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Thursday 2 October 2025
Stable NT$ boosts Taiwan exporters in 4Q25
Since US President Donald Trump took office on January 20, 2025, the global trade order and long-established supply chain balances have been disrupted. Taiwan has stood out amid the...
Wednesday 1 October 2025
China's Zhaoxin unveils KH-50000 server chip in direct shot at AMD
Shanghai Zhaoxin Semiconductor has unveiled the Kaisheng KH-50000 server CPUs, aiming squarely at AMD's EPYC line. Debuting at Alibaba Cloud's Apsara Conference 2025, the chips were...
Tuesday 30 September 2025
Allied Circuit, Meiko to co-build high-layer PCB plant in Vietnam for AI servers
Compal Electronics' PCB subsidiary, Allied Circuit Co., Ltd. (ACCL), has announced a joint venture with Japan's Meiko to establish a high-layer count (HLC) printed circuit board plant...
Thursday 25 September 2025
Foxconn set to gain from US$400b data center expansion in US by big names
Tech giants OpenAI, Oracle, and SoftBank on September 23 have announced a US$400 billion plan to build five new artificial intelligence data centers across the US, a massive infrastructure...
Thursday 25 September 2025
Foxconn pulls ahead of Quanta and Wistron in Nvidia AI server race
Foxconn has jumped out to a significant early lead over rivals Quanta Computer and Wistron in the high-stakes race to build Nvidia's next-generation AI servers, according to industry...
Wednesday 24 September 2025
China-based Longsys jumps on SOCAMM2 as Nvidia skips first-gen spec
The AI memory market is taking shape rapidly. China's Longsys has launched enterprise SOCAMM2 modules built on LPDDR5/5X, aiming to seize early opportunities in next-generation AI...
Tuesday 23 September 2025
Meta, OpenAI fuel Oracle's AI surge; Taiwan ODMs scramble to keep up
Oracle's AI data center business is booming, with reports of a US$20 billion order from Meta following a US$300 billion deal with OpenAI, and the surge in related AI server demand...
Monday 22 September 2025
Inventec Besta cautiously optimistic about AI server operations
Inventec Besta, a subsidiary of Inventec, maintains a cautiously optimistic outlook for its AI server distribution business. The company's general manager, Wei Cheng Li, pointed out...
Friday 19 September 2025
Foxconn Interconnect's server orders hit full capacity amid rapid expansion
A one-two punch of artificial intelligence (AI) and electric vehicles (EVs) is sparking a new era of structural change across global industries. The surging demand for AI computing...
Wednesday 17 September 2025
Song Chuan Precision shifts focus to new energy and AI to drive growth
With increasing demand in artificial intelligence (AI), electric vehicles (EVs), and new energy sectors, relay manufacturer Song Chuan is transforming its business model to capitalize...
Tuesday 16 September 2025
YS Tech growth fueled by automotive, AI server sectors in 2025
Fan manufacturer Yen Sun Technology (YS Tech) expects solid operational growth for the full year of 2025. Despite challenges in August, such as European automakers entering their...
Monday 15 September 2025
Panasonic Industry to invest in new factory in Thailand for AI server materials
Panasonic Group's subsidiary, Panasonic Industry, announced plans to construct a new factory in central Thailand with an investment of JPY17 billion (approx. US$115 million). The...
Thursday 11 September 2025
PTI aims to be first FOPLP supplier in AI server supply chain
Fan-out panel-level packaging (FOPLP) is poised to become the next-generation advanced packaging technology, driving industry competition and research investment. Leading outsourced...
Wednesday 10 September 2025
Nvidia's server rack transition delays revenue growth but AI servers expected to recover in late 2025
Nvidia's shift from GB200 to GB300 server racks is anticipated to regain growth momentum in September 2025 after a transitional slowdown in July and August, benefiting ODMs in the...
Wednesday 10 September 2025
Microloops reports over 100% YoY revenue growth for four months amid strong AI server demand
Cooling module manufacturer Microloops has achieved more than 100% year-over-year revenue growth for four consecutive months, driven by robust demand from AI server customers. In...