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    Analysis: Europe's battery independence dream is over: Chinese makers dominate global supply
    2h 36min ago
    Apple's iPhone Fold aims for crease-free display with key panel orders
    2h 36min ago
    Huawei and ByteDance jointly developed RRAM memory to accelerate AI applications
    2h 36min ago
    Apple accelerates US chip supply chain rebuild fuel by TSMC and Foxconn expansion
    2h 36min ago
    Nvidia tops US$100B in profit — but is China still worth the wait?
    2h 36min ago
    Commentary: German BBA price war in China threatens used car residual value system
    2h 36min ago
    NEWS TAGGED AI SERVER
    Thursday 26 February 2026
    AI server surge lifts high-voltage MOSFET, fan demand at Taiwan power device maker APEC

    Advanced Power Electronics Co. (APEC) said high-power AI servers are driving demand for medium- and high-voltage power devices, and expects...

    Wednesday 25 February 2026
    MLCC prices to climb as AI demand hits full capacity
    The global multilayer ceramic capacitor (MLCC) market is on the brink of a price surge as Japanese and Korean giants grapple with record demand from AI data centers. Samsung Electro-Mechanics...
    Wednesday 25 February 2026
    China AI server buildout strains optical module, MLCC capacity
    China's AI data center supply chain gained renewed focus after the Lunar New Year holiday, as optical module and MLCC suppliers pointed to sustained demand from hyperscale infrastructure...
    Saturday 21 February 2026
    AI supply chain tracker: Rack infrastructure joins the AI buildout
    January 2026 revenue data show that Taiwan's AI server supply chain expansion is reaching beyond chipmakers and server assemblers into rack-level infrastructure, as mechanical, thermal,...
    Friday 20 February 2026
    AI server supply chain tracker: AI infrastructure arms race boosts Taiwanese AI chip and server suppliers
    The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as...
    Thursday 19 February 2026
    AI server supply chain tracker: PCB and CCL lead, ASIC and testing diverge
    Taiwan's AI server supply chain started 2026 on firmer footing, according to January revenue data from 14 PCB, CCL, ASIC design, and IC testing firms. Year-over-year growth confirms...
    Thursday 19 February 2026
    DIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production
    A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES...
    Wednesday 18 February 2026
    AI server MLCC orders double capacity; Murata considers price increase

    Japan's Murata Manufacturing Co., the world's largest supplier of multilayer ceramic capacitors (MLCCs), is weighing price increases for...

    Monday 16 February 2026
    AI supply chain tracker: Power, substrate, and thermal split on momentum
    Revenue data for January 2026 highlights uneven momentum across Taiwan's AI server supply chain, spanning power, substrate, and thermal management suppliers, and reflects shifting...
    Friday 13 February 2026
    Quanta boosts Thailand investment to expand AI server capacity
    Quanta Cloud Technology (QCT) said it will invest THB1.098 billion (approx. US$35.34 million) in electromechanical engineering and materials for its Thailand facility, reinforcing...
    Friday 13 February 2026
    Air cooling will dominate Trainium 3 rollout as Amazon targets 2Q26 production ramp
    Amazon Web Services' (AWS) Trainium 3 servers, slated for mass production in the second quarter of 2026, have sharply reduced their planned use of liquid cooling, supply chain sources...
    Thursday 12 February 2026
    Nvidia CEO praises Foxconn's AI server leadership at company sports event
    Foxconn held its annual company-wide sports carnival on February 12, 2026. During the opening remarks, Nvidia CEO Jensen Huang delivered a video message highlighting the seamless partnership...
    Wednesday 11 February 2026
    Tongtai Machine & Tool shifts from equipment maker to system integrator in face of accelerated global manufacturing restructuring
    Tongtai Machine & Tool has launched a transformation to shift from traditional equipment manufacturing to providing integrated process and system solutions, targeting AI server,...
    Wednesday 11 February 2026
    Foxconn drops bid for Sharp's Japan LCD plant
    Sharp said on February 10, 2026, that the planned sale of its Kameyama No. 2 liquid crystal display factory in central Japan to its Taiwanese parent, Foxconn, had collapsed after the...
    Wednesday 11 February 2026
    Foxconn doubles down on AI servers for 2026, market share seen exceeding 40%

    Foxconn held a two-day year-end outlook conference starting February 9 at its Huyue headquarters in Tucheng. The event brought together...

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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