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Saturday 26 April 2025
Adata and Giga Computing join forces to build server production in Brazil

Memory module manufacturer Adata Technology has announced a strategic partnership with Giga Computing, a subsidiary of Gigabyte Technology, to establish a new, upgraded server production line in Brazil. The venture will integrate ADATA's server-grade memory and storage products, enhancing the competitiveness of the servers and jointly expanding their reach across the Latin American market.

Friday 25 April 2025
GB300 system vendors' shipments remain unaffected despite reports on initial design changes
Despite numerous headwinds currently facing the AI industry outlook, it is undeniable that the AI sector—especially AI servers—will continue to be a cornerstone of Taiwan's ICT industry in 2025. For key players following Nvidia's trajectory, including Foxconn, Quanta, and Wistron, AI servers are expected to drive their growth throughout 2025.
Friday 25 April 2025
Asus secures AI server advantage with strategic US manufacturing move amid tariff risks
Asus's AI server business hit its five-fold revenue growth target a year early in 2024. By 2025, server operations are projected to contribute 15% of the company's total revenue. Asus's early move to set up a manufacturing line in California—initially to serve US and European clients—paid off as US tariff enforcement tightened in late 2024. The facility's launch helped reduce the company's exposure to rising trade tensions.
Friday 25 April 2025
Taiwan unveils major relief package through 2027 to ease US tariff impact and power cost pressures
In response to the potential economic fallout from US President Donald Trump's high-tariff policies, Taiwan has unveiled a NT$410 billion (approx. US$12.7 billion) special relief package aimed at bolstering economic, social, and national security resilience. The program, approved by the Executive Yuan on April 24, 2025, will run through the end of 2027 and may be extended with legislative approval.
Friday 25 April 2025
Navigating ambiguity: industry adopts wait-and-see approach on US policies

As the US continues to recalibrate its trade policy toward China, Taiwanese technology suppliers find themselves caught in a state of strategic limbo, anxious over the potential implications of every twist and turn in US tariff decisions.

Friday 25 April 2025
Chinese tech giants embrace Anthropic's MCP to enhance AI integration
Leading Chinese tech companies are adopting the Model Context Protocol (MCP) developed by AI startup Anthropic, which simplifies AI agents' access to third-party online tools, data, and systems. This move is expected to boost commercial use and innovation in AI applications.
Friday 25 April 2025
Alphabet commits to US$75 billion capex plan amid rivals cooldown in AI infrastructure investment
Alphabet Inc. reported stellar results driven by AI advancements. Facing competition from ChatGPT, the company maintains its US$75 billion AI infrastructure investment despite rumors indicating Microsoft and AWS are slowing AI investments.
Friday 25 April 2025
Delta Electronics sees India gains amid global tariff war, eyes local expansion
Delta Electronics expects to boost its India operations as global tariff regimes continue to shift supply chains, a senior executive told Digitimes Asia in an interview, adding that the company is preparing to bring more global customers to its local manufacturing facilities.
Friday 25 April 2025
CloudMile highlights mixed progress in Southeast Asia's AI development
CloudMile Group, a Taiwanese startup specializing in AI-driven cloud services, is extending its reach into Southeast Asia, eyeing rapid growth in AI adoption across the region. In an interview with DIGITIMES Asia, Jeremy Heng, managing director of CloudMile Southeast Asia, shared insights on how different ASEAN nations are shaping their AI ecosystems—with Singapore emerging as a standout leader.
Thursday 24 April 2025
Taiwan's KingRay unveils full-color night vision sensors for AI robots and unmanned systems
Taiwan-based KingRay Technology has developed a next-generation sensor featuring advanced color night vision capabilities, now fully packaged for deployment in surveillance systems and various unmanned intelligent vehicle cameras.
Thursday 24 April 2025
China's AI ambitions strain as domestic chipmakers rush to sell compute power amid H20 ban
Following the Trump administration's export controls on Nvidia's H20 AI chip for China, there's speculation that Chinese AI chip manufacturers might fill the gap. Although China's long-term prospects for domestic AI chip production look promising, the short-term scenario appears more complicated and challenging.
Thursday 24 April 2025
Cloud market braces for key Amazon earnings update amid lease cuts, supply snags, and tariff tensions
Amazon and Microsoft have reportedly paused selected external data center lease agreements, impacting third-party colocation centers but not their self-built facilities. The move adds fresh uncertainty to the cloud services market, which is already under pressure from ongoing US-China tariff tensions and infrastructure supply constraints.
Thursday 24 April 2025
Electronics suppliers split on demand as US-China tensions escalate

As the US ramps up tariffs on Chinese imports, electronics component makers are responding differently depending on their market segments. Consumer electronics firms are taking a cautious stance on future demand, while server component suppliers report steady orders and continued strength in artificial intelligence–related demand.

Thursday 24 April 2025
Taiwan rides AI wave as US tech orders surge
Taiwan's export orders jumped in March 2025, fueled by rising global demand for AI and high-performance computing (HPC) chips, according to data from Taiwan's Ministry of Economic Affairs. Electronic product orders totaled US$20.11 billion for the month, marking a 21.8% increase compared to the same period last year.
Wednesday 23 April 2025
OCP targets 1MW racks to cut data center energy losses to 7%
The Open Compute Project Foundation (OCP) is spearheading a radical redesign of data center power architecture to support AI's explosive growth, including the concept of "1 Megawatt racks" that could reduce energy losses from 40% to just 7%. This transformation would eventually move power supplies outside computing floors and potentially integrate on-site renewable energy generation, including small nuclear reactors, according to Chief Innovation Officer Cliff Grossner, Ph.D.
Wednesday 23 April 2025
Trump tariffs shake markets but rugged computer sector shows resilience
The Trump administration's implementation of reciprocal tariffs has sent ripples through global markets, with effects lingering despite a 90-day grace period. Markets remain concerned that these measures could fuel inflation and dampen consumer spending. Unlike the vulnerable consumer PC segment, the rugged computer industry enjoys significant protection through its oligopolistic structure and consistent industrial and defense demand.
Wednesday 23 April 2025
AWS reportedly follows Microsoft in slowing data center expansion amid economic uncertainty
Due to rising economic uncertainties, Amazon Web Services (AWS) has reportedly paused some data center leasing negotiations, indicating a cooling demand for artificial intelligence (AI) infrastructure. Cloud providers have adopted a more cautious stance, especially regarding capacity needed only by the end of 2026.
Tuesday 22 April 2025
H20 export ban boosts Malaysia's Nationgate contract manufacturing
Malaysia-based EMS provider Nationgate has stated that the US's latest export ban on Nvidia's H20 to China has not impacted its business operations. According to The Edge Malaysia, Nationgate is the only contract manufacturer in Southeast Asia collaborating with Nvidia. The company handles AI data center server businesses.
Tuesday 22 April 2025
Alphabet's 1Q on deck: Gauging Wall Street's pulse on AI, infra spend, and legal risk
Major US tech firms are preparing to unveil their latest quarterly earnings, with Alphabet—Google's parent company—kicking things off on April 24, followed by Microsoft, Meta, and Amazon. Investor focus typically centers on cloud service providers' (CSPs) capex trends, AI-related revenue growth, and infrastructure supply. However, recent US tariff uncertainties have shifted attention toward how CSPs are managing supply chain risks and cost fluctuations.
Saturday 19 April 2025
Inside the tariff freeze: Bessent's quiet power play in the White House
Is there a rift within Trump's camp over tariffs? Al Jazeera raised that very question as tensions flared between key figures in early April. Between April 5 and 8, a very public clash between Elon Musk and White House trade advisor Peter Navarro—chief architect of the "reciprocal tariff" strategy—thrust internal divisions at the White House into the spotlight.
Friday 18 April 2025
Server and networking sectors drive chip order spike ahead of 90-day tariff window

Since the US government opened a 90-day window for reciprocal tariff exemption negotiations, the market widely expects a strong wave of early inventory pull-ins during this period. Semiconductor firms are already bracing for a surge of rush orders. IC design companies report that customers in the server and networking sectors are especially aggressive in restocking.

Friday 18 April 2025
Jensen Huang, in suit and tie, calls China a 'very important market' during Beijing visit

Nvidia CEO Jensen Huang visited Beijing on April 17, meeting with senior Chinese officials and clients as the company continues to navigate increasingly complex US export controls.

Friday 18 April 2025
Nvidia H20 China export ban creates uncertainty in server market
The US has imposed new restrictions on the export of Nvidia's H20 chip shipments to China.
Thursday 17 April 2025
Jensen Huang visits Beijing following H20 export ban to China
Nvidia CEO Jensen Huang arrived in Beijing on April 17, 2025, just days after the US government imposed an indefinite export restriction on the company's H20 AI chip to China. The timing of Huang's visit—at the invitation of the China Council for the Promotion of International Trade (CCPIT)—has sparked speculation about how Nvidia plans to navigate escalating US-China tensions and its role at the center of the global AI race.
Thursday 17 April 2025
Southern Taiwan Science Park sees strong January-February revenue, aims to break NT$3 trillion in 2025
Benefiting from the 3nm process, the Southern Taiwan Science Park (STSP) saw its revenue reach a record-breaking NT$2.21 trillion (approx. US$68.23 billion) in 2024, surpassing the NT$2 trillion mark for the first time. It also marks the second consecutive year the park has outperformed the Hsinchu Science and Industrial Park, maintaining its top spot among Taiwan's major science parks by revenue.