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Although there were earlier concerns about whether major CSPs would scale back AI-related capital spending, Meta and Microsoft have both announced plans to increase their AI investments, according to Economic Daily News. This is expected to be a fresh boost for NVIDIA, with key Taiwanese AI server O...
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According to a report from UDN News, Taiwan’s contract manufacturers are gearing up to invest in the U.S. amid escalating tariffs under Trump’s administration. The report, citing Taiwan Electrical and Electronic Manufacturers’ Association (TEEMA) Chairman Richard Lee, notes that Taiwan’s le...
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According to a report from UDN News, U.S. President-elect Donald Trump's proposed 25% tariff on imports from Mexico has sent shockwaves through the server manufacturing industry. The report highlights that Taiwanese server ODMs are swiftly implementing contingency measures, with major players like ...
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As president-elect Donald Trump calls for tariffs on imports from Mexico, Canada and China, the AI server supply chain is expected to bear the brunt of the impact, given that U.S. imports the highest value of servers from Mexico, according to a report from the Economic Daily News. Taiwanese companie...
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Supermicro, a major server manufacturer, is facing potential delisting after failing to submit its financial report on time. Previously, the Economic Daily News reported that the company had halted expansion of its Malaysia plant. However, in response to inquiries from the Central News Agency, Super...