CONNECT WITH US
Tuesday 18 November 2025
Taiwan connector maker Simula forecasts strong 2026 on cloud, drone, robotics, and EV demand surge
Qisda's connector manufacturing subsidiary Simula Technology expects three major growth drivers in 2026—cloud deployment, drones and humanoid robots, and automotive applications—supported by strong customer orders. The company remains highly optimistic about its 2026 outlook.
Tuesday 18 November 2025
GMI Cloud to build US$500 million AI factory in Taiwan with 7,000 Blackwell Ultra GPUs
GMI Cloud, an Nvidia Cloud Partner (NCP) and GPU-as-a-Service provider, has announced plans to build a US$500 million AI Factory in Taiwan, adding new large-scale compute capacity to the region's expanding AI infrastructure. The company said the facility is intended to support enterprises developing and deploying large AI models, forming part of a broader push to establish locally controlled, high-performance computing capabilities while maintaining access to advanced US technology.
Tuesday 18 November 2025
Ennoconn eyes stronger growth in 2026 with global service and brand integration
Amid accelerating consolidation in the global artificial intelligence of things (AIoT), smart manufacturing, and industrial control markets, the supply value chain is shifting from pure hardware manufacturing to integrated hardware-software solutions and comprehensive service offerings. Ennoconn chairman Fu-chuan Chu stated during the company's earnings call on November 14, 2025, that with the global localization of supply chains, and as the company's internal organization, products, and technologies are successfully restructured and its overseas deployments gradually take shape, the company expects operations in 2026 will be significantly stronger and show a higher growth trajectory compared to 2025.
Tuesday 18 November 2025
Etron benefits from booming edge AI market, shortages extend through 2026
AI has pushed the memory industry into a growth cycle. Etron Technology President Elvis Deng stated that memory supply is now in short supply across the board. DDR4, LPDDR4, and DDR3 shortages will be difficult to ease in the short term, and are expected to persist into the second half of 2026—2027.
Tuesday 18 November 2025
Tesla unveils three-phase blueprint to scale Optimus robot
The head of Tesla's artificial-intelligence division recently warned employees that 2026 will be the most demanding year of their lives, urging the AI organization to brace for an unprecedented pace of work, according to Business Insider.
Tuesday 18 November 2025
PDG announces US$700 million data-center investment in South Korea

Princeton Digital Group (PDG) has announced plans to enter the South Korean market with a US$700 million data-center investment, marking the company's seventh country of operation after Singapore, Japan, India, Indonesia, China, and Malaysia.

Tuesday 18 November 2025
Arm plugs into NVLink — and suddenly the AI data-center map looks less x86-shaped
Arm and Nvidia announced new steps to expand their collaboration on AI data center infrastructure, highlighting the growing demand for energy-efficient computing as AI workloads scale. Companies across the sector are prioritizing "intelligence per watt," as power constraints increasingly limit data center capacity and performance.
Tuesday 18 November 2025
Microsoft benefits from OpenAI tech sharing for ASIC development
Microsoft CEO Satya Nadella recently stated in an interview that Microsoft can access OpenAI's model research outcomes. System-level innovations developed by OpenAI can also be fully leveraged by Microsoft, which can implement these designs first for OpenAI and then extend or adapt them to its own purposes. Going forward, Microsoft will be able to share OpenAI's proprietary chip-related technologies and use them as a foundation to adjust or expand its own application-specific integrated circuit (ASIC) chip development.
Monday 17 November 2025
Taiwan MCU makers expand into power and cooling to mitigate AI data center power consumption surge
As rack-level power consumption and cooling requirements rise in data centers, Taiwanese microcontroller (MCU) suppliers are innovating in power-supply and cooling-fan controls. Nuvoton Technology recently introduced an integrated baseboard management controller (BMC). Additionally, Holtek is upgrading server-fan solutions and expects major growth in brushless DC motor (BLDC) applications.
Monday 17 November 2025
Reducer demand rises as humanoid robot competition intensifies across Taiwan and China
As the integration of production technology advances, the demand for humanoid robots and robotic dogs is growing, with the reducer—a key component known for its high gross margin and technical challenges—emerging as a competitive focus among Taiwanese and Chinese manufacturers. This competition underscores quality control and mass production capabilities.
Monday 17 November 2025
Microsoft launches AI superfactory to mitigate grid load
Microsoft has activated its data center in Atlanta, Georgia, connecting it with another Fairwater project data center in Wisconsin. This will support OpenAI and its own LLM training, using two-story buildings and liquid cooling to improve energy efficiency.
Monday 17 November 2025
Auras Technology reports record highs amid strong liquid cooling demand
The demand for liquid cooling in AI server racks is soaring, driving significant operational growth for Taiwanese cooling module manufacturer Auras Technology. Chairman Yu-shen Lin said that liquid cooling will be a major growth driver in 2026, with rising needs not only from Nvidia but also Advanced Micro Devices (AMD) and application-specific integrated circuit (ASIC) servers. The company estimates that revenue will grow by more than 50% in 2026.
Monday 17 November 2025
Nvidia tightens grip on Vera Rubin cooling supply chain, squeezing margins
Nvidia is preparing a major shift in how it manages the supply chain for its next-generation Vera Rubin server platform, tightening control over both assembly and key thermal components as power consumption rises and liquid cooling becomes mandatory.
Monday 17 November 2025
Google to invest US$40 billion in Texas for cloud and AI data center expansion by 2027
Google has announced plans to invest US$40 billion in Texas through 2027, expanding its cloud and AI infrastructure with new data center campuses in Armstrong and Haskell counties.
Monday 17 November 2025
Former Google and Meta executives launch Majestic Labs to tackle AI memory bottlenecks
Three former senior executives from Google and Meta Platforms Inc. have launched Majestic Labs, a startup focused on developing advanced server architectures to address memory limitations in AI computing. The company recently raised US$100 million for this endeavor.
Monday 17 November 2025
ZDT and Compeq gain on strong iPhone 17 sales, eye AI server growth in 2026
Taiwanese PCB makers Zhen Ding Technology (ZDT) and Compeq Manufacturing posted solid third-quarter 2025 results, lifted by stronger-than-expected sales from Apple's iPhone 17 lineup and steady consumer electronics demand.
Monday 17 November 2025
Tainan to host AI factory focused on drones, medical devices, and manufacturing
SignalPro is committing NT$3 billion (approx. US$100 million) to construct an advanced AI factory in Tainan, a strategic move designed to supply critical computing power and inference services. The initiative targets the drone, medical technology, and traditional manufacturing sectors, positioning itself as a counterweight to a market currently dominated by global tech giants focusing resources on training large language models.
Monday 17 November 2025
Research Insight: Tesla and BYD compete beyond batteries, betting on AI and smart driving

DIGITIMES' latest analysis predicts that the global electric vehicle (EV) market will enter a phase of slower growth in 2026, with an annual growth rate of roughly 15.2%—down from the double-digit surges exceeding 20% seen through 2025. After a period of rapid expansion, the industry is showing signs of saturation, prompting automakers to shift their strategic focus toward advanced autonomous-driving technologies to maintain competitiveness.

Friday 14 November 2025
Advantech targets medical and robotics in edge AI
Embedded World North America 2025 took place in Anaheim, California, from November 4-6, 2025. Advantech, alongside partners including MediaTek, Qualcomm, Nvidia, and NXP Semiconductor, showcased a range of edge AI application solutions.
Friday 14 November 2025
China's supernode boom sends warning to Nvidia

Since Huawei debuted the CloudMatrix 384 (CM384) in mid-2025, China's supernode race has taken centre stage in the global AI infrastructure arena. According to SemiAnalysis, Chinese AI supernodes have surpassed Nvidia in several integration metrics, cementing the country's fast-rising influence in high-performance compute architecture.

Friday 14 November 2025
Potential Foxconn-OpenAI partnership to deepen AI hardware-software integrated ecosystem
At Foxconn's earnings call on November 12, 2025, chairman Young Liu teased its collaboration plan with OpenAI, which will be officially announced at Foxconn's annual Tech Day on November 21, 2025. Leading the generative AI boom, OpenAI has massive computing infrastructure needs. In particular, the Stargate Project will deploy more than 17 GW of computing capacity over the next several years. Based on CEO Sam Altman's roadmap of adding 1 GW of compute per week, the market estimates that each 1 GW of compute is worth roughly US$50 billion.
Friday 14 November 2025
AI backlog to 2027 propels Quanta into its fastest expansion cycle yet
Quanta says its AI-server backlog now stretches to 2027, forcing the company to speed up expansion and raise output for a second consecutive year. AI-server capacity is expected to double by the end of 2026, and research and development hiring will continue without constraint as new design programs surge.
Friday 14 November 2025
Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026

With demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025 and a 2026 first half that shows little sign of the traditional slowdown.

Friday 14 November 2025
ASUS AI servers near 20% of 3Q25 revenue
ASUS held its earnings call on November 11, 2025, reporting that in the third quarter of 2025, brand revenue reached NT$189.9 billion (US$6.1 billion), up 21% year-over-year, setting a record high for a single quarter. Consolidated gross margin was 12.9% and operating margin was 4.4%. Both improved over the second quarter, benefiting from a more stable external environment with reduced tariffs and currency fluctuations.
Friday 14 November 2025
From scale-up to scale-across: How AI data centers are redefining transmission technology
The surge in generative AI has intensified demand for AI servers and chips, shifting the focus from pure computational power to data transmission speed. This transition has accelerated the adoption of high-bandwidth memory (HBM). At GTC 2025, Nvidia introduced its Spectrum-X and Quantum-X silicon photonics network switches, positioning silicon photonics and co-packaged optics (CPO) as new frontiers in AI infrastructure. Consequently, AI innovation is extending beyond chip performance to encompass communication and transmission technologies.