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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...
Wednesday 10 September 2025
Compal partners with ZutaCore to redefine AI server cooling with waterless direct liquid technology
Taiwan's Compal Electronics has announced a strategic collaboration with US-based ZutaCore, a leader in waterless direct chip liquid cooling, to bring transformative cooling technology...
Wednesday 10 September 2025
AI infrastructure investment may enter adjustment phase in 2026, with small-and medium-sized business demand driving new momentum
At the SEMICON Taiwan event held in September, key international figures from the semiconductor, robotics, and future vehicle sectors convened, highlighting Taiwan's rising importance...
Wednesday 10 September 2025
Taiwan pushes immersion cooling, CoWoS tech into US AI server supply chain
Taiwan's Ministry of Economic Affairs has approved a NT$250 million (US$8.2 million) project spearheaded by Aewin Technologies, Kenmec Mechanical Engineering, and I-Chiun Precision...
Monday 8 September 2025
Taiwan PCB makers pivot to AI servers amid China exodus
As the four major cloud service providers (CSPs) aggressively ramp up their presence in the AI computing market, Taiwan's printed circuit board (PCB) industry is experiencing a clear...
Saturday 6 September 2025
Why integration decides winners in Taiwan's AI server supply chain
Global demand for artificial intelligence (AI) is surging, driving parallel growth in AI server deployment. Taiwanese firms, once regarded mainly as component suppliers, have moved...