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    NEWS TAGGED AI SERVER
    Thursday 24 July 2025
    OpenAI expands US AI infrastructure with Oracle deal as MiTAC rides server demand surge
    OpenAI is moving forward with its ambitious AI infrastructure plans in the US, unveiling a new agreement with Oracle to build a 4.5-gigawatt data center as part of its Stargate initiative...
    Tuesday 22 July 2025
    US copper tariffs send prices soaring, but AI server demand boosts Taiwan's CCL makers
    As the US prepares to impose steep tariffs on imported copper, global copper prices have rebounded, raising concerns about rising costs across copper-intensive industries. Among the...
    Monday 21 July 2025
    Taiwan AI server makers boost North America investment ninefold on tariff fears
    Although the US has yet to finalize its reciprocal tariffs on Taiwan, Taiwanese AI server manufacturers have already taken aggressive preemptive measures. In the first half of 2025,...
    Monday 21 July 2025
    AI server growth lifts ABF market, while BT substrates struggle with supply constraints

    A surge in demand for ABF substrates driven by AI applications has created ripple effects across the semiconductor packaging supply chain...

    Saturday 19 July 2025
    Automotive market headwinds offset by AI servers; Eikei sees US liquid cooling board orders surge in 3Q25
    Eikei chairman Shih-Lin Liu stated that the impact of tariffs and exchange rates has temporarily eased, with customer orders gradually stabilizing. Looking ahead to the second half...
    Friday 18 July 2025
    GB300 production underway: Nvidia's strategic shift brings relief to ODMs
    Nvidia has begun limited production of its next-generation AI server platform, the GB300, with volume shipments expected to ramp up starting in September 2025, according to sources...
    Friday 18 July 2025
    TSMC raises revenue outlook as AI demand offsets consumer electronics weakness
    TSMC lifted its full-year dollar revenue forecast and signaled stable second-half orders, providing relief to a supply chain grappling with tariff uncertainties and softening consumer...
    Wednesday 16 July 2025
    Semco targets automotive, industrial MLCCs amid AI surge
    Generative artificial intelligence (AI) and autonomous driving technologies are fueling structural growth in multilayer ceramic capacitors, with AI servers and automotive electronics...
    Wednesday 16 July 2025
    Semco pushes thinner chip capacitors to chase AI server boom
    Samsung Electro-Mechanics Co. (Semco) is ramping up development of advanced multilayer ceramic capacitors (MLCC) as demand surges from artificial intelligence (AI) servers and automotive...
    Wednesday 16 July 2025
    Taiwan's PCB supply chain gains momentum as AI & ASIC server shipments surge
    AI server GB200 has begun volume shipments, and cloud service providers (CSPs) are ramping up demand for servers equipped with their own ASICs. Despite reciprocal tariffs and New...
    Monday 14 July 2025
    Tariffs impact economy, but AI servers remain an exception, says Wistron
    Wistron president and CEO Jeff Lin stated that AI servers represent a rigid demand and are not affected by reciprocal tariffs. However, mature consumer products such as notebooks...
    Monday 14 July 2025
    As Nvidia soars, Taiwan's AI OEMs outpace TSMC in growth
    Nvidia's landmark surge to a US$4 trillion market capitalization on July 10 has reverberated across the global tech landscape—but nowhere more profoundly than in Taiwan. As...
    Friday 11 July 2025
    How Taiwan's EMS evolved: From PCs and smartphones to AI servers and deep semiconductor integration
    The advent of the personal computer (PC) provided an opportunity for Taiwan's manufacturing services to further evolve.
    Thursday 10 July 2025
    Asus June revenue hits 13-year high on AI, GPU, gaming tailwinds

    Asus posted its highest monthly revenue in nearly 14 years (162 months) in June 2025, fueled by robust demand for Nvidia's GeForce RTX...

    Tuesday 8 July 2025
    Foxconn's FII projects 50% profit surge on soaring AI server demand
    Foxconn Industrial Internet (FII), a subsidiary of Foxconn focused on cloud and artificial intelligence (AI) infrastructure, announced a significant year-over-year increase in its...
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    SpecialReports
    BIZ FOCUS
    Sep 9, 12:48
    Meet ADLINK's cExpress-R8: The compact solution to demanding and diverse industrial workloads
    Friday 12 September 2025
    SK hynix Completes World's First HBM4 Development and Readies Mass Production
    Friday 12 September 2025
    OneXPlayer Launched X1 Air 3-in-1 PC, Powered by BIWIN Mini SSD for Next-Gen Edge AI Storage
    Friday 12 September 2025
    WiseLink Announces $10M Bitcoin Allocation as Part of Treasury Strategy in Asia
    Summary of Tech Supply Chain News!