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Friday 15 August 2025
Can Tesla's chip shift uplift Samsung foundry services?
Over the past two weeks, Tesla CEO Elon Musk has promoted his company's new partnership with Samsung Foundry for manufacturing its AI chips. At one point, South Korean media speculated...
Friday 15 August 2025
Taiwan's motor driver IC makers capture AI server market share
Taiwan's IC design houses are seeing steady returns from years of investment in motor driver ICs, with demand rising across a wider set of applications and competition intensifying...
Friday 15 August 2025
Quanta to launch GB300 AI server in 4Q as high costs pressure margins
Quanta Computer expects trial production of its GB300 AI server to start in late third quarter 2025, with mass production following in the fourth quarter. The rollout is expected...
Friday 15 August 2025
Trump's corporate crackdown: When national security overrides boardroom independence
Since the US first announced reciprocal tariffs in early April 2025, President Donald Trump has frequently delivered "surprises" to the global market over nearly four months. Recently,...
Friday 15 August 2025
Why Dell and Supermicro are targeted in US AI chip tracking push
US authorities are reportedly planting tracking devices secretly inside AI chip shipments to prevent their diversion to China.
Friday 15 August 2025
Taiwan gains competitive edge as China faces steep US tariffs
On July 31, 2025, US President Donald Trump signed an executive order to adjust reciprocal tariff rates, setting the provisional tariff for Taiwan at 20%, effective from August 7,...
Friday 15 August 2025
Thinking Electronic stands to grow in Nvidia's 800V AI server era
As artificial intelligence pushes data center power demands to unprecedented levels, Nvidia is leading a power architecture revolution by adopting 800-volt high-voltage direct current...
Thursday 14 August 2025
Foxconn targets NT$1 trillion in AI server sales for 2025, triple-digit 3Q growth ahead

Hon Hai Precision Industry, better known as Foxconn, expects its AI server revenue to grow more than 170% year-on-year in the third quarter,...

Thursday 14 August 2025
Inspur's Metabrain SD200 takes on trillion-parameter AI with four top Chinese models
Following Huawei's recent AI inference milestone, China's server leader Inspur has introduced the Metabrain SD200, a next-generation AI supernode server designed for trillion-parameter...
Thursday 14 August 2025
Nvidia’s 800V push powers GaN boom; Micro Silicon leads in testing
Following Nvidia's announcement to initiate a revolution in AI server power technology, with plans to fully implement 800V high-voltage direct current (HVDC) power architecture designs...
Thursday 14 August 2025
Robotics and reshoring boom drives robust precision gearbox demand for Apex Dynamics
Apex Dynamics, Taiwan's leading manufacturer of planetary gearboxes, sees robust market potential for high-precision components such as planetary gear reducers and gearboxes. The...
Thursday 14 August 2025
Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls
Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their...
Thursday 14 August 2025
Foxconn’s strong quarter sets up its next three big tests
On late August 14, Foxconn is set to deliver an impressive performance for the second quarter of 2025 despite rapid fluctuations in the New Taiwan dollar exchange rate. As Taiwan's...
Wednesday 13 August 2025
Rising G2 competition impacts American cloud services in China and Hong Kong
Nextlink, a cloud service agent, reported a 6.6% increase in revenue to approximately NT$2.086 billion (approx. US$69.5 million) in the first half of 2025 compared to the same period...
Wednesday 13 August 2025
Zhen Ding bullish on CoWoP despite long road to mass production
Nvidia is reportedly collaborating with its supply chain to develop an advanced packaging architecture called Chip-on-Wafer-on-PCB (CoWoP) for its Rubin GPU platform. This new design...