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Monday 17 August 2026
AI server growth is lifting Taiwan ODM revenue, but margins now face the harder test
Taiwan's top six original design manufacturers are seeing AI servers become the main revenue engine in 2026, but the boom is also bringing heavier exposure to expensive GPUs, CPUs,...
Monday 17 August 2026
Modi pledges more chip plants, mass AI training, and an export push in Independence Day address
Prime Minister Narendra Modi used India's 80th Independence Day address from the Red Fort on August 15 to tie semiconductor manufacturing, artificial intelligence training, and trade...
Monday 17 August 2026
AI server tracker: Demand drives strong growth across Taiwan's CCL, design services, substrate, and testing supply chains
Taiwan's AI server supply chain continued to show strong growth in July 2026, with revenue rising across copper-clad laminate (CCL), design services, substrates, and testing. All four...
Monday 17 August 2026
India roundup: India's electronics push gains momentum as water, China ties and chip incentives collide

India's electronics and AI infrastructure ambitions are accelerating, but mounting environmental...

Monday 17 August 2026
FSC plans MLPC trial production by end-2026 in passive component push
FS said it plans to begin trial production and shipments of high-end MLPC stacked solid-state capacitors by the end of 2026 as it expands beyond plastic injection molding machines...
Monday 17 August 2026
Fu Chun Shin lifts second quarter margins on stronger electronics demand
Fu Chun Shin Machinery said rising investment in smart manufacturing and AI infrastructure lifted demand for high-precision, high-efficiency, and intelligent equipment across ICT,...
Sunday 16 August 2026
Interview: Orbbec bridges physical AI data gaps with robot-free platform

As physical AI and robotics draw unprecedented market attention, a key bottleneck is clogging the deployment pipeline: quality, real-world...

Saturday 15 August 2026
Asia Vital Components sees stronger AI server demand and faster liquid cooling adoption

Asia Vital Components expects global AI server demand to strengthen in the second half, with liquid cooling adoption becoming more...

Saturday 15 August 2026
Lotes sees tight supply, says demand remains intact

Connector maker Lotes is deepening its server business, with its server quick disconnect (QD) line set to enter mass production in July,...

Friday 14 August 2026
Acer COO Jerry Kao resigns; Chairman Jason Chen to fill role
Acer announced a major management change on August 14, saying chief operating officer Jerry Kao has resigned with immediate effect. Chairman and CEO Jason Chen will take on the duties...
Friday 14 August 2026
AI server tracker: Demand drives July revenue gains across Taiwan infrastructure suppliers
Data center infrastructure providers reported revenue gains across baseboard management controllers (BMCs), optical modules, power supply components, and thermal management products...
Friday 14 August 2026
Alibaba Cloud's 6-year evolution: five super data centers pivoting to AI compute

Alibaba Cloud's Lingjun Zhenwu M890 supernode has officially gone live, with its initial commercial deployment in Ulanqab, Inner Mongolia—the...

Friday 14 August 2026
US report puts China-linked tariff evasion through Asia under the spotlight

A new US government-linked report says American tariff revenue is being drained by tens of billions of dollars a year through illegal...

Friday 14 August 2026
Nvidia Feynman pushes TSMC A16 and CPO ramp

Nvidia is accelerating development and supply-chain alignment for its Feynman generation in the second half of 2028, even as Vera Rubin...

Friday 14 August 2026
Apple opens advanced manufacturing center in Houston to expand US smart skills
Apple opened of its new 20,000-square-foot Advanced Manufacturing...