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    Memory supply bottlenecks to drive PC price hikes and spec reductions through 2027
    7h 30min ago
    China aims to reduce reliance on Japanese photoresists
    7h 30min ago
    Memory price surge drives smartphone panel prices down in 1Q26
    7h 30min ago
    Samsung and SK Hynix to double operating profits by 2026 as memory capacity expand
    7h 30min ago
    Grid capacity will be key to AI and industrial competition
    7h 30min ago
    TSMC shifts to dual leadership with Apple and AI clients maintaining pricing power
    7h 30min ago
    NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
    Monday 17 November 2025
    Taiwan MCU makers expand into power and cooling to mitigate AI data center power consumption surge
    As rack-level power consumption and cooling requirements rise in data centers, Taiwanese microcontroller (MCU) suppliers are innovating in power-supply and cooling-fan controls. Nuvoton...
    Monday 17 November 2025
    Reducer demand rises as humanoid robot competition intensifies across Taiwan and China
    As the integration of production technology advances, the demand for humanoid robots and robotic dogs is growing, with the reducer—a key component known for its high gross margin...
    Monday 17 November 2025
    Microsoft launches AI superfactory to mitigate grid load
    Microsoft has activated its data center in Atlanta, Georgia, connecting it with another Fairwater project data center in Wisconsin. This will support OpenAI and its own LLM training,...
    Monday 17 November 2025
    Auras Technology reports record highs amid strong liquid cooling demand
    The demand for liquid cooling in AI server racks is soaring, driving significant operational growth for Taiwanese cooling module manufacturer Auras Technology. Chairman Yu-shen Lin...
    Monday 17 November 2025
    Nvidia tightens grip on Vera Rubin cooling supply chain, squeezing margins
    Nvidia is preparing a major shift in how it manages the supply chain for its next-generation Vera Rubin server platform, tightening control over both assembly and key thermal components...
    Monday 17 November 2025
    Google to invest US$40 billion in Texas for cloud and AI data center expansion by 2027
    Google has announced plans to invest US$40 billion in Texas through 2027, expanding its cloud and AI infrastructure with new data center campuses in Armstrong and Haskell counties.
    Monday 17 November 2025
    Former Google and Meta executives launch Majestic Labs to tackle AI memory bottlenecks
    Three former senior executives from Google and Meta Platforms Inc. have launched Majestic Labs, a startup focused on developing advanced server architectures to address memory limitations...
    Monday 17 November 2025
    ZDT and Compeq gain on strong iPhone 17 sales, eye AI server growth in 2026
    Taiwanese PCB makers Zhen Ding Technology (ZDT) and Compeq Manufacturing posted solid third-quarter 2025 results, lifted by stronger-than-expected sales from Apple's iPhone 17 lineup...
    Monday 17 November 2025
    Tainan to host AI factory focused on drones, medical devices, and manufacturing
    SignalPro is committing NT$3 billion (approx. US$100 million) to construct an advanced AI factory in Tainan, a strategic move designed to supply critical computing power and inference...
    Monday 17 November 2025
    Research Insight: Tesla and BYD compete beyond batteries, betting on AI and smart driving

    DIGITIMES' latest analysis predicts that the global electric vehicle (EV) market will enter a phase of slower growth in 2026, with an...

    Friday 14 November 2025
    Advantech targets medical and robotics in edge AI
    Embedded World North America 2025 took place in Anaheim, California, from November 4-6, 2025. Advantech, alongside partners including MediaTek, Qualcomm, Nvidia, and NXP Semiconductor,...
    Friday 14 November 2025
    China's supernode boom sends warning to Nvidia

    Since Huawei debuted the CloudMatrix 384 (CM384) in mid-2025, China's supernode race has taken centre stage in the global AI infrastructure...

    Friday 14 November 2025
    Potential Foxconn-OpenAI partnership to deepen AI hardware-software integrated ecosystem
    At Foxconn's earnings call on November 12, 2025, chairman Young Liu teased its collaboration plan with OpenAI, which will be officially announced at Foxconn's annual Tech Day on November...
    Friday 14 November 2025
    AI backlog to 2027 propels Quanta into its fastest expansion cycle yet
    Quanta says its AI-server backlog now stretches to 2027, forcing the company to speed up expansion and raise output for a second consecutive year. AI-server capacity is expected to...
    Friday 14 November 2025
    Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026

    With demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025...

    22/103 pages
    NTN special report
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook