The Trump administration's push for reciprocal tariffs has sent shockwaves through the global electronics industry. While the server market initially appeared shielded, a closer look...
Driven by the continued growth of AI server cloud network products, system manufacturing leader Foxconn reported a revenue of NT$552.125 billion (approx. US$16.7 billion) for March...
In a move against the US reciprocal tariffs, Taiwan-based Wistron Corporation has announced a substantial investment in a new US subsidiary focused on AI product manufacturing. The...
Nvidia's high-end AI server, the GB300, made its official debut along with its peripheral components at Nvidia GTC 2025, with release expected in the third quarter. Market rumors...
Amid the AI boom, much of the spotlight has focused on Chinese chips like Huawei's Ascend. Yet, general-purpose computing power, still dominated by CPUs, remains a critical foundation...
Ennostar is rapidly diversifying from LED manufacturing into optical communication as demand for high-speed modules accelerates due to AI server requirements. The company has developed...
Allied Circuit (ACCL), a PCB manufacturer backed by Compal, is navigating a pivotal shift in the server market as traditional server demand wanes and AI servers gain dominance. By...
Demand for servers supporting generative AI functions remains strong, according to Taiwan's Ministry of Economic Affairs (MOEA), despite concerns that the arrival of DeepSeek will...
As global supply chains navigate renewed US-China trade tensions, Topco Technologies Corp. is capitalizing on a surge in demand for AI server thermal materials—one of the few...
The chairman of IC design house Inergy, John Lin, stated that the growth momentum in the server and energy storage sectors is promising. The company has successfully entered the supply...
Nvidia's high-end AI server, the GB200, is facing challenges due to technical bottlenecks and material supply issues. Industry sources report that key materials used for chip substrates...
IC distributors have expressed optimism regarding the semiconductor market outlook for 2025, generally believing that overall circumstances will exceed those of 2024. They anticipate...
The four leading notebook original design manufacturers (ODMs) share a consistent outlook for the second quarter of 2025, noting that shipments of consumer electronics are sluggish...
Asus recently announced the recognition of a NT$5.35 billion (approx. US$161.9 million) bad debt for the fourth quarter of 2024, stemming from delayed payments by an Indian client...
Taiwan's leading sensor company, FineTek, pointed out that AI server customers began pulling orders in January. However, the subsequent orders are difficult to predict, although customer...
