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    Huawei sees AI agents driving 90% of token traffic by 2035
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    Dassault Systemes shifts to AI-native platforms, stakes its next phase on Taiwan
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    China's optical supply chain gains ground in smart glasses
    Sep 16, 18:39
    Samsung expands SRAM and IP support as memory shortages reshape chip design
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    AMD shifts China strategy from chips to developer ecosystems as Nvidia retreats
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    NEWS TAGGED INVENTEC
    Tuesday 15 September 2026
    AI server tracker: OEM/EMS August revenue trends, operational outlook

    Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between...

    Thursday 13 August 2026
    Inventec posts record second-quarter profit as notebook margins narrow
    Inventec reported record net profit and earnings per share in 2Q26, even as gross margin declined and supply constraints intensified. The Taiwan-based electronics manufacturer said...
    Friday 7 August 2026
    Inventec forecasts weaker notebook shipments as server growth continues in the third quarter
    Inventec said notebook shipments will soften in the third quarter after customers pulled in orders during the first half, lifting volumes above expectations, while server shipments...
    Monday 3 August 2026
    Dixon sees mobile, IT hardware, and component push lift export and margin outlook

    Dixon Technologies said its push into displays, camera modules, SSDs, and telecom hardware could deepen domestic value addition, even...

    Wednesday 29 July 2026
    Inventec plans NT$18.128 billion capacity expansion in Taiwan, Thailand, Texas
    Inventec said it would expand manufacturing capacity in Taiwan, Thailand, and the US with total spending of NT$18.128 billion. The ODM maker outlined new plants, facility upgrades,...
    Friday 24 July 2026
    Commentary: Wistron's Texas AI factory shows why US manufacturing still needs Taiwan
    Wistron's opening of its D1 AI smart factory in Fort Worth, Texas, marks a new milestone for Taiwan's downstream electronics manufacturers. The plant will support...
    Thursday 16 July 2026
    Memory and CPU supply gaps threaten server shipments in 3Q26
    Component shortages that began with PCs and smartphones are now spreading to servers. Inventec, a leading server motherboard maker, said supply gaps will continue widening from the...
    Thursday 9 July 2026
    Inventec expects server shipments to rise quarterly as component shortages loom
    Inventec reported June 2026 revenue of NT$102.26 billion (approx. US$3.19 billion), up 23.5% from the previous month and 61.6% from a year earlier, reaching record highs for both the...
    Thursday 9 July 2026
    Server ODMs race to expand globally as parts shortages bite
    AI server orders are flooding in, and original design manufacturers (ODMs) are racing to expand factories across the US and Asia to keep up. From California and Texas to Vietnam, Thailand,...
    Thursday 21 May 2026
    NXP CoreRide Z248 leverages Inventec, Delta support in SDV push
    Driven by software-defined vehicles (SDVs), the automotive supply chain is being reshaped, embracing a business model relying on highly collaborative ecosystems. At a showcase in Taipei...
    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,...
    Thursday 14 May 2026
    Memory prices disrupt NB seasonality, hit 2H26 shipments and margins
    Rising memory prices are reshaping the global PC market: stronger first-half notebook shipments are propping up revenue, but surging component costs threaten gross margins and are...
    Wednesday 13 May 2026
    Inventec sees strong AI, general-purpose server demand through 2028
    Inventec expects both artificial intelligence (AI) servers and general-purpose servers to see growth in 2026, with company president Jack Tsai noting that orders for the latter are...
    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...
    Thursday 7 May 2026
    Inventec sees strong NB and server demand but warns of component-driven margin pressure
    Inventec reported April 2026 revenue of NT$84.786 billion (US$2.68 billion), down 3.17% month on month but up 36.53% year on year, signaling continued momentum in its notebook and...
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    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
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