DIGITIMES ICT: ICT manufacturing news

Home Tech ICT ICT manufacturing

Monday 15 December 2025

Inventec wins Datasection server deal to supply first B300 AI supercluster

Japanese software service provider Datasection has signed an agreement with Inventec to purchase 1,250 servers equipped with 10,000 Nvidia B300 GPUs. The company plans to build a world-class, first-of-its-kind large-scale AI cluster featuring Nvidia B300 GPUs in Sydney, Australia.

Monday 15 December 2025

Foxconn's US$500M Kaohsiung bet on EVs and software

Foxconn plans to invest NT$15.9 billion (approx. US$510 million) to build a flagship headquarters in southern Taiwan, deepening its footprint in Kaohsiung as the contract electronics manufacturer accelerates its expansion into electric vehicles, artificial intelligence, and software-driven services.

Monday 15 December 2025

Nvidia drives HVDC power with ST's 3-stage voltage conversion solution

The rapid surge in single-rack power for AI servers is putting immense pressure on data center electricity demands, making high-voltage direct current (HVDC) a key technology focus. STMicroelectronics (ST) has proposed a three-stage voltage conversion solution for servers and announced a collaboration with Nvidia to develop a 12kW DC-DC converter stepping down from 800V to 50V.

Monday 15 December 2025

Longwell's AI data center revenue share surpasses 36% amid CSP expansion

Longwell Technology has successfully penetrated the AI data center supply chain, with related revenues now accounting for over 36% of overall sales, driven by cloud service providers' (CSPs) surging capital expenditures to upgrade high-power servers and rack power distribution systems amid explosive AI demand growth.

Monday 15 December 2025

Phihong targets AI networking and LEO with Vietnam capacity rising to 60% by 2026

Phihong Technology is accelerating its Transformation 2.0 strategy by concentrating on high-power, high-margin niche products such as AI server power supplies and low Earth orbit (LEO) satellite power units. The power supply maker is currently reducing reliance on large-volume, low-margin orders like those for mobile phones to improve profitability, President Vincent Lin stated during the company's December 10, 2025 earnings call.

Monday 15 December 2025

Taiwan set for 2026 outperformance on AI, advanced chip orders

Global growth is poised to lose momentum. IMF forecasts show global GDP easing from 3.3% in 2024 to 3.2% in 2025 and 3.1% in 2026. China's growth is expected to slow from 5% to 4.8% and then to 4.2%, while India may dip from 6.6% to 6.2%. Taiwan remains an outlier, supported by strong AI and semiconductor investment and exports, with GDP projected at 7.37% in 2025. Continued strength in AI server exports could also lift its 2026 forecast of 3.54%.

Monday 15 December 2025

Global expansion drives 50% revenue surge for Aurotek through automation and robotics

Aurotek has reported a robust 50% increase in consolidated revenue for the first 11 months of 2025, fueled by sustained manufacturing globalization that is accelerating demand for automation and robotics solutions.

Monday 15 December 2025

India roundup: Intel commits to India semiconductor mission

Intel and Tata to assemble chips locally as global firms, including Amazon, Microsoft, and Vingroup, announced fresh investments in India.

Monday 15 December 2025

Kenmec sets new standards in liquid cooling solutions

On December 12, 2025, Kenmec chairman Kevin Hsieh shared insights on the core competitiveness and market positioning of AI data center infrastructure. He also discussed how to build an irreplaceable "know-how" barrier amid global competition.

Sunday 14 December 2025

BizLink eyes virtual-physical integration to boost high-speed computing R&D

Cable assembly manufacturer BizLink is advancing its research and development capabilities by integrating AI, automation, multiphysics simulation, and digital twin technologies to meet the surging demand in the high-speed computing market. The company points out that the core R&D challenges lie in achieving both high speed and high power, extending into mechanical structure analysis, making cross-domain integration an essential capability.

Sunday 14 December 2025

Shih Her Technologies sees rising semiconductor demand driving growth despite labor challenges

Precision parts cleaning, once considered a routine task, has become a vital part of the semiconductor supply chain due to increasing demands for advanced process yields. Shih Her Technologies president Shyue-Jer Chen highlighted how this shift affects equipment utilization, process stability, and chip yields, raising the sector's importance year by year.

Saturday 13 December 2025

ams OSRAM highlights growth in automotive electronics and expanding uses for ToF technology

ams OSRAM recently conducted its annual media briefing in Taiwan, showcasing progress in its sensor and lighting technology portfolio over the past year. The company's automotive electronics segment now constitutes more than half of its revenue, with expectations for this proportion to increase further in the coming years.

Saturday 13 December 2025

Gemtek eyes 100x shipment growth in India with optical and AI modules by 2026

Gemtek Technology aims to significantly expand shipments to India with new investments in optical communications and AI system-on-module sectors. The networking company plans a 100-fold increase by early 2026, contingent on national certification of its Wi-Fi over mmWave Technology (WoMT) in India.

Friday 12 December 2025

Weikeng anticipates AI data center demand to boost computing and power management sales, targeting 50-60% growth by 2026

Taiwanese integrated circuit (IC) distributor Weikeng projects robust revenue growth driven by rising demand for AI data center computing and power management solutions, with AI server-related products expected to increase by 50 to 60% in 2026. The company also identifies emerging sectors such as AI glasses and robotics as key long-term growth areas, despite uncertainties in broader memory market dynamics.

Friday 12 December 2025

Vietnam slaps new export curbs on rare earth

Vietnam's parliament has approved sweeping amendments to its geology and minerals law that tighten state control over the country's rare earth resources, reaffirm a ban on ore exports, and introduce new limits that effectively restrict shipments of refined materials in a bid to build a domestic processing industry.

Friday 12 December 2025

Nvidia-certified acquisition positions Lens Technology for rapid expansion in AI servers

Amid the global AI surge, Lens Technology acquired PMG International to gain a 95.1% stake in Yuans Technology, an Nvidia-certified supplier specializing in liquid cooling and server racks. This strategic move enhances Lens's capabilities in AI server hardware, complementing its consumer electronics expertise.

Friday 12 December 2025

Foxconn pumps US$509M into new Kaohsiung HQ

Foxconn signed a development agreement with the Kaohsiung city government on December 12 to advance the Y15 mixed-use project along the city's MRT Yellow Line. The company will invest NT$15.9 billion (US$509 million) to build a new flagship headquarters in the Asia New Bay Area as it deepens its long-term commitments in southern Taiwan.

Friday 12 December 2025

Joinsoon Electronics Manufacturing sees growth from AI server cabling and high-speed transmission

Joinsoon Electronics Manufacturing, a manufacturer specializing in connectors and cable assemblies, reported progress in transforming its business model, driven by demand in AI servers and advancements in high-speed transmission standards. These factors are expected to be key growth contributors by 2026.

Friday 12 December 2025

J&B International launches Vietnam plant, treats sports event orders as bonus

J&B International has initiated operations at its new Vietnam factory, shifting the site from Binh Phuoc to Dong Nai Province. CEO Clive Hsiao said the land purchase and plant design are complete, with environmental reviews underway. Construction is expected to start soon, targeting completion by end-2026 and trial production in first quarter 2027.

Friday 12 December 2025

PCL Technologies eyes data center boom with AI-driven optical interconnects

Optical communication module manufacturer PCL Technologies has forecasted continued strong expansion in the global data center market, propelled by artificial intelligence advancements. The company highlighted growing demand for high-speed optical interconnects reaching 800G, 1.6T, and even 3.2T generations.

Friday 12 December 2025

China and US challenge Japan in AI humanoid robot race

While Taiwanese manufacturers historically held little sway in conventional industrial robotic arms, the AI robot era—exemplified by humanoid robots—is seen as a distinct track with promising opportunities for Taiwan's supply chain. This shift explains why China and the US have surged ahead, while Japan, once dominant in robotics, has largely fallen silent.

Friday 12 December 2025

Foxconn expects limited impact from Mexico import tariff

The Mexican Senate has approved legislation raising import tariffs up to 50% on countries without free trade agreements with Mexico, affecting nations such as China, India, South Korea, and Thailand. Foxconn's rotating CEO, Kathy Yang, indicated the overall impact on the company is limited.

Friday 12 December 2025

China's transformer makers expand capacity in green energy upgrades

The global power equipment supply chain is facing a transformer shortage due to the unrelenting AI data center construction and demand for renewable energy. Delivery times for key equipment have been significantly extended, with some large transformers requiring as long as 24 months. This not only tests grid resilience but also creates challenges for major tech firms urgently seeking new power capacity.

Friday 12 December 2025

UltraChip shifts focus from e-paper to fast-growing automotive and industrial display ICs

UltraChip is accelerating a product overhaul as it shifts beyond its legacy electronic shelf label chips to pursue higher-margin markets in automotive and industrial display drivers. The company expects new applications, including bistable display technologies and light-source components developed by its UltraDisplay unit, to begin contributing in 2026.

Friday 12 December 2025

Malaysia promotes rare earth industry with incentives for midstream and downstream firms

he Malaysian government announced that companies engaged in midstream and downstream production of rare earth elements (REE) are eligible for related incentive policies. According to reports from Bernama and Nanyang Siang Pau, the Ministry of Investment, Trade and Industry (MITI) stated that under the 1986 Promotion of Investments Act, these REE midstream and downstream operators can apply for Pioneer Status, which grants tax exemptions on investments.

More ICT manufacturing coverage

BIZ FOCUS

Dec 12, 08:00

AWS Joint Innovation Center Kaohsiung Showcases Startups Accelerating Enterprise Modernization and Smart City Innovation

MOST-READ
7 DAYS NEWS

Full list

MULTIMEDIA

The Chip Triangle: Why Taiwan, Japan, and Korea Must Unite

INDUSTRY GUIDEBOOKS

The rise of top 10 IC design houses in China