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Thursday 14 August 2025
Foxconn targets NT$1 trillion in AI server sales for 2025, triple-digit 3Q growth ahead

Hon Hai Precision Industry, better known as Foxconn, expects its AI server revenue to grow more than 170% year-on-year in the third quarter,...

Thursday 14 August 2025
Nvidia’s 800V push powers GaN boom; Micro Silicon leads in testing
Following Nvidia's announcement to initiate a revolution in AI server power technology, with plans to fully implement 800V high-voltage direct current (HVDC) power architecture designs...
Wednesday 13 August 2025
Why Taiwanese tech giants pour record funds into US AI server hubs
Taiwanese EMS accelerates US and global investments amid AI server demand and geopolitical dynamics
Tuesday 12 August 2025
AI servers drive growth momentum in 2H25 for chassis and fan manufacturers
AI servers are expected to lead the electronics industry demand momentum in the second half of 2025, with Chenbro Micom and Sunon highlighting them as key drivers of operational gr...
Tuesday 12 August 2025
Tesla’s rumored Dojo retreat could supercharge Taiwan’s Nvidia supply chain
Tesla is reportedly disbanding its internal development team responsible for the Dojo supercomputer, with key personnel set to depart. This news has drawn attention from Taiwan's...
Saturday 9 August 2025
AI servers' 800V power upgrade presents transformation opportunity for power supply chain
As artificial intelligence (AI) computing demands increasingly more power, providing stable and ample electricity has become a critical issue in the AI industry's development. Nvidia...
Saturday 9 August 2025
Dynamic's Thailand plant to volume produce AI server motherboards in 4Q25, with AI revenue expected to reach 20% by 2026
Automotive PCB manufacturer Dynamic Holding announced that as the learning curve at its new Thailand plant gradually improves, high-end new products are expected to enter small-scale...
Thursday 7 August 2025
Ablecom breaks into AI server big league with surging growth, global expansion
Ablecom Technology, a leading server chassis manufacturer, has launched a new business unit to support increasing demand from AI server customers. The company plans to scale production...
Wednesday 6 August 2025
Exclusive: Cloud giants drive BBU surge, battery module suppliers surf strong momentum
Supply chain sources indicate that Samsung SDI, the leading manufacturer of battery cells for backup battery units (BBUs), plans to expand its production. Even Japan's Murata intends...
Tuesday 5 August 2025
AI servers reorder EMS power rankings as Apple reliance falters
In the first half of 2025, the global top 20 EMS/ODM rankings showed a decisive shift, with companies linked to AI server assembly climbing the ranks, while those reliant on consumer...
Tuesday 5 August 2025
Foxconn skips server wars, targets AI data centers with Teco
As product iteration cycles come increasingly under client control and the manufacturing technology gap narrows, competition among electronics manufacturers, including Foxconn, has...
Tuesday 5 August 2025
Nvidia partner Hon Hai to expand AI server assembly in the US
Hon Hai Precision Industry Co. has agreed to sell an EV plant in Ohio for US$375 million, under an arrangement in which the Taiwanese company aims to shift toward assembling AI servers...
Monday 4 August 2025
Global server market, 2Q 2025

Introduction

Monday 4 August 2025
Castrol partners with Taiwanese companies as liquid cooling competition intensifies
AI server data centers are creating new business opportunities. Castrol, a subsidiary of British Petroleum (BP), is optimistic about the liquid cooling prospects in AI data centers...
Friday 1 August 2025
AI talent's potential to revive Taiwan's traditional industries
As Taiwan's AI server production and shipments continue to expand, high-performance computing chips are driving strong demand in manufacturing, packaging, and testing, making Taiwan's...