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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Wednesday 21 January 2026
Fortune Electric sees tailwinds from lower US tariffs and rising AI data center demand
Following the easing of US reciprocal tariffs to 15%, Taiwan's Fortune Electric is seeing meaningful relief in cost pressures while accelerating growth driven by robust demand from...
Wednesday 21 January 2026
Inventec doubles 2026 capex to US$1 billion to seize AI server growth opportunities
Inventec plans to double its capital expenditure (capex) in 2026 to US$1 billion, looking to seize opportunities in the artificial intelligence (AI) server market. Company chairman...
Wednesday 21 January 2026
Taiwan rolls out tiered electricity rates for data centers amid AI power crunch
Taiwan's comprehensive industrial supply chain, ICT talent pool, and competitive land and utility costs have attracted global tech giants like Microsoft and Google to establish data...
Tuesday 20 January 2026
AI server watch: AI servers lift Taiwan supply chain broadly in 2025, gains center on ODM/EMS, cooling, optical
Taiwan's AI server supply chain delivered broad-based growth in 2025, fueled by surging generative AI and cloud data center spending, but the biggest gains clustered around two areas:...
Tuesday 20 January 2026
Foxconn lighthouse factory brings sustainable manufacturing and GenAI-driven decarbonization to Vietnam
The World Economic Forum (WEF) has named Foxconn Industrial Internet's (FII) Bac Ninh Province facility in Vietnam as the country's first Sustainable Lighthouse Factory, recognizing...
Tuesday 20 January 2026
ASUS chairman lays out 'All In AI' strategy under global trade headwinds

At its year-end celebration on January 16, ASUS held a confident tone amid a turbulent global outlook. Jonney Shih, the company's chairman,...

Tuesday 20 January 2026
CviLux gains from AI server power overhaul as HVDC reshapes data center connectors
As the AI chip computing power race intensifies, data center electricity demand is surging, forcing a fundamental redesign of server power architectures. Taiwanese connector maker...
Tuesday 20 January 2026
Alibaba's Qwen expansion links AI directly to consumer services
Alibaba is repositioning its Qwen artificial intelligence app as more than a chatbot, turning it into a gateway to the company's vast consumer ecosystem. The app now connects directly...
Tuesday 20 January 2026
AI server power architecture upgrade drives structural growth in power connector industry
As AI chip generations advance rapidly, power demands in data and compute centers are driving a fundamental shift in power supply design from single power supply units (PSUs) to system-level...
Tuesday 20 January 2026
BTL sees strong AI server orders, visibility extends to 2Q26
Cloud service providers (CSPs) are significantly increasing capital expenditures, continuously investing in high-end AI servers and deploying cloud AI computing projects. This surge...
Monday 19 January 2026
Taiwan carves robotics niche as humanoids proliferate
"Physical AI"—the fusion of artificial intelligence with machines that move, sense, and act in the real world—emerged as a defining theme at CES 2026, where Chinese robotics...
Monday 19 January 2026
Micron sets 1γ as mainstream node for 2026 as HBM and SOCAMM2 ramp
With shipments of application-specific integrated circuits (ASICs) and XPUs expected to rise sharply in 2026, AI accelerators are set to continue relying on fifth-generation high-bandwidth...
Monday 19 January 2026
Server ODMs shrug off US-Taiwan tariff deal, prioritize customer demands
The recent US-Taiwan tariff agreement has minimal effect on servers' original design manufacturers (ODMs), as server products were excluded from both previous reciprocal tariffs and...
Monday 19 January 2026
Quanta rushing to hire and expand as AI server demand holds strong
Server ODM Quanta Computer is aggressively expanding production, with the expectation that capacity will double again by the end of 2026. Quanta's Executive Vice President and Quanta...
Monday 19 January 2026
Global power grids emerge as strategic choke points in AI and industrial competition race
The escalating global energy transition and intensifying industrial rivalry have elevated power infrastructure security to a national defense-level strategic concern, with a focus...