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    Is the AI boom really a bubble? Jensen Huang isn’t convinced
    Nov 20, 18:32
    Taiwan's foundry industry remains irreplaceable with strong export growth in October 2025
    Nov 20, 18:32
    Huawei drives Shenzhen to become China's second largest IC design hub in 2025
    Nov 20, 18:32
    What does Wei-ren Luo wants to achieve in his return to Intel?
    Nov 20, 18:32
    Apple increased A19 chip orders by 5 million units, prompting TSMC to adjust capacity
    Nov 20, 18:32
    Supply chain disruption from Nexperia issue boosts chip orders for Taiwanese suppliers
    Nov 20, 18:32
    NEWS TAGGED AI SERVER
    Thursday 20 November 2025
    Alltop forecasts strong 2026 for AI server and NEV demand surge
    Taiwan-based connector vendor Alltop Technology expressed confidence in 2026 during its November 19 earnings call, highlighting the successful pilot production of AI server products...
    Thursday 20 November 2025
    Pegatron secures new AI server business to deploy GB300 and B200 racks in US data centers
    Pegatron has announced a strategic three-party collaboration with AI cloud service provider Together AI and AI digital infrastructure supplier 5C Group to jointly deploy a next-generation...
    Wednesday 19 November 2025
    AI and chip demand drives Taiwan air freight rates higher
    Taiwan's air cargo market is bracing for further increases in shipping prices as sustained demand for AI servers and semiconductor components drives record export volumes. Freight...
    Wednesday 19 November 2025
    RISC-V reaches data-center tier in China with StarFive's 'Lion Rock' breakthrough

    China's AI server vendors are accelerating their shift toward self-developed architectures, bringing RISC-V from edge devices into data-center...

    Wednesday 19 November 2025
    SMIC resurges in memory and controller orders amid deepening AI-era crunch
    The global semiconductor sector is at a critical juncture as demand for AI servers and high-performance computing (HPC) accelerates. A structural memory shortage is emerging across...
    Wednesday 19 November 2025
    Iron Force expands into AI cooling systems with new factory
    In recent years, Taiwan's automotive component makers have aggressively expanded into adjacent high-growth sectors, including thermal modules for AI servers and parts for semiconductor...
    Monday 17 November 2025
    Kinsus Interconnect races to expand AI server capacity amid surge in orders
    Kinsus Interconnect Technology is rushing to implement emergency expansion plans as AI server orders surge, according to Pegatron chairman TH Tung.
    Monday 17 November 2025
    Auras Technology reports record highs amid strong liquid cooling demand
    The demand for liquid cooling in AI server racks is soaring, driving significant operational growth for Taiwanese cooling module manufacturer Auras Technology. Chairman Yu-shen Lin...
    Monday 17 November 2025
    ZDT and Compeq gain on strong iPhone 17 sales, eye AI server growth in 2026
    Taiwanese PCB makers Zhen Ding Technology (ZDT) and Compeq Manufacturing posted solid third-quarter 2025 results, lifted by stronger-than-expected sales from Apple's iPhone 17 lineup...
    Friday 14 November 2025
    Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026

    With demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025...

    Thursday 13 November 2025
    Rising demand for AI computing drives data center upgrades and power system innovation
    The escalating need for AI computing power is significantly accelerating global data center construction and prompting server upgrades. Market forecasts indicate that capex by the...
    Thursday 13 November 2025
    Wistron sees rising margins as AI server demand surges
    Wistron expects its robust 2025 momentum to continue into the first quarter of 2026, fueled by sustained, strong demand for artificial intelligence (AI) servers.
    Thursday 13 November 2025
    Bellwether rides AI server wave to cement high-end connector dominance
    As AI servers and high-performance computing (HPC) drive a wave of high-current and high-speed transmission demand, Taiwan-based electronic connector maker Bellwether Electronic Corp...
    Thursday 13 November 2025
    Infineon doubles down on AI power growth, targets EUR1.5 billion revenue in fiscal 2026 amid surging data center demand
    Infineon Technologies is ramping up its focus on AI infrastructure, projecting EUR1.5 billion (approx. US$1.74 billion) in AI server-related revenue for fiscal 2026, double the previous...
    Thursday 13 November 2025
    Nvidia to centralize AI server assembly with select manufacturers, altering ODM shipment model
    Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta,...
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    Veeam Q4 VDC Content Syn
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Thursday 30 October 2025
    Asian Power Devices Officially Launches New Vietnam Factory, Setting a New Global Production Milestone
    Thursday 30 October 2025
    BIWIN Mini SSD Named to TIME's 'Best Inventions of 2025'
    Thursday 23 October 2025
    Femtometrix Honored by the World's Leading Memory Manufacturer, for Pioneering Optical Process Control Technologies
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