Trump’s tariffs have created significant uncertainty in the market. According to CNBC, investors are closely watching how tariff-related risks may impact their operation and capex. The following highlights key points to watch ahead of upcoming earnings calls from Tesla, Meta, Microsoft, Amazon, Ap...

As the U.S. enhances the influence on the tech industry with related policies, chip giant AMD is rumored to sell its AI server assembly plant located in the United States, followed by proactive bidding from major OEM manufacturers in Taiwan. It’s reported that companies like Compal and Wiwynn have...

Amid ongoing tech layoffs and geopolitical tension, rumors swirled that Microsoft would exit China in 2025 and cut around 2,000 jobs, based on a leaked internal email. But according to ijiwei and YiCai Global, the message came from Wicresoft—Microsoft’s outsourcing partner in Shanghai—not Micr...

Amid rising geopolitical tensions, Western tech giants are retreating from China. According to South China Morning Post, Microsoft has quietly shut down its IoT & AI Insider Lab in Shanghai’s hi-tech zone. The report suggests that the lab, once a hub to boost China’s local IoT and AI deve...

According to Economic Daily News, citing The Information, Amazon Web Services (AWS) is adopting a price-cutting strategy to persuade customers to switch to its own Trainium AI chip-powered servers instead of the more expensive NVIDIA solutions. As noted in the report, a long-time AWS cloud servic...