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    Supermicro's margin rebound and bullish outlook ease investor doubts on AI server orders
    15min ago
    Apple's shadow looms over TSMC's Sony sensor deal
    34min ago
    Synnex sees strong growth in value-added commercial IT, semiconductors
    39min ago
    Germany’s EV subsidies mostly benefited Tesla, while China-made vehicles followed
    Aug 11, 18:35
    Memory supply crunch pushes long-term contracts beyond the big three
    Aug 11, 18:35
    China’s polysilicon makers set a cost floor as solar losses widen
    Aug 11, 18:35
    DB HiTek benefits from TSMC and Samsung 8-inch wafer line scale back
    Aug 11, 18:34
    Memory giants hold US$38 billion in cash collateral as buyer leverage may return in 2029
    Aug 11, 18:34
    NEWS TAGGED AI SERVER
    Wednesday 12 August 2026
    Compal doubles AI server capacity, targets 30–40% revenue share by 2027

    Compal officially opened its Daxi AI server manufacturing center on August 11, bringing new-generation AI server production capacity...

    Wednesday 12 August 2026
    Everlight starts Thailand plant to boost AI server and auto supply chains
    Everlight Electronics has broken ground on a new manufacturing base in Chachoengsao, Thailand, with construction starting in August and mass production planned for the second half...
    Tuesday 11 August 2026
    Taiwan's AI server supply chain posts record July as growth spreads down the component tier

    The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly...

    Tuesday 11 August 2026
    Iron Force Industrial expands into AI server cooling as auto market stays uneven
    Automotive parts makers are looking beyond cars as global demand shifts and AI infrastructure grows. Iron Force Industrial is joining that move by developing liquid-cooling components...
    Tuesday 11 August 2026
    Asus posts record July revenue on strong AI server demand
    Asustek Computer (Asus) reported July 2026 group revenue of NT$84.13 billion (approx. US$2.61 billion), a record high for the period, up 53.3% from a year earlier but down 21% from...
    Monday 10 August 2026
    King Slide confident in next 3 years, aiming for US production in September
    Taiwanese server rail manufacturer King Slide expressed strong confidence in its operations for the second half of the year and the next three years, following the release of its second-quarter...
    Monday 10 August 2026
    Aurotek profit jumps on embodied AI and semiconductor automation demand
    Aurotek Corporation reported stronger second-quarter and first-half 2026 results on August 6 as demand rose for embodied AI solutions, semiconductor foundry and advanced packaging...
    Sunday 9 August 2026
    Rohm sees AI server demand lift first-quarter profit 4,825%
    Rohm Semiconductor reported sharply higher first-quarter results on August 5, 2026, as recovering demand for automotive power semiconductors and strong AI-linked data center business...
    Saturday 8 August 2026
    Quanta posts second-highest monthly revenue as notebook shipments plunge 38%
    Quanta Computer posted its second-highest monthly revenue on record in July, as strong AI server demand sustained growth even as notebook shipments fell nearly 38% from June.
    Friday 7 August 2026
    Wistron sees AI server growth accelerate in August; new HPE, Lenovo and Oracle orders add 4Q26 lift

    Wistron expects stronger AI server growth in August 2026 after reporting July revenue of NT$308.22 billion (approx. US$9.53 billion), down...

    Friday 7 August 2026
    Ibiden raises full-year profit forecast as AI server and substrate demand strengthens
    Ibiden said on August 4 that it raised its fiscal 2026 outlook after stronger-than-expected demand from generative AI and a recovery in the general-purpose server market lifted results...
    Friday 7 August 2026
    Iron Force Industrial posts weaker first half as it pushes AI server cooling parts
    Iron Force Industrial reported first-half 2026 consolidated revenue of NT$2.441 billion, down 2.98% from a year earlier, as rising pressure on its automotive business weighed on results...
    Friday 7 August 2026
    Wistron rumored to win Oracle AI server order as new customers expand
    Wistron has secured new AI server customers, including enterprise accounts Hewlett Packard Enterprise (HPE) and Lenovo Group, as well as a reported cloud services provider (CSP) order...
    Friday 7 August 2026
    Inventec forecasts weaker notebook shipments as server growth continues in the third quarter
    Inventec said notebook shipments will soften in the third quarter after customers pulled in orders during the first half, lifting volumes above expectations, while server shipments...
    Thursday 6 August 2026
    Taiyo Yuden's AI server exposure is starting to reshape its earnings outlook
    Taiyo Yuden has lifted its full-year outlook after a stronger first quarter, as demand from AI servers and related IT infrastructure increasingly drives sales of higher-end capacitors...
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    Research_DB
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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