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Tuesday 20 May 2025

Computex 2025: Supermicro pushes AI growth and efficiency amid ongoing Nvidia chip shortage

During his keynote speech at Computex 2025, Supermicro president and CEO Charles Liang once again pressed Nvidia CEO Jensen Huang for faster product deliveries. Huang joked that every time he appears on stage, Liang asks him for shipments. According to industry sources, even with expanded capacity, Nvidia's Blackwell chips remain in short supply.

Tuesday 20 May 2025

Nvidia's GB300 gains strong demand with 10,000 units planned for Taiwan AI factory

Nvidia CEO Jensen Huang announced an expanded collaboration with Foxconn and the Taiwan government to develop an AI factory, a project that will utilize 10,000 Nvidia GB300 GPUs.

Tuesday 20 May 2025

Computex 2025: ASIC surge prompts Nvidia's Jensen Huang to unveil NVLink Fusion strategy

Nvidia CEO Jensen Huang revealed the company's AI development roadmap during his keynote at Computex, spotlighting the upcoming GB300 chip set for release in the third quarter of 2025. The Blackwell architecture leverages NVLink technology to integrate multiple GPUs into a single logical "giant chip," significantly boosting inference performance and memory capacity.

Tuesday 20 May 2025

Computex 2025: Pegatron flexes liquid-cooled GPU racks built for AI data center era

Pegatron Corp. is making its biggest appearance to date at Computex 2025, unveiling a standalone booth to showcase its latest rack-mounted solutions designed for increasingly complex AI and data center workloads. Senior Vice President and CTO Yean-Jen Shue noted that as AI demands grow, infrastructure must evolve to support higher performance, greater efficiency, and robust thermal management.

Monday 19 May 2025

Ennoconn sees high order visibility, continued growth in 1H25

Industrial PC (IPC) maker Ennoconn stated during a recent earnings call that it will implement risk controls even though tariffs and the sudden appreciation of the New Taiwan dollar have had a relatively minor impact on the company. However, Chairman Steve Chu warned that there may be price increases if the New Taiwan dollar falls below 30 against the US dollar.

Monday 19 May 2025

Qualcomm signs AI pact with Saudi Arabia's Humain, eyes return to data center CPU race

Qualcomm has signed a memorandum of understanding (MoU) with Riyadh-based AI firm Humain to co-develop next-generation technologies for AI data centers. The deal was unveiled during the Saudi-US Investment Forum, held alongside US President Donald Trump's official visit to Saudi Arabia.

Monday 19 May 2025

AI-driven server demand boom spurs explosive growth for Taiwan CCL suppliers

Despite recent uncertainties surrounding new tariff policies under US President Donald Trump, major US and Chinese cloud service providers have reaffirmed that their capex plans for AI data centers in 2025 will remain on track. Further boosting market confidence, Saudi Arabia has collaborated with leading US tech giants to launch large-scale AI infrastructure projects across the Middle East, signaling robust demand for AI servers in the region.

Monday 19 May 2025

How ASE is reinventing chip testing in Singapore—and betting big on silicon photonics

Singapore and Malaysia's collaborative "Johor-Singapore Special Economic Zone" has emerged as a magnet for investment, positioning the region as a pivotal node in Southeast Asia's AI data center supply chain. Beyond this, both nations boast decades of expertise in the semiconductor sector.

Monday 19 May 2025

Matrix Precision opens new Hsinchu plant with US$100 million revenue target, lands major Japanese order

On May 13, Matrix Precision, a subsidiary of Hiwin Technologies, inaugurated its new manufacturing facility in Fengshan, Hsinchu, aiming to generate US$100 million in annual revenue. The opening marks a major expansion in Matrix's capacity to produce large gear grinding machines as global demand for high-end, high-precision components continues to grow.

Sunday 18 May 2025

Western Digital, Foxconn launch high-density TOR switch with embedded NVMe storage

Western Digital and Ingrasys Technology, a Foxconn subsidiary, unveiled a strategic partnership on May 15 to debut a next-generation top-of-rack (TOR) switch featuring embedded storage. The new TOR Ethernet Bunch of Flash (EBOF) system delivers distributed storage at the network edge, helping cut latency, reduce dependency on standalone storage networks, and ease traffic from centralized storage arrays.

Sunday 18 May 2025

Jensen Huang brings in Compal, as Foxconn chair sits out

Jensen Huang, CEO of Nvidia, continued his closely watched Taiwan visit with a high-profile gathering of semiconductor and electronics leaders on May 17, following a private dinner the night before with TSMC Chairman C.C. Wei and senior executives. Attendees included some of the most influential names in the region's supply chain: MediaTek CEO Rick Tsai, Quanta Chairman Barry Lam, Wistron Chairman Simon Lin, and Asus Chairman Jonney Shih.

Saturday 17 May 2025

Nvidia CEO turns spotlight back to Taiwan

Nvidia CEO Jensen Huang arrived in Taiwan on May 16, marking the start of a tightly scheduled visit that blends symbolic gestures with strategic meetings. When asked about the location of Nvidia's new Taiwan headquarters, Huang offered only a teaser: "I'll tell everyone next Monday."

Friday 16 May 2025

Auras Technology forecasts liquid cooling to contribute to over 40% of revenue by 2025

Auras Technology chairman Yu-shen Lin highlighted the rising use of liquid cooling for AI servers, expecting these products to make up more than 40% of revenue in 2025, up from 12% in 2024. On May 16, the company forecasted steady operational growth in 2025, led by AI server demand, with stronger performance in the year's second half.

Friday 16 May 2025

Wistron sees strong AI server demand; tariff risks cloud notebook outlook

Wistron president and CEO Jeff Lin addressed rising tariff concerns and shifting production strategies at the company's annual shareholders' meeting on May 16, 2025, highlighting a mixed outlook for different segments of the electronics market.

Friday 16 May 2025

Trump's Middle East visit brings relief to Nvidia and AI supply chain

Industry insiders revealed that just as the market believed the rapid growth of AI was slowing down and Nvidia's performance would no longer be spectacular, US President Donald Trump demonstrated a dual strategy of "carrot and stick" by leading several top American business leaders, including Nvidia CEO Jensen Huang, on a visit to Saudi Arabia. The move proved highly beneficial for Huang.

Thursday 15 May 2025

Foxconn expects AI servers to drive over half of 2025 server revenue amid surging demand and Middle East opportunities

AI servers are emerging as a dominant revenue driver for leading ODM vendors in 2025, with Foxconn at the forefront of this trend. Despite lingering concerns about potential supply chain disruptions, Foxconn chairman Young Liu emphasized during an April 14 investor conference that AI servers are now in the mass delivery stage and are expected to generate over 50% of the company's total server revenue this year.

Thursday 15 May 2025

GB300 leads AI server showcase at Computex 2025

AI servers will be a major focus of the upcoming Computex 2025, with ODMs and EMS providers set to showcase their latest solutions, including GB300 models, at the annual tech tradeshow in Taipei.

Thursday 15 May 2025

Taiwan launches large-scale computing infrastructure to drive AI development

As high-performance computing emerges as a defining force in global technology development, Taiwan is taking decisive steps to strengthen its AI capabilities. The National Science and Technology Council (NSTC) has launched a large-scale computing infrastructure initiative to establish a secure and highly available cloud environment for artificial intelligence (AI) development across industry, academia, and research institutions.

Thursday 15 May 2025

AI servers boost 2Q25 growth; Eikei continues to expand in Mexico's automotive market

PCB manufacturer Eikei reported a slight decline in revenue for April due to delayed customer shipments and normal inventory adjustments. However, the company expects AI server orders to strengthen gradually starting from May, which is expected to further drive revenue growth momentum in the second quarter of 2025.

Thursday 15 May 2025

Quanta forecasts strong Q2 as AI server demand powers record earnings

Quanta Computer posted record first-quarter 2025 results on May 14, with gross margin reaching 7.92% and operating margin climbing to an all-time high of 5.07%. Net income after tax surged to NT$19.5 billion (US$643.66 million), up 22.8% quarter over quarter and 61.6% year over year. The company anticipates continued strength in both notebook and server shipments heading into the second quarter.

Wednesday 14 May 2025

Foxconn bets on AI servers to counter tariff and currency headwinds

Foxconn Precision Industry held its first quarter 2025 earnings call on May 14. Chairman Young Liu stated that due to US tariff policies and recent exchange rate fluctuations impacting the supply chain, the overall outlook for 2025 has become more cautious.

Wednesday 14 May 2025

Taiwan's Parpro rides aerospace, defense tailwinds to 1Q25 profit surge

Taiwan's industrial PC specialist Parpro reported a sharp year-over-year profit recovery for the first quarter of 2025, citing effective operational restructuring and a revamped product strategy. The company began a turnaround program in 2024, focusing on cost efficiency and portfolio realignment, helping revenue and profit rebound from pandemic-era lows.

Wednesday 14 May 2025

Imaging specialist Ability unveils new machine vision modules for next-gen automation and edge AI

Taiwan-based optical imaging solutions provider Ability Enterprise is accelerating its diversification strategy by entering the machine vision market. The company has launched two new imaging modules, an infrared (IR)-assisted full-color wide-angle module and an active stereo 3D imaging module, to meet emerging customer needs in high-end sensing and edge computing applications.

Wednesday 14 May 2025

Cloud market remains strong as top trio CSPs report capacity constraints

Global enterprise spending on cloud infrastructure reached US$94 billion in the first quarter of 2025, marking a 23% year-over-year increase. Amazon's AWS continues to lead the market, while Microsoft and Google show stronger growth momentum. During recent earnings calls, all three companies highlighted tight cloud supply capacity, dispelling earlier market concerns about a potential demand reversal.

Wednesday 14 May 2025

Inventec posts record margins as server mix, yields drive 1Q profit surge

Inventec posted record profitability in the first quarter of 2025, with gross margin rising to 6% and operating margin reaching 2.2%. Net income totaled NT$1.703 billion (approx. US$54.06 million), representing a 56.4% year-over-year increase but a 28.1% decline from the prior quarter. Earnings per share (EPS) came in at NT$0.47. The company credited the margin gains to an optimized product mix and streamlined production.

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