Nvidia surge powers Wistron to record revenue as AI server boom accelerates

Wistron Corporation reported a record-high monthly revenue in May, exceeding NT$200 billion (US$6.68 billion) for the first time, fueled by robust demand for AI servers. The company expects AI server shipments to sustain triple-digit sequential growth throughout the second quarter, with volumes increasing steadily month over month. Wistron is a major supplier of mainboards for Nvidia’s AI accelerators.

Continue reading

As US EDA ban tightens its grip, China’s domestic tools step into the breach

The US has issued new export restrictions targeting leading electronic design automation (EDA) firms—Cadence, Synopsys, and Siemens—prohibiting them from supplying software critical to advanced artificial intelligence (AI) chip development in China. The move intensifies Washington’s broader tech containment push and directly impacts China’s ambitions for semiconductor independence.

Continue reading