Cloud market braces for key Amazon earnings update amid lease cuts, supply snags, and tariff tensions

Amazon and Microsoft have reportedly paused selected external data center lease agreements, impacting third-party colocation centers but not their self-built facilities. The move adds fresh uncertainty to the cloud services market, which is already under pressure from ongoing US-China tariff tensions and infrastructure supply constraints.

Continue reading

Unpredictable US policy fuels PC makers’ continued departure from China

Despite recent conciliatory signals from the US government towards China, PC brand manufacturers already in the process of diversifying their production are not slowing down. Sources within the original design manufacturing (ODM) sector reveal that these brands are not only shifting production for US-bound products but are also beginning to move production for European markets out of China.

Continue reading

In face of tariff concerns, Taiwan’s auto sector flexes resilient prowess at unified mobility mega shows

The 2025 Taipei AMPA and E-Mobility Taiwan exhibitions kicked off on April 23 under a newly unified banner, “360° MOBILITY Mega Shows.” This four-day event, taking place at the Taipei Nangang Exhibition Center alongside Autotronics Taipei, marks a significant milestone for Asia’s smart mobility industry in 2025, according to the Taiwan External Trade Development Council (TAITRA), the show organizer.

Continue reading

Texas Instruments navigates uncertainty with strong results and optimistic outlook

Texas Instruments reported strong first-quarter results, with revenue of US$4.07 billion, surpassing forecasts, driven by a 13% rise in its Analog segment. The upbeat outlook signals sustained demand in automotive and industrial markets despite tariff-related uncertainties. CEO Haviv Ilan emphasized the company’s focus on reliable chip capacity amid geopolitical risks.

Continue reading

Automotive industry slow to adopt AI automation due to 3 main factors, says Lionic chairman

Large language models are currently shaping the future for AI, with the automotive industry in particular seeing a range of applications, including AI robots, AI factories, and AI autonomous driving systems. As such, the implementation of automated production at mainstream carmakers has become a focus for the AI industry worldwide. According to supply chain sources, Tesla, BMW, Mercedes-Benz, Toyota, and a host of Chinese automakers are now actively engaging in AI robot development, with industrial manufacturing as the priority for relevant applications.

Continue reading

Taiwan’s display sector a ‘national security’ linchpin amid US onshoring push

As the US broadens its industrial focus from semiconductors to encompass display manufacturing, Paul Peng, chairman of AUO, emphasized the importance of the display industry to national security. Peng noted that the US government’s decision to prioritize the onshoring of display technology underscores its strategic significance. He called on the Taiwanese government to accord the display sector a level of importance equivalent to that given to semiconductors.

Continue reading