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Monday 21 July 2025
Taiwan AI server makers boost North America investment ninefold on tariff fears
Although the US has yet to finalize its reciprocal tariffs on Taiwan, Taiwanese AI server manufacturers have already taken aggressive preemptive measures. In the first half of 2025,...
Monday 21 July 2025
Taiwan govt unveils response plan to US reciprocal tariffs
The US's reciprocal tariff policy has posed serious challenges for many export-oriented countries, with Taiwan hit by a 32% levy when the policy was first announced in April 2025...
Monday 21 July 2025
Broadcom, MediaTek battle for cloud AI chips as CSPs double down on custom silicon
As major US-based cloud service providers (CSPs) prepare to announce their latest earnings, investors are closely monitoring their investment strategies in cloud infrastructure and...
Monday 21 July 2025
Million-unit AI robot army no longer a dream: Analyzing Foxconn's three-pronged strategy
TSMC chairman C.C. Wei recently revealed that major US tech clients anticipate the business potential of humanoid robots to be more than ten times that of electric vehicles (EVs)...
Monday 21 July 2025
Teco secures data center project in Malaysia amid AI-driven demand surge
Teco Electric & Machinery has won new data center construction contracts in Malaysia after acquiring NCL Energy Mechanical and Electrical Engineering. The projects in Selangor...
Monday 21 July 2025
AI server growth lifts ABF market, while BT substrates struggle with supply constraints

A surge in demand for ABF substrates driven by AI applications has created ripple effects across the semiconductor packaging supply chain...

Monday 21 July 2025
Global tech showdown post-tariffs shines spotlight on US-China rivalry
The Belfer Center at Harvard's Kennedy School of Public Policy has released the Critical and Emerging Technologies Index (CETI) report, which quantifies the capabilities of 25 countries...
Monday 21 July 2025
Meta-backed OCP pushes open alternative to closed AI hardware ecosystem
As surging demand threatens to fragment the supply chain into costly proprietary silos, the Open Compute Project,...
Monday 21 July 2025
Vietnam emerges as rising data center hub: regional policy shifts and tech investment drive momentum
Southeast Asia has become a hotspot for data center investments, with Vietnam gaining traction due to its relaxed regulations, competitive costs, and supportive policies. Recent changes...
Monday 21 July 2025
CSP giants prepare to report latest earnings amid AI and supply chain scrutiny
Major cloud service providers (CSPs) are releasing their quarterly earnings reports, starting with Alphabet Inc. on July 23. Microsoft, Meta Platforms, and Amazon Web Services (AWS)...
Monday 21 July 2025
India may ease Chinese FDI curbs to boost electronics ecosystem amid thawing ties and export hurdles
India is considering easing foreign direct investment (FDI) restrictions on Chinese companies, signaling a potential policy shift driven by both economic and diplomatic calculation...
Monday 21 July 2025
Aurotek's robot pivot drives 69% revenue surge as automation demand soars
Transforming from an automation equipment manufacturer, Aurotek has treated its integrated robot solution business as a second growth curve and has reaped the benefits reflected in...
Saturday 19 July 2025
China accuses foreign spies of rare earth smuggling via small-batch shipments

China's Ministry of State Security on July 18 accused foreign intelligence agencies of working with domestic operatives to smuggle rare...

Saturday 19 July 2025
Automotive market headwinds offset by AI servers; Eikei sees US liquid cooling board orders surge in 3Q25
Eikei chairman Shih-Lin Liu stated that the impact of tariffs and exchange rates has temporarily eased, with customer orders gradually stabilizing. Looking ahead to the second half...
Saturday 19 July 2025
Forward Science's AI-powered vacuum systems win major orders from PSMC, Macronix
Taiwan's Forward Science Corp. (Forwardtek), a leading vacuum pump supplier, has launched its new V-pro smart vacuum pump and EcoNanoPur energy-saving system — an integrated...