The rise of generative AI is reshaping the global technology landscape, putting Taiwan's critical role in the spotlight while geopolitical tensions threaten to fragment the semiconductor...
Compal expects modest PC market growth in 2025, supported by the Windows 10 end-of-life transition and increasing AI PC adoption. The company is also making strides in the AI server...
Taiwan-based server original design manufacturers (ODMs) anticipate a significant surge in AI server sales by 2025. However, the rapid increase in sales has led to higher accounts...
AI servers are proving to be a vital revenue driver for major ODMs. Quanta's October revenue surged to NT$135.9 billion (approx. US$4.24 billion), setting a new record for the period...
The rise of ChatGPT and other AI applications has driven IT companies to develop their own AI chips and servers, to meet the growing needs of both cloud-based services and edge devices...
As artificial intelligence (AI) demand grows and recent financial issues at Supermicro trigger order redistribution, passive component manufacturer Podak sees new opportunities. Chairperson...
Weltrend Semiconductor, a specialist in USB power delivery (PD) controller chips, anticipates strong AI server demand to drive its shipment performance in the fourth quarter of 202...
Recent negative media coverage of US AI server companies ZT and Supermicro, both Nvidia clients, has raised supply chain concerns. Sources suggest that transferring AI server orders...
Donald Trump's return to the White House promises a lot of political and economic uncertainties. The AI server supply chain believes that while the Trump administration will continue...
Leading AI server manufacturer Supermicro, previously delisted in 2018 for non-compliance in financial reporting, has once again found itself in turmoil. Reportedly, if it does not...
Astera Labs, a manufacturer of high-speed transmission interface chips, has announced the debut of a new switch chip series and the official joining of the UALink alliance. The company...
Ernst & Young LLP resigned as the auditor to troubled server maker Super Micro Computer Inc., citing concerns about the company's governance and transparency. The shares plummeted...
Advanced Power Electronics (APEC) reported a sequential uptick in the third quarter 2024 revenue, driven by demand for upgraded power supplies and cooling fans in AI servers. While...
As product specifications advance, copper-clad laminate (CCL) manufacturers are optimistic about growth in AI data centers and automotive electronics. Taiwan-based firms such as Elite...
