30
Jul
As generative AI pushes data center infrastructure to new limits, pressure is mounting on thermal management, interconnect design, and ecosystem interoperability. Ahead of the 2025 OCP APAC Summit, executives from AMD, the Ultra Ethernet Consortium (UEC), and the UALink Consortium spoke with DIGITIMES Asia about the engineering realities and strategic trade-offs shaping the future of AI infrastructure.
30
Jul
Shanghai issues first L4 robotaxi permits in push for autonomous commercialization
Shanghai has issued its first demonstration licenses for Level 4 autonomous vehicles, allowing eight companies to operate fare-based robotaxi services within designated urban zones. The permits, announced during the 2025 World Artificial Intelligence Conference (WAIC), mark a key milestone in the commercial rollout of self-driving technology in one of China’s largest and most advanced cities.
30
Jul
Celestica surges in late trading as 2Q25 earnings top forecasts and guidance rises
Celestica, a key global provider of hardware design, manufacturing, and supply chain solutions, reported strong second-quarter results Tuesday, propelled by surging demand for AI-related infrastructure and robust execution across its diversified portfolio.
30
Jul
Sanmina beats Q3 estimates on AI, cloud demand; Eyes $6 billion boost from ZT deal
Sanmina reported fiscal third quarter 2025 results that beat Wall Street expectations on both revenue and profitability, fueled by strong performance across all major end markets and continued operational discipline.
30
Jul
Samsung-Tesla US$16.5 billion chip pact ignites Texas fab push; Musk hints at expansion
Samsung Electronics will produce 2nm chips for Tesla, targeting use in the automaker’s supercomputers, autonomous vehicles, and humanoid robots. The chips will be manufactured at Samsung’s Taylor, Texas facility under an eight-year contract valued at KRW22.7 trillion (US$16.5 billion). The deal is accelerating construction at the site, with Samsung now aiming to complete investment by the end of 2025, ahead of its original 2026 schedule.
30
Jul
Nearly half a year into Trump’s administration, Taiwan’s June 2025 economic indicators remain green
Although US President Donald Trump’s reciprocal tariff policy implemented in April 2025 has caused significant shocks to global trade and economy, the National Development Council (NDC) announced on June 28, 2025, that Taiwan’s current economic situation continues to show stable growth.
30
Jul
Nvidia scrambles back to TSMC as China H20 demand outstrips supply
The US has eased export restrictions on Nvidia’s H20 GPUs to China as part of wider talks tied to rare earth magnet controls, but the move has failed to meet soaring demand from Chinese firms. Jefferies estimates Nvidia holds 600,000 to 900,000 H20 units in inventory, while Chinese demand may reach 1.8 million units.
30
Jul
Apple closes first directly managed store in Dalian due to poor foot traffic
Apple’s official China website shows that the last operating day for its Parkland Mall store in Dalian is August 9, 2025. This marks the closure of Apple’s first directly managed store in China.
30
Jul
China crypto firm Bitmain plans first US factory in Trump gambit
Bitmain Technologies Ltd., the world’s largest manufacturer of crypto mining hardware, plans to open its first US facility in the coming months, a strategic pivot riding the “Made in America” boom in digital assets.
30
Jul
Manufacturing sector prioritizes measurable returns as AI adoption accelerates smart factory push
Global manufacturers are demanding clearer performance metrics before investing in artificial intelligence (AI)-powered smart manufacturing systems, with supply chain experts identifying three key criteria driving adoption decisions: visibility, verifiability, and rapid guidance capabilities.