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Friday 2 May 2025
Industrial displays solutions vendor Litemax adjusting markets to cope with US tariffs
Industrial LCD displays specialist Litemax, which has a solid customer base in high-end applications markets in Europe and the US, is ready to adjust its strategies to cope with the tariffs that may undermine the competitiveness of its products in the American market.
Friday 2 May 2025
Non-AI cloud workloads power Microsoft's 3Q25 Azure overperformance
Microsoft's fiscal year 2025 third-quarter earnings call revealed a company operating at full throttle in the age of AI, driven by skyrocketing demand for AI infrastructure and cloud services.
Friday 2 May 2025
Dixon Technologies, Inventec form joint venture to manufacture PCs and servers in India
Dixon Technologies has strengthened its role in India's electronics manufacturing sector by signing a joint venture with Taiwan-based Inventec to produce IT hardware. The partnership expands Dixon's footprint in high-growth segments, supporting the Make in India initiative through local manufacturing of notebooks, servers, desktops, and related components.
Friday 2 May 2025
Amazon's AI ambition runs on self-designed silicon
Amazon is racing to redefine the future of AI—and it's building that future on silicon of its own design.
Friday 2 May 2025
Amazon Braces for Tougher Business Climate Amid Trump Trade War
Amazon.com Inc. said it's bracing for a tougher business climate in the coming months, echoing concerns from a range of companies that tariffs and related economic turmoil could crimp consumer spending.
Thursday 1 May 2025
Pharmacy chains merge in Taiwan, but labor pains persist
Taiwan's pharmaceutical distribution sector is undergoing sustained consolidation, with industry players embracing chain operations to bolster competitiveness and elevate service standards. MedFirst Healthcare Services Inc., a Taiwan-based medical supplies distributor, expressed optimism about the ongoing consolidation trend and affirmed its commitment to actively participate in this evolving landscape, anticipating that integration will enhance overall industry performance.
Thursday 1 May 2025
Hot and heavy: JS-SEZ bids to lead AI data center innovation in the tropics
In recent years, Singapore has ceased allowing new data center constructions due to limited land and essential resources such as water and electricity. As a result, many data center developments have rapidly shifted to Malaysia's Johor state, which borders Singapore. This shift has propelled data centers to become a key industry within the Johor-Singapore Special Economic Zone (JS-SEZ), attracting an increasing number of supply chain companies.
Thursday 1 May 2025
Flex debuts high-powered liquid cooling system for AI-driven data centers

As soaring demand from AI and high-density computing workloads strains the limits of conventional data center cooling systems, Flex has introduced a new thermal management solution through its JetCool division: the SmartSense Coolant Distribution Unit (CDU).

Thursday 1 May 2025
AI servers remain in high demand, says Quanta chair
Is AI development sustainable? Barry Lam, chairman of Quanta, pointed out that AI development consists of seven stages, and we are currently only at the second stage. The GB200 and GB300 models that Quanta produced for 2025 are designed to meet the demands of this second stage. He added that AI server computing power will increase tenfold over the next two years, and Quanta is already prepared for this growth. Lam expressed his excitement as an engineer about the many applications of AI.
Wednesday 30 April 2025
STT GDC discusses three major challenges for the colocation industry in the AI era
Singapore's STT GDC, a colocation provider under ST Telemedia and backed by Temasek Holdings, is navigating significant changes as AI servers transform the market landscape.
Wednesday 30 April 2025
Supermicro's sales miss hints at slower AI investments by cloud giants
Supermicro, a major provider of AI-optimized servers, reported preliminary fiscal third-quarter 2025 results that fell short of expectations, raising concerns about a potential slowdown in AI infrastructure investments by major cloud service providers (CSPs). The company's delayed shipments, driven by cautious customer platform decisions, come amid reports of a more measured approach to AI spending among tech giants like Microsoft and Amazon.
Wednesday 30 April 2025
CloudMile outlines 3 keys to unlock JS-SEZ potential
The Johor-Singapore Special Economic Zone (JS-SEZ), actively promoted by the governments of Singapore and Malaysia, leverages Johor state's advantages in land, water, electricity, and natural resources, combined with Singapore's advanced technology, financial sector, and status as an international business hub.
Tuesday 29 April 2025
Google sees cloud demand surpass capacity, AI now powers over 30% of code development
Despite recent reports suggesting a slowdown in US data center expansion, Alphabet, Google's parent company, has reaffirmed the strength of its cloud business. The company emphasized that customer demand continues to exceed existing capacity, while the share of internal software development assisted by AI has risen from 25% to more than 30%.
Tuesday 29 April 2025
Wiwynn’s Johor bet sets the pace for AI’s next supply chain
With the Johor-Singapore Special Economic Zone (JS-SEZ) rapidly emerging as a beneficiary of the AI data center boom, the region's supply chain is experiencing both new opportunities and formidable challenges. Among the early trailblazers is Wiwynn, a leading Taiwanese AI server integrator, whose strategic expansion into Johor, Malaysia, has set a benchmark for the industry.
Tuesday 29 April 2025
Mature chip processes most vulnerable in Trump's tariff storm
Taiwan's semiconductor industry has temporarily escaped US President Donald Trump's sweeping tariff measures announced earlier this month, but industry insiders warn that systemic risks could still impact the sector as global trade tensions escalate.
Monday 28 April 2025
Johor data center index grows; AI supercomputer expected to launch in 3Q25
The Johor-Singapore Special Economic Zone (JS-SEZ), jointly established through contracts signed by Malaysia's Johor state and Singapore, has recently become a focal point for the entire Southeast Asian supply chain. This week, the JS-SEZ Business and Investment Forum was held in Johor Bahru, where stakeholders exchanged views on the future development of the economic zone.
Saturday 26 April 2025
Adata and Giga Computing join forces to build server production in Brazil

Memory module manufacturer Adata Technology has announced a strategic partnership with Giga Computing, a subsidiary of Gigabyte Technology, to establish a new, upgraded server production line in Brazil. The venture will integrate ADATA's server-grade memory and storage products, enhancing the competitiveness of the servers and jointly expanding their reach across the Latin American market.

Friday 25 April 2025
GB300 system vendors' shipments remain unaffected despite reports on initial design changes
Despite numerous headwinds currently facing the AI industry outlook, it is undeniable that the AI sector—especially AI servers—will continue to be a cornerstone of Taiwan's ICT industry in 2025. For key players following Nvidia's trajectory, including Foxconn, Quanta, and Wistron, AI servers are expected to drive their growth throughout 2025.
Friday 25 April 2025
Asus secures AI server advantage with strategic US manufacturing move amid tariff risks
Asus's AI server business hit its five-fold revenue growth target a year early in 2024. By 2025, server operations are projected to contribute 15% of the company's total revenue. Asus's early move to set up a manufacturing line in California—initially to serve US and European clients—paid off as US tariff enforcement tightened in late 2024. The facility's launch helped reduce the company's exposure to rising trade tensions.
Friday 25 April 2025
Taiwan unveils major relief package through 2027 to ease US tariff impact and power cost pressures
In response to the potential economic fallout from US President Donald Trump's high-tariff policies, Taiwan has unveiled a NT$410 billion (approx. US$12.7 billion) special relief package aimed at bolstering economic, social, and national security resilience. The program, approved by the Executive Yuan on April 24, 2025, will run through the end of 2027 and may be extended with legislative approval.
Friday 25 April 2025
Navigating ambiguity: industry adopts wait-and-see approach on US policies

As the US continues to recalibrate its trade policy toward China, Taiwanese technology suppliers find themselves caught in a state of strategic limbo, anxious over the potential implications of every twist and turn in US tariff decisions.

Friday 25 April 2025
Chinese tech giants embrace Anthropic's MCP to enhance AI integration
Leading Chinese tech companies are adopting the Model Context Protocol (MCP) developed by AI startup Anthropic, which simplifies AI agents' access to third-party online tools, data, and systems. This move is expected to boost commercial use and innovation in AI applications.
Friday 25 April 2025
Alphabet commits to US$75 billion capex plan amid rivals cooldown in AI infrastructure investment
Alphabet Inc. reported stellar results driven by AI advancements. Facing competition from ChatGPT, the company maintains its US$75 billion AI infrastructure investment despite rumors indicating Microsoft and AWS are slowing AI investments.
Friday 25 April 2025
Delta Electronics sees India gains amid global tariff war, eyes local expansion
Delta Electronics expects to boost its India operations as global tariff regimes continue to shift supply chains, a senior executive told Digitimes Asia in an interview, adding that the company is preparing to bring more global customers to its local manufacturing facilities.
Friday 25 April 2025
CloudMile highlights mixed progress in Southeast Asia's AI development
CloudMile Group, a Taiwanese startup specializing in AI-driven cloud services, is extending its reach into Southeast Asia, eyeing rapid growth in AI adoption across the region. In an interview with DIGITIMES Asia, Jeremy Heng, managing director of CloudMile Southeast Asia, shared insights on how different ASEAN nations are shaping their AI ecosystems—with Singapore emerging as a standout leader.