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Wednesday 30 April 2025
Made in America, delayed by parts
Taiwan's electronics manufacturing services (EMS) providers are accelerating their North American production plans in response to tariff threats, but component shortages and capacity...
Tuesday 29 April 2025
Wiwynn’s Johor bet sets the pace for AI’s next supply chain
With the Johor-Singapore Special Economic Zone (JS-SEZ) rapidly emerging as a beneficiary of the AI data center boom, the region's supply chain is experiencing both new opportunities...
Tuesday 29 April 2025
From MacBooks to moonshots: Quanta bets on R&D
Quanta Chairman Barry Lam announced that the company will shift toward independent research and development, moving beyond contract manufacturing. While acknowledging the risks, Lam...
Monday 28 April 2025
Nvidia scraps modular GB300 redesign to fast-track production

Server suppliers confirm GB300 will retain the GB200's Bianca architecture, abandoning a planned redesign that promised expanded business...

Friday 25 April 2025
GB300 system vendors' shipments remain unaffected despite reports on initial design changes
Despite numerous headwinds currently facing the AI industry outlook, it is undeniable that the AI sector—especially AI servers—will continue to be a cornerstone of Taiwan's...
Friday 25 April 2025
Asus secures AI server advantage with strategic US manufacturing move amid tariff risks
Asus's AI server business hit its five-fold revenue growth target a year early in 2024. By 2025, server operations are projected to contribute 15% of the company's total revenue....
Thursday 24 April 2025
Trump reciprocal tariff impact on server ODMs

Introduction

Friday 18 April 2025
Server and networking sectors drive chip order spike ahead of 90-day tariff window

Since the US government opened a 90-day window for reciprocal tariff exemption negotiations, the market widely expects a strong wave...

Thursday 17 April 2025
Southern Taiwan Science Park sees strong January-February revenue, aims to break NT$3 trillion in 2025
Benefiting from the 3nm process, the Southern Taiwan Science Park (STSP) saw its revenue reach a record-breaking NT$2.21 trillion (approx. US$68.23 billion) in 2024, surpassing the...
Thursday 17 April 2025
Taiwan's AI server supply chain strains under pressure as TSMC expands US commitments
Taiwan's tech giants are grappling with rising costs and logistical hurdles as they follow TSMC into the US, responding to pressure from Washington to localize advanced semiconductor...
Thursday 17 April 2025
Taiwan’s chip dominance faces new test as Trump targets tech reshoring
Donald Trump’s evolving trade policies could introduce significant uncertainty for global economies and supply chains, including those of the United States. Taiwan’s semiconductor...
Tuesday 8 April 2025
AI server ODMs scramble to ship from Mexico amid USMCA and ongoing tariff uncertainties
The Trump administration's push for reciprocal tariffs has sent shockwaves through the global electronics industry. While the server market initially appeared shielded, a closer look...
Monday 7 April 2025
Cloud growth drives Foxconn's March revenue to NT$552.125B
Driven by the continued growth of AI server cloud network products, system manufacturing leader Foxconn reported a revenue of NT$552.125 billion (approx. US$16.7 billion) for March...
Saturday 5 April 2025
Wistron accelerates US expansion as US announces 32% tariffs on Taiwan
In a move against the US reciprocal tariffs, Taiwan-based Wistron Corporation has announced a substantial investment in a new US subsidiary focused on AI product manufacturing. The...
Friday 4 April 2025
Uncertainty in BBU and EDLC design may delay GB300 launch
Nvidia's high-end AI server, the GB300, made its official debut along with its peripheral components at Nvidia GTC 2025, with release expected in the third quarter. Market rumors...