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Thursday 12 November 2026
Quanta shifts 2027 capex toward power, the new battleground for AI server ODMs
Quanta Computer posted strong revenue and earnings in the third quarter of 2026 and expects operations to continue accelerating in the fourth quarter, driven by AI servers. The company...
Thursday 12 November 2026
Foxconn sees high-double-digit AI rack growth in 2027
Foxconn reported third-quarter 2026 revenue of more than NT$3 trillion (US$91 billion) and raised its full-year outlook, while taking a "cautiously optimistic" view of 2027 and forecasting...
Thursday 12 November 2026
Synnex pivots to AI solution enabler, targets continued growth in 2027
Synnex Technology International Corp. posted record quarterly revenue in the third quarter of 2026 and expects continued growth and new highs in 2027, driven by AI semiconductors,...
Thursday 12 November 2026
Quanta's AI server boom pushes 3Q26 gross margin below 5%
Quanta Computer Inc. delivered record revenue and strong earnings in the third quarter of 2026, while its gross margin fell to 4.75% as notebook material costs rose and the mix of...
Wednesday 11 November 2026
AI server tracker: Beyond GPUs, chassis, power supplies, rail kits and cooling capture a bigger growth story
Taiwan's AI server component suppliers are surpassing last year's revenue well before December. Eleven of the 13 companies tracked across chassis, power supplies, rail kits and thermal...
Wednesday 11 November 2026
AI's grip on capacitor supply leaves consumer electronics facing steeper price hikes
Nichidenbo Corporation said successive AI server generations, designed for higher power consumption and voltages, are increasing demand for high-end capacitors offering high capacitance...
Wednesday 11 November 2026
AI demand drives record revenue for Altos through October
Acer subsidiary Altos reported October 2026 consolidated revenue of NT$155 million (US$4.72 million), up 44.1% year-over-year, while revenue for the first 10 months reached NT$2.41...
Wednesday 11 November 2026
Nvidia security probe puts Taiwan supply chain orders under scrutiny
Nvidia is a key customer for Taiwan's semiconductor and AI server supply chains. If recent national security concerns around CEO Jensen Huang affect sales in China, export approvals...
Wednesday 11 November 2026
Cooling solutions provider AVC starts shipping double-sided cold plates for AI servers
Asia Vital Components (AVC) expects all GPU- and ASIC-based AI servers to adopt liquid cooling by the end of 2027, with customers increasingly turning to double-sided cold plates to...
Wednesday 11 November 2026
Pegatron revenue falls 12% in October as AI server shipments stay strong
Pegatron Corp. will hold an investor conference on November 12 after reporting consolidated revenue of NT$188.075 billion (US$5.72 billion) for October 2026, down 12.4% month-over-month...
Wednesday 11 November 2026
AI server tracker: Taiwan's AI server supply shows no sign of cooling despite industry uncertainty
Combined October revenue at 49 Taiwanese companies in the AI server supply chain rose 63.8% from a year earlier to a record NT$3.22 trillion (approx. US$98.23 billion), according to...
Tuesday 10 November 2026
Column: Nvidia explores PTFE for AI servers amid PFAS concerns
Polytetrafluoroethylene (PTFE), the material behind the Teflon brand, has become one of the most closely watched materials for advanced electronics, drawing attention at the Open Compute...
Tuesday 10 November 2026
Trans-Sun Materials Technology sees AI server, robot growth defying US political shifts
Calls to curb artificial intelligence (AI) expansion have intensified after the US Democratic Party's sweeping victory in the midterm elections, but Trans-Sun Materials Technology...
Tuesday 10 November 2026
Y-S Electronic tops 2025 revenue in October 2026, expands AI server push
Y-S Electronic, a subsidiary of Sun Yad Group, reported consolidated revenue of NT$73.271 million (US$2.24 million) in October 2026, up 31.67% year-on-year. Revenue for the first 10...
Monday 9 November 2026
Taiwanese structural components manufacturer Catcher targets 20% server revenue as AI PC enters production
Catcher Technology is expanding into AI servers and expects server revenue to account for 20% of total revenue by the end of 2026, chairman Allen Horng said. The company also expects...