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Monday 14 July 2025
Tariffs impact economy, but AI servers remain an exception, says Wistron
Wistron president and CEO Jeff Lin stated that AI servers represent a rigid demand and are not affected by reciprocal tariffs. However, mature consumer products such as notebooks...
Monday 14 July 2025
As Nvidia soars, Taiwan's AI OEMs outpace TSMC in growth
Nvidia's landmark surge to a US$4 trillion market capitalization on July 10 has reverberated across the global tech landscape—but nowhere more profoundly than in Taiwan. As...
Friday 11 July 2025
How Taiwan's EMS evolved: From PCs and smartphones to AI servers and deep semiconductor integration
The advent of the personal computer (PC) provided an opportunity for Taiwan's manufacturing services to further evolve.
Thursday 10 July 2025
Asus June revenue hits 13-year high on AI, GPU, gaming tailwinds

Asus posted its highest monthly revenue in nearly 14 years (162 months) in June 2025, fueled by robust demand for Nvidia's GeForce RTX...

Tuesday 8 July 2025
Foxconn's FII projects 50% profit surge on soaring AI server demand
Foxconn Industrial Internet (FII), a subsidiary of Foxconn focused on cloud and artificial intelligence (AI) infrastructure, announced a significant year-over-year increase in its...
Friday 4 July 2025
China-based USI moves upmarket with L10 edge AI server for global clients

Universal Scientific Industrial Shanghai (USI), a China-based electronics design and manufacturing company, has completed delivery of...

Friday 4 July 2025
TSMC, suppliers ride AI wave as Nvidia GB series powers record demand

Taiwan's semiconductor and electronics industries are entering a new period of explosive growth, driven by the full-scale rollout of...

Friday 4 July 2025
Chicony Power eyes over NT$6 billion in project backlog by 3Q25 on AI, smart platform growth

Despite a modest end-of-quarter boost in June, Chicony Power's high-end shipments remained subdued amid unresolved US tariff issues and...

Thursday 3 July 2025
Foxconn, Quanta ramp up GB200 output in AI infrastructure boom
Amid global uncertainty and volatile market conditions, AI servers have emerged as a strategic cornerstone for the ICT industry in 2025. With the ramp-up of Nvidia's GB200 series...
Tuesday 1 July 2025
Memory market rebounds: OSE projects quarterly growth through 2025
Benefiting from a surge of rush orders spurred by US tariffs and steadily rising demand from AI server customers, memory packaging and EMS firm OSE is seeing its business momentum...
Tuesday 1 July 2025
SOCAMM 2: Samsung's silent play to upend AI memory economics
Samsung Electronics is ramping up development of its next-generation SOCAMM memory, which it sees as a potential rival to high-bandwidth memory (HBM) in terms of market opportunity...
Monday 30 June 2025
Chinese server component exports to US surge despite tariffs, driven by AI server demand and local assembly push
Despite the Trump administration's implementation of high tariffs on Chinese imports without granting China the grace periods afforded to other trade partners, the volume of server...
Monday 30 June 2025
South Korea launches AI chip project with Taiwan's CoAsia and local unicorn Rebellions
CoAsia, a Taiwan-based semiconductor company, announced that its subsidiary, CoAsia SEMI, will partner with Rebellions, a South Korean AI chipmaker, to co-develop a next-generation...
Monday 30 June 2025
AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth
Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second...
Monday 23 June 2025
JPP scales up production to satisfy rising AI server demand
JPP Holding is benefiting from sustained AI server demand, fueling growth in its server cabinet manufacturing operations. Both its AI server and aerospace divisions are gaining traction,...