24
Apr
24
Apr
AOC CU34G3Z goes official in China with a 250Hz Fast VA display
24
Apr
Trump reciprocal tariff impact on server ODMs
Trump’s reciprocal tariffs challenge the resilience of the server supply chain;
Mexico temporarily becomes a safe haven for Taiwanese EMS providers.
Mexico temporarily becomes a safe haven for Taiwanese EMS providers.
24
Apr
Large donations by South Korean companies to Trump inauguration seen as preemptive move ahead of tariff war
The list of donors for US President Donald Trump’s inauguration ceremony has been released, with South Korean conglomerates Samsung, Hyundai Motor, and Hanwha making large donations through US subsidiaries. Observers interpret the donations as an attempt by South Korean companies to proactively seek favorable outcomes related to US tariff policy.
24
Apr
Taiwan’s KingRay unveils full-color night vision sensors for AI robots and unmanned systems
Taiwan-based KingRay Technology has developed a next-generation sensor featuring advanced color night vision capabilities, now fully packaged for deployment in surveillance systems and various unmanned intelligent vehicle cameras.
24
Apr
Asian nations clamp down on ‘source washing’ amid rising US tariff pressure
Following the US government’s reciprocal tariff measures aimed at curbing trade surpluses and recalibrating supply chains, Asian countries are intensifying efforts to crack down on “source washing”—a growing concern tied to tariff evasion and escalating geopolitical tensions between Washington and Beijing.
24
Apr
China’s AI ambitions strain as domestic chipmakers rush to sell compute power amid H20 ban
Following the Trump administration’s export controls on Nvidia’s H20 AI chip for China, there’s speculation that Chinese AI chip manufacturers might fill the gap. Although China’s long-term prospects for domestic AI chip production look promising, the short-term scenario appears more complicated and challenging.
24
Apr
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.
24
Apr
More smart glasses to be introduced in 2H25, with ecosystem taking shape
With Meta’s smart glasses wowing the market with their attractive features and significant sales, other brand vendors and Taiwanese ODMs are stepping up development for the AI/VR glasses.
24
Apr
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.