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Tuesday 12 August 2025

Tesla’s rumored Dojo retreat could supercharge Taiwan’s Nvidia supply chain

Tesla is reportedly disbanding its internal development team responsible for the Dojo supercomputer, with key personnel set to depart. This news has drawn attention from Taiwan's supply chain stakeholders. However, industry experts estimate that Tesla will continue to develop autonomous driving technology, which implies a greater reliance on Nvidia, representing positive news for Taiwan's Nvidia supply chain.

Monday 11 August 2025

Advantech eyes retail and imaging acquisitions to capitalize on Edge AI growth

Advantech is evaluating potential acquisitions in retail, imaging, and software modules as part of a broader strategy to strengthen its presence in fragmented vertical markets. Chairman KC Liu said the company is positioning itself for a return to pre-pandemic growth, supported by new investment priorities.

Monday 11 August 2025

WT Microelectronics AI data centers fuel massive growth into 2026

IC distribution giant WT Microelectronics' chairman Eric Cheng stated at the August 6, 2025, investor conference that strong AI demand will become the core growth driver for WT in the second half of 2025 and into 2026.

Monday 11 August 2025

AI boom spurs shift to rack-scale, open-standard servers as cooling demands soar

The accelerating demands of artificial intelligence are redrawing the blueprint of data center infrastructure, driving server design into an era defined by rack-scale integration, open standards, and advanced cooling.

Monday 11 August 2025

South Korea accelerates AI data center expansion amid global compute race

With the rapid development of the global AI industry, demand for high-performance computing and GPU resources continues to rise, and the global AI data center market is expanding rapidly. The South Korean government and private enterprises are accelerating their efforts to secure technological sovereignty and industrial competitiveness in the AI era.

Monday 11 August 2025

UCIe 3.0 doubles bandwidth, expands chiplet ecosystem — Intel's Das Sharma on AI and compatibility

The Universal Chiplet Interconnect Express (UCIe) standard has taken a decisive step forward with the release of version 3.0, delivering up to 64 GT/s throughput and doubling bandwidth density to meet the surging demands of AI, high-performance computing, and data-intensive workloads. Intel Senior Fellow Dr. Debendra Das Sharma, who chairs the UCIe Consortium, says the update cements the foundation for a fully open, backward-compatible chiplet ecosystem.

Monday 11 August 2025

SoftBank reportedly acquires Foxconn's US EV plant for Stargate

The SoftBank Group has reportedly acquired Foxconn's Ohio EV factory through Crescent Dune LLC for US$375 million, aiming to advance its Stargate AI infrastructure initiative with OpenAI and Oracle, despite neither company confirming the deal.

Monday 11 August 2025

Wiwynn scales up US investments, expanding Taiwan headquarters

Wiwynn Technology's board has approved a capital increase of US$500 million for its US subsidiary, Wiwynn International, to bolster operating funds and improve financial structure. Additionally, the board authorized a construction budget of NT$4 billion (US$134 million) to expand its Taiwan headquarters to meet growing office and R&D requirements.

Monday 11 August 2025

Airtel's Xtelify unveils sovereign cloud and AI tools to target telecom and enterprise growth

India-based Bharti Airtel's digital services arm, Xtelify, has launched Airtel Cloud, a sovereign cloud platform, along with an AI-powered software suite aimed at boosting efficiency and revenues for telecom operators and enterprises, according to Reuters, Cryptopolitan, and Capacity Media.

Sunday 10 August 2025

AI infrastructure era arrives: new quarterly capex records across the field

The AI race has evolved into a contest over the pace of AI infrastructure development. Seven leading global tech companies have hit a record high in combined quarterly capex, with significant funding fueling economic growth.

Saturday 9 August 2025

AI servers' 800V power upgrade presents transformation opportunity for power supply chain

As artificial intelligence (AI) computing demands increasingly more power, providing stable and ample electricity has become a critical issue in the AI industry's development. Nvidia recently announced plans to introduce a new high-voltage power architecture by 2027, adopting an 800V high-voltage direct current (HVDC) power system in next-generation AI server solutions.

Saturday 9 August 2025

Dynamic's Thailand plant to volume produce AI server motherboards in 4Q25, with AI revenue expected to reach 20% by 2026

Automotive PCB manufacturer Dynamic Holding announced that as the learning curve at its new Thailand plant gradually improves, high-end new products are expected to enter small-scale production in the fourth quarter of 2025. The focus will be on orders for high-margin applications, such as AI servers, AI GPUs, ASICs, and switches. Production volume is set to increase steadily starting in 2026, with AI product revenue projected to account for up to 20% of total annual sales.

Saturday 9 August 2025

Exein expands globally to address IoT security challenges, leveraging Taiwan's advanced manufacturing ecosystem

Rising concerns over vulnerabilities in Internet of Things (IoT) devices—estimated to account for nearly one-third of global cybersecurity risks—are fueling a surge in global demand for embedded security solutions. Italian cybersecurity startup Exein, a leader in embedded IoT protection, is responding with an ambitious international expansion plan that taps into Taiwan's robust electronics manufacturing ecosystem to deepen its presence in Asia and beyond.

Friday 8 August 2025

Non-AI workloads dominate data centers despite ChatGPT popularity

Research from SemiAnalysis reveals that non-AI workloads still dominate data center operations in the Asia-Pacific region, while AI-related workloads are expected to grow significantly only in the coming years. Among ChatGPT user rankings, the Asia-Pacific region accounts for the highest global share, with India having the largest user base.

Friday 8 August 2025

Taiwan govt pushes back on tech exodus fears, floats tax breaks

Taiwanese companies expanding operations in the US are unlikely to reverse course, even under mounting pressure from US President Donald Trump's proposed trade barriers. But senior officials in Taipei are pushing back against fears of a large-scale industrial exodus, saying that as long as factories remain open in Taiwan, the trend should not be labeled as offshoring.

Thursday 7 August 2025

Strong AI data center demand drives Chief Telecom's record-high profits in 1H25

IDC provider Chief Telecom has once again delivered outstanding profitability. Benefiting from robust demand for AI data center services, Chief Telecom's net profit margin and EBITDA margin in the first half of 2025 reached historic highs.

Thursday 7 August 2025

Nvidia launches 800V HVDC architecture, passive component leaders enter the power supply chain

The power revolution in AI data centers has attracted global passive component leader Murata to actively participate. At the 2025 OCP APAC Summit held in Taiwan, Murata unveiled a power management solution specifically designed for AI data centers.

Thursday 7 August 2025

Can Microsoft sustain US$4 trillion valuation amid AI uncertainty and OpenAI tensions?

Microsoft's market capitalization surged past US$4 trillion following its latest earnings release. While the company exceeded revenue expectations, significant challenges persist, including strained relations with OpenAI and less advanced AI innovations relative to competitors, raising questions about the sustainability of its valuation.

Thursday 7 August 2025

Zettabyte secures strategic investment from Lam Research to expand global AI data center footprint

Zettabyte, an AI data center service provider, has secured a strategic investment from Lam Capital, part of Lam Research Corporation. The funding round also saw involvement from Taiwanese firms Foxconn, Pegatron Corp., and Wistron Group, aiding Zettabyte's global market expansion. The investment amount remains undisclosed.

Thursday 7 August 2025

Ablecom breaks into AI server big league with surging growth, global expansion

Ablecom Technology, a leading server chassis manufacturer, has launched a new business unit to support increasing demand from AI server customers. The company plans to scale production capacity in Taiwan and Malaysia while accelerating recruitment to meet rising orders from global system integrators.

Wednesday 6 August 2025

Taiwan seeks better tariff deal after US Section 232 investigations

After four rounds of in-person negotiations and multiple video conferences, Taiwan's provisional tariff rate has been set at 20%.

Wednesday 6 August 2025

Johor approves 42 data center projects in 2Q25 to cement regional tech hub status

According to The Edge Malaysia, Johor approved 42 data center construction projects in the second quarter of 2025, reinforcing its position as Malaysia's leading destination for digital infrastructure investment.

Wednesday 6 August 2025

APN transforms transmission architecture, bringing new energy-saving solutions to Taiwan

With the rapid rise of generative AI (GenAI) and immersive applications, traditional network technologies are struggling to meet the surging data transmission demands. At the Open Compute Project Asia-Pacific Summit (OCP APAC Summit) held on August 5, 2025, Jhih-Heng Yan from the Chunghwa Telecom Laboratories highlighted that the all-photonics network (APN) not only breaks through the limitations of conventional network transmission and latency but also offers a new solution to Taiwan's data center power supply challenges.

Wednesday 6 August 2025

Meta highlights heterogeneous integration as key for GPU deployment scaling to millions

The Open Compute Project Asia-Pacific Summit began on August 5 in 2024, in Taiwan, attended by several Meta Platforms Inc. representatives. Industry sources indicate that once GPU deployment surpasses one million units, relying on a single GPU model is impractical. Achieving heterogeneous integration across data center layers and addressing flexible scalability while ensuring adequate power and space are critical challenges.

Wednesday 6 August 2025

Broadcom scales AI cloud with Jericho4 and bets on open interoperability

Broadcom has introduced its next-gen Ethernet switch chip, Jericho4, at the 2025 OCP APAC Summit, marking a key move toward scaling AI data center connectivity across regions. The chip connects over one million XPU clusters and extends Broadcom's Ethernet strategy from single-rack Scale-Up and multi-rack Scale-Out to metro-wide Regional Scale-Out deployments.

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