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Wednesday 18 February 2026
Meta locks in millions of Nvidia GPUs and CPUs in multiyear AI infrastructure pact
Nvidia and Meta have signed an expanded multiyear agreement under which Meta will deploy millions of Nvidia AI chips across its global data centers, securing long-term GPU, CPU and...
Wednesday 18 February 2026
AI server MLCC orders double capacity; Murata considers price increase

Japan's Murata Manufacturing Co., the world's largest supplier of multilayer ceramic capacitors (MLCCs), is weighing price increases for...

Wednesday 18 February 2026
AI factory boom in Taiwan fuels construction and land plays
As the "Nvidia effect" continues to gain momentum, companies such as Taiwan-based construction materials supplier Goldsun Building Materials are benefiting from the ongoing expansion...
Wednesday 11 February 2026
GPTC management shakeup raises concerns over TSMC, ASE, Micron orders
Grand Process Technology Corporation (GPTC), a key wet process equipment supplier in the supply chains of TSMC, ASE, and Micron, posted record consolidated revenue of NT$6.514 billion...
Wednesday 11 February 2026
TSMC supplier AblePrint sees January 2026 revenue jump 142% on AI chips packaging boom
Taiwan-based AblePrint Technology, a key supplier of advanced packaging defoaming equipment for major clients including TSMC, reported record-breaking performance despite earlier regulatory...
Tuesday 10 February 2026
SK Hynix set to ship HBM4 for Nvidia's Vera Rubin this month

SK Hynix is expected to begin shipments this month of its sixth-generation high-bandwidth memory, HBM4, a high-performance, low-power...

Tuesday 10 February 2026
Intel and AMD solidify AI PC positions as Qualcomm faces enterprise adoption barriers
AI PCs in Europe are undergoing a rapid reshuffle, with Intel and AMD strengthening their positions while Qualcomm struggles to translate early momentum into sustained enterprise a...
Monday 9 February 2026
Wistron navigates supply chain challenges while targeting broad growth

Taiwanese ODM Wistron is projecting robust growth in 2026, with confidence extending beyond revenue to profitability. Jeff Lin, Wistron's...

Sunday 8 February 2026
Silicon Motion posts strong Q4 results, forecasts continued growth in 2026

Silicon Motion Technology, a leading global supplier of NAND flash controllers, reported robust financial results for the fourth quarter...

Friday 6 February 2026
Google doubles AI capex, turning TPU ASIC orders into high-stakes supplier race
Google's latest earnings showed not only solid operating momentum but also an unprecedented surge in capital spending, with capex set to more than double from US$91.45 billion in 2025...
Friday 6 February 2026
Taiwan LED equipment maker FitTech wins arbitration, recovers NT$1.49b from China's Sanan
The arbitration ruling has been issued in an equipment contract dispute between Taiwan-based LED equipment supplier FitTech and China's leading LED manufacturer Sanan Optoelectronics...
Thursday 5 February 2026
Repon eyes strong 2026 growth on rising server demand
Server slide rail maker Repon posted a record revenue of NT$303 million (US$9.6 million) for January 2026, up 143% year-over-year and 24% month-over-month, driven by robust orders...
Wednesday 4 February 2026
Samsung Electro-Mechanics poised to enter Nvidia NVSwitch substrate supply chain

Samsung Electro-Mechanics (Semco) has secured its first supply role with Nvidia, the world's leading GPU manufacturer, to provide high-end...

Tuesday 3 February 2026
SK Hynix achieves major breakthrough in HBM4 quality tests, eyes stable supply for Nvidia Rubin
SK Hynix has reportedly made significant progress in the quality testing of Nvidia's sixth-generation high-bandwidth memory (HBM4) products, boosting the likelihood that it will become...
Monday 2 February 2026
Liquid cooling triples growth for thermal solution makers
AI computing demand is increasing the need for thermal management. To optimize space efficiency in data centers, server cooling is shifting from traditional air cooling to liquid cooling,...