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NEWS TAGGED 2025
Wednesday 21 January 2026
Research Insight: High-end fiberglass cloth supply tightens as server demand spotlights Nittobo

As next-generation AI server platforms enter volume deployment, supply chain constraints are extending beyond high-bandwidth memory (HBM)...

Wednesday 21 January 2026
OpenAI sets 2026 as year for practical AI adoption, eyes hardware debut and new revenue streams
OpenAI has designated 2026 as a year for "practical adoption" of AI, signaling a strategic push to accelerate AI deployment across high-value sectors such as healthcare, scientific...
Wednesday 21 January 2026
AI servers and chips push Taiwan December exports to record highs
Taiwan's Ministry of Economic Affairs (MOEA) reported on January 20, 2026, that strong demand for IC manufacturing and AI servers propelled export orders to new heights in December...
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...
Wednesday 21 January 2026
Samsung reportedly exploring ASMPT for TCB supply
Samsung Electronics is reportedly diversifying its supply chain for thermal compression bonders (TCB), a critical tool in high-bandwidth memory (HBM) production, by engaging Singapore-based...
Wednesday 21 January 2026
Seeking new growth, Huawei pushes deeper into China's auto industry with ADS expansion
Huawei plans a sweeping expansion of its presence in China's smart car industry in 2026, betting that advanced driver-assistance software, in-car operating systems, and digital chassis...
Wednesday 21 January 2026
AI demand boosts Unimicron and Nan Ya PCB profits in December 2025
The IC substrate industry is accelerating its recovery into a new bull cycle, driven by steady growth in AI-related application demand. At the same time, price increases are gradually...
Wednesday 21 January 2026
China's 2025 smartphone shipments dip slightly in 2025 as brand competition heats up
Apple, with its iPhone 17 series driving sales, has seen its monthly market share in China surge above 20%, while other major brands like Huawei, Vivo, Honor, Oppo, and Xiaomi have...
Wednesday 21 January 2026
Fortune Electric, Nan Ya target opportunities in import-oriented US transformer market
The US urgently needs to upgrade its aging grid infrastructure amid surging demand from large-scale AI computing, yet its domestic production capacity for heavy electrical equipment...
Wednesday 21 January 2026
Weekly research roundup: EV market splits and edge AI foundry war
While the global EV market shifts gears into a phase of slower, regionally fragmented growth (15.2%) as subsidies fade, the edge AI chip sector is aggressively evolving. DIGITIMES...
Wednesday 21 January 2026
Research Insights: Nvidia unveils Alpamayo platform for L4 self-driving
Nvidia unveiled its Alpamayo family at CES 2026, introducing a suite that includes the open-source AI model Alpamayo 1, the AlpaSim simulation framework, and Physical AI Open Datasets...
Wednesday 21 January 2026
China tightens rare earth export controls to Japan, further fueling geopolitical tensions
Chinese authorities have increased scrutiny on rare earth exports bound for Japan, as export volumes declined in December 2025 compared to the previous month. The move reflects Beijing's...
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...
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...
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:...