Global PMX, a major maker of automotive power and safety components, said August consolidated revenue rose to NT$802 million (approx. US$25.4 million), up 33.50% year on year and extending the company's growth momentum from July. The company said order visibility for semiconductor products now stretches through 2027, as AI server liquid-cooling parts and high-end semiconductor components ramp up.
Nvidia's Vera Rubin platform is entering its production ramp, and although server ODM shipments are still expected to ramp further, server ODMs delivered strong operating results in August. Industry sources said demand remains robust for both the H-series and GB-series products.
Flex has recently agreed to buy US power conversion specialist EPC Power for US$4.4 billion, a move that highlights how competition in AI infrastructure is extending beyond servers and racks into grid-side power, cooling, and energy management. The acquisition is expected to deepen Flex's role as rising compute density pushes data centers toward higher-voltage architectures.
Hiwin Technologies has signed a supply contract with Semes, Samsung Electronics' semiconductor equipment arm, for a single-axis positioning stage being tested in hybrid bonding equipment, signaling a potential opening in South Korea's advanced packaging supply chain. The deal complements Hiwin's push to broaden its co-packaged optics (CPO) business and move into higher-value semiconductor equipment components.
Song Chuan Precision said on September 8 that its second-quarter 2026 revenue and gross margin hit record highs, as demand for AI server power supplies, energy storage, and EV charging all rose at the same time. The company also benefited from a richer product mix tilted toward higher-margin new-energy products, lifting second-quarter consolidated revenue and gross margin to record levels and swinging net profit back into the black from a year earlier.
Server chassis maker Chenbro Micom reported August 2026 revenue of NT$2.46 billion, up 41% year-over-year. Cumulative revenue for the first eight months reached NT$19.85 billion, up 51.7%, as AI-driven demand for data center infrastructure continued to climb.
Taiwan's Market Intelligence & Consulting Institute (MIC) expects servers and data center supply chains to become the primary growth drivers for major information and communications technology (ICT) products in 2027. Global server shipments are projected to increase 12.4% year-over-year to 18.6 million units, with AI server shipments rising 17.8% to 5.4 million units.
Ledlink Optics reported that August revenue climbed on stronger AI server and automotive demand, with consolidated revenue reaching NT$134 million. The figure rose 3.21% from July and 20.42% from a year earlier, as the Taiwan-based supplier said both businesses supported growth heading into the second half of the year.
Getac Holdings is expanding aggressively into drone opportunities on the back of its strong industrial rugged computer foundation, making the segment a continued growth driver in the second half of 2026.
Acer subsidiary Weblink International reported record August consolidated revenue of NT$3.246 billion in 2026, up 41.52% from a year earlier, as demand for mid- to high-end computing and graphics products strengthened. The distributor also said revenue for the first eight months climbed 36.44% year-over-year to NT$25.604 billion, with both periods setting records for their respective periods.
Thailand has suspended construction on 49 data center projects while stressing that it is not trying to "close the door" to investment. The move comes as the government works to draft a regulatory framework amid public concern over energy use and environmental impacts, Bloomberg reported.
Arm is stepping up its role in AI infrastructure as cloud providers, original equipment makers, and software partners build systems for agentic AI, a shift that could affect data centers worldwide. The company said its latest Neoverse Compute Subsystems N4 and Arm AGI CPU aim to give customers more choice across performance, efficiency, and silicon design.
Qualcomm's multi-generation agreement to build customized AI inference silicon and optical interconnects for Amazon gives the company something its data center roadmap has lacked since it re-entered the market: a named, US-scale hyperscaler willing to put Qualcomm parts into a production fleet. The commercial value was not disclosed; the strategic value is the point. Qualcomm has spent the past year buying its way into AI infrastructure and telling investors it belongs there. Amazon Web Services (AWS), the largest buyer of AI compute in the market, has now agreed.
According to the latest DIGITIMES Intelligence report, US-based cloud service providers (CSPs) are expanding their footprint in Malaysia, with Microsoft and Google driving the next wave of added AI computing capacity. The availability of land, power, and related infrastructure for campus developments of several hundred MW will further shape Malaysia's data center growth pace and regional divergence.
For years, sensor technologies tied to image processing and machine vision have carved out their own foothold in the digital world, where the prevailing use of AI was largely confined to workflows such as historical data analysis and software-level applications. The smartphone market became the most visible proving ground, where image-sensing technology held a formidable edge as a crucial component in unlocking the full potential of smartphones' intelligent layer.
OpenAI has signed a multi-year agreement with Australian AI infrastructure developer Firmus for dedicated computing capacity at two data center sites in Malaysia, becoming an anchor customer as demand for power and data-center capacity accelerates.
MA-tek, a semiconductor testing and analysis company, reported August revenue of NT$565 million, up 17.78% from a year earlier and marking a record high for the sixth straight month. Revenue for the first eight months reached NT$4.196 billion, up 17.66% from the same period in 2025.
This week, DIGITIMES heads to Shenzhen to cover an expo showcasing the world of optoelectronics, a class of technologies that serves as the link between electricity and light. In today's era of pervasive digital connectivity, from smart glasses to cars to phones, this event is expected to give us a glimpse into the hardware supply chain behind these devices, and increasingly behind the global AI infrastructure build-out.
As AI server computing power and per-rack power density continue to rise, traditional 54VDC power architectures are hitting bottlenecks such as excessive current, higher copper usage, and greater transmission losses. This is pushing next-generation AI data center power designs toward 800V high-voltage direct current (HVDC).
The US-China space race is broadening beyond rocket launches and crewed lunar missions into a growing array of strategic arenas, including lunar resources, low-Earth-orbit (LEO) satellite constellations, space computing and military capabilities in orbit.
This year's SEMICON Taiwan saw companies worldwide flock to Taipei to learn new industry developments and score potential business opportunities. Many came from elsewhere in Asia, but some came from as far as California, where business leaders highlighted the complementary relationship between the state's research and start-up ecosystem and Taiwan's manufacturing capabilities.
STMicroelectronics said humanoid robots are still most likely to enter manufacturing first, as the industry works through key hurdles in hand dexterity, edge AI decision-making, and total system cost. The chipmaker made the remarks at a recent press event in Taiwan focused on sustainability, AI data centers, and robotics.
DeepSeek is reportedly planning to purchase 160,000 Huawei chips for its large 1 GW data center currently under construction in the Chinese province of Inner Mongolia. This would make it among the largest clusters of Huawei chips deployed to date, as the Chinese authorities attempt to wean the country off Nvidia chips, but still struggle with insufficient domestic manufacturing capacity.
HyperVault, a Tata Consultancy Services (TCS) subsidiary, has secured 264 acres in Hyderabad to build a large AI data center campus capable of reaching 1GW of capacity. The project could strengthen India's role in global artificial intelligence infrastructure, while influencing jobs, energy demand, and digital supply chains worldwide.
