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Mobile, telecom, computing trends
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Saturday 16 August 2025
Repon expects AI server demand to drive growth in 2H25 despite currency and tax challenges
Nan Juen International (Repon), a Taiwanese server rail manufacturer, expects shipments to keep rising in the second half of 2025, with AI servers, particularly Nvidia's GB series...
Saturday 16 August 2025
Trans-Sun reroutes production to Southeast Asia, poised for record year
Trans-Sun Materials Technology posted second-quarter 2025 revenue of NT$344 million (approx. US$11.5 million), up 16.7% from the prior quarter but 5.2% lower year-over-year. Operating...
Saturday 16 August 2025
AIDC wave puts AVC's liquid-cooling capacity on overdrive
Asia Vital Components (AVC) is facing overwhelming demand for liquid-cooling systems amid the AI server surge, with plants running at full capacity and orders significantly exceeding...
Saturday 16 August 2025
AI enters implementation phase; DFI optimistic about industry demand in 2H25
Benefiting from the continuous rise in embedded AI demand and the advancement of diverse vertical applications, embedded motherboard and industrial PC (IPC) provider DFI announced...
Friday 15 August 2025
Commentary: Foxconn's Ohio pivot shows how AI is reshaping its global strategy
Foxconn Technology Group faced a mixed bag of challenges in the second quarter of 2025, with currency fluctuations and other external uncertainties weighing on results. Yet, the company...
Friday 15 August 2025
Quanta and Foxconn ramp up ASIC server efforts as 2026 market competition intensifies
Quanta and Foxconn have both stated that shipments of AI servers using application-specific integrated circuits (ASICs) will significantly increase in 2026. The rapid growth of ASICs...
Friday 15 August 2025
AI boom fuels Foxconn's best-ever second quarter; growth to accelerate in Q325
Foxconn, the world's largest electronics manufacturer, reported record second-quarter results on August 14, 2025, with revenue, operating profit, and net income all reaching historic...
Friday 15 August 2025
Apple is seen gaining tariff exemption as Samsung faces 25% levy threat, potentially reshaping global smartphone market
The US government is expected to announce its tariff policy this week on semiconductor-related products—including smartphones, laptops, and surveillance devices—sending...
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
CHT Security sees 250% revenue growth in 1H25 ahead of 3Q listing
Cybersecurity service provider CHT Security held its pre-IPO briefing on August 13, announcing plans for an official listing in the third quarter of 2025 and becoming Taiwan's first...
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
Samsung turns to MediaTek for Galaxy Tab S11, reducing Qualcomm dependence

Samsung Electronics' upcoming Galaxy Tab S11 series is reportedly set to feature a MediaTek Dimensity 9400 application processor (AP),...