AI servers are emerging as a dominant revenue driver for leading ODM vendors in 2025, with Foxconn at the forefront of this trend. Despite lingering concerns about potential supply...
On May 14, Pegatron announced its financial results for the first quarter of 2025, showcasing robust net profit growth despite a decline in core business performance. Fueled by strong...
PCB manufacturer Eikei reported a slight decline in revenue for April due to delayed customer shipments and normal inventory adjustments. However, the company expects AI server orders...
Adata Technology reported strong first-quarter 2025 results as memory prices rebounded and customer demand surged. Spot prices for both DRAM and NAND flash began climbing in February,...
Foxconn Precision Industry held its first quarter 2025 earnings call on May 14. Chairman Young Liu stated that due to US tariff policies and recent exchange rate fluctuations impacting...
Major international cloud service providers have reportedly slowed data center expansion, raising concerns over a potential slowdown in demand for optical communications modules....
Leadsun Greentech, a Taiwan-based company specializing in renewable energy, announced on May 12, 2025, that it has been selected as a green energy supplier for Taiwan Semiconductor...
Global enterprise spending on cloud infrastructure reached US$94 billion in the first quarter of 2025, marking a 23% year-over-year increase. Amazon's AWS continues to lead the market,...
With the escalating global trade tensions and fresh US tariffs rattling the semiconductor sector, the underlying momentum in high-performance computing (HPC) and AI applications remains...
Ennostar Inc., a leading player in Taiwan's optoelectronics industry, reported narrowed losses in the first quarter of 2025, aided by steady demand across its automotive, sensing,...
Driven by new energy vehicle subsidy policies, the localization wave of automotive chips in China is intensifying, accelerating the domestic substitution process. Chinese integrated...
Asus reported a dramatic profit increase in the first quarter of 2025, primarily due to recovering NT$5.3 billion (US$175 million) in bad debts from Indian customers. This boosted...
Chinese semiconductor equipment manufacturers benefited from a surge in localization-driven procurement in the first quarter of 2025. Data from CnEVPost and Chinastarmarket.cn...
The world is in the midst of an AI revolution, with data center supply chains becoming central to the electronics industry. As software and hardware converge, the focus on "sovereign...
