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Thursday 2 May 2024
Global geopolitical shifts disrupt Taiwanese business strategies in China
In the wake of the Ukraine War, the ripple effects are felt far beyond the Eastern European theater. As China and Iran throw their weight behind Russia, the landscape of global commerce...
Thursday 2 May 2024
Chinese telecom giants vie for AI supremacy with massive server procurements
In response to the flourishing development and expanding applications of AI, a race to acquire the most AI servers between China's trio of telecom giants has been ignited.
Thursday 2 May 2024
Taiwan's computer industry production value CAGR nears 30% in past 5 years
Thanks to the server supply chain shift out of China due to the US-China trade conflicts, Taiwan's computer production value has grown significantly over the past 5 years. Although...
Thursday 2 May 2024
Compal to be first Taiwan-based downstream electronics maker headed by foreigner
Personnel changes at leading notebook ODM Compal Electronics are rumored to include a bombshell announcement.
Thursday 2 May 2024
EU's digital healthcare struggles: falling behind Taiwan's innovation
Despite global expectations, Germany and the European Union have trailed in the race for digital healthcare, a surprising development compared to Taiwan's advancements.
Thursday 2 May 2024
Intel's AI ambitions stumble as Nvidia dominates
With Nvidia continuing to make waves in the market, the gap between companies attempting to catch up with them in the cloud AI arena continues to widen.
Tuesday 30 April 2024
With iPhone sales weak, Chinese/South Korean smartphone and OLED manufacturers take advantage to increase capacity
Amid sluggish iPhone sales, Samsung Electronics and Chinese smartphone brands have begun to take advantage of this gap and expand their inventory of smartphones and OLEDs to seize...
Tuesday 30 April 2024
Meta's 1Q24 revenue soars, AI and metaverse spending surge sparks market worries
Meta has rebounded from the negative growth in 2022.
Tuesday 30 April 2024
Revolutionizing manufacturing through AI: highlights from the 2024 AI Expo
The 2024 AI Expo, held at the Expo Dome in Taipei Expo Park from April 24th to 26th showcased cutting-edge AI innovations in smart manufacturing. Three keynote...
Tuesday 30 April 2024
Water cooling demands to surge as Nvidia shows AI server TDP will continue rising
Nvidia's GTC 2024 has confirmed the architecture of AI GPU. However, the demand for water cooling is increasing along with the growth of computing power. Where 1,000 watts were deemed...
Tuesday 30 April 2024
Notebook production in Vietnam ramping up
Notebook production in Vietnam has increased dramatically, making the country the second largest source of imports to the US behind China, according to government sources.
Tuesday 30 April 2024
China-made server shipments to US contract
Government sources indicate that the proportion of servers imported from China to the US declined from 18.8% in 2017 to 1.7% in 2023, based on trade dynamics over the past five yea...
Tuesday 30 April 2024
As capital expenditures become focus for CSPs, Taiwan-based server suppliers eye opportunities
Due to rising demands for AI servers, US Cloud Service Providers (CSPs) have seen their capital expenditures increase. With Nvidia's Blackwell-powered chips expected to command even...
Monday 29 April 2024
Apple's supply chain expands presence in Southeast Asia, with Vietnam leading the way
Apple recently released its global supplier list for fiscal year 2023 (FY23).
Monday 29 April 2024
With Dimensity 9400 coming in 2H24, MediaTek's flagship SoC aims for 30% market share in China
Responding to various rumors about the company's operations, MediaTek CEO Rick Tsai not only mentioned that the annual revenue growth rate of flagship smartphone SoCs will exceed...