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Tuesday 8 April 2025
Tech braces for tariff tsunami: DIGITIMES analysts break down impact across six key sectors
As Donald Trump ramps up his tariff-heavy trade agenda in a bid to bring manufacturing back to US soil, Taiwan's tech and manufacturing sectors are bracing for impact—again...
Tuesday 8 April 2025
AI server ODMs scramble to ship from Mexico amid USMCA and ongoing tariff uncertainties
The Trump administration's push for reciprocal tariffs has sent shockwaves through the global electronics industry. While the server market initially appeared shielded, a closer look...
Monday 7 April 2025
Cloud growth drives Foxconn's March revenue to NT$552.125B
Driven by the continued growth of AI server cloud network products, system manufacturing leader Foxconn reported a revenue of NT$552.125 billion (approx. US$16.7 billion) for March...
Monday 7 April 2025
No retaliation: Taiwan aims to stabilize US trade ties after tariff hike
Taiwan President William Lai (Lai Ching-te) delivered a national address on Sunday in response to the US decision to impose a 32% tariff on Taiwanese exports, part of the Trump administration's...
Saturday 5 April 2025
Wistron accelerates US expansion as US announces 32% tariffs on Taiwan
In a move against the US reciprocal tariffs, Taiwan-based Wistron Corporation has announced a substantial investment in a new US subsidiary focused on AI product manufacturing. The...
Saturday 5 April 2025
Trump's tariff shock: Quanta hit hard, Wiwynn and Inventec catch a break
The implementation of equal tariffs by the US has taken the industry by surprise, leading to significant changes in the server supply chain. Initially, original design manufacturers...
Friday 4 April 2025
Will Trump's sweeping tariffs drive notebook makers back to China?
The Trump administration has implemented reciprocal tariffs globally, leaving the notebook (NB) electronics manufacturing sector in shock. Production bases in Southeast Asia, which...
Friday 4 April 2025
Taiwan decries US's 32% tariff as unfair, announces NT$88 billion response plan
On April 3, US President Trump announced a reciprocal tariff scheme that will impose tariffs of up to 32% on Taiwan. In response, the Executive Yuan held a press conference on the...
Friday 4 April 2025
Uncertainty in BBU and EDLC design may delay GB300 launch
Nvidia's high-end AI server, the GB300, made its official debut along with its peripheral components at Nvidia GTC 2025, with release expected in the third quarter. Market rumors...
Thursday 3 April 2025
Trump's 32% tariff on Taiwan exempts chips but hits key tech exports
US President Trump announced a reciprocal tariff rate of up to 32% on Taiwan, exceeding expectations (however, items such as steel, aluminum, copper, pharmaceuticals, and semiconductors...
Wednesday 2 April 2025
No more GPUs needed? Ghibli indirectly proves three major AI trends
Recently, a global trend has emerged where users are generating images in the style of Hayao Miyazaki (Studio Ghibli) using ChatGPT. However, this sudden surge in demand has left...
Tuesday 1 April 2025
AMD completes acquisition of ZT Systems
AMD has completed its acquisition of ZT Systems, aiming to strengthen its AI infrastructure offerings, the company announced on March 31. The deal will integrate ZT Systems' design...
Tuesday 1 April 2025
China's server reboot: Kunpeng chips signal Huawei's post-x86 future
Amid the AI boom, much of the spotlight has focused on Chinese chips like Huawei's Ascend. Yet, general-purpose computing power, still dominated by CPUs, remains a critical foundation...
Tuesday 1 April 2025
AI data center demand: Bubble or boom? Taiwan's server ODMs paint optimistic picture
There is growing speculation regarding a potential slowdown in the demand for AI data centers. Despite these concerns, Taiwan's server original design manufacturers, who hold more...
Tuesday 1 April 2025
Huawei 2024 annual report: US$118B in revenue, profit slips, R&D spending soars past US$25B
Huawei Chairman Liang Hua said at the Guangdong High-Quality Development Conference in early February that the company's total sales revenue for 2024 surpassed CNY860 billion (approx...