38 articles
2026-05-15
digitimes.com
2026-05-15
The global buildout of artificial intelligence data centers is driving a new wave of demand for high-speed networking infrastructure, as the efficiency of communication between servers becomes increasingly critical.
2026-05-14
digitimes.com
2026-05-14
AI server demand is pushing semiconductor packaging into a new growth cycle, but the market remains heavily concentrated among a small group of global outsourced semiconductor assembly and test leaders and Taiwanese and Chinese companies, sharpening the challenge for South Korea's back-end chip industry.
2026-05-14
digitimes.com
2026-05-14
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 prompting cautious second-half planning by ODMs and brands, which are increasingly pivoting toward AI servers for relatively better profitability despite similar inflationary pressures and uncertainty.
2026-05-13
www.fxleaders.com
2026-05-13
FXLeaders
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2026-05-13
digitimes.com
2026-05-13
Taiwan's ASIC and design services sector is showing sharply diverging fortunes in 2026, with new monthly revenue data highlighting strong momentum for GUC while rivals Faraday and Alchip face a slower start to the year.
2026-05-13
digitimes.com
2026-05-13
April results from Taiwan's power electronics sector underscored how deeply artificial intelligence infrastructure is reshaping demand for energy systems, with strong growth across data center power management, backup batteries, and advanced cooling solutions.
2026-05-13
digitimes.com
2026-05-13
Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes,73% (173 companies)posted positive year-on-year revenue growth in April 2026, and58% (139)grew month-over-month. Memory makers, AI server assemblers, and advanced packaging houses led the advance, while silicon wafer suppliers and a handful of fabless names faced ongoing headwinds.
2026-05-13
digitimes.com
2026-05-13
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 without lifting manufacturing fees at the same pace, leaving original design manufacturers (ODMs) facing lower gross margins as assembly orders grow.
2026-05-13
digitimes.com
2026-05-13
Taiwan Chinsan Electronic Industrial said strong demand from cloud and server customers pushed related revenue contribution to 35% in the first quarter of 2026, with high-margin AI server applications accounting for roughly half of the segment.
2026-05-12
digitimes.com
2026-05-12
Taiwanese PCB maker Tripod Technology posted its strongest-ever first-quarter performance in 2026, driven by resilient server and memory demand tied to the global AI infrastructure buildout and spillover orders from higher-end AI server supply chains.
2026-05-12
digitimes.com
2026-05-12
Leading IC distributors WPG Holdings and WT Microelectronics posted double-digit growth in both monthly and cumulative revenue for January to April 2026, driven by demand for data centers and AI-related servers.
2026-05-12
digitimes.com
2026-05-12
Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs show that China's IC export value rose 100.1% year-over-year in April 2026, marking the first time it has doubled and reflecting how price hikes in AI servers, data centers, and memory are spreading rapidly through
2026-05-09
cryptobriefing.com
2026-05-09
Crypto Briefing
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OBON Corp. linked to Nvidia chip smuggling scheme that allegedly funneled $2.5B in AI servers to Alibaba
US prosecutors say a Bangkok-based company helped route restricted Nvidia AI servers through Southeast Asia to China, skirting export controls in place since 2022.
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2026-05-08
www.investing.com
2026-05-08
Investing.com
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2026-05-08
www.reuters.com
2026-05-08
Reuters
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2026-05-06
digitimes.com
2026-05-06
Power semiconductor maker Eris Technology reported consolidated revenue of NT$250 million (US$7.9 million) in April 2026, a company record and up 19% from a year earlier, executives said, as demand tied to AI robots and AI servers began moving from sampling into volume ramp-up. The company said the April result followed 16 months of operational adjustment and signaled a return to a growth track dr
2026-05-03
www.tradingkey.com
2026-05-03
TradingKey
digitimes.com
Advanced Micro Devices (AMD) CEO Lisa Su stated that the company plans to invest more than US$10 billion in Taiwan's industrial ecosystem to accelerate the development of artificial intelligence (AI) infrastructure. The announcement was made during her visit to Taiwan, where she also disclosed the latest progress in collaborations with Taiwan Semiconductor Manufacturing Company (TSMC), backend pac