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NEWS TAGGED HIGH-END
Saturday 7 February 2026
Analysis: AI demand spillover lifts 2026 general-purpose server shipments 10%
Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI...
Friday 6 February 2026
Nvidia delays new gaming GPU as AI boom strains memory supply

Nvidia has postponed the release of its next-generation gaming graphics processing units (GPUs) this year as a global shortage of memory...

Wednesday 4 February 2026
Samsung Electro-Mechanics poised to enter Nvidia NVSwitch substrate supply chain

Samsung Electro-Mechanics (Semco) has secured its first supply role with Nvidia, the world's leading GPU manufacturer, to provide high-end...

Tuesday 3 February 2026
Foxconn faces tax dispute in Karnataka, prompting government intervention
Taiwanese contract manufacturer Foxconn is embroiled in a local tax dispute in Karnataka, with two gram panchayats issuing notices over alleged unpaid dues and requests for detailed...
Monday 2 February 2026
Apple boosts high-end iPhone share as Foxconn solidifies assembly lead
Amid a cautious recovery in the consumer electronics market, Apple highlighted the critical role of its iPhone series in driving overall operations in its fiscal first-quarter 2026...
Monday 2 February 2026
Taiwan PCB makers vie for AI server market with new 2026 capacity
As demand for AI infrastructure continues to grow steadily, major networking and server PCB suppliers such as Gold Circuit Electronics (GCE), First Hi-tec (FHt), and Allied Circuit...
Friday 30 January 2026
ASIC server demand boosts Taiwan's high-end CCL shipments
Cloud service providers (CSPs) continue to maintain strong capex, driving steady growth in AI servers and high-speed network switches markets while elevating the grade of copper-clad...
Thursday 29 January 2026
Alibaba's new AI chip challenges Nvidia from A800 to A100-class performance
Alibaba has unveiled its in-house high-end AI processor, Zhenwu 810E, advancing its strategy to vertically integrate AI chips, cloud infrastructure, and large language models. Developed...
Thursday 29 January 2026
Elite Material Co. invests in Taoyuan to boost high-end PCB production for AI demand
Elite Material Co. (EMC), a leading copper-clad laminate (CCL) manufacturer, has acquired land and buildings in Taiwan's Taoyuan Guanyin Industrial Park from Far Eastern New Century...
Thursday 29 January 2026
Why can't tech giants escape China's smartphone production grip?
Global technology companies, including Google, are increasingly shifting new product introduction (NPI) stages away from China to reduce geopolitical risks, with recent reports indicating...
Tuesday 27 January 2026
Microsoft's Maia 200 volumes set to jump more than tenfold from Maia 100 levels, DIGITIMES says
Microsoft introduced Maia 200 on January 27, 2026, its latest in-house AI accelerator, as part of a broader effort to optimize cloud infrastructure for inference-heavy workloads. Analysts...
Monday 26 January 2026
TAISIC Materials shifts focus to high-end SiC substrates
Facing intense price competition from Chinese manufacturers in the silicon carbide (SiC) substrate market, Kenmec Mechanical Engineering's subsidiary TAISIC Materials is pursuing a...
Monday 26 January 2026
IT applications show potential for OLED DDI adoption, but upgrade pace remains slow
Introducing OLED technology into IT applications has been on the rise over the last couple of years, and display driver IC (DDI) companies expect this segment to provide new incremental...
Monday 26 January 2026
iPhone 17 high-end model demand exceeds expectations as Taiwanese carriers struggle to meet supply
The iPhone 17 series has been on the market for over a quarter, yet Taiwan's telecom channels still face significant shortages of high-end models. A check on local carrier websites...
Monday 26 January 2026
The ASIC server wars begin as Nvidia squeezes the margins
ASIC servers are emerging as the most closely watched segment of the server supply chain heading into 2026. Nvidia remains the dominant force in AI servers and continues to ship the...