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Friday 7 February 2025
Trump tariffs: server makers weigh production relocation, consumer tech stays put
The administration of US President Donald Trump has imposed a 10% tariff on China while granting Canada and Mexico a one-month extension before additional tariffs take effect. In...
Friday 7 February 2025
Amazon provides cautious outlook despite strong growth
In its latest earnings report, Amazon revealed that its cloud division delivered a robust performance over the past quarter, even amidst macroeconomic uncertainties. Despite this...
Friday 7 February 2025
Amazon acknowledges FX impacts, sees promise in DeepSeek and AI inference
During the earnings call that followed the release of Amazon's financial results, senior executives acknowledged the adverse effects of foreign exchange fluctuations while expressing...
Friday 7 February 2025
Japanese component makers ride AI server, data center wave
Artificial intelligence (AI) and data center demand are emerging as key performance drivers for Japanese electronic component makers such as Murata Manufacturing, while performance...
Thursday 6 February 2025
Top Chinese cloud platforms rally behind DeepSeek as AI 'black swan' redefines cloud intelligence
Amid rising US restrictions on China's tech sector, leading Chinese cloud computing and AI companies are forging alliances with DeepSeek to challenge global industry leaders and expand...
Thursday 6 February 2025
Taiwan machine tool exports down 15%; government turns to AI to help address industry woes
Taiwan's total machine tool exports dropped 14.8% year-over-year to US$2.218 billion in 2024, prompting the government to introduce measures aimed at revitalizing the industry. The...
Thursday 6 February 2025
Jinpao Precision sees sustained demand for AI server cabinets
Amid the furor surrounding the shock emergence of DeepSeek, strong financial results from the AI server supply chain show that demand remains strong. Chassis maker Jinpao Precision...
Wednesday 5 February 2025
Server ODM clients prep production shifts amid policy uncertainty
While US President Donald Trump's recent suspension of tariffs on Canada and Mexico aligns with his characteristic unpredictability, it has heightened concerns about future trade...
Wednesday 5 February 2025
Google Cloud revenue slows amid intensifying AI competition
Alphabet's most recent earnings report indicates that its cloud business is beginning to show signs of slowing amidst growing competition in the AI sector. Nevertheless, the company...
Tuesday 4 February 2025
TikTok to invest US$3.8 billion in Thai data center
ByteDance's TikTok plans to invest THB126.8 billion (US$3.76 billion) in a Thai data hosting service, marking a major expansion in Southeast Asia. Thailand is emerging as a digital...
Tuesday 4 February 2025
DIGITIMES exclusive: Samsung Taiwan confirms participation in Computex; first time in 13 years
With the advent of the artificial intelligence (AI) era, Taiwan's industrial ecosystem has become increasingly significant. Samsung Electronics (Samsung), which previously prioritized...
Tuesday 4 February 2025
CSPs embrace DeepSeek as AI infrastructure spending surges
China's AI startup DeepSeek has emerged as a significant player in the AI landscape. While some US government offices have restricted DeepSeek's use, Amazon's AWS and Microsoft have...
Tuesday 4 February 2025
Taiwan server ODMs see DeepSeek upside
The emergence of Chinese AI model DeepSeek has sparked concerns over demand for high-end AI servers, raising fears of a potential blow to Taiwan's server ODMs. However, industry insiders...
Monday 3 February 2025
Trump 2.0 prospects: tariffs spark potential three-way supply chain realignment
President Trump's administration has escalated trade tensions since taking office, implementing a 25% tariff on goods from Canada and Mexico and a 10% tariff on Chinese imports since...
Monday 3 February 2025
US-Sino tariff war: limited immediate impact, long-term risks looms
According to Bloomberg Intelligence (BI) economists Chang Shu and David Qu, the latest 10% tariff hike on Chinese goods shifts the next move to Beijing. Signed by President Donald...