AI servers are proving to be a vital revenue driver for major ODMs. Quanta's October revenue surged to NT$135.9 billion (approx. US$4.24 billion), setting a new record for the period...
Audix Group chairman and president Yuan-kai Chung anticipates significant tariff changes in the US-China trade war once US President-Elect Trump assumes office. Additionally, overcapacity...
As artificial intelligence (AI) demand grows and recent financial issues at Supermicro trigger order redistribution, passive component manufacturer Podak sees new opportunities. Chairperson...
During his US presidential campaign trail, President-Elect Donald Trump vowed to overturn key Biden administration policies. Now, with his election victory, the tech sector awaits...
Japanese Prime Minister Shigeru Ishiba pledged more than US$65 billion of fresh support for the nation's semiconductor and artificial intelligence sector as Tokyo looks to keep up...
Amidst China's raging AI boom, Kai-Fu Lee, Chairman of Sinovation Ventures and CEO of 01.AI has gone on record criticizing the structure of the AI ecosystem while outlining where...
Weltrend Semiconductor, a specialist in USB power delivery (PD) controller chips, anticipates strong AI server demand to drive its shipment performance in the fourth quarter of 202...
Recent negative media coverage of US AI server companies ZT and Supermicro, both Nvidia clients, has raised supply chain concerns. Sources suggest that transferring AI server orders...
TSMC's earnings call for the third quarter of 2023 underscored a core message: "AI is Real." As AI demand surges, the expansion of data centers has become crucial. Nvidia CEO Jensen...
Accton Technology, Taiwan's leading provider of data center switches and networking solutions, is significantly increasing its investments in optical communication technology to support...
With US restrictions on China's semiconductor sector affecting its intelligent vehicle development, Huawei has emerged as a crucial player in advancing the nation's autonomous driving...
The resilience of Taiwan's semiconductor industry remains unwavering, even as the US undergoes political transition. This perspective was shared by Etron Technology Chairman Nicky...
With Donald Trump set to take office as US President in early 2025, India could become a focal point under his "America First" agenda. However, India may also benefit from Trump's...
The Ultra Accelerator Link (UALink) Consortium has officially become a legal entity, establishing itself to set a new high-speed, low-latency communication standard for AI data center...
