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Thursday 8 January 2026
Nvidia overhauls server design as Vera Rubin gears up for volume shipments
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...
Thursday 8 January 2026
AI server exports boost Taiwan air cargo market
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...
Wednesday 7 January 2026
Quanta sees a decade-long AI server cycle, warns growth isn't instant
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,...
Tuesday 6 January 2026
AI server cooling demand lifts Taiwan Microloops, liquid cooling revenue share to reach 20%
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...
Tuesday 6 January 2026
Taiwan leverages AI export surge to boost tourism, domestic demand
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...
Monday 5 January 2026
AI data centers pivot to HVDC as power management rivals memory in infrastructure priority

Nvidia's push for an HVDC 800V power design has opened a new growth window for the power management supply chain heading into 2026. IC...

Monday 5 January 2026
Taiwan fortifies silicon shield with 2026 push to set global chip agenda
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...
Thursday 1 January 2026
2026 AI server demand tied to profitable AI as unmonetizable projects stall
As AI adoption accelerates, global and US economies in 2025 have been increasingly driven by technology companies' investments in AI infrastructure. Analysts warn that next year's...
Wednesday 31 December 2025
Weblink bets on memory price surge and AI server boom for double-digit growth in 2026
Taiwan-based tech products distributor Weblink International is riding a surge in memory prices and robust demand for AI servers, positioning the company for strong growth in 2026...
Tuesday 30 December 2025
Tariff bites: US manufacturing contracts for ninth straight month
Despite ongoing US-Taiwan tariff negotiations showing no significant progress, Taiwan's semiconductor industry has not yet been affected by the "Section 232" tariffs targeting electronics...
Monday 29 December 2025
Taiwan's Wonderful Hi Tech projects double-digit growth in 2026 on AI and satellite demand
Global high-performance transmission cable maker Wonderful Hi Tech offered an optimistic outlook at its investor briefing on November 18, 2025. Despite a slight year-over-year revenue...
Monday 29 December 2025
AI supercycle and replacement demand support Foxconn's growth in 2026
Foxconn's operating structure is clearly shifting. Previously driven mainly by consumer electronics cycles, it is now gradually tilting toward AI servers, cloud, AI infrastructure,...
Monday 29 December 2025
Rohm partners with Nvidia to expand power semiconductor opportunities
According to Nikkei, although electric vehicle (EV) demand has been below expectations, weighing heavily on Rohm Semiconductor's SiC power semiconductor equipment investments,...
Monday 29 December 2025
Tariff wars and AI demand reshape electronics supply chain structure in 2025
In 2025, the global electronics supply chain transformed due to rising demand for artificial intelligence (AI) and high-performance computing (HPC), boosting servers, chips, and cooling...
Tuesday 23 December 2025
Apple suppliers Lens, Lingyi iTech move into AI server hardware

As demand for AI computing power continues to surge, traditional Apple supply-chain manufacturing heavyweights are accelerating their transformation,...