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    Malaysia solar firms stock up ahead of China battery tax rebate removal in 2027
    5h 38min ago
    China’s AI talent demand spreads into chips, rare earths and new materials
    5h 39min ago
    ASIC server demand rises, boosting high-speed connectivity suppliers
    5h 39min ago
    Compal says US clients praised Taiwan’s robot component supply chain
    5h 39min ago
    Zhipu AI reportedly pursues custom ASICs to reduce Nvidia dependence
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    NEWS TAGGED POWER COMPONENTS
    Wednesday 8 July 2026
    AI servers squeeze MOSFET supply while PC slump tests power component pricing power

    AI servers are tightening Taiwan's power component supply chain, lifting demand for MOSFETs, PMICs, cooling motors and power management...

    Wednesday 24 June 2026
    AI server VRM shifts drive power shortages and stretch lead times past 6 months
    The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads...
    Wednesday 24 June 2026
    Spectrum Electrics opens Taoyuan plant to boost power equipment push and North America orders
    Spectrum Electrics opened its Guanyin second plant in Taoyuan on June 23, marking a strategic shift toward power equipment and electromechanical operations as the firm pursues overseas...
    Friday 19 June 2026
    Samsung Foundry to make Claros power-management chips for AI data centers

    Samsung Electronics' foundry business has signed a strategic manufacturing collaboration with Claros, a US power-management startup,...

    Monday 15 June 2026
    AI power race lifts transformer demand, gives Fortune Electric pricing edge
    AI-driven demand for power infrastructure is pushing up transformer demand, while long lead times at global giants such as Siemens, ABB, and GE are reshaping bargaining power across...
    Monday 15 June 2026
    Fortune Electric sees export-led growth as global AI power demand tightens transformer supply
    Fortune Electric said surging demand for AI infrastructure in the US is lifting its export business, reflecting a broader global scramble for power equipment. The Taiwanese transformer...
    Saturday 13 June 2026
    AI demand and grid upgrades are reshaping the outlook for Linkage's power equipment business
    As AI computing demand rises alongside grid modernization, power infrastructure is becoming more important across the heavy electrical sector. Linkage is positioning itself in the...
    Wednesday 10 June 2026
    Delta and Lite-On poised to benefit as AI pushes data centers toward megawatt power levels

    AI's relentless expansion is forcing a structural overhaul of data-center power infrastructure, creating a new investment cycle that extends...

    Friday 5 June 2026
    AI energy demand drives a shift to vertical power delivery and smaller modules
    As the global demand for AI accelerates, a new industrial challenge has emerged: the sheer scale of energy required to power the "AI factories" of the future. This concern was the...
    Thursday 21 May 2026
    Demand surge for power semiconductors reshapes data-center power and cooling, pushing suppliers toward SiC and GaN
    Demand for power components is surging as AI servers adopt high-voltage direct current power delivery and advanced cooling technologies. This shift could increase component density...
    Monday 11 May 2026
    Delta Electronics rides AI power, liquid cooling boom to another strong month

    Continuing the strong growth trajectory seen in the first quarter of 2026, Delta Electronics maintained robust year-over-year revenue...

    Thursday 9 April 2026
    CATL invests in China's Zhongheng Electric as AI demand surges

    As artificial intelligence (AI) accelerates the buildout of data centers, the race to supply their enormous energy demands is drawing...

    Wednesday 11 March 2026
    WT Microelectronics posts 89% revenue surge in 2 months on AI and market recovery
    IC distributor WT Microelectronics reported consolidated preliminary revenue of NT$104.4 billion (US$3.28 billion) for February 2026, up about 29% year over year. For the first two...
    Monday 5 January 2026
    AI data centers pivot to HVDC as power management rivals memory in infrastructure priority

    Nvidia's push for an HVDC 800V power design has opened a new growth window for the power management supply chain heading into 2026. IC distributors...

    Wednesday 19 November 2025
    Power chip startups drive vertical power delivery trend
    Silicon Valley venture firm Playground recently showcased seven semiconductor startups at a media event in Taiwan. Beyond the well-known Ayar Labs, d-Matrix, and NextSilicon, two HPC...
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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
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook