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Thursday 8 January 2026
Cooling module suppliers see record revenues in 2025 on AI server liquid cooling demand
Cooling module manufacturers delivered strong operational results in 2025, driven by rising demand for liquid cooling solutions for artificial intelligence (AI) servers. Industry...
Thursday 8 January 2026
Largan likely to address CPO developments at January 8 conference call
Largan Technology, a leading supplier of optical lenses, will hold its investor conference on January 8, drawing significant market interest following its December 2025 consolidated...
Thursday 8 January 2026
Yageo subsidiary Pulse takes the lead in raising ferrite bead prices as silver price surges
Taiwan-based passive component giant Yageo continues to be affected by and respond to price hikes. Following Kemet's two price increases for tantalum capacitors within six months...
Thursday 8 January 2026
Transcom's 2026 rebound: Taiwan Dome drives counter-drone demand
Transcom is targeting a return to growth in 2026 as defense procurement picks up and demand rises for counter-drone systems and air-defense infrastructure, following a steep revenue...
Wednesday 7 January 2026
Marvell to acquire XConn to expand PCIe and CXL switching portfolio
Marvell Technology has agreed to acquire XConn Technologies to strengthen its position in PCIe, CXL, and UALink switching for AI data center infrastructure, as demand grows for scale-up...
Wednesday 7 January 2026
Huawei spin-off xFusion launches IPO process, targets US$7bn revenue

China's leading server maker, xFusion Digital Technologies, has taken its first formal step toward an IPO. The company began regulatory...

Wednesday 7 January 2026
Zhen Ding Tech ramps 10 plants as 2026 capex tops US$1.6bn
Looking ahead to 2026, PCB industry leader Zhen Ding Tech. (ZDT) said demand remains solid across high-end applications such as AI servers, optical communications, and IC substrates,...
Wednesday 7 January 2026
Global top-3 memory maker status, 4Q25

Introduction

Wednesday 7 January 2026
Sigurd hits revenue highs on AI momentum, ramps up expansion with NT$6 billion capex plan
Benefiting from strong demand for artificial intelligence (AI) smartphones and AI servers, IC testing giant Sigurd Microelectronics announced that its December 2025 revenue surpassed...
Wednesday 7 January 2026
Memory price surge drives Nanya, Adata to record December revenue
Soaring memory prices have boosted the performance of related supply chains, with Nanya Technology and Adata Technology posting record single-month revenues for consecutive months,...
Wednesday 7 January 2026
H200 shipments to China set to start with low-profile approach, says CEO Jensen Huang
Nvidia has expressed optimism about resuming sales of its H200 AI chips to China, while stressing that any return to the market will proceed quietly, without public announcements...
Wednesday 7 January 2026
Mobileye strikes deal with top US automaker for next-gen ADAS chips
Mobileye, the Israeli autonomous driving technology company, said on January 5, 2026, that it had reached a partnership with a US automaker ranked among the world's top 10 to integrate...
Tuesday 6 January 2026
Ampower secures TSMC backup power supply orders with visibility through 2028
As AI computing power rapidly grows alongside data center and renewable energy developments, global electricity demand is undergoing a swift transformation. Ampower, with over 30...
Tuesday 6 January 2026
Foxconn's AI-focused expansion signals long-term transformation of hardware and cloud business
Foxconn (Hon Hai Precision) announced on January 5, 2026, that its December 2025 revenue reached NT$862.9 billion (US$27.45 billion), the highest monthly revenue ever recorded. The...
Tuesday 6 January 2026
AI server cooling demand lifts Taiwan Microloops, liquid cooling revenue share to reach 20%
Thermal module maker Taiwan Microloops Corp. reported consolidated revenue of NT$317 million (US$10.2 million) in December 2025, up 56.04% year-over-year, sustaining double-digit...