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    Taiwan AI server supply chain expands China footprint
    19min ago
    Commentary: YMTC IPO highlights strong profits but three hurdles remain
    Aug 24, 18:36
    Nvidia and SK Hynix diverge on CPO as 3D optics-centric design may arrive after 2030
    Aug 24, 18:36
    NEWS TAGGED TAIWAN
    Tuesday 25 August 2026
    AI boom drives Foxconn past 40% of Taiwan-listed firms' China returns, with FII leading the way
    Global demand for AI and high-performance computing (HPC) has lifted investment returns for Taiwan-listed companies in China, with Foxconn continuing to lead the pack. According to...
    Tuesday 25 August 2026
    TSMC suppliers reportedly plan Taiwan plant for critical chipmaking tubing
    Taiwan's semiconductor supply chain is moving to close a gap that turned costly during the industry's last major crunch: the plastic tubing that carries chemicals through chip fabs...
    Tuesday 25 August 2026
    AI's power crunch hits Taiwan: foundry capacity tightens, chip prices climb into 2H26
    AI data centres are becoming a new stress point for the global power and semiconductor supply chain. As facilities shift towards megawatt-scale architectures, demand is rising for...
    Tuesday 25 August 2026
    Vera Rubin transition gap eases as ASIC, general servers rescue supply chain
    As Nvidia's next-generation Vera Rubin platform enters deployment, Taiwan's server supply chain is finding ways to bridge the transition gap before ramping up volume production. Ongoing...
    Tuesday 25 August 2026
    Energy law amendments lift AIDC storage demand in Taiwan
    AI data centers (AIDCs) will increasingly rely on energy storage because of its fast response and grid impact mitigation capabilities, according to Recharge Power, a Taiwan-based battery...
    Tuesday 25 August 2026
    AI infrastructure boom drives Taiwan export orders, exposing power bottleneck, net-zero tech needs

    Global artificial intelligence infrastructure buildouts and rising capex by cloud service providers pushed Taiwan's July export orders...

    Tuesday 25 August 2026
    Taipower pushes 'information flow' strategy to ease northern Taiwan's AI data center power crunch
    As artificial intelligence chip power consumption continues to rise, server racks are moving toward the megawatt (MW) scale. Amid the "electrical power is computing power" trend, the...
    Tuesday 25 August 2026
    AIDC eyes 2H26 lift from drones, jets
    Aerospace Industrial Development (AIDC) is cautiously optimistic about business momentum in the second half of 2026 as Taiwan's drone policy becomes clearer and defense work stays...
    Tuesday 25 August 2026
    CNFI White Paper outlines solutions as labor, transformation, and energy headline Taiwan's industry hurdles
    Navigating volatile US tariff policies, escalating geopolitical tensions, and a productivity revolution driven by agentic AI, Taiwan's industrial sector has reached a decisive cros...
    Tuesday 25 August 2026
    Applied Materials executive says data centers set new AI competition standard

    Commenting on the current surge in artificial intelligence (AI), Erix Yu, group vice president of Applied Materials and president of...

    Monday 24 August 2026
    Hotai and Nan Yang cut Taiwan auto market outlook as risks linger
    Taiwan's new-car market is cooling, with Hotai Motor and Nan Yang Industrial both taking a cautious view of the second half of 2026. The companies cited geopolitical uncertainty, volatile...
    Monday 24 August 2026
    How Nvidia's whitelist was beaten: 74 B300 servers, Taiwan to China
    Taiwan's Keelung District Prosecutors Office has indicted nine people over the illegal export of high-end AI servers built on Nvidia's B300 GPUs. The indictment lays out, step by step,...
    Monday 24 August 2026
    TPK TGV pilot line to start by September, Thailand plant eyes 2027 ramp
    TPK Holding is accelerating its move from consumer touch panels into semiconductors, with its Through Glass Via (TGV) pilot line in Taoyuan, Taiwan set to begin operations in August...
    Monday 24 August 2026
    AI energy bottleneck is driving semiconductor materials innovation, says Applied Materials
    Rising demand for artificial intelligence (AI) computing is driving a new wave of technological transformation in the semiconductor industry, while energy is emerging as the next bottleneck...
    Monday 24 August 2026
    Taiwan's Iron Force shifts airbag output to Poland, targets AI server component ramp in 2027
    Taiwan-based Iron Force Industrial is reshaping its manufacturing footprint as pressure on its traditional auto-parts business weighs on earnings. The company plans to expand its Poland...
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    BIZ FOCUS
    Aug 25, 08:00
    Conquer Advances Circuit Protection for AI Power With 50 Years of Expertise
    Tuesday 25 August 2026
    CYP Launches 4K60 Seamless Matrix Switcher to Simplify Multi-Source Operation
    Monday 24 August 2026
    STMicroelectronics Unveils ISO 21780-Compliant 48V Pre-Driver with 8-Channel Flexibility
    Monday 24 August 2026
    iCometrue to Showcase Glass-Based AI Multichip Packaging Solutions at SEMICON Taiwan 2026
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