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    Commentary: How iPad Air became a catalyst for IT OLED expansion
    9h 24min ago
    Taiwan IC design firms see a broad rebound in automotive chips
    9h 24min ago
    Chinese automakers pivot to humanoid robots as policy support shifts
    9h 24min ago
    LG buys Mexico parts plant to cut TV manufacturing costs
    9h 24min ago
    China equipment localization weighed on South Korean suppliers' revenue in 2025
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    NEWS TAGGED AI SERVER
    Wednesday 19 August 2026
    AI servers and AFM to drive revenue; Pan-International eyes explosive growth in 2027

    Pan-International, a Foxconn Group connector and component maker, held an investor conference on August 18, 2026, to report its operating...

    Tuesday 18 August 2026
    AI server supply chain ramps up capital, talent, and capacity
    The AI server supply chain continues to expand capital expenditures, pouring in cash, building factories, and hiring aggressively, to heighten barriers to entry. On top of rapid product...
    Tuesday 18 August 2026
    AI server demand pushes high-end MLCC lead times toward 40 weeks
    Multilayer ceramic capacitor (MLCC) supply is increasingly diverging by product specification, with mainstream components remaining relatively stable while lead times for some high-capacitance,...
    Monday 17 August 2026
    AI server growth is lifting Taiwan ODM revenue, but margins now face the harder test
    Taiwan's top six original design manufacturers are seeing AI servers become the main revenue engine in 2026, but the boom is also bringing heavier exposure to expensive GPUs, CPUs,...
    Monday 17 August 2026
    AI server tracker: Demand drives strong growth across Taiwan's CCL, design services, substrate, and testing supply chains
    Taiwan's AI server supply chain continued to show strong growth in July 2026, with revenue rising across copper-clad laminate (CCL), design services, substrates, and testing. All four...
    Saturday 15 August 2026
    Asia Vital Components sees stronger AI server demand and faster liquid cooling adoption

    Asia Vital Components expects global AI server demand to strengthen in the second half, with liquid cooling adoption becoming more...

    Friday 14 August 2026
    AI server tracker: Demand drives July revenue gains across Taiwan infrastructure suppliers
    Data center infrastructure providers reported revenue gains across baseboard management controllers (BMCs), optical modules, power supply components, and thermal management products...
    Friday 14 August 2026
    Quanta posts record second quarter revenue as AI server demand surges
    Quanta Computer reported record second-quarter results on August 13, driven by strong demand for AI servers and notebooks. The Taiwanese electronics manufacturer said consolidated...
    Friday 14 August 2026
    Asus sees stronger second-half PC demand despite memory pressure, stronger server outlook
    Asus said record second-quarter results have set a higher base for 2026. Still, investors are now watching whether the company can sustain momentum through the second half as memory...
    Friday 14 August 2026
    Taiwan Microloops posts record July revenue as AI cooling demand lifts second-half outlook
    Taiwan Microloops reported stronger second-quarter and first-half 2026 results, supported by rising shipments of cooling modules for AI server customers. The Taiwan-based supplier...
    Thursday 13 August 2026
    Pegatron stocks AI server parts early as shortages spread through supply chain
    Pegatron Corp. said in its second-quarter 2026 results that its server business posted strong gains and that it had already begun preparing for demand in the second half of 2026 while...
    Thursday 13 August 2026
    Pegatron profit surges on AI server shipments and stronger product mix
    Pegatron reported its second-quarter 2026 results on the 12th, saying net profit attributable to the parent company rose more than 14-fold year-on-year as shipments of information...
    Thursday 13 August 2026
    Asus projects up to 150% server growth as AI demand lifts results
    Asustek Computer said growth in its AI server and PC businesses pushed revenue, operating profit, and net profit to record highs in the second quarter of 2026. The Taiwan-based hardware...
    Thursday 13 August 2026
    Foxconn sees AI rack shipments grow multiple-fold in 2026 after 2Q operating profit rises 68%
    Foxconn's AI server business powered stronger-than-expected second-quarter 2026 revenue and profit, with growth in its cloud network products segment helping operating profit rise...
    Thursday 13 August 2026
    Foxconn broadens beyond AI servers with EVs, robotics and Japan chip fab above 90% utilisation
    Foxconn used its second-quarter 2026 earnings conference on August 12 to detail progress beyond its fast-growing AI server business, spanning cloud and data centre solutions, electric...
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    BIZ FOCUS
    Aug 19, 15:43
    SK hynix Accelerates 40 Trillion won Share Repurchase and Cancellation
    Thursday 13 August 2026
    AI Memory & Storage: GMIF 2026 Hits Shenzhen Sept 22-23
    Wednesday 12 August 2026
    From Campus to Global R&D: Joining Phison in Malaysia
    Tuesday 11 August 2026
    ViTrox showcases AI packaging inspection solutions at SEMICON Taiwan 2026.
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