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    Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
    10h 13min ago
    Memory price surge intensifies NB shortage through 2026
    10h 13min ago
    Commentary: What's the real game behind Arm's chip venture?
    10h 13min ago
    Chinese automakers face challenges in Mexico despite initial success
    10h 13min ago
    China’s Anthropic rises in the ripples of DeepSeek: Z.ai all in on API and tokens
    10h 13min ago
    Analysis: Deepdive into Huawei's 2025 annual report
    10h 13min ago
    NEWS TAGGED DATA CENTER
    Wednesday 18 March 2026
    AI data center optics boom lifts Ezconn; orders seen through 3Q26, margin floor set at 50%
    Surging global investment in AI data centers is accelerating growth for optical communications supplier Ezconn, which posted record revenue in 2025 after surpassing NT$10 billion for...
    Wednesday 18 March 2026
    Chinese server maker Sugon unveils 400G AI fabric to rival Nvidia InfiniBand
    Chinese server maker Dawning Information Industry Co. (Sugon) has introduced scaleFabric, its first fully self-developed 400G native remote direct memory access (RDMA) data center...
    Wednesday 18 March 2026
    Foxconn sees AI server market splitting GPU-ASIC 8:2 as CSP demand surges
    Buoyed by sustained high capital expenditure by global cloud service providers (CSPs), AI servers and data center infrastructure have become the ICT supply chain's primary growth drivers...
    Tuesday 17 March 2026
    Nvidia GTC 2026: Jensen Huang projects US$1 trillion inference market, LPU chip to be made by Samsung
    As generative AI advances into the inference and agentic AI stages, global demand for AI computing power is entering a new surge. Nvidia CEO Jensen Huang outlined during his keynote...
    Tuesday 17 March 2026
    Meta and Nebius reach US$27B deal for AI infrastructure capacity as data center computing demand soars
    Nebius, a Dutch data center firm, announced a US$27 billion deal with Meta on March 16, 2026, to supply AI infrastructure capacity to the tech giant. The agreement comes as soaring...
    Tuesday 17 March 2026
    Chenbro Showcases Next-Generation AI Infrastructure Integration at NVIDIA GTC 2026

    As global AI computing platforms continue to evolve toward higher density, increased power demands, and rack-scale integration, Chenbro unveiled its latest AI server...

    Monday 16 March 2026
    Foxconn's investor briefing could signal major shifts in AI server supply, capacity and data center infrastructure
    Foxconn will hold an online investor conference on March 16, with market attention focused on the progress of AI server orders, capacity adjustments, and new business developments...
    Monday 16 March 2026
    AI server tracker: AI server boom drives demand for PCB, CCL and interconnect suppliers
    Spending by hyperscale cloud service providers (CSPs) is fueling expansion across the AI server supply chain, with demand spreading beyond processors and server assembly into board-level...
    Saturday 14 March 2026
    AI server boom lifts WPG Holdings to record February revenue

    Driven by surging AI computing and server demand, IC distributor WPG Holdings reported February 2026 revenue of NT$79.68 billion (approx...

    Saturday 14 March 2026
    Browave eyes 10x monthly CPO capacity surge by 2027 amid AI data center demand
    Optical communication firm Browave announced that its co-packaged optics (CPO) production will enter a critical mass-production phase in the second half 2026, with monthly capacity...
    Saturday 14 March 2026
    IntelliEPI's optical products drive revenue shift, boost margins, sees forecasts faster growth for 2026
    Compound semiconductor maker Intelligent Epitaxy Technology (IntelliEPI) reported that its indium phosphide 200G PIN products have become the company's main revenue driver as demand...
    Friday 13 March 2026
    Chenbro Micom revenue tops NT$20 billion on data center boom
    Server chassis manufacturer Chenbro Micom said demand from artificial intelligence applications continues to accelerate data center construction in the first half of 2026, supporting...
    Friday 13 March 2026
    Exclusive: Middle East conflict and AI demand drive cost pressures; supply chain shifts procurement risks to clients
    The Middle East conflict and rising AI data center demand have intensified raw material shortages and price hikes across the supply chain. Manufacturers increasingly adopt a "shift-to-client...
    Friday 13 March 2026
    AcBel Polytech posts strong fourth quarter 2025 results, pushes HVDC strategy for AI data centers
    AcBel Polytech delivered robust results in the fourth quarter of 2025, driven by growth in AI data centers and fuel cell products, and said the momentum carried into early 2026 as...
    Thursday 12 March 2026
    Meta designs four in-house chips to power data centers
    Meta Platforms has unveiled plans for four generations of internally designed artificial intelligence chips as the company expands its data center infrastructure to support growing...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook