WIth the passages of the Chips and Science Act, momentum is gaining traction in the United States to re-shore semiconductor manufacturing, as leading industry players like Intel and Micron announce new investments on domestic manufacturing capabilities one after another. For the US, experiences from the chip shortage crisis from the past two years have elevated supply chain to become a critical national security issue, in the sense that not only automotive and consumer electronics industries were hurt – the US defense industry felt the pinch as well.

Sun Tzu’s” Art of War” maintains that a good warrior relies on his or her ability to take advantage of the situation to win the war rather than on the efforts of others. A small country cannot control the game, but it can still take advantage of the situation and find a way to respond to it.

Taiwan-based server maker AIC is putting more focus on niche-market servers and is cautiously optimistic about overall shipments in 2023, mainly driven by the easing of server chip shortages.