China remains core to server PCB supply despite SEA expansion

Amid rising US-China tech tensions, Taiwan-based PCB suppliers have accelerated factory expansions in Southeast Asia since 2022. However, despite new PCB clusters reaching full production, most PCBs for server orders remain manufactured in China, except for security-sensitive items such as low-earth orbit satellite parts. The server supply chain still depends largely on China’s mature and cost-effective facilities.

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Major IPC suppliers begin new certification; DDR4 price surge expected to last until late 2025

Leading memory manufacturers have successively announced end-of-life (EOL) plans for DDR4 DRAM, with memory module vendors reporting strong order momentum from end customers in the second quarter of 2025 that is expected to continue into the second half of the year. Although industrial PC (IPC) customers unable to upgrade immediately are gradually shifting toward certifying “new suppliers” for DDR4, the price hike effect for DDR4 is expected to persist through the end of 2025.

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The chip nobody talks about: US and China’s hidden agendas behind H20’s silent comeback

Nvidia’s H20 chips were recently cleared for export to China again, but industry reactions vary. Some companies are actively stockpiling out of concern that renewed tensions between China and the US could lead to another supply cutoff. Others remain calm, as they had already secured sufficient inventory through existing channels. Notably, sources say companies have been instructed by both the US and China not to comment on H20 sales or shipment status.

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Lam Research sees strong start to FY26 on AI chip boom

Lam Research reported fourth-quarter earnings for its fiscal year ending June 29, 2025, that exceeded analyst expectations, driven by increased demand for equipment used in the production of advanced AI chips. The California-based semiconductor equipment manufacturer posted revenue of US$5.17 billion, marking a 9.6% rise from the previous quarter and surpassing Wall Street’s forecast of US$4.99 billion.

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