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Monday 30 June 2025
Chinese server component exports to US surge despite tariffs, driven by AI server demand and local assembly push
Despite the Trump administration's implementation of high tariffs on Chinese imports without granting China the grace periods afforded to other trade partners, the volume of server...
Monday 30 June 2025
South Korea launches AI chip project with Taiwan's CoAsia and local unicorn Rebellions
CoAsia, a Taiwan-based semiconductor company, announced that its subsidiary, CoAsia SEMI, will partner with Rebellions, a South Korean AI chipmaker, to co-develop a next-generation...
Monday 30 June 2025
AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth
Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second...
Monday 23 June 2025
JPP scales up production to satisfy rising AI server demand
JPP Holding is benefiting from sustained AI server demand, fueling growth in its server cabinet manufacturing operations. Both its AI server and aerospace divisions are gaining traction,...
Friday 20 June 2025
AI boom pushes Wistron to rapidly scale up server production
The demand for AI remains robust, and visibility is high. Wistron President and CEO Jeff Lin noted that most customers are placing rolling 12-month orders, and current demand is expected...
Friday 20 June 2025
GBM expands AI product line via Lincstech acquisition, focus on Singapore and Malaysia operations
Global Brands Manufacture (GBM), a PCB and EMS subsidiary of Walsin Technology, recently held a shareholders' meeting led by chairman Yu-Heng Chiao to discuss acquiring Japan's Lincstech...
Friday 20 June 2025
Auto market headwinds offset by AI servers; FHt expands production to capitalize on ASIC growth
Niche PCB manufacturer FHt held its annual shareholders meeting, where general manager Taylor Lee highlighted the strong demand for AI server orders from the ASIC sector in 2025....
Wednesday 18 June 2025
Nittobo material price hikes exclude AI server-grade glass fabric
Japanese glass fiber supplier Nitto Boseki (Nittobo) reportedly has raised prices of its composite material products by up to 20% due to increasing costs, but the price hike does...
Wednesday 18 June 2025
Taiwan rises to 6th in global competitiveness rankings, driven by robust AI, chip, and R&D strengths
Taiwan has climbed two places to secure 6th position in the 2025 IMD World Competitiveness Yearbook, outperforming 63 of the 69 economies surveyed. The country also retained its title...
Monday 16 June 2025
Taiwan's Lotes eyes volume production for AI server hardware as 2H25 demand builds
Lotes Terminals Industrial Co. (Lotes), a connector supplier based in Taiwan, expects stronger revenue in the second half of 2025, even as currency volatility may dent second-quarter...
Friday 13 June 2025
Global PMX scales key AI server component as non-auto revenue nears 50%

Taiwan's Global PMX has secured a foothold in the global AI server supply chain, becoming the sole Taiwanese vendor to deliver a critical...

Thursday 12 June 2025
FCS hits monthly sales record with surging AI server and EV orders
Taiwan-based injection molding machine manufacturer Fu Chun Shin (FCS) reported its highest-ever monthly revenue in May 2025, driven by robust demand from major AI server makers and...
Tuesday 10 June 2025
MSI to ramp AI server shipment in 2H25; US plant to begin operation in 3Q25
Micro-Star International (MSI) held its annual shareholders' meeting on June 10, 2025, with chairman Joseph Hsu outlining cautious optimism for 2025 despite lingering global and operational...
Tuesday 10 June 2025
Taiwan's May exports hit record US$51.74 billion on AI server boom and US tariff dynamics
Taiwan's total export value in May 2025 soared to a record US$51.74 billion, surpassing the US$50 billion mark for the first time and marking a 38.6% year-over-year increase. According...
Monday 9 June 2025
First Hi-tec targets NT$10 billion revenue in 2025 on AI server boom
Taiwan-based niche PCB maker First Hi-tec Enterprise is riding strong momentum from the AI server sector and expects its 2025 revenue to surpass NT$10 billion (US$307 million), according...