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Sunday 13 September 2026
AI server exports to US slow; electronics parts jump 1.5 times in August
Taiwan's Ministry of Finance on September 9 said electronic parts exports reached US$32.22 billion in August 2026, a record monthly high, rising US$11.83 billion, or 58%, from the...
Sunday 13 September 2026
AI server tracker: Taiwan optics race beyond 1.6T

Taiwan's optical communications supply chain is entering a more consequential phase of the AI infrastructure cycle. Demand is broadening...

Sunday 13 September 2026
Delays trim CAEC August sales, but UPS demand outlook stays firm

Changs Ascending Enterprise (CAEC) said some shipments of lithium iron phosphate battery systems used in semiconductor uninterruptible...

Sunday 13 September 2026
Taiwan's BTL builds new plant for high-power AI server testing, eyeing 4Q27 launch
Electronic testing and certification provider BTL Inc. has kicked off construction plans for Guishan Plant 3. The expansion targets high-power testing capacity for AI server systems,...
Saturday 12 September 2026
Rethinking defense perimeters, supply chain resilience in the AI era

The concept of corporate cybersecurity used to begin at the so-called perimeter, with firewalls guarding network entry points, email...

Saturday 12 September 2026
Analysis: Speed built Colossus, yet redundancy may decide whether SpaceX can scale it

Much of the industry attention surrounding AI infrastructure buildouts is now inextricably tied to sheer compute power, with market...

Saturday 12 September 2026
Exclusive: ASUS xHIS aims to become digital backbone for AI-ready healthcare

Asustek Computer (Asus) has been accelerating the integration of AI, hardware, software, and cloud technologies into healthcare as it...

Saturday 12 September 2026
Taiwan sees AI-era power upgrade openings in France
Taiwan's power and energy companies are looking to grow their presence in Europe. To support that push, the Chinese International Economic Cooperation Association (CIECA) organized...
Saturday 12 September 2026
Pegatron's AI server engine starts to outweigh notebook drag, with Apple adding lift

Pegatron reported consolidated revenue of NT$88.31 billion (approx. US$2.8 billion) in August 2026, up 2.66% from the previous month...

Saturday 12 September 2026
Commentary: Apple sends off Cook with a foldable flourish, but Ternus's trial is still ahead
Apple has finally unveiled the long-anticipated foldable iPhone Duo, with former CEO Tim Cook making a brief appearance at the start of the launch video. The moment suggested the device...
Saturday 12 September 2026
Luxshare eyes AR glasses breakthrough through car HUD model

At the 2026 China International Optoelectronic Exposition (CIOE), Luxshare and its lens module unit Luxvisions jointly showcased multiple...

Saturday 12 September 2026
Charts: Taiwan's AI supply chain growth moves from cooling to rack hardware
King Slide Works posted the fastest revenue growth in August among the 50 Taiwan-listed AI supply chain companies tracked by DIGITIMES, with sales up 318% from a year earlier...
Friday 11 September 2026
Huawei stakes out the AI optics rulebook with 7.2Tbps NPO
Huawei Technologies has unveiled a 7.2-terabit-per-second near-packaged optics (NPO) module for AI data centres, coupling a high-bandwidth product launch with an effort to shape emerging...
Friday 11 September 2026
AUO, Innolux accelerate shift from displays to AI, CPO, advanced packaging
Taiwan's panel makers posted mixed August results as the industry's strategic focus shifts beyond monthly revenue toward AI, advanced packaging and co-packaged optics (CPO). AUO and...
Friday 11 September 2026
Innolux factory shift could reshape InnoCare's supply chain and growth mix
InnoCare Optoelectronics is preparing for a major supply-chain adjustment as Innolux Corporation restructures its factories, with the parent company's second plant scheduled to close...