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Tuesday 26 August 2025
China reportedly enforces blanket halt on Nvidia H20, leaving AI revenue in doubt
Investment bank Jefferies Group LLC has warned in a memo that China has imposed a sweeping ban on Nvidia's H20 AI GPUs, blocking domestic companies from placing any new orders for...
Tuesday 26 August 2025
Lens Technology 1H earnings jump on smartphone demand; robotics, EVs, AR in the pipeline
Lens Technology posted double-digit growth in the first half of 2025, driven by recovering consumer electronics demand and expansion into fast-growing segments including automotive,...
Tuesday 26 August 2025
Nikon to close Yokohama manufacturing plant in 2025, signaling strategic shift
Nikon Corporation has announced the closure of its Yokohama Manufacturing Plant on September 30, 2025. The company's personnel and operations from the site will be relocated to other...
Tuesday 26 August 2025
China's Luxshare delivers strong 1H, forecasts 20–25% profit jump in 3Q
Luxshare Precision Industry Co. delivered robust first-half 2025 results, underscoring resilience from a consumer electronics recovery and its expanding diversification strategy....
Tuesday 26 August 2025
Apple supplier Goertek pivots for AI+AR era with strategic optics push
Goertek Inc., a major Apple supplier and leading contract manufacturer for AR/VR hardware, reported mixed first-half 2025 results, highlighting improved profitability and growing...
Tuesday 26 August 2025
Taiwan Glass enters AI server supply chain amid transformation challenges
Traditional glass manufacturer Taiwan Glass has invested its resources in AI fiberglass cloth, successfully transforming and penetrating the AI server supply chain led by Nvidia to...
Monday 25 August 2025
AI investments of top-4 Chinese CSPs

Introduction

Monday 25 August 2025
Taiwan's Walrus Pump rides AI liquid cooling wave, fast-tracks revenue growth in technology pumps
Taiwan's largest water pump brand, Walrus Pump, is seeing a sharp rise in inquiries from ODMs and cooling module makers for liquid cooling and immersion cooling systems. The company...
Monday 25 August 2025
Nvidia earnings report to highlight AI demand, Blackwell capacity, and China market focus
The spotlight will be on Nvidia as it prepares to release its financial results for the second quarter of fiscal year 2026 (2QFY26), with the earnings announcement scheduled for August...
Monday 25 August 2025
China's top smartphone ODM plans HK IPO after doubling 1H25 revenue
Huaqin Technology, a leading global intelligent hardware platform company, announced on August 22, 2025, that it will issue H-shares and seek a main board listing on the Hong Kong...
Monday 25 August 2025
Taiwan's Data Image to mass-produce large ship displays at Vietnam plant 1Q26
For Taiwan's display solutions provider Data Image, 2025 will be a fruitful and pivotal year. The company is shifting its focus from primarily touch panel products to more advanced...
Saturday 23 August 2025
JPP Holding rides supply chain shift into AI and aerospace growth
JPP Holding Company, a precision components manufacturer, said on Wednesday that it expects continued strong order visibility for the second half of 2025, supported by the gradual...
Friday 22 August 2025
eMMC shortage fuels rivalry between Macronix and Winbond in auto flash market
As NAND leaders recalibrate production allocation, Taiwan's Winbond Electronics and Macronix International are doubling down on specialized segments. Both are expanding their presence...
Friday 22 August 2025
Getac breaks Panasonic’s grip on Europe’s rugged PCs, taps AI for growth
Taiwan's leading rugged industrial PC (IPC) manufacturer, Getac Holdings, has recently overtaken longtime leader Panasonic in the European market. Getac chairman James Hwang highlighted...
Friday 22 August 2025
AI server demand powers Getac’s revenue upgrade
AI servers are in high demand. Getac Holdings' subsidiary, Atemitech, began setting up production capacity for AI server chassis and racks at the end of 2024 and has started shipments...