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Monday 7 July 2025
Taiwan IPC makers bet on AI agents to drive edge computing boom
Taiwan's industrial PC manufacturers see AI agents as the catalyst for widespread AI adoption, expecting the application market to expand significantly over the next two years as enterprises move beyond current cloud computing infrastructure investments.
Monday 7 July 2025
Foxconn sees year-over-year June growth, hit by currency woes
Foxconn's June 2025 revenue rose 10.09% year-over-year to NT$540.24 billion (approx. US$18.62 billion), driven by strong AI cloud demand, but fell 12.26% from May due to currency headwinds. The company remains cautiously optimistic for the second half, expecting seasonal ICT growth while monitoring geopolitical risks and fluctuating exchange rates.
Monday 7 July 2025
Malaysia's electricity tariff hike prompts data center cost reassessments
Malaysia has revised its electricity tariff structure, resulting in a sharper-than-expected rise in power costs that is prompting data center operators to reassess their expenses as Malaysia has emerged as a data center hub thanks to favorable geographic and policy factors.
Monday 7 July 2025
Oracle emerges as key AI cloud partner in hyperscaler data center boom
By the first quarter of 2025, hyperscalers operated 1,189 data centers, representing 44% of global data center capacity, according to Synergy Research Group. This share is expected to rise to 61% by 2030, reflecting ongoing shifts in the data center landscape driven by cloud and AI developments.
Monday 7 July 2025
Amazon ramps up warehouse automation, robot count nears employee levels
Amazon is accelerating its warehouse automation strategy as the global number of warehouse robots surpasses one million, nearing parity with the company's workforce. Over 75% of Amazon's orders worldwide are now processed with robotic assistance, highlighting the increasing reliance on automation in its fulfillment operations.
Friday 4 July 2025
With d-Mode GaN, Renesas seeks edge in high-power semiconductor market
Following its acquisition of US-based GaN pioneer Transphorm, Renesas Electronics is ramping up its ambitions in the wide-bandgap power semiconductor space. With a bold pivot away from the crowded fast-charging market for consumer electronics, Renesas is positioning its new generation of GaN products for higher-power applications, including electric vehicles, industrial automation, infrastructure, networking, and even AI servers.
Friday 4 July 2025
Foxconn and Kawasaki team up on AI medical robot, eye 2026 launch
Japan-based Kawasaki Heavy Industries and Taiwan's Hon Hai Precision Industry (Foxconn) have jointly developed a medical robot based on Kawasaki's Nyokkey service robot that is currently undergoing trials in Taiwanese hospitals. The robot is set for official sales in fiscal 2026 (April 2026 to March 2027).
Friday 4 July 2025
China-based USI moves upmarket with L10 edge AI server for global clients

Universal Scientific Industrial Shanghai (USI), a China-based electronics design and manufacturing company, has completed delivery of a Level 10 (L10) full-system joint design manufacturing (JDM) project. The lightweight edge AI server, co-developed with a major international client, targets deployment in healthcare, retail, and industrial applications across Europe and North America.

Friday 4 July 2025
Malaysia-Singapore Special Economic Zone builds cross-border AI ecosystem amid sovereign tech race

As the global race to build "sovereign AI" gains momentum, Southeast Asia is carving out a strategic role in the next wave of digital infrastructure, and the Johor-Singapore Special Economic Zone (JS-SEZ) is emerging as a focal point. High-profile moves, like Nvidia CEO Jensen Huang's recent visit to the Middle East, have spotlighted the growing link between AI innovation and national policy. In Southeast Asia, JS SEZ is becoming a real-world testbed for how governments can work together to support AI-powered industries.

Friday 4 July 2025
Chicony Power eyes over NT$6 billion in project backlog by 3Q25 on AI, smart platform growth

Despite a modest end-of-quarter boost in June, Chicony Power's high-end shipments remained subdued amid unresolved US tariff issues and currency headwinds.

Friday 4 July 2025
Taiwan's Kenmec leverages AI simulation to slash factory build times by three months
Kenmec Mechanical Engineering is using Nvidia's Omniverse platform to transform factory construction, enabling "one-click deployment" that cuts build times by over three months while expanding into humanoid robots and AI server cooling systems.
Thursday 3 July 2025
Microsoft cuts 9,000 workers in second wave of major layoffs
Microsoft Corp. began job cuts that will impact about 9,000 workers, its second major wave of layoffs this year as it seeks to control costs while ramping up on artificial intelligence spending.
Thursday 3 July 2025
Oracle, OpenAI expand Stargate deal for more US data centers
OpenAI has agreed to rent a massive amount of computing power from Oracle Corp. data centers as part of its Stargate initiative, underscoring the intense requirements for cutting-edge artificial intelligence products.
Thursday 3 July 2025
Congatec acquires Kontron subsidiaries to strengthen embedded and edge computing portfolio
Kontron AG, a subsidiary of industrial PC manufacturer Ennoconn, has agreed to sell its stakes in two subsidiaries, Kontron America Modules LLC and Kontron Asia Embedded Design Sdn Bhd, to German embedded and edge computing solution provider Congatec GmbH. The transaction, valued at EUR26 million (US$30.57 million), aims to strengthen the ongoing partnership between the two companies.
Thursday 3 July 2025
Foxconn, Quanta ramp up GB200 output in AI infrastructure boom
Amid global uncertainty and volatile market conditions, AI servers have emerged as a strategic cornerstone for the ICT industry in 2025. With the ramp-up of Nvidia's GB200 series beginning in the second quarter of the year, suppliers across Asia are aggressively jockeying for a spot on the coveted "MP Ready" list — a designation signaling readiness for mass production.
Wednesday 2 July 2025
Inventec ranks fourth globally in liquid cooling patents, leading Taiwanese companies
A new report by DIGITIMES highlights significant growth in global server liquid cooling technology patents since 2015. The report lists the top 20 patent holders in the server liquid cooling technology sector, with four Taiwanese companies making the list. Inventec ranks fourth worldwide, securing the top position among Taiwanese firms.
Tuesday 1 July 2025
Ennoconn transfers Kontron subsidiary shares to deepen computer-on-module strategy
Industrial PC (IPC) manufacturer Ennoconn announced on June 30, 2025, that its subsidiary, Kontron AG's board of directors, has approved the sale of shares in two subsidiaries—Kontron America Modules LLC and Kontron Asia Embedded Design Sdn Bhd—to German company Congatec GmbH for EUR26 million (approx. US$30.5 million). This move aims to strengthen collaboration between both parties.
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 electric bike parts for future growth.
Tuesday 1 July 2025
German robotics firm NEURA unveils advanced humanoid robot amid industry shifts
At the Automatica 2025 exhibition in Germany, NEURA Robotics introduced its third-generation humanoid robot, the 4NE1 Gen-3, marking a significant step in Europe's evolving robotics industry. This development comes as competition intensifies globally, particularly between the US and China.
Tuesday 1 July 2025
Taiwan startups struggle with low volumes, but right partnerships unlock global scaling
Despite low production volumes often discouraging Taiwanese manufacturers from working with startups, Sam Lam, founder of venture capitalist MESH Ventures and the second son of Quanta Computer Chairman Barry Lam, believes the real challenge lies elsewhere: finding the right partners.
Tuesday 1 July 2025
Chinese AI robotics leader Unitree Robotics reportedly aims for IPO by year-end
The competition in humanoid robotics is intensifying between the US and China, with several Chinese AI robotics companies emerging strongly amid this contest. Among them, Hangzhou-based Unitree Robotics has marked a significant milestone by completing a strategic investment round, positioning itself for entry into the capital markets.
Tuesday 1 July 2025
Apple weighs using Anthropic or OpenAI to power Siri in major reversal
Apple Inc. is considering using artificial intelligence technology from Anthropic PBC or OpenAI to power a new version of Siri, sidelining its own in-house models in a potentially blockbuster move aimed at turning around its flailing AI effort.
Monday 30 June 2025
GMI aims for full-year revenue growth in 2025, fueled by AI and automotive projects
Facing external challenges such as US tariffs, exchange rates, and interest rates, IC distributor GMI stated that despite numerous market uncertainties, it expects its operational performance in the second half of 2025 to be on par with the first half. The company is striving for full-year revenue growth, particularly targeting double-digit increases in new projects within the AI servers and automotive markets.
Monday 30 June 2025
Chinese server component exports to US surge despite tariffs, driven by AI server demand and local assembly push
Despite the Trump administration's implementation of high tariffs on Chinese imports without granting China the grace periods afforded to other trade partners, the volume of server components exported from China to the US has continued to rise, driven by increasing demand for AI servers.
Monday 30 June 2025
Mitac Holdings expands North American server production facilities amid AI-driven demand surge
Mitac Holdings Corporation is rapidly expanding its server production capacity in North America, driven by strong demand for artificial intelligence applications. The company recently secured two facility leases in California within a single week to address rising order volumes from cloud customers. Mitac president Billy Ho confirmed that existing production lines are operating at full capacity, emphasizing the robust momentum in server and network product orders.