AI server tracker: Rising server demand leads to high revenue growth for rail kit makers
May 15, 2026, 9:15 pm By DIGITIMES
Growing demand for AI is driving appetite for server components across cable connectors, cases, and…China's memory push accelerates as YMTC and CXMT expand DRAM ambitions
May 15, 2026, 9:15 pm By DIGITIMES
China's memory semiconductor industry is entering a new phase of expansion as leading domestic…Commentary: The Thucydides trap and TSMC's COUPE
May 15, 2026, 8:07 am By DIGITIMES
On May 14, Xi Jinping opened his summit with Donald Trump in Beijing by invoking the Thucydides Trap…Global server market and shipments, 2026: Agentic AI drives global server shipments near 20 million mark in 2026
May 15, 2026, 6:03 am By DIGITIMESCPU computing power plays a key role in AI, with Global server shipments in 2026 expected to see a…China keeps tight InP export controls despite Trump-Xi talks
May 15, 2026, 5:51 am By Lily Hess
As the US and China continue to clash over geopolitics and critical materials supply, industry…TTI targets global ADC market with upstream next-gen linker and payload platforms
May 15, 2026, 5:05 am By Willis Ke
Taiwan-based Tripartite Therapeutics, Inc. (TTI) is positioning itself at the forefront of the…TSMC's Vanguard stake sale signals AI-era capital pivot
May 15, 2026, 4:51 am By Joseph(C) Chen
TSMC's decision to sell down its stake in Vanguard International Semiconductor (VIS) is the second…Fiber shortage deepens as orders for Chinese vendors extend to 2027
May 15, 2026, 4:51 am By Lily Hess
The global optical fiber market is shifting from a traditional telecom cycle into a new phase of…Everlight to build automotive LED plant in Thailand as raw material costs hit profit
May 15, 2026, 4:44 am By Rodney Chan
Everlight Electronics said it will invest an additional US$56.5 million in its Thai subsidiary to…AI servers squeeze ODM margins as consignment gains traction
May 15, 2026, 4:02 am By Lily Hess
As AI server prices rise, original design manufacturers (ODMs) are hitting record revenue, but also…Phison aiDAPTIV accelerates edge AI deployment with Dimensity 9500
May 15, 2026, 3:54 am By Charlene Chen
Phison and MediaTek teamed up at the recent Dimensity Developer Conference (MDDC 2026) to run a 20B…Samsung shields chip lines as union sticks to strike plan
May 15, 2026, 3:44 am By DIGITIMES
Samsung Electronics has reportedly begun pre-emptive production adjustments at its semiconductor…Memory maker Biwin reapplies for listing on Hong Kong Stock Exchange
May 15, 2026, 3:41 am By DIGITIMES
Biwin Storage Technology recently resubmitted its listing application to the Hong Kong Stock…Ability Enterprise targets AI and automation growth after strong first-quarter results
May 15, 2026, 3:30 am By Jingyue Hsiao
Ability Enterprise has said it expects continued revenue and profit growth through 2028 as the…Maserati turns to Huawei as China's EV power expands into luxury cars
May 15, 2026, 2:32 am By DIGITIMES
In a move that underscores both the desperation of legacy luxury brands and the growing confidence…Taiwan industry maintains support for non-China supply chain push despite drone budget setback
May 15, 2026, 1:54 am By Eifeh Strom
Taiwan's legislature recently passed the final version of a special defense budget totaling NT$780…Analysis: Mythos sparks access fight as AI models become strategic assets
May 15, 2026, 1:43 am By Jingyue Hsiao
Anthropic's decision to limit access of its advanced model, Claude Mythos, to only the US government…Broadcom loses South Korea appeal over fine for alleged coercive Samsung supply deal
May 15, 2026, 12:22 am By DIGITIMES
Broadcom lost its appeal in South Korea on May 13, 2026, when the Seoul High Court upheld a KRW191…Trump-Xi summit is Nvidia's best shot at getting back into China
May 15, 2026, 12:12 am By Sherri Wang
US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put…Panel makers cool in April 2026, pivot to CPO and FOPLP
May 14, 2026, 11:58 pm By Charlene Chen
After the early pull-forward effect from customers began to fade, Taiwan's panel makers have started…
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