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    Hermes-Epitek eyes CPO test revenue in 2027
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    YMTC wins German injunctions against Micron in patent dispute
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    China-made batteries keep US storage costs low as de-risking raises concerns
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    LG Group and Microsoft deepen AI partnership across data centers and physical AI
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    NEWS TAGGED ODM
    Tuesday 22 September 2026
    Huaqin challenges Quanta for Steam Deck ODM order

    Industry sources say Valve is expected to launch a new Steam Deck in 2027, setting up a tougher contest for Taiwanese original design...

    Wednesday 9 September 2026
    Huaqin signs Nanchang projects as robotics push widens
    Huaqin Technology has signed two new projects in Nanchang High-tech Zone, expanding the smart-hardware ODM group's local manufacturing base into embodied-AI robotics and data collection,...
    Friday 28 August 2026
    Wah Lee targets 2Q27 ODM phase as robotics push moves beyond components
    Wah Lee Industrial is targeting the second quarter of 2027 to move its Physical AI push into an ODM development phase, signaling an effort to capture more value beyond supplying materials,...
    Friday 21 August 2026
    Longcheer and Luxshare move into robot ODM
    China consumer electronics ODMs are extending their R&D, supply chain integration and mass production capabilities into the embodied AI robot market. Longcheer announced on August...
    Wednesday 19 August 2026
    AVer sees second-half growth as supply pressure and AI demand reshape strategy
    AVer Global said second-half growth remains supported by education tenders, stable ODM orders, and planned price increases, even as rising material costs and sensor shortages strain...
    Monday 17 August 2026
    AI server growth is lifting Taiwan ODM revenue, but margins now face the harder test
    Taiwan's top six original design manufacturers are seeing AI servers become the main revenue engine in 2026, but the boom is also bringing heavier exposure to expensive GPUs, CPUs,...
    Thursday 13 August 2026
    Taiwan notebook industry, 2Q 2026

    Introduction

    Wednesday 5 August 2026
    Wistron sees AI demand widening as Taiwan ODMs gain pricing power

    AI demand is giving Taiwan's contract manufacturers a rare opening, and Wistron expects the opportunity to broaden in the second half...

    Sunday 2 August 2026
    TASA opens space startup base to push Taiwan toward satellite ODM
    The Taiwan Space Agency (TASA) opened its new space startup accelerator, TASA iSPARK, on July 31 at National Yang Ming Chiao Tung University's Boai campus in Hsinchu. The center said...
    Wednesday 29 July 2026
    Inventec plans NT$18.128 billion capacity expansion in Taiwan, Thailand, Texas
    Inventec said it would expand manufacturing capacity in Taiwan, Thailand, and the US with total spending of NT$18.128 billion. The ODM maker outlined new plants, facility upgrades,...
    Wednesday 22 July 2026
    Wistron opens first US mass-production plant; Jensen Huang says more factories needed as Nvidia capacity doubles
    Wistron officially opened its Dallas, Texas plant on July 21, becoming the company's first mass-production facility in the US and the first US mass-production plant among Nvidia's...
    Thursday 9 July 2026
    Server ODMs race to expand globally as parts shortages bite
    AI server orders are flooding in, and original design manufacturers (ODMs) are racing to expand factories across the US and Asia to keep up. From California and Texas to Vietnam, Thailand,...
    Tuesday 9 June 2026
    Astrogate expands from wireless projection to AR and drones
    Wireless technology provider Astrogate, founded in 2019, has built a Taiwan-based R&D operation into a business platform spanning wireless projection, AR smart glasses, and drones,...
    Wednesday 3 June 2026
    Analysis: Lenovo hops on board Nvidia's AI train, but server profits still look thin
    Nvidia CEO Jensen Huang's frequent appearances with global tech chairmen and CEOs signal more than AI hype. They point to a redistribution of influence across the next generation of...
    Monday 1 June 2026
    Taiwan AI boom lifts server ODM valuations and pushes suppliers to chase higher margins
    The AI boom is lifting valuations across Taiwan's system integration supply chain, while downstream vendors accelerate operations as the island's "electronic six giants" gain more...
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    BIZ FOCUS
    Sep 22, 08:00
    Macronix Secure Memories Build Hardware Defenses for EU CRA
    Tuesday 22 September 2026
    AI Drones Advance Industrial Inspection, Suntek Unlocks New Market Opportunities
    Tuesday 22 September 2026
    AT&S Unveils Strategy to Drive AI Growth
    Tuesday 22 September 2026
    GUC Announces 2nm 16 Gbps HBM4E IP
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