The US Department of Commerce is reportedly preparing new regulations that would restrict the export of advanced AI chips to Thailand and Malaysia to prevent their diversion into China, according to industry sources.

Asus posted its highest monthly revenue in nearly 14 years (162 months) in June 2025, fueled by robust demand for Nvidia's GeForce RTX 50 GPUs, gaming laptops, and expanding AI server shipments. June group revenue hit NT$68.57 billion (approx. US$2.35 billion), rising 8.47% from May and 17.3% year-over-year. Second-quarter revenue climbed 30% year-over-year to NT$188 billion, while first-half revenue reached NT$335.7 billion, up 25.92%. Brand revenue grew 15% year-over-year in June to NT$64 billion, and 28% in the second quarter to NT$174 billion.

Universal Scientific Industrial Shanghai (USI), a China-based electronics design and manufacturing company, has completed delivery of a Level 10 (L10) full-system joint design manufacturing (JDM) project. The lightweight edge AI server, co-developed with a major international client, targets deployment in healthcare, retail, and industrial applications across Europe and North America.

As the global race to build "sovereign AI" gains momentum, Southeast Asia is carving out a strategic role in the next wave of digital infrastructure, and the Johor-Singapore Special Economic Zone (JS-SEZ) is emerging as a focal point. High-profile moves, like Nvidia CEO Jensen Huang's recent visit to the Middle East, have spotlighted the growing link between AI innovation and national policy. In Southeast Asia, JS SEZ is becoming a real-world testbed for how governments can work together to support AI-powered industries.

Despite a modest end-of-quarter boost in June, Chicony Power's high-end shipments remained subdued amid unresolved US tariff issues and currency headwinds.