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Monday 5 May 2025
Texas emerges as key battleground in AI server race with US tariff push
President Donald Trump's aggressive use of tariffs has sent shockwaves through global trade and supply chains, prompting a reconfiguration of manufacturing strategies worldwide. Interpreted...
Thursday 1 May 2025
Hot and heavy: JS-SEZ bids to lead AI data center innovation in the tropics
In recent years, Singapore has ceased allowing new data center constructions due to limited land and essential resources such as water and electricity. As a result, many data center...
Wednesday 30 April 2025
STT GDC discusses three major challenges for the colocation industry in the AI era
Singapore's STT GDC, a colocation provider under ST Telemedia and backed by Temasek Holdings, is navigating significant changes as AI servers transform the market landscape.
Wednesday 30 April 2025
Supermicro's sales miss hints at slower AI investments by cloud giants
Supermicro, a major provider of AI-optimized servers, reported preliminary fiscal third-quarter 2025 results that fell short of expectations, raising concerns about a potential slowdown...
Wednesday 30 April 2025
Made in America, delayed by parts
Taiwan's electronics manufacturing services (EMS) providers are accelerating their North American production plans in response to tariff threats, but component shortages and capacity...
Tuesday 29 April 2025
Wiwynn’s Johor bet sets the pace for AI’s next supply chain
With the Johor-Singapore Special Economic Zone (JS-SEZ) rapidly emerging as a beneficiary of the AI data center boom, the region's supply chain is experiencing both new opportunities...
Tuesday 29 April 2025
From MacBooks to moonshots: Quanta bets on R&D
Quanta Chairman Barry Lam announced that the company will shift toward independent research and development, moving beyond contract manufacturing. While acknowledging the risks, Lam...
Monday 28 April 2025
Nvidia scraps modular GB300 redesign to fast-track production

Server suppliers confirm GB300 will retain the GB200's Bianca architecture, abandoning a planned redesign that promised expanded business...

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...
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....
Thursday 24 April 2025
Trump reciprocal tariff impact on server ODMs

Introduction

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...

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...
Thursday 17 April 2025
Taiwan's AI server supply chain strains under pressure as TSMC expands US commitments
Taiwan's tech giants are grappling with rising costs and logistical hurdles as they follow TSMC into the US, responding to pressure from Washington to localize advanced semiconductor...
Thursday 17 April 2025
Taiwan’s chip dominance faces new test as Trump targets tech reshoring
Donald Trump’s evolving trade policies could introduce significant uncertainty for global economies and supply chains, including those of the United States. Taiwan’s semiconductor...