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Tuesday 28 October 2025
Apple ships first AI servers from Houston to power US-made cloud and AI expansion
Apple has begun shipping its first batch of artificial intelligence (AI) servers from a new factory in Houston, Texas, marking a key milestone in its US$600 billion investment in...
Monday 27 October 2025
US-China trade war reshapes shipping strategies amid rising tariffs and demand
The escalating US-China trade war has led to major shifts in the shipping industry. As part of rising tensions, China recently announced rare earth export controls, while the US threatened...
Thursday 23 October 2025
Nexperia's turmoil opens door for Taiwan's Panjit in EU auto market
As export restrictions tighten on Dutch chipmaker Nexperia, a key supplier of power semiconductors, global auto supply chains are feeling the strain—and competitors are moving...
Tuesday 14 October 2025
Commentary: US-China trade tensions hit shipping sector as tariffs and fees escalate
As South Korea prepares to host APEC 2025 Korea in Gyeongju on October 31, attention is focused on a potential high-stakes meeting between US President Donald Trump and Chinese President...
Monday 13 October 2025
Nvidia GB300 powers strong 4Q25 momentum for server supply chain
Nvidia's GB300 AI server chassis began shipping in late September 2025, poised to become the main driver of shipment growth for the server supply chain in the fourth quarter of 2025...
Friday 22 August 2025
As Microsoft doubles down on AI, Azure Space is relegated to the sidelines

As Microsoft intensifies its focus on artificial intelligence, several non-AI-related divisions have faced significant cuts — with...

Thursday 7 August 2025
Broadcom’s Jericho4 extends AI networking beyond 100km
Broadcom has begun shipping its new Jericho4 Ethernet fabric router, a high-performance platform designed to meet the growing demands of distributed artificial intelligence (AI) in...
Monday 28 July 2025
Japan's Kioxia to mass produce 9th-gen NAND flash in FY2025
Kioxia announced it will begin mass production of its ninth-generation NAND flash memory in fiscal year 2025, which runs from April 2025 to March 2026. The Japanese memory maker also...
Thursday 24 July 2025
Trump's aggressive trade tactics yield mixed global economic signals
President Donald Trump's aggressive trade strategy, executed alongside Treasury Secretary Scott Bessent and Commerce Secretary Howard Lutnick, continues to reshape international economic...
Thursday 17 July 2025
Beyond Arizona: TSMC’s next big bet may be in rural Taiwan
Taiwan Semiconductor Manufacturing Co. (TSMC) has reiterated its commitment to growing semiconductor production in Taiwan, despite increasing investments in the US. Supply chain sources...
Tuesday 15 July 2025
Nvidia's continued H20 chip sales to China will benefit Samsung, SK Hynix
Nvidia has received approval from the US government to resume exports of its H20 graphics processing unit (GPU) to China, CEO Jensen Huang confirmed during a July 15, 2025, interview...
Wednesday 9 July 2025
Trump delays tariff implementation to August, shipping rates plummet
US President Donald Trump notified 14 trading partners on July 7, 2025, of updated reciprocal tariff rates while postponing the original July 9 implementation date to August 1. The...
Monday 7 July 2025
CipherLab sees AI boosts orders; sets up Japanese subsidiary to expand operations
CipherLab, a manufacturer of automatic identification and data capture (AIDC) solutions, performed well in the first half of 2025, benefiting from large-scale orders from domestic...
Tuesday 1 July 2025
Turvo eyes growth from humanoid robot reducers, UQD and electric bike parts
Turvo, which specializes in the development and production of precision metal parts, is focusing on humanoid robot harmonic reducers, server-use universal quick disconnect (UQD) and...
Tuesday 17 June 2025
Huawei ensnared in Taiwan's export curbs, local suppliers see no immediate impact
Taiwan's Ministry of Economic Affairs has added Huawei and SMIC to its newly updated export control list, requiring domestic firms to secure a license from the Bureau of Foreign Trade...