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Monday 21 September 2026
HEC Compucase AI server products drive 2026 revenue growth

HEC Compucase's AI server-related rollout continues to gain traction as AI racks, cooling modules, and high-end power supplies move...

Monday 21 September 2026
ACES targets AI compute, power with cable ramp-up

High-speed transmission demand continues to rise on the back of AI server and data center buildouts, while cloud service providers (CSPs)...

Sunday 20 September 2026
AI capacity crunch drives up consumer tech costs, deepening China's deflation
Surging AI server demand is reshaping consumer electronics. Memory costs have risen sharply this year, prompting Huawei, Oppo, Xiaomi and Apple to raise prices on some smartphones...
Friday 18 September 2026
CPO raises PCB downgrade concerns but switches stick with M8 CCL

As the industry shifts toward greater use of optical interconnects and less reliance on copper, market speculation has emerged that...

Wednesday 16 September 2026
BizLink's CPO breakthrough hits the hard part: scaling
BizLink has begun small-volume shipments of co-packaged optics (CPO), but chairman Roger Liang said mass deployment remains constrained by fiber array unit (FAU) assembly, thermal...
Wednesday 16 September 2026
AI server tracker: BMC, cable, case suppliers post August 2026 gains

Taiwan's AI server supply chain continued to show strong year-over-year growth in August, although performance varied significantly...

Tuesday 15 September 2026
Wiwynn deepens US AI server footprint with US$1.6 billion Texas manufacturing hub
Wiwynn has officially opened its advanced manufacturing facility in Socorro, Texas, deepening the Taiwan-based server maker's US footprint. The move comes as booming AI infrastructure...
Tuesday 15 September 2026
AI server tracker: OEM/EMS August revenue trends, operational outlook

Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between...

Tuesday 15 September 2026
AI server tracker: CCL makers outpace PCB and substrate suppliers as server demand grows
Taiwan's copper-clad laminate (CCL) makers significantly outpaced printed circuit board (PCB) and IC substrate suppliers in August, as stronger server demand, pricing and product-mix...
Monday 14 September 2026
Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues

Google Cloud CEO Thomas Kurian recently revealed that Google's overall payback period for AI server investments is less than two years,...

Sunday 13 September 2026
AI server exports to US slow; electronics parts jump 1.5 times in August
Taiwan's Ministry of Finance on September 9 said electronic parts exports reached US$32.22 billion in August 2026, a record monthly high, rising US$11.83 billion, or 58%, from the...
Sunday 13 September 2026
Taiwan's BTL builds new plant for high-power AI server testing, eyeing 4Q27 launch
Electronic testing and certification provider BTL Inc. has kicked off construction plans for Guishan Plant 3. The expansion targets high-power testing capacity for AI server systems,...
Saturday 12 September 2026
AI server boom reshuffles MLCC supply, opening a rare expansion window for Taiwan makers

Strong demand for AI computing is creating a capacity squeeze across the passive-component industry, opening new opportunities for Taiwanese...

Friday 11 September 2026
AI server tracker: Taiwan's rack supply chain reveals where the AI buildout is accelerating

The three Taiwanese supply chain categories closest to the physical AI rack — thermal, power supply, and rail kits — booked...

Friday 11 September 2026
AI server tracker: Taiwan's August filings say demand is still accelerating
The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies...