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Wednesday 11 March 2026
Pegatron sees February 2026 revenue drop amid seasonal slowdown
Pegatron continued to be affected by seasonal headwinds in February 2026, reporting revenue of NT$67.98 billion (approx. US$2.14 billion) for the month, down 26.2% from January and...
Wednesday 11 March 2026
Asus sees 50% brand revenue growth in first two months
Despite fewer working days in February 2026, electronics and equipment manufacturer Asus reported strong momentum from AI servers. For the first two months of 2026, the group's cumulative...
Tuesday 10 March 2026
Quanta AI server surge cuts notebook revenue share below 20%

Quanta continued to benefit from demand for AI servers. In February 2026, notebook shipments were weak, yet revenue declined only 6.6% month-over-month...

Monday 9 March 2026
Taiwan server makers race to add quantum capabilities to protect future orders

AI servers priced roughly ten times higher than conventional servers now dominate global shipments, with about 90% assembled in Taiwan....

Monday 9 March 2026
Foxconn's deep Nvidia ties and full-stack integration fuel AI server ambitions
Foxconn chairman Young Liu said the company expects robust growth in 2026, driven by recovering consumer electronics demand and expanding AI-related business. He expressed strong confidence...
Sunday 8 March 2026
Wistron posts record February revenue driven by AI server shipments
Wistron Group's February 2026 revenue surged to a historic high, fueled by strong shipments of AI servers and network switches. The company reported a year-over-year increase of 177.37%...
Saturday 7 March 2026
TienPin eyes stable growth in 2026 as AI server liquid-cooling cleaning demand heats up
TienPin United Enterprise has been benefiting from a rapid surge in the artificial intelligence (AI) server liquid-cooling cleaning business since the second half of 2025, with its...
Friday 6 March 2026
Foxconn eyes double-digit revenue growth in 2026, driven by AI servers and smartphones

Foxconn chairman Young Liu said on March 6 that 2026 is expected to be "a very good year" for the company, with full-year revenue projected...

Friday 6 March 2026
Foxconn February revenue rises 8% on continued AI server demand
Hon Hai Precision Industry (Foxconn) reported consolidated revenue of NT$595.81 billion (approx. US$18.78 billion) for February 2026, down 18.39% from NT$730.04 billion in January,...
Thursday 5 March 2026
Micron unveils 256GB SOCAMM2, scaling AI server memory to 2TB per CPU

Artificial intelligence (AI) infrastructure is evolving faster than traditional server hardware cycles can accommodate. As AI workloads...

Thursday 5 March 2026
Analysis: AI PCB rivalry across four economies puts Taiwan under pressure
Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes...
Wednesday 4 March 2026
uPI Semi warns of tight PMIC supply amid wafer price hikes and AI server demand
Power management IC (PMIC) designer uPI Semi has forecast a widespread shortage in power IC supply throughout 2026, driven by surging demand from AI servers requiring high-performance,...
Tuesday 3 March 2026
Yageo subsidiary Kemet hikes tantalum capacitor prices for third time as strong AI server demand continues
As artificial intelligence (AI) server applications consume large amounts of tantalum polymer capacitors, the supply-demand gap in the market continues to widen. Kemet, a subsidiary...
Tuesday 3 March 2026
AI server boom strains tantalum capacitors; MLCC substitution falls short
The global expansion of AI computing infrastructure is accelerating, but supply shortages across the component supply chain continue to widen. Alongside constrained supply of memory...
Tuesday 3 March 2026
Ablecom ABLERACK targets high-density AI deployments with seismic-tested L11 cabinet
Ablecom announced its ABLERACK AI server rack solution, positioning it in the L11 domain and offering an integrated design for manufacturing services that combine energy efficiency,...