As Apple brings the Gemini model into the core architecture of Apple Intelligence, market focus has shifted to how this move will reshape the company's hardware investment strategy...
At CES 2026, Nvidia revealed Vera Rubin, which significantly increases server power consumption, underscoring the urgent need for improved power delivery and energy efficiency. This...
Taiwan's electronics manufacturing services (EMS) and original design manufacturing (ODM) sector closed December 2025 with a sharply bifurcated performance: AI server and cloud data-center...
Distribution giant Synnex Technology International Corp. posted robust revenue growth in December 2025, benefiting from rising memory prices and increased demand for AI server applications...
Server chassis maker Chenbro Micom reported consolidated revenue of NT$2.71 billion (approx. US$ 85.8 million) in December 2025, up 33.1% month-over-month and 68.4% year-over-year,...
AI server demand pushed Taiwan's three major ODMs — Foxconn, Wistron, and Quanta — to record-high revenue in 2025, with all three surpassing NT$1 trillion (US$32 billion)...
As Taiwan's semiconductor and AI server industries rapidly expand—led by TSMC and major hardware manufacturers—the government is accelerating infrastructure planning to...
Powered by continued AI server momentum, Quanta delivered record revenue in December 2025, the fourth quarter, and the full year. The company is optimistic about 2026, citing higher...
Nvidia CEO Jensen Huang announced that the company's new Vera Rubin has entered mass production and is preparing for widespread shipments. The design represents a rare major engineering...
To widen its lead over China, US President Donald Trump is actively promoting AI and high-tech infrastructure development. According to Taiwanese air freight operators, strong demand...
Mike Yang, executive vice president of Quanta Computer and president of Quanta Cloud Technology (QCT), said AI demand differs fundamentally from notebooks and traditional servers,...
Thermal module maker Taiwan Microloops Corp. reported consolidated revenue of NT$317 million (US$10.2 million) in December 2025, up 56.04% year-over-year, sustaining double-digit monthly...
At the start of 2026, Taiwan's electronic components and AI server industries continue to post strong export momentum, driven by surging demand for artificial intelligence (AI), high-performance...
As AI server and semiconductor companies look set to close out a profitable 2025, recent Chinese military encirclement exercises and live-fire drills around Taiwan have once again...
