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    Analysis: How Oracle’s Cerebras deal is less about dethroning Nvidia than rewiring the AI cloud
    5h 30min ago
    Nvidia secures substrate capacity as FCBGA market targets US$27.3 billion by 2030
    5h 31min ago
    NearLink seeks to expand beyond Huawei ecosystem with chip vendor support
    5h 31min ago
    HBM4 supply cycle may shorten as HBM4E transition accelerates
    5h 31min ago
    US drone program raises edge AI threshold, creating supply-chain opportunities for Taiwan firms
    5h 31min ago
    Analysis: Why Marvell’s rumored Lumentum buy may be hard to pull off but harder to pass up
    5h 31min ago
    NEWS TAGGED QUANTA
    Thursday 29 October 2026
    TSMC buys AUO Taichung plant for NT$38.8B; Quanta deal scrapped
    AUO has approved the sale of its Taichung Plant Phase II facilities and related infrastructure to TSMC for NT$38.8 billion (US$1.2 billion), excluding taxes, and has terminated a planned...
    Monday 26 October 2026
    Meta prioritizes high-margin AI inference as Wiwynn, Quanta eye CPU server demand
    Meta has become the first of the four major US hyperscale cloud providers to report its latest earnings, with supply chain players closely monitoring changes in the company's capital...
    Monday 12 October 2026
    Asian AI server suppliers play down impact of US patent probe
    The US International Trade Commission's (USITC) decision on October 9 to investigate 20 suppliers of AI server power systems, most of them Taiwanese or Chinese companies and their...
    Sunday 11 October 2026
    Vicor widens AI server power patent fight, seeking new US import ban on Foxconn, Quanta and Delta
    Vicor Corporation is trying for the second time this year to get AI server power hardware from Taiwan's largest server makers barred from the US. It has won such a ban before.
    Wednesday 7 October 2026
    Quanta says September server dip is normal as revenue falls 23% from August
    Quanta Computer shipped 4.2 million notebooks in September 2026, up more than 60% from August. Yet its revenue for the month fell more than 20% because server shipments dropped from...
    Monday 5 October 2026
    AI server lines accelerate automation, boosting cobot demand
    The AI server boom is spreading into the market for collaborative robots (cobots). The share of cobots on AI server production lines is rising as Wiwynn expands their use at its Mexico...
    Monday 5 October 2026
    Quanta suspends HP supply for a week to press for higher NB prices
    Quanta, a leading notebook ODM, reportedly cut off supply to Hewlett-Packard (HP) for one week in September 2026, forcing HP to raise prices as Quanta drew on its surging server business...
    Wednesday 30 September 2026
    Neocloud lifts OEM buying as ODM-direct share slips below 80% in 2026
    Taiwan-based server original design manufacturers (ODMs) have long been key partners for cloud service providers (CSPs) through the ODM-direct model, but the model's share is declining...
    Tuesday 22 September 2026
    Huaqin challenges Quanta for Steam Deck ODM order

    Industry sources say Valve is expected to launch a new Steam Deck in 2027, setting up a tougher contest for Taiwanese original design...

    Tuesday 15 September 2026
    AI server tracker: OEM/EMS August revenue trends, operational outlook

    Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between...

    Monday 14 September 2026
    Notebook shipment update, July 2026

    Introduction

    Friday 4 September 2026
    The 'Copper Wall': inside the physical bottlenecks threatening to melt AI supercomputing boom
    A decade ago, when Nvidia CEO Jensen Huang was developing the world's first NVLink-enabled deep learning system, the DGX-1, the tech industry was deeply skeptical about the future...
    Friday 21 August 2026
    Charts: Foxconn is losing share of Taiwan's EMS revenue as Quanta and Wistron near double
    The sub-sector's dominant supplier grew 37.9% year to date and still ranks only seventh of 20, while the other 19 companies grew 56.9% between them.
    Tuesday 18 August 2026
    AI server supply chain ramps up capital, talent, and capacity
    The AI server supply chain continues to expand capital expenditures, pouring in cash, building factories, and hiring aggressively, to heighten barriers to entry. On top of rapid product...
    Friday 14 August 2026
    Quanta posts record second quarter revenue as AI server demand surges
    Quanta Computer reported record second-quarter results on August 13, driven by strong demand for AI servers and notebooks. The Taiwanese electronics manufacturer said consolidated...
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    BIZ FOCUS
    Oct 29, 08:00
    STMicroelectronics to propose the reappointment of Jean-Marc Chery as President & CEO
    Wednesday 28 October 2026
    SK hynix Announces 3Q26 Financial Results
    Wednesday 28 October 2026
    CES Asia Unveiled Expands to Hong Kong for CES 2027
    Wednesday 28 October 2026
    GMIF2026 Exhibition Recap: Innovation Across AI Memory and Storage Chain