As Wistron released its earnings on the 12th, signs that its collaboration model with NVIDIA may be shifting drew industry attention. According to Wccftech, an analyst on Wistron’s Q3 earnings call suggested that beginning with next year’s Vera Rubin platform, NVIDIA could move toward directly s...

Following its 2025 capex hike, Meta isn’t slowing down. According to the Economic Daily News, the cloud giant will deploy a new wave of custom ASIC-based AI servers next year—code-named Santa Barbara—with up to 6,000 racks planned, while Taiwanese server maker Quanta has reportedly secured the...

According to Bloomberg, sources say the U.S. Commerce Department is drafting new rules to restrict shipments of advanced AI chips to Malaysia and Thailand, as part of a broader effort to crack down on suspected chip smuggling into China. As noted by Tom’s Hardware, citing Bloomberg, a prelimina...

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. ...

According to MoneyDJ, citing Nikkei, strong demand for AI servers and semiconductors, along with tariff concerns, has prompted customers to pull in shipments early, driving continued revenue growth for Taiwan’s major IT firms in April 2025. As noted by the report, the monthly revenue of 19 Taiw...