Electronics manufacturing services (EMS) providers are sharpening their competitive positions around AI-era infrastructure, shifting attention from cyclical end markets to longer-cycle platform builds for cloud, networking, and data centers. Recent company updates from Celestica, Sanmina, Jabil, and Flex show a common playbook: move up the value chain, standardize repeatable system designs, and invest in power, thermal, and integration capabilities that shorten deployment times for hyperscale customers.

The US has confirmed that under a new set of stringent regulations, Nvidia’s H200 is permitted to be exported to the Chinese market, and Chinese customers have expressed strong demand. However, the Chinese government has shown no intention of granting approval, causing supply chain plans that were originally preparing to ship to be put on hold. Currently, the main obstacle to entering the Chinese market is the mindset of the Chinese authorities. From the Chinese government’s perspective, since domestic AI chips are already usable, there is no need to further allow China’s AI development to rely more heavily on the US and Nvidia.

The Asus PA32KCX 8K ProArt Display made its debut 2 years ago. However, its official specifications were fully unveiled three months ago and today Asus announced the model’s pricing and availability. The Asus PA32KCX is available now in Germany, Austria, and Switzerland at a suggested retail price of €9199.90 / CHF 9199.90, including VAT, through specialist retailers, online stores, and the Asus…

Following the easing of US reciprocal tariffs to 15%, Taiwan’s Fortune Electric is seeing meaningful relief in cost pressures while accelerating growth driven by robust demand from AI data centers and US infrastructure investment.