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Thursday 21 August 2025
High-end PCB materials shortage looms as AI demand outpaces capacity
The artificial intelligence boom is driving sharp demand growth across the printed circuit board (PCB) materials chain, pushing both prices and volumes higher. Supply pressure is...
Tuesday 19 August 2025
Foxconn to operate SoftBank's Stargate AI server site in Ohio
Hon Hai Precision Industry Co. will operate a US factory owned by SoftBank Group Corp., setting up what's in the running to be the first manufacturing site in the Japanese company's...
Monday 18 August 2025
Giga Solar Materials enters AI server market with Parker liquid cooling fittings distribution rights
Solar conductive paste manufacturer Giga Solar Materials (GSMC) announced on August 14 that it has obtained the rights to distribute US vendor Parker's AI server liquid cooling fittings...
Saturday 16 August 2025
Repon expects AI server demand to drive growth in 2H25 despite currency and tax challenges
Nan Juen International (Repon), a Taiwanese server rail manufacturer, expects shipments to keep rising in the second half of 2025, with AI servers, particularly Nvidia's GB series...
Saturday 16 August 2025
AIDC wave puts AVC's liquid-cooling capacity on overdrive
Asia Vital Components (AVC) is facing overwhelming demand for liquid-cooling systems amid the AI server surge, with plants running at full capacity and orders significantly exceeding...
Friday 15 August 2025
Weltrend sees strong 2025 growth on AI server cooling chip demand
Weltrend Semiconductor projects strong double-digit revenue growth in 2025, fueled by rising demand for motor driver ICs in AI server cooling systems and an improving product portf...
Friday 15 August 2025
Quanta and Foxconn ramp up ASIC server efforts as 2026 market competition intensifies
Quanta and Foxconn have both stated that shipments of AI servers using application-specific integrated circuits (ASICs) will significantly increase in 2026. The rapid growth of ASICs...
Friday 15 August 2025
AI boom fuels Foxconn's best-ever second quarter; growth to accelerate in Q325
Foxconn, the world's largest electronics manufacturer, reported record second-quarter results on August 14, 2025, with revenue, operating profit, and net income all reaching historic...
Friday 15 August 2025
Quanta to launch GB300 AI server in 4Q as high costs pressure margins
Quanta Computer expects trial production of its GB300 AI server to start in late third quarter 2025, with mass production following in the fourth quarter. The rollout is expected...
Friday 15 August 2025
Thinking Electronic stands to grow in Nvidia's 800V AI server era
As artificial intelligence pushes data center power demands to unprecedented levels, Nvidia is leading a power architecture revolution by adopting 800-volt high-voltage direct current...
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...