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    AI, LEO, and broadband upgrades lift Taiwan networking makers
    15min ago
    US chip factory buildout faces possible delays as labor shortage nears 157,000 by 2030
    18min ago
    Exclusive: China's notebook ODMs are closing in fast on Taiwan's manufacturing crown
    21min ago
    CPO mass production accelerates new four-stage test equipment market
    31min ago
    Nanya lifts long-term capacity to 50%, eyes 4x capex in 2027
    39min ago
    Infineon urges TSMC to consider a second Dresden fab as demand outlook evolves
    43min ago
    NEWS TAGGED DATA CENTER
    Monday 13 July 2026
    Nvidia's HVDC shift could reshape data center power chains worldwide
    Nvidia's move toward high-voltage direct current (HVDC) power systems for artificial intelligence (AI) data centers could alter how global servers are built and powered. The shift...
    Sunday 12 July 2026
    SmartSens targets 2027 commercialization of Micro LED optical interconnects for AI infrastructure
    The rapid expansion of AI servers and large language models (LLMs) is driving unprecedented demand for data center computing, making high-speed interconnect technologies one of the...
    Sunday 12 July 2026
    InP supply crunch leaves South Korea exposed
    Coherent has agreed to prepay AXT US$22.3 million under a three-year agreement for committed 6-inch indium phosphide substrate capacity, showing how buyers are moving to reserve future...
    Friday 10 July 2026
    Luxshare's weak HK debut highlights investor skepticism over AI transition

    Luxshare Precision's highly anticipated Hong Kong debut got off to a shaky start despite securing the city's largest IPO of 2026, underscoring...

    Friday 10 July 2026
    Malaysia solar firms rush to secure stock before China tax breaks end
    Malaysia's renewable energy market is expected to keep expanding in 2026 as data center construction and rising solar adoption support demand, while Chinese policy changes are already...
    Friday 10 July 2026
    JPC Connectivity June revenue hits a new high on AI data center demand
    AI data centers and faster interconnects are lifting demand for JPC Connectivity, with the cable and connector maker posting record June revenue and stronger quarterly results. The...
    Friday 10 July 2026
    Mitsubishi Chemical, JSW ramp GaN substrate capacity for EVs and data centers

    Mitsubishi Chemical and Japan Steel Works are preparing a fresh capacity expansion in gallium nitride (GaN) substrates, aiming to capture...

    Friday 10 July 2026
    Kioxia, SanDisk ship BiCS10 samples as NAND comeback takes shape
    Kioxia and SanDisk have begun shipping samples of 332-layer BiCS10 NAND, giving the Japanese memory maker a concrete technology milestone as CEO Hiroo Ota works to pull the company...
    Thursday 9 July 2026
    Delta Electronics 1H revenue up 41% as AI power, cooling demand accelerates
    Delta Electronics posted stronger June 2026 sales as demand for AI servers, power systems and infrastructure products continued to climb. The Taiwanese electronics supplier reported...
    Thursday 9 July 2026
    Largan investor conference to spotlight optical communications push and smartphone demand
    Taiwan lens maker Largan is drawing global attention as it prepares to update investors on handset shipments, new product mix, and its push into optical communications. The meeting...
    Thursday 9 July 2026
    Chenbro posts record June revenue as server and AI demand accelerate
    Server chassis maker Chenbro Micom reported record June and second-quarter revenue, underscoring how AI-related infrastructure spending is reshaping demand for server hardware worldwide...
    Thursday 9 July 2026
    Analysis: AI data centers face mounting power hurdles as Taiwan grid strain deepens

    Taiwan's AI data center push is exposing a wider global problem: artificial intelligence needs vast, reliable power, but grids, permits,...

    Thursday 9 July 2026
    Foxconn's Young Liu says sovereign AI is turning data center supply chains local
    Foxconn chairman Young Liu said sovereign AI is expanding beyond data residency to AI data centers and their supply chains, forcing a structural shift in global manufacturing.
    Thursday 9 July 2026
    SK Hynix supplier talks show AI memory boom shifting pricing power

    The AI data center boom is reshaping the memory supply chain, giving Samsung Electronics, SK Hynix, and Micron greater pricing power...

    Wednesday 8 July 2026
    HVDC power to ramp up in 2H26, as Delta eyes momentum in AI power systems
    US cloud service providers (CSPs) are continuing to expand AI-related capex, which has in turn driven up data center server rack specifications and power architectures. As a result...
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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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
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