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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...
Tuesday 1 April 2025
China's server reboot: Kunpeng chips signal Huawei's post-x86 future
Amid the AI boom, much of the spotlight has focused on Chinese chips like Huawei's Ascend. Yet, general-purpose computing power, still dominated by CPUs, remains a critical foundation...
Monday 31 March 2025
Ennostar expands into optical communication amid AI demand surge
Ennostar is rapidly diversifying from LED manufacturing into optical communication as demand for high-speed modules accelerates due to AI server requirements. The company has developed...
Friday 28 March 2025
PCB marker ACCL expands production to meet AI server demand amid market shifts
Allied Circuit (ACCL), a PCB manufacturer backed by Compal, is navigating a pivotal shift in the server market as traditional server demand wanes and AI servers gain dominance. By...
Friday 28 March 2025
High-end AI server demand fuels record high production indices for Taiwan
Demand for servers supporting generative AI functions remains strong, according to Taiwan's Ministry of Economic Affairs (MOEA), despite concerns that the arrival of DeepSeek will...
Friday 28 March 2025
Tariff turbulence looms—but AI server cooling stays hot
As global supply chains navigate renewed US-China trade tensions, Topco Technologies Corp. is capitalizing on a surge in demand for AI server thermal materials—one of the few...
Thursday 27 March 2025
Inergy sees growth in 2Q25 as AI server cooling fans ramp up
The chairman of IC design house Inergy, John Lin, stated that the growth momentum in the server and energy storage sectors is promising. The company has successfully entered the supply...