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    Exclusive: US storage market rushes to buy domestic made batteries as restrictions on China tightens
    9h 22min ago
    MediaTek pursues dual advanced packaging strategy amid Google ASIC push
    9h 22min ago
    Fiber supply tightens as AI demand partially diverts orders to China suppliers
    9h 22min ago
    China’s fiber optic industry evolved from catch-up to supply chain scale
    9h 22min ago
    Samsung and SK Hynix accelerate DRAM expansion, with equipment buying set to surge in 2H26
    9h 22min ago
    Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain
    9h 22min ago
    NEWS TAGGED AI SERVER
    Friday 8 May 2026
    Chenbro Micom sees strong second-half 2026 server demand as AI build-out continues
    Chenbro Micom said demand driven by AI deployments remained clear for the second quarter and the second half of 2026 as the company accelerated localization of manufacturing and operations...
    Friday 8 May 2026
    AI boom reshapes global EMS supply chain as Taiwanese firms extend lead

    As 2026 entered its second quarter, market research firm DIGITIMES released its ranking of the world's top 20 electronics manufacturing...

    Thursday 7 May 2026
    Darfon posts margin rebound as AI server MLCC demand lifts first-quarter results
    Darfon Electronics reported that its first-quarter 2026 profit and gross margin improved as consolidated revenue rose 9.9% year on year to NT$6.025 billion (US$192.11 million). The...
    Thursday 7 May 2026
    Chelic posts stronger first-quarter profit as AI server demand lifts automation parts
    Chelic reported stronger first-quarter results as rising global shipments of AI servers drove demand across PCB, liquid-cooling, and semiconductor equipment supply chains, boosting...
    Thursday 7 May 2026
    Arm's licensing surge masks smartphone market slowdown
    Arm reported fiscal fourth-quarter revenue of US$1.49 billion, up 20% year over year and nearly 20% higher sequentially, according to company financial data. Net profit rose 49% from...
    Thursday 7 May 2026
    Taiwan component maker Fositek rides AI server cooling demand
    Fositek said strong demand from artificial intelligence (AI) infrastructure is driving rapid growth in its liquid cooling business and will prompt continued capacity expansion to meet...
    Wednesday 6 May 2026
    Eris Technology posts record April revenue on AI robot and server demand
    Power semiconductor maker Eris Technology reported consolidated revenue of NT$250 million (US$7.9 million) in April 2026, a company record and up 19% from a year earlier, executives...
    Wednesday 6 May 2026
    Foxconn revenue nears US$95B in first four months, AI server racks fuel 2Q26 outlook
    Driven by sustained growth in AI server demand, Foxconn reported consolidated revenue of NT$832.1 billion (US$26 billion) for April 2026, marking a record high for the month.
    Monday 4 May 2026
    Croma ATE posts record 1Q26 revenue and profit as AI server demand lifts SLT and photonics orders
    Croma ATE reported record first-quarter 2026 revenue and profits after customers booked full-year capacity, driven by soaring demand for AI server power supplies, the company announced...
    Monday 4 May 2026
    Holtek raises low-margin MCU prices, expands AI server cooling and optical comms
    Microcontroller (MCU) maker Holtek announced it has raised prices on low-margin MCUs following wafer foundry and packaging cost hikes in China at the end of 2025. This price adjustment...
    Friday 1 May 2026
    OpenAI demand doubts cast shadow over AI server supply chain

    OpenAI's aggressive push to secure AI computing capacity is facing growing scrutiny, with signs that its multibillion-dollar data center...

    Wednesday 29 April 2026
    Nvidia taps Nanya for AI racks with LPDDR equivalent to 4,500 smartphones per rack
    The AI boom is pushing memory demand well beyond high-bandwidth memory (HBM). Low-power DRAM is now under pressure too, with shortages emerging as chip developers including Nvidia,...
    Wednesday 29 April 2026
    AI server demand locks up memory supply through 2027, prices seen holding firm
    Artificial intelligence (AI) server demand is tightening memory supply through 2027, with a large share of upstream capacity already committed under long-term agreements, according...
    Wednesday 29 April 2026
    Data center power and cooling overhaul will reshape global AI infrastructure
    Rising AI server power density is forcing data centers to adopt centralized, higher-voltage power and upgraded cooling, with implications for operators, suppliers, and investors. Shifts...
    Tuesday 28 April 2026
    Nanya breaks into Nvidia's AI memory ecosystem with LPDDR
    Nvidia's next-generation AI platform Vera Rubin is approaching mass production, with a key architectural shift favoring low-power DRAM. Sources familiar with the matter say Nanya Technology...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook