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    Chinese startups accelerate into AI glasses as Taiwan faces supply chain pressure
    10h 56min ago
    6-inch SiC substrate prices recover as supply tightens and demand picks up
    10h 56min ago
    South Korean equipment and materials makers accelerate hybrid bonding R&D for HBM5 and beyond
    10h 56min ago
    Taiwanese IC design firms race to capture AI vision solution demand
    10h 57min ago
    GigaDevice flags three key memory variables for the next three years
    10h 57min ago
    NEWS TAGGED AI SERVER
    Monday 13 July 2026
    Trans-Sun Materials posts record revenue on AI server and HPC demand

    Trans-Sun Materials Technology posted record revenue for June, the second quarter and the first half of 2026, supported by rising demand...

    Monday 13 July 2026
    AI buildouts accelerate MLCC shortages; Taiwan firms eye 2H26 spillover orders
    As AI server supply chains move into the component stocking phase, the market for high-end passive components has heated up sharply, with tight supply of multilayer ceramic capacitors...
    Monday 13 July 2026
    Trio revenue rises on AI server battery backup demand in June
    Trio Technology said June 2026 revenue rebounded on stronger stocking demand for battery backup units used in AI servers, even as the broader second quarter remained pressured by tight...
    Friday 10 July 2026
    Asus June revenue tops NT$100 billion as AI servers drive growth outlook
    Asus reported June 2026 group revenue of NT$106.72 billion (US$3.3 billion), crossing the NT$100 billion threshold for the first time, as strong demand for AI servers continued to...
    Friday 10 July 2026
    Liteon Technology June revenue jumps 37% on AI server power demand
    Liteon Technology reported consolidated revenue of NT$18.7 billion (US$580 million) in June 2026, up 8% from May and 37% from a year earlier, as demand for AI and cloud computing high-end...
    Thursday 9 July 2026
    Delta Electronics 1H revenue up 41% as AI power, cooling demand accelerates
    Delta Electronics posted stronger June 2026 sales as demand for AI servers, power systems and infrastructure products continued to climb. The Taiwanese electronics supplier reported...
    Thursday 9 July 2026
    Wistron and Wiwynn post record-high revenue in 1H26 on strong AI server, networking shipments
    Wistron reported June 2026 revenue of NT$321.82 billion (approx. US$10.04 billion), up 10.9% from the previous month and 53.9% from a year earlier, marking the company's second-highest...
    Thursday 9 July 2026
    Server ODMs race to expand globally as parts shortages bite
    AI server orders are flooding in, and original design manufacturers (ODMs) are racing to expand factories across the US and Asia to keep up. From California and Texas to Vietnam, Thailand,...
    Thursday 9 July 2026
    Foxconn expands RBA audits as AI server demand drives global factory growth
    Foxconn said it expanded third-party supply-chain audits in 2025 as demand for AI servers and advanced manufacturing increased across its global manufacturing network. By the end of...
    Wednesday 8 July 2026
    HVDC power to ramp up in 2H26, as Delta eyes momentum in AI power systems
    US cloud service providers (CSPs) are continuing to expand AI-related capex, which has in turn driven up data center server rack specifications and power architectures. As a result...
    Wednesday 8 July 2026
    AI server maker MiTAC gears up for stronger 2H26 with new capacity after 44.8% revenue jump

    MiTAC is set to enter a new phase of growth in the second half of 2026 as new production facilities begin mass production, providing a meaningful...

    Wednesday 8 July 2026
    Global PMX revenue rises as advanced foundry and AI cooling demand strengthen

    Global PMX said on July 6 that demand tied to semiconductor advanced-process equipment and AI server liquid-cooling systems remained...

    Wednesday 8 July 2026
    Microloops revenue hits record on cloud server cooling demand
    Taiwan Microloops Corp. said July 6 that June revenue reached a record NT$503 million, up 52.41% from May and 29.30% from a year earlier, driven by stronger demand for AI server cooling...
    Tuesday 7 July 2026
    AI servers and MacBook demand push Quanta revenue to new record

    Strong AI demand lifted Quanta's revenue to a record high in June 2026 and pushed second-quarter sales to a new peak, with servers...

    Tuesday 7 July 2026
    AI server demand tightens power device supply as lead times stretch to 270 days

    AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer...

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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    AI Summit Seoul