The surge in demand for AI servers has benefited hardware suppliers. However, the complexity of AI server specifications, designs, and diverse customer demands create challenges for...
As US tariffs on Mexico and Canada approach implementation after a one-month delay, manufacturers are reassessing US-based production strategies. Apple has pledged a US$500 billion...
Flexium, a flexible circuit board manufacturer, held an investor briefing indicating that 2024 will be a year of transformation challenges. After the operational low in the fourth...
Apple, seeking relief from US President Donald Trump's tariffs on goods imported from China, said that it will hire 20,000 new workers and produce AI servers in the US.
The global server shipments are expected to see a mild decline of 3.8% in the first quarter of 2025 and among US-based cloud service providers (CSPs), Meta will maintain a relatively...
Supply chain operators state that due to tariffs and a surge in orders, server manufacturers are accelerating their plans to establish factories overseas, including in the US. In...
Advanced Micro Devices Inc. is in talks with Asia-based companies over a sale of data center manufacturing plants it agreed to acquire last year, people familiar with the matter sa...
Recent developments in artificial intelligence have intensified the competition among tech giants, as Elon Musk's xAI unveiled Grok 3, which the company claims to be the most powerful...
The consumer electronics industry anticipates a gradual recovery in 2024, with supply chain improvements remaining modest—except for companies positioned to capitalize on the...
Foxconn chairman Young Liu announced plans in October 2024 to build a massive GB200 server factory in Mexico, but products entering the US from Mexico could face new tariff barriers...
The emergence of generative AI (GenAI) has triggered a surge in AI server demand, leading to severe Nvidia GPU shortages. The resulting profit windfall far exceeds that of the previous...
The revenue figures for January 2025 from Quanta and Foxconn have achieved historical highs despite reports of delivery delays and low yield rates for Nvidia's GB200. This has led...
Foxconn reported NT$538.666 billion (US$16.4 billion) in revenue for January 2025, marking a year-over-year increase of 3.16% despite the Lunar New Year holiday impact. The company...
The demand for multilayer ceramic capacitors (MLCC) is expected to increase significantly in 2025, which will provide a boost to major Taiwan-based passive component companies including...
