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Friday 19 December 2025
Samsung to supply SOCAMM2 LPDDR modules to Nvidia
Samsung Electronics has moved ahead in the race to supply next-generation AI server memory, providing Nvidia with samples of its SOCAMM2 LPDDR-based modules. The development signals...
Thursday 18 December 2025
Niching targets multi-year vapor chamber upswing, insulates margins against metal costs
Niching Industrial Corp., a supplier of semiconductor packaging and testing materials, said revenue in 2025 is likely to hit a record high, driven by rising cooling demand from AI...
Thursday 18 December 2025
Murata to mass-produce VPD power modules for AI servers in 2026
Murata Manufacturing plans to start mass production of AI server power modules in 2026 and is coordinating with major cloud service providers. The company expects the business to...
Wednesday 17 December 2025
Energy efficiency: The new battleground for AI servers
AI is inevitably driving innovation in global server architecture. AI servers differ significantly from traditional servers in design philosophy and operational mode. This reflects...
Tuesday 16 December 2025
Taiwan's AI exports surge on US demand, Europe emerges as key future market
Taiwan has experienced a substantial rise in exports of AI and high-performance computing products, driven mainly by heightened demand from the US. Between January and November 2025,...
Monday 15 December 2025
Phihong targets AI networking and LEO with Vietnam capacity rising to 60% by 2026
Phihong Technology is accelerating its Transformation 2.0 strategy by concentrating on high-power, high-margin niche products such as AI server power supplies and low Earth orbit...
Monday 15 December 2025
Taiwan set for 2026 outperformance on AI, advanced chip orders

Global growth is poised to lose momentum. IMF forecasts show global GDP easing from 3.3% in 2024 to 3.2% in 2025 and 3.1% in 2026. China's...

Friday 12 December 2025
Weikeng anticipates AI data center demand to boost computing and power management sales, targeting 50-60% growth by 2026
Taiwanese integrated circuit (IC) distributor Weikeng projects robust revenue growth driven by rising demand for AI data center computing and power management solutions, with AI server-related...
Friday 12 December 2025
AI infrastructure shift boosts BBU, fuel-cell, and SMR momentum
As AI compute hubs expand rapidly, data center power demand is rising fast. AI servers are being redesigned across cooling, power and resilience, especially in HVDC, modular power...
Friday 12 December 2025
Nvidia-certified acquisition positions Lens Technology for rapid expansion in AI servers
Amid the global AI surge, Lens Technology acquired PMG International to gain a 95.1% stake in Yuans Technology, an Nvidia-certified supplier specializing in liquid cooling and server...
Friday 12 December 2025
Joinsoon Electronics Manufacturing sees growth from AI server cabling and high-speed transmission
Joinsoon Electronics Manufacturing, a manufacturer specializing in connectors and cable assemblies, reported progress in transforming its business model, driven by demand in AI servers...
Friday 12 December 2025
AI server demand propels MLCCs into strategic role in passive components market
As the demand for cloud artificial intelligence (AI) infrastructure rapidly grows, multilayer ceramic capacitors (MLCCs) have emerged as one of the top cost contributors in AI server...
Thursday 11 December 2025
Commentary: China's PCB edge survives G2 decoupling
As the US–China tech confrontation drags on, discussions consistently return to chips, semiconductors, rare earths, and tariffs. Despite accelerating supply-chain decoupling...
Wednesday 10 December 2025
Chenbro Micom nears record revenue fueled by strong server orders

Chenbro Micom posted its second-highest monthly revenue in November as strong AI server demand and a recovering enterprise market boosted...

Tuesday 9 December 2025
Nvidia GB300 orders lift Taiwan ODMs, fuel strong 2026 outlook
Strong demand for Nvidia's GB300 accelerators lifted fourth-quarter 2025 performance for major Taiwanese original design manufacturers. Foxconn, Quanta, and Wistron reported solid...