Levi Li

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Articles

AI servers lift ASRock to new highs, while strong NT$ erodes profit edge

1 week ago | digitimes.com | Monica Chen |Levi Li |DIGITIMES Asia

ASRock Inc. posted NT$25.6 billion (US$855 million) in revenue for 2024, driven by robust shipments of Nvidia H100 and H200-based AI servers. In the first four months of 2025 alone, the company has already recorded NT$15.6 billion in revenue.
Foxconn chief highlights greater challenge than tariffs

1 week ago | digitimes.com | Ninelu Tu |Levi Li |DIGITIMES Asia

US tariff uncertainty continues to shake global supply chains, but Foxconn Chairman Young Liu said the company faces minimal direct impact due to its contract manufacturing model. Speaking at the May 29, 2025, shareholder meeting, Liu noted that exchange...
Nvidia, AMD to launch China-ready AI chips in 3Q25-cut down, not counted out

1 week ago | digitimes.com | Monica Chen |Levi Li |DIGITIMES Asia

Nvidia and AMD are set to launch a new wave of downgraded AI GPUs for the Chinese market starting in the third quarter of 2025, according to supply chain sources. These compliance-driven chips are engineered to meet tightening US export rules while...
Asus welcomes Nvidia to Taipei, warns off talent poaching

1 week ago | digitimes.com | Monica Chen |Levi Li |DIGITIMES Asia

Nvidia has opened a new office in Taipei's Beitou Shilin Technology Park (BSTP), igniting talk of a looming talent battle with nearby tech heavyweights including Kinpo Group, Asus, and Pegatron. The US chipmaker has already been recruiting aggressively...
Acer Cyber Security leverages system integration to target double-digit growth in 2025

1 week ago | digitimes.com | Aaron Lee |Levi Li |DIGITIMES Asia

Acer Cyber Security Inc. (ACSI), the cybersecurity arm of Acer Group, expects stronger momentum in the second half of 2025 and is targeting double-digit revenue growth for the full year, according to President Rex Wu. Speaking at the company's May 27...
Foxconn taps NTU, KAUST in μ-LED leap for next-gen optical and AI interconnects

1 week ago | digitimes.com | Ninelu Tu |Levi Li |DIGITIMES Asia

With artificial intelligence driving explosive demand for high-speed data transfer, optical communication technologies are advancing in lockstep. Foxconn's Hon Hai Research Institute (HHRI), in partnership with National Taiwan University (NTU) and King...
Without Nvidia's Jensen Huang, does Computex still compute?

1 week ago | digitimes.com | Monica Chen |Levi Li |DIGITIMES Asia

Fueled by the global AI surge, Computex has enjoyed three straight years of star power from Nvidia CEO Jensen Huang. This year's record-breaking edition again centered on Huang, who revealed a new Taiwan office in the Beitou Shilin Technology Park (BSTP)...
TSMC's CoWoS supercycle squeezes BT substrate flow, stirs NAND controller repricing

1 week ago | digitimes.com | Flora Wang |Siu Han |Levi Li |DIGITIMES Asia

Mitsubishi Gas Chemical (MGC), the world's leading supplier of BT substrate base materials, has notified clients of delayed shipments due to tightening raw material supply. The growing shortage is expected to trigger mid- to long-term disruptions in...
CXMT to scrap DDR4 in policy-fueled pivot-DDR5 deluge may follow

1 week ago | digitimes.com | Siu Han |Levi Li |DIGITIMES Asia

ChangXin Memory Technologies (CXMT), China's top DRAM supplier, is reportedly preparing to phase out DDR4 products for server and PC use by mid-2026. As the company pivots to DDR5 and high-bandwidth memory (HBM), analysts warn the move could flood the...
Touch panel maker GIS pivots to optics, biometrics, and auto tech, cut legacy reliance by 2029

1 week ago | digitimes.com | Siu Han |Levi Li |DIGITIMES Asia

Taiwan-based General Interface Solution (GIS) Holding Limited returned to profitability in 2024 and is refocusing its business strategy on three core sectors: optics, fingerprint recognition, and automotive electronics. These emerging segments are expected...