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Thursday 16 July 2026
AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story
Taiwan's technology supply chain delivered another month of strong year-over-year revenue growth in June 2026, led by suppliers tied directly to AI server infrastructure, even as the...
Thursday 16 July 2026
Taiwan AI server tracker: Rail kits and chassis post fastest revenue growth in June
Taiwan suppliers linked to the AI server market posted broad revenue growth in June, with rail-kit and server-chassis makers recording the fastest year-over-year gains as demand for...
Thursday 16 July 2026
InP substrates emerge as strategic asset as optical engine supply chain heads for reshuffle
As AI server interconnects advance toward 1.6T and co-packaged optics (CPO), high-power continuous-wave (CW) lasers are becoming a strategic battleground for global technology companies...
Thursday 16 July 2026
Apple reportedly explores AI chip acquisitions as it races to strengthen its infrastructure
Apple is exploring acquisitions of semiconductor companies to accelerate development of AI server chips, reflecting mounting pressure to improve the computing infrastructure behind...
Wednesday 15 July 2026
AI server tracker: Power and thermal suppliers lead June revenue growth

Taiwan's AI server component suppliers generally maintained healthy revenue momentum in June, with power supply, thermal solution and baseboard...

Tuesday 14 July 2026
Rambus unveils DDR5 9600 chipset for next-generation AI servers
Rambus has introduced a new DDR5 9600 server RDIMM chipset aimed at faster, denser data center memory systems. The move matters beyond one supplier because higher bandwidth and better...
Tuesday 14 July 2026
Commentary: AI computing power map reshapes ASEAN, with Singapore still central
In the second quarter of 2025, DIGITIMES visited the rapidly expanding Johor-Singapore Special Economic Zone (JS-SEZ) and Wiwynn's massive AI server system integration (SI)...
Tuesday 14 July 2026
Apple supplier Lingyi iTech bets big on AI with US$590M bid for assets of bankrupt fiber maker Futong

Apple supplier Lingyi iTech is seeking to expand further into AI infrastructure, announcing plans to invest up to CNY4 billion (US$589.9...

Tuesday 14 July 2026
Iron Force revenue rises in June as auto stability and AI cooling drive growth
Iron Force Industrial reported NT$409 million (US$12.71 million) in consolidated revenue for June, up 2.24% from a year earlier, as the Taiwanese manufacturer said its automotive business...
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...