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    Amkor pivots toward AI and HPC with ambition to expand advanced packaging
    11min ago
    Synopsys China faces leadership shakeup as chairman and president Qun Ge set to depart
    14min ago
    Exclusive: China's top solar firms leverage cash reserves amid export tax cut and market downturn
    Feb 9, 19:42
    Jinghe's phase four capacity expansion boosts SmartSens and Xiaomi, building China's local CIS supply chain
    Feb 9, 19:41
    NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
    Tuesday 10 February 2026
    Asus' AI server push bolsters revenue despite memory shortages
    Asustek Computer Inc. reported group revenue of NT$67.936 billion (US$2.15 billion) for January 2026, a 2.55% decline from December 2025 but a 79.97% increase year over year.
    Tuesday 10 February 2026
    Big Tech's debt-fueled race to the top: Alphabet makes 100-year bet on AI dominance
    Alphabet is tapping global debt markets at an unprecedented scale to bankroll its aggressive AI expansion, signaling how far Big Tech is willing to go to secure computing power, data...
    Tuesday 10 February 2026
    Taiwan server ODMs set for record first quarter, driven by AI server demand

    Taiwan's server supply chain is entering what suppliers expect to be its strongest first quarter on record. ODMs, including Quanta, Wistron,...

    Monday 9 February 2026
    ACpay, inFlux partner to bridge Taiwan fitness liquidity gap; eye education sector next
    Taiwan's ACpay, a fintech firm specializing in payment and e-commerce solutions, is accelerating its expansion into retail channels and high-growth verticals—particularly fitness...
    Monday 9 February 2026
    Wistron navigates supply chain challenges while targeting broad growth

    Taiwanese ODM Wistron is projecting robust growth in 2026, with confidence extending beyond revenue to profitability. Jeff Lin, Wistron's...

    Monday 9 February 2026
    Wistron chair sees AI growth entering 1.5 wave, believing AI bubble concerns still premature
    Wistron chairman Simon Lin stated that artificial intelligence (AI) infrastructure is currently centering a "1.5 wave" of development and is far from peaking, with greater growth potential...
    Monday 9 February 2026
    Taiwan posts fastest growth in 15 years as AI boom drowns out hollowing-out fears
    Taiwan's economy expanded 8.63% in 2025, its strongest growth in 15 years, as the island's semiconductor-driven supply chain continued to underpin global demand for AI computing. Minister...
    Monday 9 February 2026
    Musk predicts space computing shift in 36 months as terrestrial power limits bite
    Elon Musk said artificial intelligence computing could become more cost-effective to deploy in space than on Earth within the next 30 to 36 months, arguing that power generation and...
    Monday 9 February 2026
    Insight: ASIC servers accelerate liquid cooling adoption, share set to surge in 2026
    Liquid cooling adoption has been led by Nvidia servers, with ASIC servers now accelerating the shift. DIGITIMES Research estimates liquid cooling will account for 50% of AI server...
    Saturday 7 February 2026
    Analysis: AI demand spillover lifts 2026 general-purpose server shipments 10%
    Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI...
    Friday 6 February 2026
    Pegatron partners with Sysgration to expand BBU for US-made AI servers
    Pegatron and Sysgration announced a strategic partnership on February 5, under which Pegatron will invest NT$.21 billion (US$38.3 million) in Sysgration through a private placement...
    Friday 6 February 2026
    Intel, AMD warn of extended server CPU delays in China
    Intel and AMD are facing acute server CPU shortages in China, with delivery times for some Intel products stretching to as long as six months, driven by surging AI data center demand...
    Friday 6 February 2026
    CSPs turn to custom silicon to break Nvidia dependence
    The global boom in generative artificial intelligence is driving an insatiable demand for computing power. This is pushing the world's largest cloud service providers to rethink a...
    Friday 6 February 2026
    Foxconn sees 35% revenue increase in January on AI server demand
    Hon Hai Precision Industry (Foxconn) reported a 35.53% year-over-year increase in revenue for January 2026, reaching NT$730.04 billion (US$23.06 billion), driven by strong demand for...
    Friday 6 February 2026
    Amazon defends US$200 billion AWS capex as demand-led and fast-monetizing AI investment
    Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook