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    Commentary: China's EDA reckoning: geopolitics hits chip design tools
    2h 12min ago
    US EV strategic retreat sparks crisis as Chinese competion expands globally
    2h 16min ago
    South Korean IC design faces up to one-year packaging delays amid AI chip material shortages
    2h 16min ago
    Chinese TV brands surpass South Korean rivals with TCL nearing Samsung's market share
    2h 16min ago
    GPTC management shakeup raises concerns over TSMC, ASE, Micron orders
    2h 27min ago
    NEWS TAGGED QUANTA
    Tuesday 10 February 2026
    Memory cost pressures lead ODMs to adopt cautious 2026 outlook for notebook shipments
    Notebook ODMs reported mixed January 2026 shipment results, with Quanta declining year-over-year while Wistron and Inventec showed growth. The industry expects a first quarter seasonal...
    Tuesday 10 February 2026
    Taiwan server ODMs set for record first quarter, driven by AI server demand

    Taiwan's server supply chain is entering what suppliers expect to be its strongest first quarter on record. ODMs, including Quanta, Wistron,...

    Sunday 1 February 2026
    CSPs ramp up AI capex as supply chain gains confidence
    The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while...
    Monday 26 January 2026
    Latecomer firms set to climb global EMS/ODM rankings in 2026

    DIGITIMES' tally of 2025 revenue for the world's top 20 electronics manufacturing services (EMS) and original design manufacturing (ODM)...

    Thursday 22 January 2026
    QCT eyes AI supply chain integration battle with full-spectrum server strategy
    AI has sparked a significant boom in the server industry, turning system manufacturing into a supply chain battle. For ODMs, success now hinges on deep collaboration with chip partners...
    Wednesday 21 January 2026
    Quanta EVP Mike Yang interview: AI industry paradigm shift just begun
    The server industry is reaping the benefits of AI. Quanta's revenue hit a record high in 2025, surpassing the NT$2 trillion (US$63.2 billion) mark, with AI servers as the primary growth...
    Monday 19 January 2026
    Server ODMs shrug off US-Taiwan tariff deal, prioritize customer demands
    The recent US-Taiwan tariff agreement has minimal effect on servers' original design manufacturers (ODMs), as server products were excluded from both previous reciprocal tariffs and...
    Monday 19 January 2026
    Quanta rushing to hire and expand as AI server demand holds strong
    Server ODM Quanta Computer is aggressively expanding production, with the expectation that capacity will double again by the end of 2026. Quanta's Executive Vice President and Quanta...
    Friday 16 January 2026
    Quanta says AI industry faced three major waves in 2025, sees strong growth over next 2-3 years
    Quanta Computer held its year-end banquet on the evening of January 15, 2026, during which company chairman Barry Lam highlighted three major waves that hit 2025. He named the tariff...
    Friday 16 January 2026
    Quanta's Yang sees triple-digit growth in 2026, no bubble concerns

    Quanta Computer Executive Vice President and Quanta Cloud Technology President Mike Yang said on January 15 that the company's AI business...

    Friday 9 January 2026
    Foxconn, Wistron, Quanta to sustain trillion-dollar revenue on AI server in 2026
    AI server demand pushed Taiwan's three major ODMs — Foxconn, Wistron, and Quanta — to record-high revenue in 2025, with all three surpassing NT$1 trillion (US$32 billion)...
    Friday 9 January 2026
    Quanta hits record monthly, quarterly, and annual revenue on AI server boom
    Powered by continued AI server momentum, Quanta delivered record revenue in December 2025, the fourth quarter, and the full year. The company is optimistic about 2026, citing higher...
    Wednesday 7 January 2026
    Quanta sees a decade-long AI server cycle, warns growth isn't instant
    Mike Yang, executive vice president of Quanta Computer and president of Quanta Cloud Technology (QCT), said AI demand differs fundamentally from notebooks and traditional servers,...
    Friday 2 January 2026
    Server ODMs remain bullish through the end of 2026 despite bubble concerns
    Although AI bubble concerns persist, server ODMs remain optimistic about 2026. Nvidia's GB300 began shipping in the fourth quarter of 2025, and the new Vera Rubin architecture expected...
    Tuesday 9 December 2025
    Nvidia GB300 orders lift Taiwan ODMs, fuel strong 2026 outlook
    Strong demand for Nvidia's GB300 accelerators lifted fourth-quarter 2025 performance for major Taiwanese original design manufacturers. Foxconn, Quanta, and Wistron reported solid...
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    aiexpo2026
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook