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Monday 10 November 2025
Accton eyes 2Q26 mass production for L11 AI server chassis
Networking vendor Accton reported strong revenue and profit growth in the third quarter of 2025, while cautiously optimistic about 2026 amid capacity, talent, and component challenges...
Monday 10 November 2025
India roundup: Nvidia, Qualcomm join US$1B India deep tech alliance as Apple breaks into top 5 smartphone brands
Global investors, including Nvidia and Qualcomm Ventures, are backing India's deep-tech sector. Meanwhile, LGES faces a battery tech leak linked to Ola Electric,
Monday 10 November 2025
Taiwan's Dynapack and AES double down on BBU production as AI energy needs surge

As artificial intelligence (AI) servers drive a revolution in power infrastructure, one critical component is quietly becoming indispensable:...

Monday 10 November 2025
Lumentum’s surprise lift sparks profit rebound across Taiwan’s optical chain

US optical communications giant Lumentum reported stronger-than-expected earnings for the quarter ended September 27, signaling renewed...

Monday 10 November 2025
Taiwan’s JPP steps out of obscurity as AI demand outpaces supply
JPP Holding is preparing for dual growth in AI and aerospace in 2026. Chairman Chung Kuo-sung said both segments are set to expand, led by surging demand for AI server cabinets. Beyond...
Monday 10 November 2025
SK Telecom's new CEO outlines AI infrastructure as core growth strategy
South Korea's SK Telecom (SKT) has appointed a new CEO, Jai-hun Jung, and is aiming to use AI infrastructure as its key driver for future growth. At the SK AI Summit 2025, Jung unveiled...
Monday 10 November 2025
SDI partners with Infineon to develop lead frame technology for AI and third-gen semiconductors
Taiwan-based lead frame manufacturer SDI announced it has signed a right of first offer (ROFO) agreement with Infineon Technologies to jointly advance the development of lead frame...
Monday 10 November 2025
Technical challenges loom over Google's orbital AI data center plans
Google CEO Sundar Pichai recently announced Project Suncatcher, an initiative to deploy the company's AI computing power via solar-powered satellites in low Earth orbit (LEO). Equipped...
Sunday 9 November 2025
uPI applies power IC demand growth across three segments
The rise of global AI applications has driven increased demand for power ICs, with power management IC (PMIC) design company uPI Semiconductor reporting steady demand for integrated...
Sunday 9 November 2025
AI bubble concerns mount amid 2026 shipment uncertainty
AI-related products have become a key growth engine for Taiwan's economy, being a major driver of Taiwan's exports in 2024 and boosting investment in 2025. However, as companies continue...
Sunday 9 November 2025
Next-gen power systems aim to cool AI’s growing energy appetite
The rise of artificial intelligence has sharply increased the demand for computing power, making electricity consumption and grid bottlenecks a central concern for data centers. With...
Saturday 8 November 2025
Taiwan firms remain committed to local investments despite expansions in US
US president Donald Trump predicts that within two years, the US will control 40-50% of the global chip market. He claims that major Taiwanese companies are establishing plants in...
Saturday 8 November 2025
How China hits hard to power its AI ambitions post-Nvidia
China is accelerating its drive for technological self-sufficiency by subsidizing electricity costs for data centers that use domestic AI chips, even though they consume far more...
Saturday 8 November 2025
WT Microelectronics sees strong 2026 growth on rising AI data center demand
WT Microelectronics expects strong momentum from AI-driven data centers to continue through 2026, citing surging global demand for computing and communications products.
Friday 7 November 2025
Twoway Communications reports strong revenue and outlines growth strategy under new COO
Twoway Communications announced on November 5 that its unaudited consolidated revenue for the third quarter of 2025 reached NT$353 million (approx. US$11.42 million), with a gross...