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Wednesday 22 January 2025
Nvidia GB200 thermal issues may impact SK Hynix's 1Q25 outlook
Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not...
Wednesday 22 January 2025
Optical industry soars in 2024, as competition in robotics intensifies
The optics industry saw robust growth in general in 2024, with leading players Largan Precision, Genius Electronic Optical (GSEO), and Asia Optical all posting strong results for...
Wednesday 22 January 2025
Pegatron delivers GB200, invests US$18.3 million in US CSP firms
In a significant move into the AI server market, Pegatron has successfully delivered its first GB200 server rack to Lambda Labs, a US-based cloud service provider (CSP). The company...
Wednesday 22 January 2025
Automotive EMS vendors brace for Trump's Mexico tariff
The US is anticipated to impose a 25% tariff on Mexico starting February 1, 2025, as proposed by the newly inaugurated President Donald Trump, prompting automotive electronics manufacturing...
Wednesday 22 January 2025
Foxconn geared up for AI applications and regional manufacturing in 2025
Foxconn Group (Hon Hai) is positioning itself for expanded AI applications and regionalized production in 2025, with projections to surpass NT$7 trillion (US$214.38 billion) in annual...
Wednesday 22 January 2025
Taiwan's machine tools left behind by AI boom: industry seeks relief to counter US tariffs
Taiwan's machine tool sector struggles to keep pace with its AI-driven export growth, as mounting geopolitical challenges and unfavorable exchange rates continue to impact its performance...
Wednesday 22 January 2025
Trump unveils AI investment plan with OpenAI, Softbank, Oracle
President Donald Trump announced a joint venture to fund artificial intelligence (AI) infrastructure worth billions of dollars with the leaders of Softbank Group, OpenAI, and Oracle,...
Tuesday 21 January 2025
Smart manufacturing, Southeast Asia growth drive Aplex's 2025 recovery plans
Industrial PC (IPC) provider, Aplex's overall performance in 2024 did not meet initial expectations. However, with new products such as edge AI gradually coming into play, along with...
Tuesday 21 January 2025
Against the odds: China's Big Fund Phase III launches US$8.2 billion AI fund amidst US sanctions
Escalating US sanctions aside, China has launched a national artificial intelligence (AI) industry investment fund worth CNY60 billion (approx. US$8.2 billion), according to reports...
Tuesday 21 January 2025
Dixon doubles mobile phone manufacturing sales, sets sights on 8.6G display fab pending India's semiconductor incentive
India-based EMS supplier Dixon Technologies reported significant increases in sales and profit over the past quarter, driven by a doubling in mobile phone manufacturing sales following...
Tuesday 21 January 2025
Taiwan legislative budget cuts threaten tech supply chain stability
With just two days remaining before the Legislative Yuan's 11th session adjourns on January 21, 2025, tensions are mounting over the central government's budget vote showdown. The...
Tuesday 21 January 2025
Poland is now under US sanctions, cut off from advanced tech
Poland's aspirations to become a European AI leader have hit a significant roadblock following new US export controls on advanced technology. According to the Polish Press Agency...
Tuesday 21 January 2025
Suppliers temporarily halt equipment export amid policy uncertainty from China
Recent reports revealed that some companies are facing delays in exporting production line equipment, prompting businesses to temporarily suspend customs procedures, which leads to...
Tuesday 21 January 2025
AI drives revenue growth for major electronics ODMs in 2024
Major Taiwan-based ODMs including Hon Hai (Foxconn), Quanta, Wistron, and Inventec enjoyed record-high sales in 2024, buoyed by robust AI server sales, while revenue at Pegatron and...
Tuesday 21 January 2025
TikTok refugees turn to Red Note, shows commercial potential
Following TikTok's ban in the US (though it was reinstated just a day later), China's RedNote (international version of Xiaohongshu) quickly gained popularity in the US, becoming...