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    Commentary: WF6 supply tightens as CXMT moves into overseas markets
    1h 28min ago
    TSMC builds PLP supply chain to challenge Samsung in advanced packaging
    1h 28min ago
    Apple Siri AI rollout may lift DRAM demand for Samsung and SK Hynix
    1h 28min ago
    Google seeks faster InP substrate expansion as supply chain security outweighs price
    1h 28min ago
    WF6 prices surge as Japanese plants shut and AI demand tightens supply
    1h 28min ago
    SpaceX’s $2 trillion valuation faces questions over AI profits and China supply chain
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    NEWS TAGGED COOLING
    Monday 15 June 2026
    Exclusive: Wiwynn president rallies AI ecosystem to tackle power, cooling, optics

    AI is reshaping Taiwan into the center of a technological revolution, and the upstream and downstream supply chain is running at full...

    Friday 12 June 2026
    Taiwan AI infrastructure suppliers see broad sales gains in May

    Taiwan's AI infrastructure technology suppliers posted stronger sales in May, led by firms tied to artificial intelligence servers,...

    Friday 12 June 2026
    Power semiconductors race to cut resistance for GPU cooling
    Power semiconductors are taking on a central role as AI data centers move from 800V high-voltage input down through multiple power-conversion stages to the ultra-low voltages used...
    Thursday 11 June 2026
    Niching Industrial sees heat spreader revenue hit record on AI server demand
    AI servers and high-performance computing demand are driving stronger cooling needs worldwide, and Niching Industrial said the trend is sharply lifting its heat spreader business....
    Thursday 11 June 2026
    TDK bets on AI data center cooling with US$400 million Fabric8Labs acquisition

    Japanese electronics manufacturer TDK is acquiring US-based metal 3D-printing startup Fabric8Labs for up to US$400 million, marking its...

    Wednesday 10 June 2026
    WD pushes toward 100TB hard drives as AI storage demand surges
    WD is preparing for a global wave of AI data growth by prioritizing hard drives with higher capacity, faster performance, and lower power consumption. The company says the shift reflects...
    Wednesday 10 June 2026
    AI shift to inference opens new supply-chain opportunities for InWin and Y.S. Tech
    As AI moves from large-model training to inference, more applications and business models are emerging across the supply chain. InWin is expanding from components into system assembly,...
    Wednesday 10 June 2026
    GEM Terminals cites AI-driven demand as May 2026 copper sales jump 72%
    GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment...
    Wednesday 10 June 2026
    COMPUTEX highlights a shift to prefabricated AI data centers
    At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward...
    Monday 8 June 2026
    LCD monitor panel prices edge up as supply tightens and brand costs rise
    Global readers are likely to feel the effects of a cooling display market, as tighter panel supply, higher component costs, and softer demand reshape pricing. LCD monitor panel makers...
    Monday 8 June 2026
    Exclusive: Nvidia drops dual-piece cooling architecture for Vera Rubin platform
    Nvidia's upcoming Vera Rubin AI server platform has become the focus of intense scrutiny after a late-stage redesign of its thermal architecture.
    Sunday 7 June 2026
    AI cooling lifts heat spreader shipments at Niching
    AI-driven high-speed computing and data transmission are driving up chip performance and cooling requirements worldwide, and Niching Industrial Corp. said its acquisition of Ming June...
    Sunday 7 June 2026
    Aewin pushes two-phase direct liquid cooling for high-density AI racks and gaming
    Aewin announced a push into two-phase direct liquid cooling to address rising data center thermal demands as rack power consumption moves past 100kW, with demonstrations and product...
    Friday 5 June 2026
    From 10kW to 1MW per rack in five years: Flex CTO says the hardest leap is still ahead
    AI rack power density has increased 50 times in five years — and the next jump may be the hardest yet.
    Friday 5 June 2026
    AI cooling demand is pushing server pumps into sharper focus
    As AI pushes liquid cooling into mainstream server thermal design, suppliers are widening their focus beyond Nvidia's benchmark thermal designs. Industry players say pumps are emerging...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook