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Friday 23 January 2026
AcBel's 1MW HVDC launch signals a strategic shift toward AI data centers as a core growth engine
Kinpo Group's subsidiary AcBel Polytech officially launched a 1MW high-voltage direct current (HVDC) power system solution designed specifically for AI data centers during the group's...
Friday 23 January 2026
Taiwan-based Delta Electronics redefines value as power becomes AI development lifeline
At the World Economic Forum, Nvidia CEO Jensen Huang highlighted energy and power systems as the backbone of AI infrastructure. This perspective has shifted market attention to companies...
Friday 23 January 2026
Tata Group to invest US$11 billion in Maharashtra's Innovation City, boosting India's AI and semiconductor ambitions
The Tata Group will invest INR1 trillion (US$11 billion) to build a state-of-the-art Innovation City near Navi Mumbai International Airport, marking a key step in Maharashtra's plan...
Friday 23 January 2026
Thailand's tech hub ambitions: US$3.1 billion data centers, chip roadmap to 2050
Thailand is reinforcing its ambitions as a regional technology hub, approving US$3.1 billion in data center projects while unveiling a national semiconductor and advanced electronics...
Friday 23 January 2026
RDIMM spot prices blow past US$2,000, raising odds of 80% Samsung memory hike
Structural imbalances in the memory industry have emerged due to AI data center demand, sending server memory prices sky high and upstream manufacturers to go all out to increase profits...
Friday 23 January 2026
Intel’s “better than guidance” quarter comes with a catch
Intel's latest financials highlight a fragile turnaround: while AI-linked data center demand and early traction in advanced manufacturing offer strategic promise, weak margins, volatile...
Friday 23 January 2026
Lip-Bu Tan faces Intel's first real bottleneck of the AI era
Intel outlined an increasingly AI-centric roadmap across client PCs, data centers, and manufacturing. Still, executives cautioned that tight supply and early-stage foundry ramps continue...
Thursday 22 January 2026
EMS watch: Celestica and Flex double down on platform-led data center builds; Sanmina and Jabil expand through M&A and diversified portfolios
Electronics manufacturing services (EMS) providers are sharpening their competitive positions around AI-era infrastructure, shifting attention from cyclical end markets to longer-cycle...
Thursday 22 January 2026
SAS chair warns challenges ahead for Taiwan-US industries, unveils new wafer and green energy strategy
Sino-American Silicon Products (SAS) chairwoman Doris Hsu emphasized power supply issues affecting Taiwan-US industry expansion, including Taiwan's green energy shortages and US AI...
Thursday 22 January 2026
Taiwanese firms prepare for silicon photonics and CPO packaging opportunities as AI data center continues growth
As generative AI technologies scale up, the semiconductor industry is poised for a significant transition from copper-based interconnects to optical solutions to meet the stringent...
Wednesday 21 January 2026
Taiwan rolls out tiered electricity rates for data centers amid AI power crunch
Taiwan's comprehensive industrial supply chain, ICT talent pool, and competitive land and utility costs have attracted global tech giants like Microsoft and Google to establish data...
Tuesday 20 January 2026
CviLux gains from AI server power overhaul as HVDC reshapes data center connectors
As the AI chip computing power race intensifies, data center electricity demand is surging, forcing a fundamental redesign of server power architectures. Taiwanese connector maker...
Tuesday 20 January 2026
Exclusive: Nvidia targets 2026 launch for Windows on Arm notebook
Nvidia is expanding its data center business while advancing personal and edge AI computing platforms, outlining a product roadmap that spans the current N1 and N1X series through...
Sunday 18 January 2026
Research Insight: Qualcomm's Ventana deal signals push to reduce Arm reliance and deepen RISC-V bets
On December 10, 2025, Qualcomm Inc. disclosed its acquisition of Ventana Micro Systems in the US without revealing the deal's financial terms or completion date. The company highlighted...
Sunday 18 January 2026
MGC expands into AI liquid cooling market
Meta Green Cooling (MGC) is making a comprehensive push into the AI liquid cooling sector, leveraging its unique full-spectrum capabilities. MGC chairman James Chen noted that, unlike...