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Wednesday 10 September 2025
AI infrastructure investment may enter adjustment phase in 2026, with small-and medium-sized business demand driving new momentum
At the SEMICON Taiwan event held in September, key international figures from the semiconductor, robotics, and future vehicle sectors convened, highlighting Taiwan's rising importance...
Tuesday 9 September 2025
Microsoft signs US$19.4 billion deal with Nebius amid surging AI cloud demands
The artificial intelligence (AI) boom continues to drive unprecedented computing power demands. Microsoft has signed a five-year AI cloud computing agreement with Nebius valued at...
Tuesday 9 September 2025
Chip, cloud, and AI firms unite to break Nvidia's stranglehold
AMD will launch new products in 2025 and 2026, with OpenAI set to adopt them. OpenAI and Broadcom are targeting mass production in 2026. Interest in diverse AI chip solutions is growing,...
Tuesday 9 September 2025
Aplex partners with Adirtek to enter CoWoS supply chain
Industrial PC (IPC) manufacturers have been actively expanding into new application markets in recent years, optimistic about the semiconductor industry's growing demand for full-process...
Tuesday 9 September 2025
Taiwan's industrial PC firms expand role in semiconductor supply chain amid rising demand
Taiwan's semiconductor sector continues to assert its significance globally, with surging demand for advanced processing and packaging technologies driving industrial PC (IPC) manufacturers...
Monday 8 September 2025
Taiwan PCB makers pivot to AI servers amid China exodus
As the four major cloud service providers (CSPs) aggressively ramp up their presence in the AI computing market, Taiwan's printed circuit board (PCB) industry is experiencing a clear...
Monday 8 September 2025
Taiwan manufacturing hits recession: industry on high alert amid tariff storm
The Taiwan Institute of Economic Research (TIER) released the manufacturing business climate signals for July 2025 on September 2, 2025, revealing that out of 21 manufacturing sectors,...
Monday 8 September 2025
AI data centers spark power squeeze: Taiwan's heavyweights race to deliver faster
The explosive growth of artificial intelligence (AI) is fueling a global boom in AI data centers, driving electricity demand to record highs. Taiwanese heavy electrical firms —...
Saturday 6 September 2025
Why integration decides winners in Taiwan's AI server supply chain
Global demand for artificial intelligence (AI) is surging, driving parallel growth in AI server deployment. Taiwanese firms, once regarded mainly as component suppliers, have moved...
Friday 5 September 2025
Arm beats Intel and AMD in DPUs; can RISC-V reshape competition?
Data centers are often seen as battlegrounds among the three major CPU architectures (x86, Arm, RISC-V) and GPUs from Nvidia, AMD, and specialized ASIC vendors. The Arm architecture...
Friday 5 September 2025
SKT launches massive AI data center to recover from cyberattack fallout
South Korean telecom giant SK Telecom (SKT) is doubling down on its artificial intelligence (AI) investments in the wake of a major hacking incident. The company has officially begun...
Friday 5 September 2025
Taiwan’s top industrial lab says talent, not just chips, will power the future
With the artificial intelligence (AI) wave driving strong demand for AI server hardware products, the energy, power supply, and electromechanical industries have also benefited, due...
Friday 5 September 2025
Taiwan’s IPC makers retool for AI image recognition in retail
With an increasing number of industries integrating artificial intelligence (AI) into their operations, retail and food services are now using image recognition technology to enhance...
Friday 5 September 2025
AI data centers turn to MCIO connectors as GPUs outgrow PCB traces
The rapid advancement of GPU power is driving demand for faster, higher-frequency data links in AI servers and hyperscale data centers. With transfer rates pushing 32 gigatransfers...
Thursday 4 September 2025
Tech Forum 2025: US-based server assembly surges as Taiwan's EMS leaders navigate rising costs and trade uncertainties
The Trump administration's tariff policy announced in April 2025 is reshaping global server supply chains, prompting Taiwan's leading EMS firms—Foxconn, Wistron, Quanta, Inventec,...