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Wednesday 22 January 2025
PTI sees memory backend demand start recovering in 2Q25
Backend house Powertech Technology (PTI) anticipates a resurgence in demand from the memory sector beginning in the second quarter, with further enhancement projected through the...
Wednesday 22 January 2025
Microsoft relaxes exclusivity, allowing OpenAI to use rival cloud providers
Microsoft has revised its agreement with OpenAI, allowing the AI company to partner with other cloud service providers (CSPs). However, Microsoft retains the Right of First Refusal...
Wednesday 22 January 2025
Taiwan's export orders set to decline in early 2025 amid electronics off-season
Export orders from Taiwan are expected to decline significantly in January 2025, with the Ministry of Economic Affairs (MOEA) forecasting values between US$44.5 billion and US$46.5...
Wednesday 22 January 2025
EU to raise Biden's AI chip curbs with Trump administration
The European Union will raise concerns with the US over a decision to restrict the export of artificial intelligence chips from the likes of Nvidia to some of its
member states,...
Wednesday 22 January 2025
Asia Tech Image achieves record revenue in 2024, eyeing diversified growth for 2025
Asia Tech Image Inc. (ATII), an Asia Optical subsidy specializing in imaging sensor modules, reported record-breaking revenue for 2024 and outlined its growth strategy for 2025, focusing...
Wednesday 22 January 2025
Server ODMs to rapidly open production sites in US, with Texas being top choice
Server ODMs are swiftly establishing manufacturing facilities in the US to mitigate the impact of geopolitical uncertainties, with Texas emerging as a favored location, according...
Wednesday 22 January 2025
Siri privacy settlement exposes Apple's gaps in AI governance
Apple's US$95 million settlement over Siri privacy violations has brought AI governance and accountability into sharp focus. The case highlights the growing challenges of balancing...
Wednesday 22 January 2025
Jensen Huang's low-key China visit: Nvidia's strategic maneuver through US-Sino tensions
Nvidia CEO Jensen Huang's recent low-profile visit to China has reaffirmed the company's strategic focus on this crucial market amid tightening US restrictions on advanced semiconductor...
Wednesday 22 January 2025
India's electronics supply chain faces challenges as Trump returns
Over the past four years, the Biden administration has worked to reduce reliance on China's supply chain through initiatives such as the Quad, which has benefitted countries like...
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...