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Friday 25 July 2025
Auto market instability moves PCB makers toward AI servers & LEO satellites
As global carmakers transition from gas vehicles to electric vehicles (EVs), Taiwanese automotive PCB suppliers report that end-user demand has entered a cooling-off period. Forecasts...
Friday 25 July 2025
Flex lifts full-year forecast on record 1Q25 profit, AI data center demand
Flex raised its full-year forecast after posting record first-quarter earnings, fueled by soaring demand for data center infrastructure amid accelerating adoption of artificial intelligence...
Friday 25 July 2025
The end of blank checks: Intel kills European fabs, doubles down on Vietnam and Malaysia
Intel's era of building first and finding customers later is over.
Friday 25 July 2025
Chromebook sales rebound: Google targets 19.5M units shipped in 2025
Since the pandemic-driven surge ended in mid-2022, Chromebook shipments have steadily declined. According to notebook supply chain sources, Chromebook shipments fell to 17.5 million...
Friday 25 July 2025
Tariffs blur ASML's outlook, but China anchors the bottom line
ASML CEO Christophe Fouquet tempered the company's solid second quarter 2025 results with a warning: growth in 2026 is far from guaranteed. "While we still prepare for growth in 2026,...
Friday 25 July 2025
Acer Taiwan defies PC slump with commercial wins, gaming firepower
Acer Taiwan defied a broader PC market downturn in the first half of 2025, as currency headwinds and tariff risks weighed on consumer demand. COO Chang Shih-hsin said the company...
Friday 25 July 2025
Asus, Microsoft revive Xbox hardware with ROG handheld launch, target 400,000-unit holiday debut
Asus is doubling down on gaming handhelds through a partnership with Microsoft, with plans to launch the ROG Xbox Ally and Xbox Ally X in November and December 2025. Targeting the...
Thursday 24 July 2025
Uniplus subsidiary gains key North American transformer certifications
Sanjiang Electric, part of Uniplus, has received safety certifications from Underwriters Laboratories (UL) and Canadian cUL, allowing the sale of their 15kV-25kV transformers in North...
Thursday 24 July 2025
Edge AI drives Innodisk Q3 momentum and full year growth
With industrial-control application demand warming up and DDR4 market prices rising, industrial-control memory vendor Innodisk's operations in 2025 have improved. Revenue has grown...
Thursday 24 July 2025
Ablecom accelerates global expansion with Netherlands factory, Malaysia boost
Ablecom Technology, a supplier of high-end server chassis and thermal solutions, has announced plans to build a factory in the Netherlands while simultaneously launching phases two...
Thursday 24 July 2025
xAI's significant expansion in AI computing capabilities sparks concerns over energy supply
Elon Musk's AI company, xAI, aims to exponentially increase its computing power to the equivalent of 50 million Nvidia H100 GPUs within five years. This ambitious plan raises concerns...
Thursday 24 July 2025
US-Japan trade pact set to reshape commercial vehicle industry
The US and Japan have finalized a significant trade agreement, opening Japanese markets to US goods, including automobiles, trucks, rice, and selected agricultural products. The deal...
Thursday 24 July 2025
Trump's aggressive trade tactics yield mixed global economic signals
President Donald Trump's aggressive trade strategy, executed alongside Treasury Secretary Scott Bessent and Commerce Secretary Howard Lutnick, continues to reshape international economic...
Thursday 24 July 2025
OpenAI expands US AI infrastructure with Oracle deal as MiTAC rides server demand surge
OpenAI is moving forward with its ambitious AI infrastructure plans in the US, unveiling a new agreement with Oracle to build a 4.5-gigawatt data center as part of its Stargate initiative...
Thursday 24 July 2025
TSMC sees 2nm orders surge; related capacity to reach 200,000 units by 2028
TSMC has continued to accelerate its development of sub-2nm processes despite market expectations that clients would turn cautious with their 2nm orders, given the quote for the process...