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Thursday 10 July 2025
Stay or relocate: Taiwan makers weigh exodus amid weak government support
The free trade agreement (FTA) between the US and South Korea has now become irrelevant under Donald Trump's administration. Taiwan's tech products also face the possibility of losing the ITA and ITA 2 tariffs-free benefits granted under the WTO framework. Trump's tariff threat can be understood as a step to force Seoul to share the cost of stationing US troops in South Korea. But what does Trump want from Taiwan in the tariffs game? TSMC is already constructing wafer fabs and an R&D center in the US. Does Trump want AI server makers to set up assembly lines in the US, and for the Taiwan currency to sharply appreciate against the greenback?
Thursday 10 July 2025
US tariff plans threaten Taiwan's key tech exports amid shifting trade dynamics
The US's latest tariff actions have sparked concern in Taiwan, raising fears that its export-driven tech sector could soon face steep import duties. Although Taiwan was not named in recent rounds, the proposed 32% tariffs remain on the table, threatening key industries like AI servers, networking gear, and semiconductors.
Thursday 10 July 2025
Asus June revenue hits 13-year high on AI, GPU, gaming tailwinds

Asus posted its highest monthly revenue in nearly 14 years (162 months) in June 2025, fueled by robust demand for Nvidia's GeForce RTX 50 GPUs, gaming laptops, and expanding AI server shipments. June group revenue hit NT$68.57 billion (approx. US$2.35 billion), rising 8.47% from May and 17.3% year-over-year. Second-quarter revenue climbed 30% year-over-year to NT$188 billion, while first-half revenue reached NT$335.7 billion, up 25.92%. Brand revenue grew 15% year-over-year in June to NT$64 billion, and 28% in the second quarter to NT$174 billion.

Wednesday 9 July 2025
Sysgration sees 12% YoY surge in June revenue from new product lines
Sysgration posted NT$282 million (approx. US$9.7 million) in consolidated revenue for June 2025, marking year-over-year and month-over-month improvements of 12.83% and 5.65% respectively, as new products and clients begin contributing to revenue. For the second quarter of 2025, revenue grew by 9.50% year-over-year to NT$833 million (approx. US$28.6 million), while for the first half of the year, total revenue reached NT$1.706 billion (approx. US$58.6 million), increasing by 3.32% year-over-year even amid exchange rate fluctuations and other adverse external factors.
Wednesday 9 July 2025
IBM taps Samsung's 5nm process for Spyre AI chip in new Power11 servers
IBM has introduced its latest Power11 enterprise servers in Germany, featuring the Spyre accelerator chip designed for AI inference. The chip is manufactured using Samsung Electronics' 5nm process and is integrated into various server models aimed at multiple industries, including finance, healthcare, government, and manufacturing.
Wednesday 9 July 2025
Kinko Optical avoids price war, achieves 25% revenue surge in 1H25 with premium lens strategy
Taiwan-based Kinko Optical has strategically avoided low-price competition by expanding its mid- to high-end lens and next-generation product offerings, resulting in nearly 25% revenue growth in the first half of 2025.
Wednesday 9 July 2025
Server component makers optimistic for 2H25 with rising GB200 shipments
With volume production of server chassis for Nvidia's GB200 turning stable, the operation of suppliers for related components such as cooling modules, sliding rails, and battery backup units (BBUs) has all turned positive, prompting them to hold a positive view for the second half of 2025. In addition, Nvidia's upcoming next-generation GB300 will help prolong the momentum during the period. Despite the requirement of a learning curve, industry visibility remains high, insulating its performance from market fluctuations.
Wednesday 9 July 2025
IBM sees potential in Taiwan & Japan as quantum strategies advance
Hans Dekkers, General Manager of IBM Asia Pacific, recently returned to Taiwan for his fifth visit in less than a year since taking office. He believes Taiwan and Japan will play important roles in the quantum field after reviewing Taiwan's notable growth in industry and academia surrounding quantum technology.
Tuesday 8 July 2025
Foxconn's FII projects 50% profit surge on soaring AI server demand
Foxconn Industrial Internet (FII), a subsidiary of Foxconn focused on cloud and artificial intelligence (AI) infrastructure, announced a significant year-over-year increase in its second-quarter earnings driven by rising demand for AI-related server products.
Tuesday 8 July 2025
Chief Telecom sees 1H25 revenue exceed NT$200 million
Internet data center (IDC) provider Chief Telecom saw revenue in July 2025 drop by 2.11% year-over-year to NT$327 million (approx. US$11.2 million). However, total revenue in the first six months of 2025 surged by 18.74% year-over-year to NT$2.08 billion (approx. US$71.5 million), as demand for AI and cloud services continues to grow alongside opportunities in data center leasing.
Tuesday 8 July 2025
Advantech reports 18% YoY revenue growth in June, driven by strong performance in US, Europe, and emerging markets
Despite significant exchange rate fluctuations in June, Advantech recorded consolidated revenue of NT$5.838 billion (approx. US$201 million) for June 2025, representing an 18.39% year-over-year increase. Cumulatively, Advantech's consolidated revenue from January to June 2025 reached NT$35.187 billion, marking a 23.36% year-over-year growth.
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.