Hon Hai Precision Industry, better known as Foxconn, expects its AI server revenue to grow more than 170% year-on-year in the third quarter, with rack shipments tripling from the previous quarter. The company projects full-year AI server sales will surpass NT$1 trillion (US$31 billion) and maintain momentum well into 2026.
Alchip Technologies, a leading provider of high-performance ASICs, reported a sharp decline in second-quarter net profit on August 13, citing lower-than-expected volume production and delays in revenue recognition from non-recurring engineering (NRE) projects. Net profit for the period came in at NT$1.323 billion (approx. US$44 million), down 9.6% quarter-over-quarter and 16.6% year-over-year.
As artificial intelligence (AI) and high-performance computing (HPC) drive explosive growth in demand for advanced printed circuit boards (PCBs), Taiwan-based Topoint Technology—one of the world's leading providers of PCB drill bits and drilling services—warns of an emerging global supply crunch in high-performance precision drilling tools.
China's domestic high-bandwidth memory (HBM) technology has reportedly reached a major milestone, with one of the nation's top DRAM manufacturers beginning mass production of HBM3 chips using a homegrown 16nm G4 process. Industry sources say sample shipments to Huawei are already in progress, and the product is undergoing final verification.
Huawei has launched its Unified Cache Manager (UCM), a software framework designed to speed up inference in large AI models. The company says the tool could lower costs and reduce China's dependence on costly high-bandwidth memory (HBM) chips.
