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    Middle East conflict disrupts auto supply chains, triming low-end models
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    China achieves mass production of T1200-grade carbon fiber, advancing semiconductor and robotics materials
    0min ago
    Memory price surge reshaped PC market, hitting Chromebook hardest amid AI boom
    1min ago
    Middle East turmoil impacts South Korean exports and semiconductor supply chain
    1min ago
    US section 337 investigation puts Taiwanese auto parts suppliers on the spot
    1min ago
    Exclusive: Middle East conflict and AI demand drive cost pressures, supply chain shifts procurement risks to clients
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    NEWS TAGGED AI SERVER
    Thursday 12 March 2026
    Asustek posts record NT$44.6 billion profit in 2025, server revenue to double in 1Q26
    Benefiting from the continued expansion of its artificial intelligence (AI) server business, Asustek Computer reported a record full-year net profit after tax of NT$44.56 billion (approx...
    Thursday 12 March 2026
    Taiwan Microloops reports record 2025 results, expects AI-driven growth in 2026
    Taiwan Microloops posted record-high revenue and profits for 2025, driven by a surge in shipments of higher-margin AI-related products, the company reported. Full-year revenue reached...
    Thursday 12 March 2026
    Asus launches infrastructure solutions group as AI server revenue surges
    Asus achieved record revenue and profits in 2025. Co-CEO Samson Hu highlighted the fastest-growing segment: the enterprise market, including AI servers and related commercial products...
    Thursday 12 March 2026
    AI server tracker: Taiwan power holds firm, substrates cool, thermal demand surges in February
    Taiwan's electronics supply chain reported mixed February 2026 revenue results, reflecting both seasonal factors and continued demand in AI-related hardware segments. The following...
    Thursday 12 March 2026
    Chenbro highlights four risk factors amid promising AI server outlook
    Chenbro CEO Corona Chen highlighted that the global server industry is undergoing a generational shift from cloud computing to AI, which will drive growth over the next decade and...
    Thursday 12 March 2026
    Pegatron predicts AI server revenue to soar tenfold, driving quarterly gains in 2026
    Pegatron stated during its earnings call on March 11 that its artificial intelligence (AI) server business will grow tenfold in 2026, continuing the shipment momentum from 2025 and...
    Thursday 12 March 2026
    AI Server tracker: Taiwan optical module and BMC suppliers gain despite fewer February working days on AI server demand
    Taiwanese suppliers in the AI hardware supply chain reported varied results in February, with several optical module and server component makers posting year-over-year growth, while...
    Wednesday 11 March 2026
    MiTAC ramps 2026 factory expansion to meet AI server and cloud demand, signaling bigger US footprint
    MiTAC Holdings plans a significant increase in capex in 2026 to expand production capacity for networking equipment, general-purpose servers, and new AI server lines, driven by sustained...
    Wednesday 11 March 2026
    Pegatron sees February 2026 revenue drop amid seasonal slowdown
    Pegatron continued to be affected by seasonal headwinds in February 2026, reporting revenue of NT$67.98 billion (approx. US$2.14 billion) for the month, down 26.2% from January and...
    Wednesday 11 March 2026
    Asus sees 50% brand revenue growth in first two months
    Despite fewer working days in February 2026, electronics and equipment manufacturer Asus reported strong momentum from AI servers. For the first two months of 2026, the group's cumulative...
    Tuesday 10 March 2026
    Quanta AI server surge cuts notebook revenue share below 20%

    Quanta continued to benefit from demand for AI servers. In February 2026, notebook shipments were weak, yet revenue declined only 6.6% month-over-month...

    Monday 9 March 2026
    Taiwan server makers race to add quantum capabilities to protect future orders

    AI servers priced roughly ten times higher than conventional servers now dominate global shipments, with about 90% assembled in Taiwan....

    Monday 9 March 2026
    Foxconn's deep Nvidia ties and full-stack integration fuel AI server ambitions
    Foxconn chairman Young Liu said the company expects robust growth in 2026, driven by recovering consumer electronics demand and expanding AI-related business. He expressed strong confidence...
    Sunday 8 March 2026
    Wistron posts record February revenue driven by AI server shipments
    Wistron Group's February 2026 revenue surged to a historic high, fueled by strong shipments of AI servers and network switches. The company reported a year-over-year increase of 177.37%...
    Saturday 7 March 2026
    TienPin eyes stable growth in 2026 as AI server liquid-cooling cleaning demand heats up
    TienPin United Enterprise has been benefiting from a rapid surge in the artificial intelligence (AI) server liquid-cooling cleaning business since the second half of 2025, with its...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook