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NEWS TAGGED POWER SUPPLY
Saturday 28 March 2026
Holy Stone Enterprise expands Japan and Taiwan capacity, signaling tighter MLCC supply for AI power supplies
Holy Stone Enterprise plans to invest another NT$3 billion (US$94 million) to add a production line at its Hokkaido R&D center and expand capacity at its Yilan Lize plant in Taiwan...
Thursday 26 March 2026
Holy Stone expects AI-driven surge in MLCC demand to lift 2026 revenue
Holy Stone Enterprise expects a 20–30% rise in passive component revenue in 2026 as demand for high-power AI server components accelerates globally. Doubling AI product sales...
Thursday 26 March 2026
AI Expo 2026: Taiwan steps up sovereign AI efforts as power, data constraints emerge

Taiwan is advancing efforts to build sovereign artificial intelligence (AI) capabilities, even as power supply and data readiness emerge...

Wednesday 25 March 2026
Taiwan's LinkCom targets growth in silicon photonics and satellite markets
Taiwan-based magnetic components maker LinkCom Manufacturing is positioning itself for its next phase of growth by expanding beyond high-speed networking into emerging applications,...
Thursday 12 March 2026
AI server tracker: Taiwan power holds firm, substrates cool, thermal demand surges in February
Taiwan's electronics supply chain reported mixed February 2026 revenue results, reflecting both seasonal factors and continued demand in AI-related hardware segments. The following...
Tuesday 10 March 2026
Middle East conflict fuels energy crisis, Taiwan's summer power supply at risk
The large-scale bombings and attacks launched by the US and Israel against Iran have caused significant civilian casualties. With Iran carrying out retaliatory actions, the conflict...
Thursday 26 February 2026
AI server surge lifts high-voltage MOSFET, fan demand at Taiwan power device maker APEC

Advanced Power Electronics Co. (APEC) said high-power AI servers are driving demand for medium- and high-voltage power devices, and expects...

Wednesday 11 February 2026
Delta Electronics overseas unit hit by cyberattack with data leak risk
Taiwanese power supply giant Delta Electronics announced on February 9 that its IT department detected abnormal login attempts in the information systems of an overseas subsidiary...
Tuesday 10 February 2026
Ever Ohms follows price hike on chip resistors, AI applications could account for 10% in 2026
Because of rising raw material costs, Taiwanese chip resistor manufacturers have begun increasing prices, with the wave spreading from major passive component makers such as Yageo...
Tuesday 10 February 2026
Exclusive: Panjit eyes rapid growth in AI data center power semiconductors with hot-swap tech
Power semiconductor maker Panjit International is positioning itself to capitalize on the booming demand from AI data centers, targeting fast growth in AI, cooling, and power supply...
Friday 30 January 2026
Record Taipower profit masks rising pressure from AI data centers on Taiwan's power system
Taiwan Power Company (Taipower) announced a net profit of NT$72.9 billion (approx. US$2.32 billion) for 2025, setting a new single-year earnings record and surpassing its previous...
Thursday 29 January 2026
Analysis: AI server power shifts to rack-level architectures as Delta, Liteon take lead

As artificial intelligence (AI) development accelerates, power consumption across computing platforms is climbing sharply. Competition...

Monday 26 January 2026
HVDC 800V supply chain gains attention as cloud AI seeks better power efficiency, but entry barriers remain high
The growing emphasis on power efficiency in cloud AI computing has drawn focus to the high-voltage direct current (HVDC) 800V supply chain, presenting notable opportunities and challenges...
Monday 26 January 2026
China's computing power market starts 2026 in turmoil
China's computing power supply chain is starting off 2026 in the dumps. Not only is demand for computing power surging while accelerator card resources remain scarce, but even vendors...
Friday 23 January 2026
Taiwan-based Delta Electronics redefines value as power becomes AI development lifeline
At the World Economic Forum, Nvidia CEO Jensen Huang highlighted energy and power systems as the backbone of AI infrastructure. This perspective has shifted market attention to companies...