Taiwan's leading ODMs have posted significant revenue and shipment growth in September and the third quarter of 2025, driven primarily by robust demand for AI servers. Companies including...
The new generation of AI servers has significantly upgraded its power consumption and density compared to traditional data centers. As single-cabinet power continues to rise, traditional...
Hon Hai Precision Industry Co., Ltd. posted robust revenue results for September 2025, reporting NT$837.068 billion (US$27.55 billion), driven by increased demand for AI servers and...
Due to global tariffs and inflation, the consumer market outlook for the second half of 2025 remains pessimistic. Taiwanese PCB industry players believe that overall industry growth...
Wiwynn is rapidly expanding its manufacturing footprint worldwide, driven by strong orders for AI servers expected to sustain through 2027. The company's president, William Lin, highlighted...
At the Apsara Conference 2025, Alibaba introduced its PanJiu AI Infra 2.0 with a 128-chip supernode, the most-watched launch of the event. The debut underscores how China's cloud...
Since US President Donald Trump took office on January 20, 2025, the global trade order and long-established supply chain balances have been disrupted. Taiwan has stood out amid the...
Shanghai Zhaoxin Semiconductor has unveiled the Kaisheng KH-50000 server CPUs, aiming squarely at AMD's EPYC line. Debuting at Alibaba Cloud's Apsara Conference 2025, the chips were...
Compal Electronics' PCB subsidiary, Allied Circuit Co., Ltd. (ACCL), has announced a joint venture with Japan's Meiko to establish a high-layer count (HLC) printed circuit board plant...
Tech giants OpenAI, Oracle, and SoftBank on September 23 have announced a US$400 billion plan to build five new artificial intelligence data centers across the US, a massive infrastructure...
Foxconn has jumped out to a significant early lead over rivals Quanta Computer and Wistron in the high-stakes race to build Nvidia's next-generation AI servers, according to industry...
The AI memory market is taking shape rapidly. China's Longsys has launched enterprise SOCAMM2 modules built on LPDDR5/5X, aiming to seize early opportunities in next-generation AI...
Oracle's AI data center business is booming, with reports of a US$20 billion order from Meta following a US$300 billion deal with OpenAI, and the surge in related AI server demand...
Inventec Besta, a subsidiary of Inventec, maintains a cautiously optimistic outlook for its AI server distribution business. The company's general manager, Wei Cheng Li, pointed out...
A one-two punch of artificial intelligence (AI) and electric vehicles (EVs) is sparking a new era of structural change across global industries. The surging demand for AI computing...
