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Thursday 27 November 2025
Foxconn aims to double Vietnam revenue as AI server demand surges
Foxconn Industrial Internet (FII) plans to double its revenue in Vietnam to US$20 billion in 2026, driven largely by surging demand for AI server systems and components purchased...
Thursday 27 November 2025
Qisda leads Taiwan ICT sector with extensive medical expansion
Qisda Corporation has continued to expand its medical footprint, achieving consolidated revenue of NT$22.3 billion (US$709 million) in the first three quarters of 2025, with the traditionally...
Thursday 27 November 2025
Anpec experiences spillover effects from memory price increases
Power management IC (PMIC) supplier Anpec Electronics held its investor conference on November 24, 2025, stating that multiple product lines for 2026 have already passed the design-in...
Thursday 27 November 2025
Alibaba sees no AI bubble in 3 years, may boost capital spending
Alibaba reported strong cloud revenue growth for the quarter ending September 30, 2025, with CNY39.8 billion (approx. US$5.6 billion) in sales, up 34% year-over-year, and external...
Wednesday 26 November 2025
Global wafer foundry industry, 2026 and beyond

Introduction

Wednesday 26 November 2025
D-Link turns profitable with 9.3% revenue growth in 3Q25
Networking equipment maker D-Link posted consolidated revenue of NT$3.44 billion (US$109.58 million) for the third quarter of 2025, up 9.3% from the previous quarter. However, cumulative...
Wednesday 26 November 2025
PenPower expands US footprint as Asteroom 3D platform captures nearly 50% of new-appraisal market
Taiwan's cloud software provider PenPower Technology reported strong momentum for its flagship product Asteroom during an investor briefing on November 25, 2025, revealing that the...
Wednesday 26 November 2025
Nvidia sparks AI data center power architecture revolution; Taiwan's top wire bonding firms poised to benefit
Nvidia will implement 800V infrastructure in its Vera Rubin platform by 2027, with Taiwanese firms leveraging EV expertise for AI servers, potentially boosting revenue in AI power...
Wednesday 26 November 2025
Vinfast's EV and scooter sales surge, but profitability deteriorates sharply
Vinfast reports widening losses in the third quarter of 2025, despite recording solid year-over-year revenue growth, underscoring the continued financial strain facing the Vietnamese...
Wednesday 26 November 2025
Global data center AI chip packaging market forecast, 2024-2030
Technological Backbone and Future Platforms
Wednesday 26 November 2025
Dell lifts full-year outlook as record 3QFY26 results highlight surging demand for AI servers
Dell Technologies' record fiscal third-quarter results and a sharply higher outlook for AI servers signal strengthening demand for advanced infrastructure, underscoring the company's...
Wednesday 26 November 2025
HP posts revenue growth in fiscal fourth quarter and launches major cost-cutting plan
HP reports stronger-than-expected revenue growth in the fiscal fourth quarter of 2025 while announcing a sweeping cost-reduction initiative that underscores both the opportunities...
Wednesday 26 November 2025
InWin secures Nvidia certification for server assembly, plans production ramp-up amid strong AI demand
Taiwan-based chassis manufacturer InWin has advanced its system assembly capabilities with its Taoyuan plant obtaining Nvidia's GB300 server rack assembly certification, enabling...
Wednesday 26 November 2025
Yongyu unveils paper-based tubes and EU-compliant laminates for 2026 rollout, eyes aggressive global expansion
Taiwan-based Yongyu Plastics is advancing the development of paper-based soft tubes that significantly reduce plastic usage and deliver 30% more carbon reduction than conventional...
Wednesday 26 November 2025
Microloops enters CSP supply chain, eyes strong 2026 growth
Cooling module manufacturer Microloops has secured a major customer in the cloud service provider (CSP) sector and gradually gained customer trust, increasing its product range and...