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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Thursday 24 July 2025
MSI may tie motherboard shipments with Gigabyte in 2025
MSI is adopting a cautious strategy toward AI server-related products, while its Taiwanese rivals Gigabyte Technology, Asustek Computer and ASRock are all aggressively expanding in...
Thursday 24 July 2025
China-Taiwan trade heating up amid US tariffs saga
Business exchanges between Chinese and Taiwanese makers have shown significant increases amid concerns over US tariffs, trade restrictions, and global supply chain restructuring,...
Thursday 24 July 2025
OpenAI expands US AI infrastructure with Oracle deal as MiTAC rides server demand surge
OpenAI is moving forward with its ambitious AI infrastructure plans in the US, unveiling a new agreement with Oracle to build a 4.5-gigawatt data center as part of its Stargate initiative...
Thursday 24 July 2025
AI data center boom and OpenAI deal propel Alphabet's cloud ambitions into 2026
Oracle is rapidly expanding its cloud infrastructure footprint across the US and Europe, securing significant contracts and projecting substantial revenue growth for fiscal year 2026...
Wednesday 23 July 2025
This week on GeoWatch: Nvidia's H20, TSMC, and Pegatron Chair
Nvidia's H20 chip gets the green light for China after US policy shifts; TSMC breaks records and joins the trillion-dollar club; and Taiwan's tech community quietly backs a grassroots...
Tuesday 22 July 2025
US copper tariffs send prices soaring, but AI server demand boosts Taiwan's CCL makers
As the US prepares to impose steep tariffs on imported copper, global copper prices have rebounded, raising concerns about rising costs across copper-intensive industries. Among the...
Tuesday 22 July 2025
Jensen Huang's blueprint: CoWoS, CPO, GAA key to AI's next 20 years
During the 3rd China International Supply Chain Expo (CISCE), Nvidia founder and CEO Jensen Huang spoke with Jian Wang, director of the Zhejiang Lab and founder of Alibaba Cloud....
Monday 21 July 2025
CHT Security targets drone and autonomous vehicle cybersecurity
Traditional protection mechanisms are no longer sufficient to address the needs of cyber-physical systems (CPS) that are becoming ubiquitous, with Taiwan-based CHT Security eyeing...
Monday 21 July 2025
Nvidia and ASIC dual engines accelerate CSP data center deployments
The GB200 servers are expected to begin smooth shipments starting in the second quarter of 2025, coupled with strong shipments of ASIC servers, signaling that US-based cloud service...
Monday 21 July 2025
Foxconn subsidiary invests US$60 million in AI-centric Oceanus Growth Fund
Foxconn's subsidiary, Hon Chi International Investments, has announced a significant investment of US$60 million in the Oceanus Growth Fund, L.P., a private equity fund.
Monday 21 July 2025
Taiwan AI server makers boost North America investment ninefold on tariff fears
Although the US has yet to finalize its reciprocal tariffs on Taiwan, Taiwanese AI server manufacturers have already taken aggressive preemptive measures. In the first half of 2025,...
Monday 21 July 2025
Broadcom, MediaTek battle for cloud AI chips as CSPs double down on custom silicon
As major US-based cloud service providers (CSPs) prepare to announce their latest earnings, investors are closely monitoring their investment strategies in cloud infrastructure and...
Monday 21 July 2025
Teco secures data center project in Malaysia amid AI-driven demand surge
Teco Electric & Machinery has won new data center construction contracts in Malaysia after acquiring NCL Energy Mechanical and Electrical Engineering. The projects in Selangor...
Monday 21 July 2025
Lee Jae-yong's road to rebuild Samsung after legal scandal acquittal
Coming out the other side after nearly a decade of legal troubles, Samsung Electronics stands at a crossroads. Chairman Lee Jae-yong is rebuilding the group leadership structure,...
Monday 21 July 2025
AI server growth lifts ABF market, while BT substrates struggle with supply constraints

A surge in demand for ABF substrates driven by AI applications has created ripple effects across the semiconductor packaging supply chain...