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    Chinese automakers gain share in Europe as legacy carmakers partner to cut costs
    7h 15min ago
    Chinese PCB makers invest heavily to chase high-end markets
    7h 15min ago
    Alibaba Cloud pushes modular data centers in Wulanchabu
    7h 15min ago
    Eternal Precision Mechanics accelerates advanced packaging push with wafer lamination
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    Alibaba Cloud’s five super data centers shift into AI compute battlefields
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    NEWS TAGGED QUANTA
    Thursday 13 August 2026
    Quanta raises 2026 capex to NT$40B as AI visibility runs to 2028

    Quanta Computer told investors at its August 13 earnings call that customer AI product roadmaps and order visibility now extend into...

    Saturday 8 August 2026
    Quanta posts second-highest monthly revenue as notebook shipments plunge 38%
    Quanta Computer posted its second-highest monthly revenue on record in July, as strong AI server demand sustained growth even as notebook shipments fell nearly 38% from June.
    Wednesday 29 July 2026
    Quanta buys AUO Taoyuan factory for NT$19.7B to expand AI server capacity
    Quanta has agreed to buy AUO's Taoyuan factory in Guishan Hwa Ya Park for NT$19.7 billion, moving to add server production capacity as its Taiwan lines run at full utilization. The...
    Wednesday 29 July 2026
    AI shift to inference boosts CPU server demand across the supply chain
    The move from AI model training to inference is widening server demand beyond accelerators and easing margin pressure on hardware assemblers. For global readers, the shift signals...
    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 7 July 2026
    AI servers and MacBook demand push Quanta revenue to new record

    Strong AI demand lifted Quanta's revenue to a record high in June 2026 and pushed second-quarter sales to a new peak, with servers...

    Friday 3 July 2026
    TSMC wins approval for US$20 billion Arizona expansion
    Taiwan's Department of Investment Review (DIR) under the Ministry of Economic Affairs (MOEA) has approved Taiwan Semiconductor Manufacturing Company's (TSMC) US$20 billion capital...
    Thursday 2 July 2026
    Techman Robot upgrades automotive production lines at Quanta Computer Germany plant with AI cobots
    Techman Robot announced its artificial intelligence (AI) collaborative robots (cobots) have been successfully deployed at parent company Quanta Computer's automotive computer and automotive...
    Tuesday 9 June 2026
    Taiwan server makers post strong May sales as AI demand continues to drive orders
    Taiwan's leading server manufacturers reported strong May sales, underscoring how global AI infrastructure spending is reshaping demand for data center hardware. The gains point to...
    Wednesday 3 June 2026
    Nvidia to accelerate Vera Rubin production; Quanta Computer to add three US plants by end of 2026
    Quanta Computer executive vice president and Quanta Cloud Technology (QCT) president Mike Yang said GPU applications are expanding across training, edge computing, and storage, as...
    Friday 29 May 2026
    Quanta projects strong 2026 AI demand as it expands server and wearable production
    Quanta said demand for artificial intelligence (AI) infrastructure would be very strong in 2026 as the company pushed deeper into servers and wearable devices, and that it was expanding...
    Wednesday 27 May 2026
    CSP capex surge fuels hot AI server demand and tight supply in 2026
    The global AI server market continues to expand at a rapid pace, driven by higher capex from large cloud service providers (CSPs) and rising demand for generative AI infrastructure...
    Friday 15 May 2026
    AI servers squeeze ODM margins as consignment gains traction
    As AI server prices rise, original design manufacturers (ODMs) are hitting record revenue, but also coming under pressure on their gross margins. To defend profitability, manufacturers...
    Friday 15 May 2026
    Quanta hits record revenue but margin pays the price for AI server ramp
    Quanta posted record revenue and earnings per share for the first quarter of 2026, but gross margin collapsed as the company absorbed costs tied to a rapid shift into high-priced GPU-based...
    Thursday 14 May 2026
    AI surge fuels patent race in server cooling with Taiwan firms among global leaders
    A Taiwan Intellectual Property Office report released in 2026 showed that AI demand accelerated a global patent race in data center and server cooling technologies, with Inventec,...
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    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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