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    Germany’s EV subsidies mostly benefited Tesla, while China-made vehicles followed
    11h 27min ago
    Memory supply crunch pushes long-term contracts beyond the big three
    11h 27min ago
    China’s polysilicon makers set a cost floor as solar losses widen
    11h 27min ago
    DB HiTek benefits from TSMC and Samsung 8-inch wafer line scale back
    11h 27min ago
    Memory giants hold US$38 billion in cash collateral as buyer leverage may return in 2029
    11h 27min ago
    Fudan researchers unveil room-temperature single-electron memory using 2D materials
    11h 27min ago
    NEWS TAGGED POWER COMPONENTS
    Friday 17 July 2026
    Power component prices keep rising as supply tightens

    Power semiconductor makers say prices are still being adjusted as upstream raw material costs rise and AI-driven high-margin products...

    Thursday 16 July 2026
    Taiwan power device makers gain from automotive inventory buildup and order shifting
    Semiconductor supply chains remain tight, and Taiwan power device suppliers say the automotive market, after two years of inventory digestion, is now building up extra stock to avoid...
    Monday 13 July 2026
    Aker rides on auto and industrial demand for quartz shipments
    Aker said auto and industrial control customer demand drove double-digit revenue growth in the first half of 2026, while AI-related power components also saw a sharp increase in shipments...
    Monday 13 July 2026
    Nvidia's HVDC shift could reshape data center power chains worldwide
    Nvidia's move toward high-voltage direct current (HVDC) power systems for artificial intelligence (AI) data centers could alter how global servers are built and powered. The shift...
    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...

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    Research_DB
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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