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Thursday 12 November 2026
AI server tracker: ODM/EMS giants scale up, but optical suppliers show who captures the next wave
Taiwan's AI infrastructure expansion is producing different growth patterns across system manufacturers and optical suppliers. All six original design manufacturers and electronics...
Thursday 12 November 2026
Foxconn's in-person briefing to focus on AI deliveries, 2027 orders
Hon Hai Precision Industry (Foxconn) will hold its third-quarter 2026 investor briefing in person at the Mandarin Oriental, Taipei, on November 12, as investors seek clarity on 2027...
Thursday 12 November 2026
Wistron posts record third-quarter revenue and profit, approves AI capacity investments
Wistron Corp. reported record revenue and profit in the third quarter of 2026 and approved new investments to expand AI server capacity. Consolidated revenue reached about NT$1.15...
Thursday 12 November 2026
Quanta's AI server boom pushes 3Q26 gross margin below 5%
Quanta Computer Inc. delivered record revenue and strong earnings in the third quarter of 2026, while its gross margin fell to 4.75% as notebook material costs rose and the mix of...
Wednesday 11 November 2026
Pegatron revenue falls 12% in October as AI server shipments stay strong
Pegatron Corp. will hold an investor conference on November 12 after reporting consolidated revenue of NT$188.075 billion (US$5.72 billion) for October 2026, down 12.4% month-over-month...
Wednesday 11 November 2026
Inventec sees high-double-digit server growth in 2027
Inventec expects its server business to grow by a high-double-digit percentage in 2027, led by GPU and ASIC servers, while notebook shipments should stabilize and smart devices are...
Tuesday 10 November 2026
Three workers die at Tata iPhone parts plant, reviving scrutiny of Apple's India supply chain
A fatal gas exposure at an Apple supplier's factory in southern India has renewed scrutiny of worker safety as the company expands production in a country that has already seen fires,...
Tuesday 10 November 2026
Lens Technology to start glass substrate pilot line by year-end, eyes Korean chipmakers
China's Lens Technology plans to build and operate its first through-glass via (TGV) glass substrate pilot line by the end of 2026 and is seeking partnerships with South Korean semiconductor...
Monday 9 November 2026
India roundup: India electronics manufacturing expands amid AI-driven supply constraints
India's electronics sector is drawing fresh investment in semiconductors, optical connectivity and manufacturing capacity, even as AI-driven component shortages threaten production,...
Friday 6 November 2026
DIGITIMES Insight: Foxconn extends AI strategy to data center system integration, targeting modular computing delivery with DSX POD
At Hon Hai Tech Day 2026 (HHTD 26), Foxconn showcased the Nvidia DSX POD containerized solution. By leveraging factory pre-building, electromechanical integration, and pre-testing,...
Thursday 5 November 2026
Nvidia DSX POD leads modular wave as Taiwanese firms race into AI data-center integration
As AI data center construction continues to scale up, shortening build times and bringing computing capacity online faster have become key priorities for cloud service providers (CSPs)...
Monday 2 November 2026
Dixon maps AI hardware expansion through Inventec, Gemtek, prospective packaging partners
Dixon Technologies is pursuing separate partnerships for servers, optical communications, and advanced semiconductor packaging as it seeks a role in AI infrastructure manufacturing,...
Monday 2 November 2026
Dixon turns to joint ventures, components as price-led growth leaves margins thin
Dixon Technologies is counting on smartphone joint ventures, expanding IT hardware production, and locally made components to turn a sharp sales increase into stronger earnings, as...
Monday 2 November 2026
Tata Sons injects US$115.7M into Tata Electronics as chip and iPhone arm gains weight in group
Tata Sons has put INR11 billion (US$115.71 million) into Tata Electronics through a rights issue, according to regulatory filings, adding capital to a business that has quickly become...
Monday 2 November 2026
India's Mivi opens electronics plant in Hyderabad as it moves into smartphones
Indian consumer electronics brand Mivi has inaugurated an INR2 billion (approx. US$21.05 million) research, development, and manufacturing facility at E-City in Tukkuguda, Hyderabad,...