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Friday 2 May 2025
Is the early pull-in effect ending? Taiwan electronics industry outlook downgraded to green light
Supermicro announced this week a downward revision of its revenue and profit forecasts. The question remains whether this is due to disruptive innovation driven by DeepSeek or if...
Friday 2 May 2025
AI boom driving global energy demand as data centers set to double consumption by 2030
The artificial intelligence (AI) boom is fueling a significant increase in global energy demand, with data center electricity consumption expected to double by 2030, according to...
Friday 2 May 2025
US auto tariffs backfire: supply chains prioritize cash management
The US will implement automotive parts tariffs starting on May 3rd, 2025, although President Donald Trump recently offered limited exemptions for certain vehicles and components....
Friday 2 May 2025
BYD breaks ground on 10K-capacity EV plant in Cambodia, production set for late 2025
China's electric vehicle (EV) giant BYD held a groundbreaking ceremony on April 28 for its new factory in Cambodia, with plans to begin production in late 2025 at an annual capacity...
Friday 2 May 2025
Non-AI cloud workloads power Microsoft's 3Q25 Azure overperformance
Microsoft's fiscal year 2025 third-quarter earnings call revealed a company operating at full throttle in the age of AI, driven by skyrocketing demand for AI infrastructure and cloud...
Friday 2 May 2025
Amazon's AI ambition runs on self-designed silicon
Amazon is racing to redefine the future of AI—and it's building that future on silicon of its own design.
Friday 2 May 2025
Xiaomi enters the LLM race with another attempted latecomer coup
Xiaomi has unveiled its first large language model for inference tasks, "Xiaomi MiMo," signaling a bold entry into the competitive AI landscape. Known for its roots in IoT and smartphones,...
Friday 2 May 2025
Apple says it's TSMC Arizona's largest customer, braces for US$900M tariff impact
In the face of geopolitical turbulence, rising tariffs, and a radically shifting technology landscape, Apple has delivered a quarterly performance that was both steady and strategic...
Friday 2 May 2025
Jensen Huang: Build at home, compete with Huawei, rethink AI export rules

Following a grand 100-day inauguration celebration in Michigan on April 29, U.S. President Donald Trump returned to Washington the next...

Friday 2 May 2025
Amazon Braces for Tougher Business Climate Amid Trump Trade War
Amazon.com Inc. said it's bracing for a tougher business climate in the coming months, echoing concerns from a range of companies that tariffs and related economic turmoil could crimp...
Friday 2 May 2025
Trump tariffs reshaping Asian supply chains as Taiwan manufacturer adjusts strategy
Taiwan-based Coretronic Intelligent Robotics is seeing production shifts across Asia that extend beyond immediate reactions to US tariff policies, according to General Manager Hui-zi...
Friday 2 May 2025
Apple posts strong earnings, but China and regulation weigh

Apple's fiscal second-quarter results, reported on May 2, presented a mixed picture: strong global sales growth and expanding services...

Thursday 1 May 2025
Samsung taps Llama 4 to close semiconductor gap with Hynix, Micron

Samsung Electronics' Device Solutions (DS) division has begun deploying Meta's latest generative AI model, Llama 4, marking a strategic...

Thursday 1 May 2025
Hot and heavy: JS-SEZ bids to lead AI data center innovation in the tropics
Johor and Singapore are emerging as key hubs in Asia Pacific's fast-expanding data center landscape. Johor's data center capacity grew from 10MW in 2021 to over 1,500MW in 2024, with...
Thursday 1 May 2025
Flex debuts high-powered liquid cooling system for AI-driven data centers

As soaring demand from AI and high-density computing workloads strains the limits of conventional data center cooling systems, Flex has...