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    Home Tech ICT Server, IPC, cloud computing, IoT
    Tuesday 22 July 2025
    Jensen Huang's blueprint: CoWoS, CPO, GAA key to AI's next 20 years
    During the 3rd China International Supply Chain Expo (CISCE), Nvidia founder and CEO Jensen Huang spoke with Jian Wang, director of the Zhejiang Lab and founder of Alibaba Cloud. They exchanged perspectives on AI evolution paths, foundational technologies, research influence, and the open-source ecosystem.
    Monday 21 July 2025
    CHT Security targets drone and autonomous vehicle cybersecurity
    Traditional protection mechanisms are no longer sufficient to address the needs of cyber-physical systems (CPS) that are becoming ubiquitous, with Taiwan-based CHT Security eyeing the strong potential of this market.
    Monday 21 July 2025
    Nvidia and ASIC dual engines accelerate CSP data center deployments
    The GB200 servers are expected to begin smooth shipments starting in the second quarter of 2025, coupled with strong shipments of ASIC servers, signaling that US-based cloud service providers (CSPs) are poised to deliver impressive cloud performance. According to the supply chain, despite tariff-related adjustments, clients have been actively stocking up, and current orders show no signs of easing. This indicates that the AI boom will continue heating up throughout the second half of 2025.
    Monday 21 July 2025
    Foxconn subsidiary invests US$60 million in AI-centric Oceanus Growth Fund
    Foxconn's subsidiary, Hon Chi International Investments, has announced a significant investment of US$60 million in the Oceanus Growth Fund, L.P., a private equity fund.
    Monday 21 July 2025
    Taiwan AI server makers boost North America investment ninefold on tariff fears
    Although the US has yet to finalize its reciprocal tariffs on Taiwan, Taiwanese AI server manufacturers have already taken aggressive preemptive measures. In the first half of 2025, outbound investment filings from the sector soared ninefold, with companies channeling funds through offshore tax havens such as the British Virgin Islands and the Cayman Islands to establish assembly plants in the US and Mexico.
    Monday 21 July 2025
    Broadcom, MediaTek battle for cloud AI chips as CSPs double down on custom silicon
    As major US-based cloud service providers (CSPs) prepare to announce their latest earnings, investors are closely monitoring their investment strategies in cloud infrastructure and potential changes in capex, key factors influencing the custom application-specific integrated circuit (ASIC) market.
    Monday 21 July 2025
    Teco secures data center project in Malaysia amid AI-driven demand surge
    Teco Electric & Machinery has won new data center construction contracts in Malaysia after acquiring NCL Energy Mechanical and Electrical Engineering. The projects in Selangor and Johor Bahru will add 178MW of construction capacity, with contract values close to MYR170 million (US$40.1 million). This growth is fueled by rising demand for AI and hyperscale data centers in the region.
    Monday 21 July 2025
    Lee Jae-yong's road to rebuild Samsung after legal scandal acquittal
    Coming out the other side after nearly a decade of legal troubles, Samsung Electronics stands at a crossroads. Chairman Lee Jae-yong is rebuilding the group leadership structure, driving major mergers and acquisitions, and reforming corporate culture to proactively be prepared for potential future challenges.
    Monday 21 July 2025
    AI server growth lifts ABF market, while BT substrates struggle with supply constraints

    A surge in demand for ABF substrates driven by AI applications has created ripple effects across the semiconductor packaging supply chain. Industry sources report that the upstream supply of high-grade fiberglass cloth, a critical material, is being stretched thin. This has caused significant delays in BT substrate deliveries, creating bottlenecks for memory module makers struggling to fulfill urgent orders. Some market watchers anticipate price hikes for BT substrates, with the increase potentially spilling over to ABF substrates as well.

    Monday 21 July 2025
    Vietnam emerges as rising data center hub: regional policy shifts and tech investment drive momentum
    Southeast Asia has become a hotspot for data center investments, with Vietnam gaining traction due to its relaxed regulations, competitive costs, and supportive policies. Recent changes now allow foreign investors to own land and operate data centers independently, reflecting Vietnam's ambition to strengthen its digital infrastructure.
    Monday 21 July 2025
    CSP giants prepare to report latest earnings amid AI and supply chain scrutiny
    Major cloud service providers (CSPs) are releasing their quarterly earnings reports, starting with Alphabet Inc. on July 23. Microsoft, Meta Platforms, and Amazon Web Services (AWS) will follow next week. The reports are expected to reveal updates on annual capex goals, cloud capacity challenges, and AI strategy shifts.
    Saturday 19 July 2025
    Automotive market headwinds offset by AI servers; Eikei sees US liquid cooling board orders surge in 3Q25
    Eikei chairman Shih-Lin Liu stated that the impact of tariffs and exchange rates has temporarily eased, with customer orders gradually stabilizing. Looking ahead to the second half of 2025, following small-scale deliveries of US-based AI server cooling distribution unit (CDU) boards starting from the second quarter, the company expects a stable surge in orders in the third quarter, potentially driving an operational split of 40% in the first half and 60% in the second half of the year.
    Friday 18 July 2025
    Pegatron chair hails Indonesia tariff cut, urges balance in US-China AI strategy
    Pegatron Chairman T.H. Tung welcomed the sharp reduction in US tariffs on Indonesian exports to 19%—the lowest among Asian countries to date—as a timely boost for the company's newly ramped-up production facility in Batam. He noted that the cut offers Taiwanese companies with operations in Southeast Asia a stronger foothold in global tech competition.
    Friday 18 July 2025
    Nvidia's return to China faces trust deficit as domestic rivals gain ground
    Nvidia announced at China's International Supply Chain Expo that its H20 chips received US government approval to resume sales in the world's second-largest economy, marking a pivotal moment for the semiconductor giant's efforts to regain lost ground in a critical market.
    Friday 18 July 2025
    Corning locks in on China investments amid intensifying US-China tensions
    Leading US glass substrate manufacturer Corning stated that China is the only market outside of the US that has deployed all five of its major business segments. Corning's accumulated investments in China have surpassed US$9 billion, with over 90% of its raw materials sourced locally.
    Friday 18 July 2025
    TSMC raises revenue outlook as AI demand offsets consumer electronics weakness
    TSMC lifted its full-year dollar revenue forecast and signaled stable second-half orders, providing relief to a supply chain grappling with tariff uncertainties and softening consumer demand.
    Thursday 17 July 2025
    Deloitte Forum: Taiwanese firms urged to realign supply chains amid US-Vietnam trade shifts and emerging multipolar world
    At a forum hosted by Deloitte Taiwan on July 15, titled "Navigating the US-Vietnam Trade Shift: Strategies for Taiwanese Businesses," experts warned that amid rising geopolitical tensions and global trade realignments, Taiwanese companies can no longer depend on tariff-driven strategies or low-cost production models, as growing uncertainties continue to reshape global supply chains.
    Thursday 17 July 2025
    Taiwan pushes for sub-25% US tariff, citing strong strategic contributions
    As the US recalibrates its tariff rates for global trade partners, Taiwan is striving to secure a rate below 25%, arguing that its economic and strategic contributions rival or even surpass those of other nations. Brazil is facing a sharp increase in tariffs to 50%, while Japan and South Korea have been set at 25%. Taiwan's tariff rate, however, has yet to be announced.
    Thursday 17 July 2025
    Wistron pours US$45 million into California plant expansion, eyes closer ties with Nvidia
    Wistron is ramping up its artificial intelligence efforts in the US, announcing a US$45 million investment to expand production at its California facility. The company's board approved the funding on July 16, 2025, which will be allocated to WisLab EMS Corporation, a wholly owned subsidiary of Wistron. The investment is intended to enhance the site's capacity for developing, testing, and manufacturing advanced AI servers.
    Thursday 17 July 2025
    H20 back online in China — IC design houses, cloud AI chipmakers breathe sigh of relief
    The Trump administration's decision to allow Nvidia's H20 chips back into China has triggered a surge of urgent orders from major Chinese cloud providers, reviving not only Nvidia's outlook but also lifting sentiment across the AI semiconductor ecosystem. Peripheral chipmakers, especially IC design firms, are seeing fresh demand and renewed confidence as the supply chain recalibrates.
    Thursday 17 July 2025
    Can GlobalFoundries' MIPS move chip away at Arm's edge AI dominance?
    While Intel's new CEO Lip-Bu Tan is still pondering how to find a path forward for its foundry business, US-based semiconductor foundry giant GlobalFoundries (GF) recently announced plans to acquire chip developer MIPS Technologies at an undisclosed price and enter the RISC-V processor market.
    Wednesday 16 July 2025
    Semco targets automotive, industrial MLCCs amid AI surge
    Generative artificial intelligence (AI) and autonomous driving technologies are fueling structural growth in multilayer ceramic capacitors, with AI servers and automotive electronics driving demand for miniaturized, high-capacity components.
    Wednesday 16 July 2025
    Why Nvidia, Samsung, Qualcomm are all knocking on Xiaomi's door
    The parade of power players to Lei Jun's door tells a story. Samsung Electronics Chairman Lee Jae-yong, Qualcomm CEO Cristiano Amon, and Nvidia CEO Jensen Huang have all made the pilgrimage to meet with Xiaomi's founder and CEO during their China visits. This isn't a coincidence — it's recognition of where the real gravity now lies in China's innovation landscape.
    Wednesday 16 July 2025
    Semco pushes thinner chip capacitors to chase AI server boom
    Samsung Electro-Mechanics Co. (Semco) is ramping up development of advanced multilayer ceramic capacitors (MLCC) as demand surges from artificial intelligence (AI) servers and automotive systems, betting that breakthroughs in ceramic powder technology will give it an edge over Chinese rivals.
    Wednesday 16 July 2025
    Goldkey gears up for August IPO as DDR4 demand takes off
    A tight supply of DDR4 DRAM has triggered a buying spree. Goldkey Technology chairman Vicky Tseng said that since May and June 2025, DDR4 spot prices have skyrocketed more than 100%, while DDR5 has also shown a mild upward trend.
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    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES