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    Commentary: Nvidia's greenlit H20 export to China will reshape AI sovereignty and local GPU competition
    3h 10min ago
    Jensen Huang spotlights 10 Chinese firms for AI innovation and commercialization potential
    3h 10min ago
    Tariff negotiations presents challenges and opportunities for Taiwan's car industry
    3h 11min ago
    TSMC reportedly revives Yunlin Huwei site for A10 advanced process production
    3h 11min ago
    AI chip demand supports advanced packaging growth for ASE and KYEC in 2Q25
    3h 11min ago
    Taiwan official warns of Section 232's potential disruption on semiconductor cooperation
    3h 12min ago
    NEWS TAGGED AI SERVER
    Wednesday 16 July 2025
    Semco targets automotive, industrial MLCCs amid AI surge
    Generative artificial intelligence (AI) and autonomous driving technologies are fueling structural growth in multilayer ceramic capacitors, with AI servers and automotive electronics...
    Wednesday 16 July 2025
    Semco pushes thinner chip capacitors to chase AI server boom
    Samsung Electro-Mechanics Co. (Semco) is ramping up development of advanced multilayer ceramic capacitors (MLCC) as demand surges from artificial intelligence (AI) servers and automotive...
    Wednesday 16 July 2025
    Taiwan's PCB supply chain gains momentum as AI & ASIC server shipments surge
    AI server GB200 has begun volume shipments, and cloud service providers (CSPs) are ramping up demand for servers equipped with their own ASICs. Despite reciprocal tariffs and New...
    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...
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    Research Report Database
    BIZ FOCUS
    Jul 9, 10:42
    TRI unveils new multi-camera AOI, TR7500 SIII Ultra
    Wednesday 9 July 2025
    How distribution is evolving in 2025
    Wednesday 9 July 2025
    AI apprentice available online; Profet AI facilitates manufacturing transformation and resolves industry challenges
    Monday 30 June 2025
    Why age verification online is facing more scrutiny in 2025
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES