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Friday 1 August 2025
Delta Electronics bets on AI as sole growth driver in 2025, L2A data center cooling in short supply
At Delta Electronics' earnings call on July 31, Chairman Ping Cheng made a bold prediction: "Only AI will thrive in 2025." Cheng noted that the second half of the year is expected...
Friday 1 August 2025
Modular moves: Foxconn enlists Teco to scale sovereign AI infrastructure
Foxconn has formed a strategic alliance with Teco Electric and Machinery via a share swap, merging capabilities in ICT and electromechanical engineering. The collaboration targets...
Thursday 31 July 2025
Analysis: Foxconn-Teco deal boosts Taiwan's push into L12 AI server integration and modular data centers
The strategic share swap between Foxconn and Teco Electric & Machinery Co., Ltd. marks a significant escalation in Taiwan's AI data center server industry. Traditionally focused...
Thursday 31 July 2025
Arm-based chips set to capture nearly half of hyperscaler AI market in 2025, says CEO
Arm's AI-focused strategy continues to gain traction, with record royalty growth and increasing demand for its data center and edge computing platforms.
Thursday 31 July 2025
Foxconn and Teco team up on AI infra, starting with Stargate

Foxconn and Teco Electric & Machinery unveiled a strategic alliance on July 30 via a share swap deal, marking a shift in focus toward...

Thursday 31 July 2025
Qualcomm eyes post-mobile era with Alphawave acquisition, PC and XR bets in Q3 update
Qualcomm is doubling down on its expansion into next-generation computing, with CEO Cristiano Amon during the latest earnings call on July 30 highlighting significant progress in...
Thursday 31 July 2025
Foxconn–Teco alliance bets on reshoring the AI data center
Foxconn and Teco Electric and Machinery unveiled a strategic alliance on July 30 via a share swap, combining their expertise in electromechanical systems and ICT to pursue opportunities...
Wednesday 30 July 2025
Foxconn and Teco Electric suspend trading amid speculation of major cooperation
On July 29, Foxconn announced the suspension of its common shares and associated warrants, effective from July 30, pending the disclosure of significant information. Teco Electric...
Wednesday 30 July 2025
Rebellions announces collaboration with Marvell to deliver custom AI infrastructure for sovereign-scale deployments
Rebellions Inc., a leading AI semiconductor company based in South Korea, today announced a collaboration with Marvell Technology, Inc. (NASDAQ: MRVL) to offer high-performance, energy-efficient...
Wednesday 30 July 2025
Taiwan's Chief Telecom hits record 1H revenue, rolls out first plug-and-play AI liquid-cooled data center

Chief Telecom posted a record-high first-half 2025 revenue of NT$2.08 billion (approx. US$70 million), an 18.7% increase from...

Wednesday 30 July 2025
Exclusive: AMD, UALink, UEC leaders on AI infrastructure ahead of OCP Summit
As generative AI pushes data center infrastructure to new limits, pressure is mounting on thermal management, interconnect design, and ecosystem interoperability. Ahead of the 2025...
Friday 25 July 2025
Ezconn hits 12-year revenue high despite FX losses
Global AI momentum and continued US infrastructure development have paved the path for optical communications company EZconn, which has received strong order demand from US clients...
Friday 25 July 2025
Flex lifts full-year forecast on record 1Q25 profit, AI data center demand
Flex raised its full-year forecast after posting record first-quarter earnings, fueled by soaring demand for data center infrastructure amid accelerating adoption of artificial intelligence...
Friday 25 July 2025
Foxconn advances next-generation AI server development as cloud spending sustains demand
Foxconn is developing Nvidia's next-generation Vera Rubin server architecture and securing custom chip orders from cloud providers, reinforcing its market-leading position as artificial...
Friday 25 July 2025
Rebellions partners with CoAsia SEMI to deliver AI chiplets to data centers worldwide

South Korean AI semiconductor startup Rebellions has inked a strategic partnership with system-on-chip (SoC) design house CoAsia SEMI...