT chose Chunghwa Telecom's IDC. "Chunghwa Telecom is able to fully meet all five of our requirements!" Tsai Pei-Ying pointed out that the instantaneous power consumption of a single AI server can reach up to 10 kW, so it has extremely high requirements on the stability of power supply.Chunghwa Telecom's IDC has a complete power and temperature control plan in place to ensure that servers can operate safely for extended periods of time. Using environmental control as an example, AI servers need to operate between 10 and 35 degrees Celsius, so Chunghwa Telecom specially designed "cold aisles" for faster heat dissipation and cooling to maintain optimal conditions for equipment.AI applications impose equally astonishing demands not only on power and cooling, but also on bandwidth. Using AI image inspection as an example, the size of a high-resolution image can reach several hundred megabytes, so high network latency can greatly lower the efficiency of training and inference. Chunghwa Telecom's IDC provides high bandwidth capable of instantly meeting massive data transmission demands, ensuring that customer services are not interrupted.In terms of cybersecurity, Chunghwa Telecom has worked closely with GIT to tailor cybersecurity solutions. From hardware firewalls to "cybersecurity fleet" solutions, the comprehensive protection mechanisms not only allow GIT to provide AI services without any concerns, but also lay the foundation for future expansion."Chunghwa Telecom offers highly competitive one-stop services that have saved us great effort in resource integration." Manager Tsai Pei-Ying was straightforward when explaining the main reason why the company made the decision: They have never had to worry about the quality of Chunghwa Telecom's operation and maintenance. The value of providing one-stop services has been proven again and again in actual operations: All requests, no matter the scale, can be handled at a single window.The top-tier quality of the IDC's operation and maintenance has made GIT more confident in its future developmentThe services of Chunghwa Telecom's IDC have gained the trust and confidence of GIT ever since it became a tenant. Stability is the top priority. In addition, the density of Chunghwa Telecom's resources across multiple locations throughout Taiwan and its backbone network allows service nodes to be located closer to demand, achieving lower latency and greater stability.GIT is currently focused on assisting the manufacturing industry in developing scenarios for implementing AI, such as image defect detection, automated quality monitoring, and digital twin systems. With the support of stable computing capacity provided by the IDC, these AI applications will be able to move on from proof of concept to become a part of routine operations, gradually becoming the new normal for smart manufacturing.Trust is key: Let a professional IDC handle strategic infrastructureWang Sin-Siang, Vice General Manager of GIT (right), and Tsai Pei-Ying, IT Manager of GIT (left).Credit:GITFrom the perspective of GIT, the AI application verification platform is not a short-term project. It is a long-term strategic direction to be simultaneously carried out by the manufacturing industry. Stable, flexible, and secure infrastructure is the key to letting enterprises experiment with AI and not be priced out by the initial cost."Trust" is the key that makes all of this possible. As mentioned by Manager Tsai Pei-Ying, moving into a professional IDC is a necessary condition. Letting a team that understands data centers, networks, and operation and maintenance provide capital-intensive infrastructure is the only way AI will have a chance to move forward from technical projects to a stable part of routine operations. Chunghwa Telecom's one-stop, single window is a catalyst for reducing friction and accelerating development. Stability, predictability, and scalability are what give customers peace of mind.With the strong support of Chunghwa Telecom's IDC, GIT is driving the rapid adoption of AI in the manufacturing industry. When AI is no longer an experiment and is fully embedded into production processes, Taiwan's AI-enabled manufacturing industry will be able to move towards a replicable and sustainable future.Learn more about Chunghwa Telecom's IDC solutions.

As digital technology becomes more prevalent and customer expectations rise, digital menu boards have emerged as crucial tools for chain restaurants looking to boost branding and operational efficiency. Nonetheless, several businesses continue to encounter difficulties during the deployment process, such as asynchronous content updates, frequent equipment failures, and insufficient remote maintenance. This limits headquarters' ability to update menu information nationwide, while fan failures and extensive maintenance of standard display systems raise expenses.Smart solutions for smoother operationsA notable Taiwanese restaurant chain has implemented ASUS IoT's advanced Internet of Retail Things (IoRT) solutions to tackle these operational issues. ASUS IoT Cloud Console (AICC), along with its PE1000S industrial computer, facilitates a dependable, efficient, and intelligent operational transformation throughout the chain's multiple locations in Taiwan.Given that digital technology has become the foundation for modern chain restaurants, Clark Chang, Sales Manager at ASUS, underscored the importance of maintaining high operational stability, maintenance efficiency, and management effectiveness. ASUS IoT's solutions, which focused on the PE1000S industrial computer, demonstrated exceptional performance in terms of system stability, maintenance simplicity, and hardware-software integration, earning the endorsement of the restaurant chain client and becoming standard equipment in the customer's stores.Compact, fanless design built for reliabilityThe ASUS IoT PE1000S industrial computer, tailored for the food and beverage sector, features a compact, fanless design. It is tiny and may be mounted directly behind a digital display, maximizing space while maintaining the store's aesthetic consistency. The fanless heat-dissipation design is an essential feature, effectively averting disruptions caused by dust accumulation or fan failure in traditional equipment. It ensures reliable operation even under harsh conditions, such as high temperatures and oil vapor.Additionally, ASUS offers a three-year warranty, one year longer than comparable products-helping reduce maintenance costs and extend equipment lifespan. The solution is built on a Windows-based architecture, enabling system integrators to accelerate implementation and shorten deployment time, thereby advancing store digitalization. This architecture also ensures broad compatibility and seamless connectivity.Intelligent maintenance through centralized controlBy integrating its in-house developed AICC management platform and leveraging a robust hardware foundation, ASUS IoT is able to improve e-menu systems, thereby incorporating intelligent maintenance features. The integration of the PE1000S and AICC enables chain restaurant operators to guarantee the sustained operation of front-end equipment while simultaneously monitoring the state of each location in real time.Chang said that AICC consistently monitors equipment performance and automatically issues notifications if any irregularities occur. IT specialists can remotely access systems to diagnose, reboot, or modify parameters, thereby substantially reducing the need for on-site maintenance and alleviating the workload on personnel. A consolidated cloud backend enables headquarters to centrally oversee equipment throughout Taiwan, decreasing the average maintenance response time from 24 hours to under two hours. The comprehensive solution emphasizes stability, a lightweight construction, and intelligent maintenance, allowing e-menu systems to function dependably for prolonged durations in high-temperature, high-frequency settings.Proven results and a path toward AI-driven retailThe restaurant chain client has maintained consistent operations across thousands of stores in Taiwan for more than two years since the system's implementation. The incidence of equipment failure has diminished by more than 80% relative to the pre-implementation phase. IT staff can resolve over 90% of software anomalies or system restart requests in real time, decreasing the average repair time from eight hours to 30 minutes, thanks to the centralized monitoring and remote maintenance capabilities of the AICC platform.This greatly improves operating stability and maintenance efficacy. The headquarters may centrally oversee menu material throughout Taiwan, guaranteeing uniform brand messaging, while empowering store managers to modify individual store menus in real time through a mobile application, thereby adeptly accommodating local promotions or festive occasions. Customer feedback indicates that following enhancements in system stability, promotional activities resulted in an average sales increase of approximately 15%, evidencing a definitive return on investment.The digital dining technology and its applications have attained a substantial level of maturity, resulting in a saturated market of competing products, according to Chang. The customer ultimately selected the ASUS group, and ASUS IoT in particular, thanks to the quality of its products, with information security and local trust serving as critical factors in their decision-making process.ASUS, a Taiwanese company, ensures the security and transparency of its entire supply chain by providing dependable hardware, as well as extensive software development and technical support. Moreover, the ASUS IoT technical team is capable of promptly addressing customer needs by providing localized maintenance and support services, thereby bolstering the confidence of businesses in their digital transformation initiatives.From devices to AI-driven insightsASUS IoT is advancing retail applications from "device implementation" to a new phase of "AI-driven decision-making," according to Chang. ASUS IoT intends to provide kitchen display systems (KDS), self-checkout (SCO) systems, and AI-driven customer behavior analysis modules to aid businesses in enhancing operations and acquiring insights into consumer behavior. The restaurant chain client has utilized the data analysis capabilities of the ASUS AICC platform to amalgamate interactive data from e-menus with POS sales data. This has been executed to inform operational strategy and product development.ASUS IoT will also collaborate with system integrators and startup partners to establish a 'co-growth ecosystem' that enables the implementation of smart retail solutions through a standardized interface and open architecture. This ecosystem will evolve from ensuring hardware stability to enabling intelligent operations, serving as a catalyst for the digital transformation of Taiwan's food and beverage retail industry.Credit: ASUS