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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Friday 14 November 2025
ASUS AI servers near 20% of 3Q25 revenue
ASUS held its earnings call on November 11, 2025, reporting that in the third quarter of 2025, brand revenue reached NT$189.9 billion (US$6.1 billion), up 21% year-over-year, setting...
Friday 14 November 2025
From scale-up to scale-across: How AI data centers are redefining transmission technology
The surge in generative AI has intensified demand for AI servers and chips, shifting the focus from pure computational power to data transmission speed. This transition has accelerated...
Thursday 13 November 2025
Foxconn confirms OpenAI partnership, doubling down on trillion-dollar compute race
Foxconn chairman Young Liu used the company's latest earnings call to deliver a message: artificial intelligence is no longer just a growth driver—it is now the most decisive...
Thursday 13 November 2025
Rising demand for AI computing drives data center upgrades and power system innovation
The escalating need for AI computing power is significantly accelerating global data center construction and prompting server upgrades. Market forecasts indicate that capex by the...
Thursday 13 November 2025
Wistron sees rising margins as AI server demand surges
Wistron expects its robust 2025 momentum to continue into the first quarter of 2026, fueled by sustained, strong demand for artificial intelligence (AI) servers.
Thursday 13 November 2025
Inventec anticipates growth in 2026 fueled by servers and NB
Inventec President Jack Tsai stated that AI demand has been strong, and server shipments are expected to achieve double-digit growth in 2026, with AI servers growing more than 40%...
Thursday 13 November 2025
Chicony Power rebounds as server demand lifts profits amid PC slowdown
Chicony Power reported a solid recovery in the third quarter of 2025, with strong growth in server power supply sales offsetting weakness in notebook (NB) power demand and semiconductor...
Thursday 13 November 2025
Bellwether rides AI server wave to cement high-end connector dominance
As AI servers and high-performance computing (HPC) drive a wave of high-current and high-speed transmission demand, Taiwan-based electronic connector maker Bellwether Electronic Corp...
Thursday 13 November 2025
Google, AMD, Nvidia reveal AI development roadmaps from cloud to physical world
In light of AI bubble concerns, Google, AMD, and Nvidia came together to share insights on generative AI expansion and development strategies. All three companies are confident in...
Thursday 13 November 2025
GlobalFoundries raises 4Q25 outlook on strong auto, data center demand
GlobalFoundries forecasts stronger results for the fourth quarter of 2025, saying robust demand from automotive and data center customers is expected to offset continued weakness...
Thursday 13 November 2025
Nvidia to centralize AI server assembly with select manufacturers, altering ODM shipment model
Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta,...
Thursday 13 November 2025
Pegatron outlines growth strategy with focus on servers and automotive electronics to reduce iPhone reliance
Pegatron Corp. held an online investor briefing on November 12 to review its third-quarter 2025 performance and outline expectations for the coming quarters and beyond. The company...
Thursday 13 November 2025
Pegatron’s post-China pivot accelerates with a new U.S. server line in 2026
Pegatron Corp. is accelerating its shift away from China, increasing the share of manufacturing capacity located outside the country to 30-40% in 2025 from 20-30% in 2024, the company's...
Thursday 13 November 2025
Foxconn earnings stay firm for 2025 as Liu cites “signs to be optimistic” for 2026
Foxconn (Hon Hai Precision Industry Co.) posted robust performance in the third quarter of 2025, driven by new smartphone launches, smart consumer electronics, AI servers, and cloud...
Thursday 13 November 2025
AI data center power consumption drives SOFC deployment in Taiwan
Energy Taiwan 2025 concluded on October 31, 2025, with one key takeaway being that the massive power demand from AI data centers is driving the deployment of emerging low-carbon energy...