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Saturday 8 March 2025
Microsoft cuts US data center leases; Taiwanese operators forecast a 20-year boom
Rumors suggest Microsoft has ended some US data center leases, sparking fears of reduced demand for Internet Data Centers (IDCs). In contrast, Taiwanese IDC operators are optimistic,...
Saturday 8 March 2025
CFTC back on growth track in 2Q25 thanks to high-margin new products
China Fineblanking Technology Co. (CFTC), the leading high-precision stamping manufacturer, reported revenue of NT$157 million (US$4.9 million) for February 2025, bringing its total...
Friday 7 March 2025
DeepSeek's value lies in open-source innovation, not cost, says AMD CEO Lisa Su
Nvidia CEO Jensen Huang recently announced the company's fourth-quarter fiscal 2025 (4QFY25) financial results, reinforcing investor confidence in AI's long-term growth, even amid...
Friday 7 March 2025
Nvidia standardizing BBUs for AI data centers? Battery module suppliers scale up production
The surge in AI server deployments is fueling increased demand for backup battery units (BBUs). Dynapack International Technology President Chung-hsing Chang noted that demand is...
Friday 7 March 2025
Sunon revises 1Q25 outlook to optimistic as AI server demand surges
Stronger-than-expected AI demand has prompted Sunonwealth Electric Machine Industry (Sunon) to upgrade its first-quarter 2025 outlook from cautious to optimistic. Initially forecasting...
Friday 7 March 2025
Qisda expands production in Vietnam as US tariff policies reshape global supply chains
The US tariff policy is set to cause major changes in the global supply chain. Joe Huang, president of Qisda, stated that while the company currently has manufacturing facilities...
Friday 7 March 2025
Taiwan retail giant's info arm unveils versatile Lumine AI service suite for SMEs
As part of its business transformation efforts, President Information Corp (PIC), a subsidiary of Taiwan's Uni-President retail conglomerate, has launched the Lumine AI service suite...
Friday 7 March 2025
Chelic anticipates growth amid rising industrial automation demand
The global trend of industrial automation, coupled with rising labor costs and the need for greater production efficiency, is driving strong demand for robotics and automotive components...
Friday 7 March 2025
Broadcom's bullish AI forecast drives robust growth as hyperscale demand surges
Broadcom Inc., a chip supplier for Apple Inc. and other big tech companies, soared in late trading after an upbeat forecast reassured investors that spending on artificial intelligence...
Friday 7 March 2025
OpenAI, Oracle eye Nvidia chips worth billions for Stargate site
OpenAI and Oracle plan to begin filling a massive new data center in Texas with tens of thousands of powerful AI chips from Nvidia in the coming months, part of a push to get the...
Friday 7 March 2025
Alibaba Cloud makes its debut at MWC with strategic focus on 'GROW' strategy
Alibaba Cloud debuted at the Mobile World Congress (MWC) and hosted a global summit during the event. Wei-guang Liu, SVP of Alibaba Cloud Intelligent Group, highlighted the rising...
Friday 7 March 2025
Inventec posts record-high February revenue driven by AI servers
Taiwanese ODM Inventec posted its strongest February revenue, reaching NT$51.67 billion (US$1.57 billion), driven by strong momentum for AI servers.
Friday 7 March 2025
MWC 2025: NTT showcases AI-powered personal assistant, smart AR glasses
NTT Docomo, a subsidiary of Japan's telecom giant NTT Group, and its affiliate NTT QONOQ showcased their latest AI innovations at MWC 2025, unveiling AI-powered personal assistants...
Friday 7 March 2025
Pegatron unveils 5G transformation at MWC 2025, eyes private network boom
Pegatron showcased its evolution into a full-fledged system supplier at MWC 2025, marking three years of transformation. CY Feng, general manager of the company's BU6, emphasized...
Friday 7 March 2025
Taiwan data center operators evaluate satellite communications for backup
Recent cases of submarine cable disconnections off the coast of Taiwan have raised concerns about national security, prompting Internet data center (IDCs) operators to mull the feasibility...