Compal Electronics' stronger-than-expected March and first-quarter 2026 results signal supply-chain and product-mix shifts with global implications for PC supply, server capacity for...
Oracle's surge in AI infrastructure spending is prompting global supply chains to expand capacity, with partners ramping factories in Taiwan, Vietnam and the US to serve hyperscale...
Electronic ODM makers' surge in March revenue, driven by accelerated notebook orders and booming AI server demand, erased the typical first-quarter slump, with implications for global...
Dixon Technologies is accelerating its push into display module manufacturing, backed by an INR11 billion (US$118.74 million) investment in a new facility in the Noida–Greater...
Rising demand for computing power from generative AI and the semiconductor industry's move toward high-performance computing are reshaping the smartphone supply chain, with global...
Foxconn said on April 1 that it completed its rotating CEO handover, appointing Michael Chinag as the new rotating CEO effective immediately, with Kathy Yang stepping down after completing...
Foxconn's March 2026 capital campaign in North America signals a shift toward regionalized AI supply chains, promising shorter lead times, lower geopolitical risk, and improved delivery...
China-based Lens Technology is accelerating a shift beyond consumer electronics, positioning itself across AI terminals, server infrastructure, robotics, and commercial aerospace as...
India has approved 29 additional proposals under its Electronics Component Manufacturing Scheme (ECMS), as the government steps up efforts to localize the production of critical parts...
India is reporting steady progress in expanding domestic manufacturing capacity across electronics, automotive, and other industrial sectors under its "Make in India" and production-linked...
Ramon.Space and Ingrasys announced an expanded collaboration to jointly develop a space data center platform, signaling a move to address rising energy and bandwidth pressures on terrestrial...
Taiwan's central bank sharply raised its 2026 GDP forecast to 7.28%, citing substantial capex from international cloud service providers and aggressive investment expansion by domestic...
Foxconn Interconnect Technology (FIT) showcased connectivity, power, and cooling solutions at multiple 2026 industry events as it seeks a larger role in the AI computing supply chain...