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Wednesday 12 November 2025

Foxconn hits US$32B in AI server sales, eyes strong 4Q25 growth on rack demand

Foxconn said at its November 12, 2025, earnings briefing that the AI sector remains in high-growth mode, driven by surging demand for computing power and large-scale production of next-generation AI racks. The company expects AI rack shipments to jump 300% quarter-over-quarter in the third quarter of 2025, with total AI server revenue already exceeding NT$1 trillion (US$32.2 billion) ahead of schedule.

Wednesday 12 November 2025

ASMedia eyes growth as AMD market share rises, Techpoint revenue boosts 2026 outlook

ASMedia reported a 41% quarter-over-quarter and 62% year-over-year rise in net profit after tax to NT$1.582 billion (US$51 million) in the third quarter of 2025, driven by stronger ASIC foundry business momentum and recognition of Techpoint's revenue.

Wednesday 12 November 2025

AMD's latest product roadmap revealed, Zen 7 debuts

AMD unveiled its latest CPU and GPU product roadmap during investor day, confirming the launch of the Zen 6 architecture built on TSMC's 2nm process in 2026. The next-generation Zen 7 architecture also made its first appearance on the roadmap, with industry speculation placing its release between 2027 and 2028. Both core architectures will successively power future EPYC and Ryzen processor series.

Wednesday 12 November 2025

BizLink acquires XFS to strengthen high-speed transmission portfolio

BizLink recently announced its financial results for the third quarter of 2025, reporting record-breaking operational performance. The company also disclosed the acquisition of 100% equity in XFS to enhance its high-speed transmission technology landscape. In addition, BizLink adjusted its global investment structure to optimize group governance and capital utilization.

Wednesday 12 November 2025

China leads global 6G patent applications

At the 2025 World Internet Conference Wuzhen Summit, the China Internet Development Report 2025 showed that as of the first half of 2025, China accounted for about 40.3% of global 6G patent applications, ranking first in the world. In the field of AI patents, China also leads globally with a 60% share.

Wednesday 12 November 2025

Luxshare speeds into AI server market with 800G SiPh, liquid cooling rollout

Luxshare Precision Industry Co., a major Chinese electronics manufacturer, is fast-tracking its expansion into the AI server supply chain. On November 11, 2025, the company announced that its 800G silicon photonics (SiPh) modules have entered mass production, while 1.6T-class versions are under customer validation, reflecting stronger momentum in high-speed interconnects and AI data center applications.

Wednesday 12 November 2025

Wistron and Quanta report record profits as AI server and storage demand drives 2025 growth

Wistron Group delivered record profits in the third quarter and first three quarters of 2025 on strong AI server demand, while Quanta Storage also hit historic highs in the first nine months despite margin pressures, underscoring sustained momentum across AI and storage markets.

Wednesday 12 November 2025

AMD projects US$1 trillion AI chip market by 2030, bets big on data center boom

AMD used its analyst day on November 11 to outline an ambitious long-term roadmap powered by accelerating AI demand, projecting sharp gains in revenue, profitability, and market share across its core businesses. CEO Lisa Su said AMD's latest guidance excludes China and reflects stronger-than-expected momentum in AI infrastructure spending, according to Bloomberg and Reuters.

Wednesday 12 November 2025

Foxconn earnings preview: investors look for proof behind its AI and EV push

Foxconn (Hon Hai Group) is scheduled to hold its third-quarter earnings call on November 12, with strong investor attention focused on the company's advancements in AI server cabinets and new smartphones. Market enthusiasm has been buoyed by the performance of these products, while anticipation builds around progress in AI hardware and upcoming smartphone orders as the industry moves into the fourth quarter. Investors also await updates on Foxconn's electric vehicle (EV) and robotics projects, as well as collaborative efforts with major partners such as SoftBank Group, Mitsubishi Electric, and TECO Electric.

Wednesday 12 November 2025

Buima expands green energy push with focus on smart storage systems

Buima reported steady revenue growth in October 2025 as orders for green energy and construction projects advanced. The company is accelerating its expansion into renewable energy, developing next-generation energy storage and management systems to strengthen its market position and capture international opportunities.

Tuesday 11 November 2025

Powerlogic eyes strong 4Q25 growth on robust GPU demand

Fan manufacturer Powerlogic reported solid momentum in the third quarter of 2025, driven by strong shipments of next-gen graphics cards, particularly the growing demand for Nvidia's 5000 series GPUs. As chip supply improves and downstream customers ramp up orders, Powerlogic's thermal module shipments surged significantly. The company remains optimistic about growth prospects in high-end gaming, AI PCs, and next-generation graphics card products heading into the fourth quarter.

Tuesday 11 November 2025

Sharp raises FY2025 profit outlook, plans AI server production with Foxconn by 2027

Sharp announced on November 10, 2025, that it has lifted its fiscal 2025 (April 2025 to March 2026) net profit outlook to JPY53 billion (US$345.6 million), a 47% annual increase and JPY21 billion above its prior forecast of JPY32 billion. The company also plans to work with its parent Foxconn to start AI server production at its Kameyama No. 2 plant in fiscal 2027 (April 2027 to March 2028).

Tuesday 11 November 2025

Malaysia strengthens data center ecosystem to advance 2030 'AI Nation' vision

Malaysia is accelerating efforts to build a competitive and sustainable data center ecosystem as part of its national goal to become an "AI Nation" by 2030, supported by clear policy direction and domestic talent development.

Tuesday 11 November 2025

AI data centers face stricter energy efficiency mandates

As AI computing demands rapidly increase, the number of GPUs in data centers continues to grow, driving electricity consumption up exponentially and making power usage effectiveness (PUE) a critical indicator for measuring data center energy efficiency. Currently, international regulations generally set 1.5 as the minimum threshold, with many countries moving toward stricter standards. Virginia even offers incentives for data centers achieving a PUE below 1.2.

Tuesday 11 November 2025

Nvidia's next-gen Rubin AI system liquid cooling costs exceed US$57,000

Nvidia's upcoming Vera Rubin NVL144 AI rack system features higher power GPUs and CPUs, driving its liquid cooling cost to about US$55,710, 17% higher than the previous NVL72 model.

Tuesday 11 November 2025

Pegatron sees stable October revenue boosted by Apple iPhone demand

Pegatron reported its October 2025 revenue at NT$117.8 billion (approx. US$3.80 billion), up 2.53% month-over-month but down 0.82% year-over-year, maintaining over NT$100 billion for the second consecutive month thanks to strong momentum from Apple Inc.'s new iPhone models. The company's cumulative revenue for the first ten months of 2025 reached NT$915.4 billion, a slight decline of 0.18% compared to last year.

Monday 10 November 2025

Chenbro eyes automated US factory as AI drives server growth

Server chassis maker Chenbro Micom stated that strong artificial intelligence (AI) momentum is boosting confidence in future operations, which are expected to hit a record high in 2025, barring any unexpected circumstances. Company CEO Corona Chen highlighted that new customer projects continue to pour in, fueling optimism for double-digit growth in 2026.

Monday 10 November 2025

Taiwan's October exports hit single-month record high

Taiwan's exports in October 2025 hit a single-month record high of US$61.8 billion, experiencing a year-over-year increase of 49.7% and surpassing the US$60 billion mark for the first time. The surge is attributed to the artificial intelligence (AI) boom and strong demand for new consumer electronics products.

Monday 10 November 2025

Wiwynn's 3Q25 revenue jumps 173%, profit doubles on explosive AI server demand

Wiwynn posted record third-quarter results for 2025, driven by surging AI and data center demand. Consolidated revenue jumped 172.8% year-over-year to NT$266.82 billion (approx. US$8.61 billion), while net profit rose 143.5% to NT$15.41 billion. The company reported gross, operating, and net margins of 8.8%, 7.3%, and 5.8%, respectively, reflecting improved scale and efficiency.

Monday 10 November 2025

Accton eyes 2Q26 mass production for L11 AI server chassis

Networking vendor Accton reported strong revenue and profit growth in the third quarter of 2025, while cautiously optimistic about 2026 amid capacity, talent, and component challenges. The company also revealed progress on its L11 chassis assembly, targeting mass production readiness by the second quarter of 2026.

Monday 10 November 2025

Taiwan's Dynapack and AES double down on BBU production as AI energy needs surge

As artificial intelligence (AI) servers drive a revolution in power infrastructure, one critical component is quietly becoming indispensable: the back battery unit, or BBU. Increasingly, these BBUs are being equipped with Electric Double Layer Capacitor (EDLC), a shift that's already reshaping the industry.

Monday 10 November 2025

Taiwan’s JPP steps out of obscurity as AI demand outpaces supply

JPP Holding is preparing for dual growth in AI and aerospace in 2026. Chairman Chung Kuo-sung said both segments are set to expand, led by surging demand for AI server cabinets. Beyond major US cloud service providers (CSPs), JPP has also gained orders from top Taiwanese AI firms, expecting double-digit growth next year.

Monday 10 November 2025

SDI partners with Infineon to develop lead frame technology for AI and third-gen semiconductors

Taiwan-based lead frame manufacturer SDI announced it has signed a right of first offer (ROFO) agreement with Infineon Technologies to jointly advance the development of lead frame technology for artificial intelligence (AI) accelerators and expand into third-generation semiconductor applications, including silicon carbide (SiC) and gallium nitride (GaN), targeting AI processors used in hyperscale data centers.

Monday 10 November 2025

Technical challenges loom over Google's orbital AI data center plans

Google CEO Sundar Pichai recently announced Project Suncatcher, an initiative to deploy the company's AI computing power via solar-powered satellites in low Earth orbit (LEO). Equipped with Google's custom Tensor Processing Unit (TPU) chips, these satellites are intended to form a distributed orbital AI data center, enabling scalable AI computation beyond the constraints of terrestrial infrastructure.

Sunday 9 November 2025

uPI applies power IC demand growth across three segments

The rise of global AI applications has driven increased demand for power ICs, with power management IC (PMIC) design company uPI Semiconductor reporting steady demand for integrated Power Stage and server products. The company is targeting mid- to long-term gross margins of 40% while focusing on total solution offerings, including CPU and GPU Vcore power controllers, Power Stage components, and converters that support three fast-growing sectors: end-device computing, edge server computing, and cloud computing centers.

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