Server shipments are gaining momentum, resulting in strong January revenues for server ODMs who remain optimistic about 2025, with component suppliers confident in double-digit revenue...
Shifts in political power around the globe have caused the international trade and geopolitical landscapes to become increasingly complicated, rocking the stability of supply chains,...
Quantum expert Ching-Ray Chang, a distinguished professor of physics at National Taiwan University (NTU), believes that quantum computing is already here, refuting a previous statement...
The advanced logic ICs and memory needed to support generative AI (GenAI) have brought huge benefits to related semiconductor equipment manufacturers. In 2025, the DeepSeek impact...
Taiwan boasts advanced industrial clusters for semiconductors, AI servers, and network communications, which contribute to the country's substantial manufacturing sector. Aside from...
Foxconn chairman Young Liu announced plans in October 2024 to build a massive GB200 server factory in Mexico, but products entering the US from Mexico could face new tariff barriers...
The list of companies using DeepSeek continues to grow, already including Tencent Holdings, Moore Threads, Huawei Technologies, and Lenovo Group. Now the question is, what impact...
Super Micro Computer (Supermicro) has lowered its 2025 projections due to delays in Nvidia's Blackwell GPU shipments. However, the company still expects to reach US$40 billion in...
The revenue figures for January 2025 from Quanta and Foxconn have achieved historical highs despite reports of delivery delays and low yield rates for Nvidia's GB200. This has led...
Foxconn reported NT$538.666 billion (US$16.4 billion) in revenue for January 2025, marking a year-over-year increase of 3.16% despite the Lunar New Year holiday impact. The company...
Pegatron posted NT$105.322 billion (approx. US$3.2 billion) in monthly revenue for January 2025, marking a monthly increase of 2.8%, according to the company's latest financial report...
Mitac experienced robust growth in the fourth quarter of 2024, driven by strong demand from US data center clients. The company has successfully transitioned from motherboard shipments...
Amazon has revealed that its in-house designed Trainium 2 processor is gaining traction among potential users, including Qualcomm, who are participating in its early-stage evaluation...
