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Thursday 8 May 2025
Wiwynn lands major L12 assembly order from YTL
Wiwynn chair Emily Hong highlighted three major trends driven by AI in the server industry. First, computing power is propelling technological development; second, new markets and...
Thursday 8 May 2025
Lite-On boosts AI server component output, new Texas facility to help navigate tariff challenges
Lite-On Technology reported strong financial results for the first quarter of 2025, overcoming typical seasonal declines. Despite the potential impact of US tariffs, the company is...
Wednesday 7 May 2025
Wistron pours another US$1.2 billion into US, Mexico to scale AI server manufacturing
Wistron Corporation is ramping up its US manufacturing expansion. On May 6, its board approved the acquisition of land and facilities at the Westport site in Dallas, adding to an...
Tuesday 6 May 2025
US tariff policy and currency appreciation cast clouds over Taiwanese exporters
US tariff policy has raised concerns among Taiwanese exporters. The sharp appreciation of the New Taiwan dollar heightens the complexity. While the AI server supply chain remains...
Monday 5 May 2025
Foxconn smashes April record with US$21.3B in revenue as AI servers take off
Foxconn Technology Group posted consolidated revenue of NT$641.37 billion (approx. US$21.32 billion) in April 2025, up 16.16% from March and 25.54% from a year earlier, marking a...
Monday 5 May 2025
Texas emerges as key battleground in AI server race with US tariff push
President Donald Trump's aggressive use of tariffs has sent shockwaves through global trade and supply chains, prompting a reconfiguration of manufacturing strategies worldwide. Interpreted...
Thursday 1 May 2025
Hot and heavy: JS-SEZ bids to lead AI data center innovation in the tropics
Johor and Singapore are emerging as key hubs in Asia Pacific's fast-expanding data center landscape. Johor's data center capacity grew from 10MW in 2021 to over 1,500MW in 2024, with...
Wednesday 30 April 2025
STT GDC discusses three major challenges for the colocation industry in the AI era
Singapore's STT GDC, a colocation provider under ST Telemedia and backed by Temasek Holdings, is navigating significant changes as AI servers transform the market landscape.
Wednesday 30 April 2025
Supermicro's sales miss hints at slower AI investments by cloud giants
Supermicro, a major provider of AI-optimized servers, reported preliminary fiscal third-quarter 2025 results that fell short of expectations, raising concerns about a potential slowdown...
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....