Subject


Cloud / Edge Computing


2025-07-30

[News] NVIDIA’s Reported 300K H20 Order Signals China CSP Boom, Boosts Taiwan AI Server Makers

Cloud / Edge Computing

As reported by Reuters, citing sources, NVIDIA recently placed a 300,000-unit order for H20 with TSMC, reversing its earlier plan to rely solely on existing inventory due to strong demand from China. Economic Daily News highlights that this substantial order reflects continued robust demand from Chi...

2025-07-21

[News] Huawei to Unveil CloudMatrix 384, Rumored to Deliver 2× NVIDIA GB200 NVL72 Throughput

Cloud / Edge Computing

Huawei is reportedly set to unveil its CloudMatrix 384 system for the first time at the 2025 World Artificial Intelligence Conference (WAIC), which opens on the 26th in Shanghai, according to Economic Daily News. As highlighted by Tom’s Hardware, the CloudMatrix 384 is a rack-scale AI system compo...

2025-07-15

[News] Malaysia’s AI Chip Curbs Shake Server Supply Chains, May Hit Super Micro and Taiwan’s Wiwynn

Cloud / Edge Computing

Malaysia’s trade ministry announced on Monday that the export, transshipment, and transit of high-performance AI chips of U.S. origin will now require a trade permit, effective immediately, according to Reuters. As Economic Daily News notes, Malaysia is a major hub for AI server production, raisin...

2025-07-04

[News] Trump’s 20% Vietnam Tariff Shakeup: Foxconn and Key Taiwanese Tech Firms’ Moves and Impact

Cloud / Edge Computing

With the Trump administration locking in a 20% tariff on Vietnam, Taiwan’s tech sector is breathing a bit easier, as the country has emerged as a key alternative to China—now home to assembly lines for laptops, wearables, networking gear, and smartphones, according to the Economic Daily News. ...

2025-06-09

[News] Foxconn Leased Texas Plants to Expand AI Server Capacity

Cloud / Edge Computing

Foxconn Technology (Hon Hai) recently announced that its subsidiary, Foxconn Assembly LLC., has successfully leased two plants in Houston, Texas, with a total lease value of approximately USD 56.5538 million. This move is seen by the market as part of Foxconn’s continued efforts to expand its AI s...

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