Taiwan's AI server supply chain delivered broad-based growth in 2025, fueled by surging generative AI and cloud data center spending, but the biggest gains clustered around two areas:...
As the AI chip computing power race intensifies, data center electricity demand is surging, forcing a fundamental redesign of server power architectures. Taiwanese connector maker...
As AI chip generations advance rapidly, power demands in data and compute centers are driving a fundamental shift in power supply design from single power supply units (PSUs) to system-level...
Cloud service providers (CSPs) are significantly increasing capital expenditures, continuously investing in high-end AI servers and deploying cloud AI computing projects. This surge...
Server ODM Quanta Computer is aggressively expanding production, with the expectation that capacity will double again by the end of 2026. Quanta's Executive Vice President and Quanta...
Taiwanese power semiconductor companies, including Taiwan Semiconductor Company (TSC), Panjit International, and Eris Tech, have recently disclosed their 2025 revenue results, anticipating...
As Apple brings the Gemini model into the core architecture of Apple Intelligence, market focus has shifted to how this move will reshape the company's hardware investment strategy...
At CES 2026, Nvidia revealed Vera Rubin, which significantly increases server power consumption, underscoring the urgent need for improved power delivery and energy efficiency. This...
Taiwan's electronics manufacturing services (EMS) and original design manufacturing (ODM) sector closed December 2025 with a sharply bifurcated performance: AI server and cloud data-center...
Distribution giant Synnex Technology International Corp. posted robust revenue growth in December 2025, benefiting from rising memory prices and increased demand for AI server applications...
Server chassis maker Chenbro Micom reported consolidated revenue of NT$2.71 billion (approx. US$ 85.8 million) in December 2025, up 33.1% month-over-month and 68.4% year-over-year,...
AI server demand pushed Taiwan's three major ODMs — Foxconn, Wistron, and Quanta — to record-high revenue in 2025, with all three surpassing NT$1 trillion (US$32 billion)...
As Taiwan's semiconductor and AI server industries rapidly expand—led by TSMC and major hardware manufacturers—the government is accelerating infrastructure planning to...
Powered by continued AI server momentum, Quanta delivered record revenue in December 2025, the fourth quarter, and the full year. The company is optimistic about 2026, citing higher...
Nvidia CEO Jensen Huang announced that the company's new Vera Rubin has entered mass production and is preparing for widespread shipments. The design represents a rare major engineering...
