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Tuesday 11 November 2025

Pegatron sees stable October revenue boosted by Apple iPhone demand

Pegatron reported its October 2025 revenue at NT$117.8 billion (approx. US$3.80 billion), up 2.53% month-over-month but down 0.82% year-over-year, maintaining over NT$100 billion for the second consecutive month thanks to strong momentum from Apple Inc.'s new iPhone models. The company's cumulative revenue for the first ten months of 2025 reached NT$915.4 billion, a slight decline of 0.18% compared to last year.

Monday 10 November 2025

Chenbro eyes automated US factory as AI drives server growth

Server chassis maker Chenbro Micom stated that strong artificial intelligence (AI) momentum is boosting confidence in future operations, which are expected to hit a record high in 2025, barring any unexpected circumstances. Company CEO Corona Chen highlighted that new customer projects continue to pour in, fueling optimism for double-digit growth in 2026.

Monday 10 November 2025

Taiwan's October exports hit single-month record high

Taiwan's exports in October 2025 hit a single-month record high of US$61.8 billion, experiencing a year-over-year increase of 49.7% and surpassing the US$60 billion mark for the first time. The surge is attributed to the artificial intelligence (AI) boom and strong demand for new consumer electronics products.

Monday 10 November 2025

Wiwynn's 3Q25 revenue jumps 173%, profit doubles on explosive AI server demand

Wiwynn posted record third-quarter results for 2025, driven by surging AI and data center demand. Consolidated revenue jumped 172.8% year-over-year to NT$266.82 billion (approx. US$8.61 billion), while net profit rose 143.5% to NT$15.41 billion. The company reported gross, operating, and net margins of 8.8%, 7.3%, and 5.8%, respectively, reflecting improved scale and efficiency.

Monday 10 November 2025

Accton eyes 2Q26 mass production for L11 AI server chassis

Networking vendor Accton reported strong revenue and profit growth in the third quarter of 2025, while cautiously optimistic about 2026 amid capacity, talent, and component challenges. The company also revealed progress on its L11 chassis assembly, targeting mass production readiness by the second quarter of 2026.

Monday 10 November 2025

Taiwan's Dynapack and AES double down on BBU production as AI energy needs surge

As artificial intelligence (AI) servers drive a revolution in power infrastructure, one critical component is quietly becoming indispensable: the back battery unit, or BBU. Increasingly, these BBUs are being equipped with Electric Double Layer Capacitor (EDLC), a shift that's already reshaping the industry.

Monday 10 November 2025

Taiwan’s JPP steps out of obscurity as AI demand outpaces supply

JPP Holding is preparing for dual growth in AI and aerospace in 2026. Chairman Chung Kuo-sung said both segments are set to expand, led by surging demand for AI server cabinets. Beyond major US cloud service providers (CSPs), JPP has also gained orders from top Taiwanese AI firms, expecting double-digit growth next year.

Monday 10 November 2025

SDI partners with Infineon to develop lead frame technology for AI and third-gen semiconductors

Taiwan-based lead frame manufacturer SDI announced it has signed a right of first offer (ROFO) agreement with Infineon Technologies to jointly advance the development of lead frame technology for artificial intelligence (AI) accelerators and expand into third-generation semiconductor applications, including silicon carbide (SiC) and gallium nitride (GaN), targeting AI processors used in hyperscale data centers.

Monday 10 November 2025

Technical challenges loom over Google's orbital AI data center plans

Google CEO Sundar Pichai recently announced Project Suncatcher, an initiative to deploy the company's AI computing power via solar-powered satellites in low Earth orbit (LEO). Equipped with Google's custom Tensor Processing Unit (TPU) chips, these satellites are intended to form a distributed orbital AI data center, enabling scalable AI computation beyond the constraints of terrestrial infrastructure.

Sunday 9 November 2025

uPI applies power IC demand growth across three segments

The rise of global AI applications has driven increased demand for power ICs, with power management IC (PMIC) design company uPI Semiconductor reporting steady demand for integrated Power Stage and server products. The company is targeting mid- to long-term gross margins of 40% while focusing on total solution offerings, including CPU and GPU Vcore power controllers, Power Stage components, and converters that support three fast-growing sectors: end-device computing, edge server computing, and cloud computing centers.

Sunday 9 November 2025

AI bubble concerns mount amid 2026 shipment uncertainty

AI-related products have become a key growth engine for Taiwan's economy, being a major driver of Taiwan's exports in 2024 and boosting investment in 2025. However, as companies continue to increase their AI investments by hundreds of billions or even trillions of US dollars annually, revenues have yet to rise proportionally. Experts recommend closely monitoring US CSP trends, as any reduction in procurement could directly impact Taiwan's tech exports.

Sunday 9 November 2025

Next-gen power systems aim to cool AI’s growing energy appetite

The rise of artificial intelligence has sharply increased the demand for computing power, making electricity consumption and grid bottlenecks a central concern for data centers. With power density per rack rising, traditional AC-based infrastructure faces limitations, prompting a search for more efficient energy solutions. High-voltage direct current (HVDC) architectures paired with solid-state transformers (SST) are emerging as leading options for next-generation power management, although commercialization faces significant hurdles.

Saturday 8 November 2025

Taiwan firms remain committed to local investments despite expansions in US

US president Donald Trump predicts that within two years, the US will control 40-50% of the global chip market. He claims that major Taiwanese companies are establishing plants in the US because of his tariffs policy. Amid speculation that companies are fleeing Taiwan, Taiwanese government officials have repeatedly maintained that the makers are expanding overseas, demonstrating to the world their manufacturing capabilities.

Saturday 8 November 2025

How China hits hard to power its AI ambitions post-Nvidia

China is accelerating its drive for technological self-sufficiency by subsidizing electricity costs for data centers that use domestic AI chips, even though they consume far more power than Nvidia's. The initiative seeks to ease financial pressure on major tech firms such as ByteDance, Alibaba, and Tencent after Beijing's ban on Nvidia's processors, while advancing the nation's local semiconductor ecosystem.

Saturday 8 November 2025

WT Microelectronics sees strong 2026 growth on rising AI data center demand

WT Microelectronics expects strong momentum from AI-driven data centers to continue through 2026, citing surging global demand for computing and communications products.

Friday 7 November 2025

Taiwan's AI export surge fuels record US trade surplus, sparking currency pressure risks

The ongoing surge in artificial intelligence (AI) investments has deepened the reliance of the four major US cloud service providers (CSPs) on Taiwan's AI chips and servers, significantly widening Taiwan's trade surplus with the US, according to Chien-yi Chang, president of the Taiwan Institute of Economic Research (TIER).

Friday 7 November 2025

South Korea's Tesollo unveils human-like robot grippers, wins Techman Robot partnership

South Korean startup Tesollo Inc. has successfully developed a multi-joint robotic gripper with high dexterity and direct force output that closely replicates human hand movements. The company recently validated its technology at Kia Motors' manufacturing site and is collaborating with Taiwan's Techman Robot Inc. to launch automation solutions that align with the growing trend of humanoid collaborative robots.

Friday 7 November 2025

AAEON eyes 3-5 year edge AI surge amid rising NA market challenges

As the edge AI market rapidly heats up, creating growth opportunities for the industrial PC (IPC) sector, AAEON expects demand to enter a phase of explosive growth within the next three to five years. The company anticipates AI revenue share will steadily increase year over year despite industry-wide exploration of optimal technology paths.

Friday 7 November 2025

Catcher Technology enters AI server chassis market

Driven by growing demand for AI servers, Catcher Technology has joined the competitive server chassis components arena. Chairman Hung Shui-shu said the server segment is still in its early stages, gaining traction only in recent months with entirely new customers. If the company successfully penetrates this market, Hung expects it to contribute significantly to future revenue. Production will leverage Catcher's Taiwan and Suqian, China plants, though Hung did not specify which segment of the server chassis business the company is targeting.

Friday 7 November 2025

Flexium Interconnect nears end of business transformation, eyes 2026 growth

Flexible printed circuit (FPC) manufacturer Flexium Interconnect said its challenging business transformation phase was approaching completion after a difficult 2025. The company highlighted growing momentum for orders related to its MetaLink technology, anticipating stronger performance in 2026.

Friday 7 November 2025

Foxconn board member urges Taiwan to speed system design amid Moore's law slowdown

The global semiconductor industry is undergoing a structural shift as the AI era fully unfolds. Foxconn board member and former TSMC co-COO Shang-Yi Chiang stated that with Moore's law reaching its physical limits, Taiwan must not only maintain its wafer manufacturing lead but also rapidly advance into system design and packaging markets.

Friday 7 November 2025

Google launches new TPU and Arm-based instances for AI workloads

Google has introduced Ironwood, its seventh-generation Tensor Processing Unit (TPU), designed for large-scale AI model training, reinforcement learning, and inference.

Friday 7 November 2025

Taiwan machinery leverages AI for defense push

Taiwan's machinery industry is leveraging artificial intelligence to transform from a traditional manufacturing base into a high-tech powerhouse, with growing ambitions in the global defense market. Former Taiwan Association of Machinery Industry (TAMI) chairman Alex Ko emphasized that the past decade has been marked by unprecedented global economic shifts and challenges for the sector.

Friday 7 November 2025

Update: Jensen Huang dined with CC Wei tonight in Tainan, and will attend TSMC's annual sports day in Hsinchu

Update: Jensen Huang, CEO of Nvidia, is already in Tainan, a city about 300 kilometers south of Taipei. He dined with several key executives of TSMC, including CC Wei, chairman and CEO of TSMC.

Friday 7 November 2025

AWS pledges US$9 billion for AI expansion in South Korea, eyeing agentic AI leadership

Amazon Web Services (AWS) CEO Matt Garman has announced an additional US$5 billion investment in South Korea, bringing AWS's total commitment to US$9 billion to expand AI data centers. Garman highlighted South Korea as a prime market for AI innovation and positioned AWS as a key "AI innovation partner" for local enterprises, expressing particular optimism about the development of agentic AI.

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