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Friday 23 January 2026
Compal eyes explosive AI server growth in 2026 after revenue dip
Compal Electronics is anticipating a significant surge in AI server shipments beginning in 2026, following a projected revenue decline in 2025, according to chairman Ray Chen at the company's annual shareholder event on January 22, 2025. He described 2025 as an operational low point before the company's expected rapid recovery.
Friday 23 January 2026
EU Cybersecurity Act revision plans to phase out Chinese high-risk tech suppliers
The European Commission presented a revision of the Cybersecurity Act that introduces a phase-out of "high-risk suppliers" from critical infrastructure, targeting China-based technology groups, specifically Huawei and ZTE. The revised framework reflects mounting concern in Brussels over cyberattacks, foreign interference, and the EU's reliance on non-European technology vendors in sensitive sectors. Cyber threats have been on the rise, with officials citing a rising number of ransomware, espionage, and infrastructure attacks as part of the rationale for stronger, coordinated action across member states.
Friday 23 January 2026
Thailand's tech hub ambitions: US$3.1 billion data centers, chip roadmap to 2050
Thailand is reinforcing its ambitions as a regional technology hub, approving US$3.1 billion in data center projects while unveiling a national semiconductor and advanced electronics strategy aimed at building a fully integrated "Made-in-Thailand" chip ecosystem by 2050.
Friday 23 January 2026
RDIMM spot prices blow past US$2,000, raising odds of 80% Samsung memory hike
Structural imbalances in the memory industry have emerged due to AI data center demand, sending server memory prices sky high and upstream manufacturers to go all out to increase profits. Severe shortages are expected to persist through 2027-2028. As pressure increases due to insufficient inventory, memory prices also continue to rise.
Friday 23 January 2026
Lip-Bu Tan faces Intel's first real bottleneck of the AI era
Intel outlined an increasingly AI-centric roadmap across client PCs, data centers, and manufacturing. Still, executives cautioned that tight supply and early-stage foundry ramps continue to limit near-term revenue and profitability, keeping the company's turnaround highly dependent on execution through 2026.
Friday 23 January 2026
HBF likely overtaking HBM market by 2038 as commercialization speeds up

High-Bandwidth Flash (HBF) is likely to reach commercialization sooner than previously expected and could become a key technology supporting large-scale data training and real-time inference, said Joungho Kim, professor of electrical engineering at the Korea Advanced Institute of Science and Technology.

Thursday 22 January 2026
Nvidia overtakes Apple as TSMC's largest customer

Nvidia CEO Jensen Huang said rising demand for AI computing has pushed the company past Apple to become the largest customer of Taiwan Semiconductor Manufacturing Company (TSMC).

Thursday 22 January 2026
Humanoid robot installations rise sharply in 2025, Chinese firms lead market ahead of Tesla
The humanoid robot industry experienced notable commercial growth in 2025, with an annual increase of 16,000 new units installed worldwide, according to reports from multiple research agencies. The sector remains dominated by Chinese manufacturers, who captured the majority of global market share alongside a single leading American firm.
Thursday 22 January 2026
Taiwan advances second-phase quantum strategy, betting on hybrid computing and global partnerships
Taiwan's government is moving its quantum technology development program into a second phase, centered on building a national-level heterogeneous hybrid computing platform that integrates high-performance computing (HPC) with quantum computing (QC). Based in southern Taiwan, the system is intended to accelerate real-world applications through international cooperation, leveraging the country's strong semiconductor manufacturing expertise.
Thursday 22 January 2026
EMS watch: Taiwanese EMS/ODMs dominate global rankings as 2025 revenue set to surge, DIGITIMES estimates
Taiwanese electronics manufacturing services (EMS) and original design manufacturing (ODM) companies continue to dominate the global industry, with combined revenues of the world's top 20 players projected to climb sharply in 2025, according to estimates compiled by DIGITIMES.
Thursday 22 January 2026
SAS chair warns challenges ahead for Taiwan-US industries, unveils new wafer and green energy strategy
Sino-American Silicon Products (SAS) chairwoman Doris Hsu emphasized power supply issues affecting Taiwan-US industry expansion, including Taiwan's green energy shortages and US AI data center conflicts. SAS is committing to 100% green energy for new plants and integrating green energy certificates with wafer sales.
Thursday 22 January 2026
Cloud ASIC shipments set to surge in 2026; memory capacity remains key risk
2026 is shaping up as a breakout year for cloud application-specific integrated circuit (ASIC) shipments. Not only has Broadcom secured mass production projects with multiple major cloud service providers (CSPs), but Taiwanese firms MediaTek, Alchip, and GUC also have new products entering mass production. These developments are expected to deliver solid revenue contributions despite ongoing market uncertainties.
Thursday 22 January 2026
Google's TPU strategy said to give Inventec larger role in AI server manufacturing

Servers built around custom AI chips, known as application-specific integrated circuits (ASICs), have emerged as a focal point of the global server supply chain.

Thursday 22 January 2026
EMS watch: The year AI servers broke the EMS rankings
The global electronics manufacturing services (EMS) and original design manufacturing (ODM) sector posted significant revenue growth in 2025, fueled primarily by expanding generative AI infrastructure.
Wednesday 21 January 2026
Fortune Electric sees tailwinds from lower US tariffs and rising AI data center demand
Following the easing of US reciprocal tariffs to 15%, Taiwan's Fortune Electric is seeing meaningful relief in cost pressures while accelerating growth driven by robust demand from AI data centers and US infrastructure investment.
Wednesday 21 January 2026
Inventec doubles 2026 capex to US$1 billion to seize AI server growth opportunities
Inventec plans to double its capital expenditure (capex) in 2026 to US$1 billion, looking to seize opportunities in the artificial intelligence (AI) server market. Company chairman Sam Yeh highlighted that revenue from AI servers grew 40% in 2025, solidifying the company's position as a key industry player. Looking ahead to 2026, AI-related business is poised to reach new highs, with robust growth momentum expected to continue.
Wednesday 21 January 2026
Taiwan rolls out tiered electricity rates for data centers amid AI power crunch
Taiwan's comprehensive industrial supply chain, ICT talent pool, and competitive land and utility costs have attracted global tech giants like Microsoft and Google to establish data centers locally. However, the island's limited space and dense population pose challenges for power infrastructure development, and the growing concentration of data centers has raised concerns about electricity supply constraints and potential impacts on residential users.
Tuesday 20 January 2026
AI server watch: AI servers lift Taiwan supply chain broadly in 2025, gains center on ODM/EMS, cooling, optical
Taiwan's AI server supply chain delivered broad-based growth in 2025, fueled by surging generative AI and cloud data center spending, but the biggest gains clustered around two areas: system-level integration led by original design manufacturer (ODM)/electronics manufacturing services (EMS) manufacturers, and a set of high-power, AI-specific components—especially thermal solutions, rack hardware, and high-speed optical interconnect.
Tuesday 20 January 2026
Foxconn lighthouse factory brings sustainable manufacturing and GenAI-driven decarbonization to Vietnam
The World Economic Forum (WEF) has named Foxconn Industrial Internet's (FII) Bac Ninh Province facility in Vietnam as the country's first Sustainable Lighthouse Factory, recognizing its use of generative AI (GenAI) to deliver measurable carbon reductions and set a new benchmark for green manufacturing.
Tuesday 20 January 2026
ASUS chairman lays out 'All In AI' strategy under global trade headwinds

At its year-end celebration on January 16, ASUS held a confident tone amid a turbulent global outlook. Jonney Shih, the company's chairman, told employees that despite mounting uncertainty from international tariffs and geopolitical tensions heading into 2025, the company had delivered what he described as a "solid report card," crediting strong execution and organizational cohesion.

Tuesday 20 January 2026
CviLux gains from AI server power overhaul as HVDC reshapes data center connectors
As the AI chip computing power race intensifies, data center electricity demand is surging, forcing a fundamental redesign of server power architectures. Taiwanese connector maker CviLux Corp is emerging as a key beneficiary of this transition, leveraging its board-level power connector expertise to ride the shift from traditional AC systems to high-voltage direct current (HVDC) designs in next-generation AI servers.
Tuesday 20 January 2026
Alibaba's Qwen expansion links AI directly to consumer services
Alibaba is repositioning its Qwen artificial intelligence app as more than a chatbot, turning it into a gateway to the company's vast consumer ecosystem. The app now connects directly with core Alibaba services, including Taobao, Alipay, and Fliggy, enabling users to shop, make payments, and book travel all within one app.
Tuesday 20 January 2026
AI server power architecture upgrade drives structural growth in power connector industry
As AI chip generations advance rapidly, power demands in data and compute centers are driving a fundamental shift in power supply design from single power supply units (PSUs) to system-level power racks. This shift entails highly modular, standardized power architectures, transforming power supplies into critical subsystems that ensure operational stability and efficiency.
Tuesday 20 January 2026
BTL sees strong AI server orders, visibility extends to 2Q26
Cloud service providers (CSPs) are significantly increasing capital expenditures, continuously investing in high-end AI servers and deploying cloud AI computing projects. This surge is driving demand for high-power hardware testing services, accelerating business for specialized electronic testing firms.
Monday 19 January 2026
Taiwan carves robotics niche as humanoids proliferate
"Physical AI"—the fusion of artificial intelligence with machines that move, sense, and act in the real world—emerged as a defining theme at CES 2026, where Chinese robotics companies made a particularly forceful showing. Dozens of humanoid robots were on display, underscoring how quickly China is moving to translate AI advances into physical form.