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    ASE expands globally as Hanmi Semiconductor targets CoWoS packaging demand
    10h 38min ago
    Kingsemi wins first commercial order for large-format panel-level packaging lithography tool
    10h 38min ago
    Dongfeng Nissan seeks a turnaround amid weak Chinese auto market
    10h 38min ago
    Apple's entry into foldable market boost supply chain orders despite cost pressure
    10h 38min ago
    DRAM giants face US price-fixing lawsuit over HBM shift
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    LG Innotek and LX Semicon reportedly enter Apple iPad OLED DDI supply chain
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    NEWS TAGGED QUANTA
    Tuesday 7 July 2026
    AI servers and MacBook demand push Quanta revenue to new record

    Strong AI demand lifted Quanta's revenue to a record high in June 2026 and pushed second-quarter sales to a new peak, with servers...

    Friday 3 July 2026
    TSMC wins approval for US$20 billion Arizona expansion
    Taiwan's Department of Investment Review (DIR) under the Ministry of Economic Affairs (MOEA) has approved Taiwan Semiconductor Manufacturing Company's (TSMC) US$20 billion capital...
    Thursday 2 July 2026
    Techman Robot upgrades automotive production lines at Quanta Computer Germany plant with AI cobots
    Techman Robot announced its artificial intelligence (AI) collaborative robots (cobots) have been successfully deployed at parent company Quanta Computer's automotive computer and automotive...
    Tuesday 9 June 2026
    Taiwan server makers post strong May sales as AI demand continues to drive orders
    Taiwan's leading server manufacturers reported strong May sales, underscoring how global AI infrastructure spending is reshaping demand for data center hardware. The gains point to...
    Wednesday 3 June 2026
    Nvidia to accelerate Vera Rubin production; Quanta Computer to add three US plants by end of 2026
    Quanta Computer executive vice president and Quanta Cloud Technology (QCT) president Mike Yang said GPU applications are expanding across training, edge computing, and storage, as...
    Friday 29 May 2026
    Quanta projects strong 2026 AI demand as it expands server and wearable production
    Quanta said demand for artificial intelligence (AI) infrastructure would be very strong in 2026 as the company pushed deeper into servers and wearable devices, and that it was expanding...
    Wednesday 27 May 2026
    CSP capex surge fuels hot AI server demand and tight supply in 2026
    The global AI server market continues to expand at a rapid pace, driven by higher capex from large cloud service providers (CSPs) and rising demand for generative AI infrastructure...
    Friday 15 May 2026
    AI servers squeeze ODM margins as consignment gains traction
    As AI server prices rise, original design manufacturers (ODMs) are hitting record revenue, but also coming under pressure on their gross margins. To defend profitability, manufacturers...
    Friday 15 May 2026
    Quanta hits record revenue but margin pays the price for AI server ramp
    Quanta posted record revenue and earnings per share for the first quarter of 2026, but gross margin collapsed as the company absorbed costs tied to a rapid shift into high-priced GPU-based...
    Thursday 14 May 2026
    AI surge fuels patent race in server cooling with Taiwan firms among global leaders
    A Taiwan Intellectual Property Office report released in 2026 showed that AI demand accelerated a global patent race in data center and server cooling technologies, with Inventec,...
    Wednesday 13 May 2026
    Commentary: AI server ODMs face margin squeeze as memory costs soar
    As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...
    Saturday 9 May 2026
    Quanta, Compal notebook shipments sink 30%-plus in April as Q1 pull-forward hangover hits
    Quanta Computer and Compal Electronics, two of Taiwan's largest notebook contract manufacturers, posted April shipment declines exceeding 30% as a wave of orders pulled into late March...
    Friday 1 May 2026
    OpenAI demand doubts cast shadow over AI server supply chain

    OpenAI's aggressive push to secure AI computing capacity is facing growing scrutiny, with signs that its multibillion-dollar data center...

    Thursday 30 April 2026
    Quanta eyes strong 2026 server demand as general-purpose orders surge
    Quanta Cloud Technology's expected 2026 server momentum could reshape global data center supply chains, as rising demand for both AI and general-purpose servers — highlighted...
    Wednesday 29 April 2026
    Oracle moves Supermicro orders to Taiwan, elevating local server makers
    Outsourcing by US cloud service providers (CSPs) has become an increasingly dominant trend, with Taiwanese manufacturers taking on a larger share of global production. Oracle has not...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook