Growth 結果共609筆

Foxconn’s Lee Kuang-yao pledges to triple C Business Group revenue by 2028, positioning robotics as the conglomerate’s next growth engine after EVs and digital health.

Taiwan’s thermal management suppliers closed May 2026 with some of the strongest growth numbers in the AI supply chain. The results landed a week after Computex 2026, where chips with thermal design power above 1,000 watts and racks headed toward one megawatt made one thing plain: cooling has moved from the periphery of server design to the center of its economics.

While the silicon vendors captured the keynote headlines, Taiwan’s hardware manufacturers drew the biggest crowds on the show floor. Their expansive booths featured server racks, advanced cooling systems, robots, and complete computing platforms. The attention was well deserved. Taiwan assembled roughly 90 percent of the world’s AI servers in 2025, and total server shipments are forecast to rise 19.2 percent in 2026, marking the strongest growth in years. Global shipments in the second quarter alone are projected to exceed five million units for the first time. These manufacturers turned Computex into a vast showroom for the physical machines powering the AI boom.

Nvidia CEO Jensen Huang concluded his Taiwan visit, accepting President Lai’s invitation to tour power plants. This highlights Taiwan’s focus on energy for AI growth.

Morgan Stanley believes the AI industry is entering a long-term growth cycle, with Nvidia’s latest outlook reinforcing expectations for continued demand across the semiconductor supply chain.

Compal Electronics showcases its collaboration with Nvidia on Physical AI at Computex. The company shifts from PCs to AI servers, investing $500M in Texas and planning a new Taiwan facility. Compal focuses on AI infrastructure, 5G connectivity, and medical tech, with energy availability as a key factor.

At Computex 2026 in Taipei, two of Taiwan’s largest hardware makers converged on the same strategic bet from opposite directions. The next phase of AI data center growth will be prefabricated, modular, and shipped in containers rather than built room by room on a customer’s site.

Nvidia CEO Jensen Huang highlights AI’s role in boosting job markets and economic growth at GTC Taipei 2026. He argues AI increases demand for engineers, not reduces jobs.

Foxconn will arrive at Computex 2026 in its best operating position ever. Fresh off record first-quarter results and an even more impressive April, the world’s largest contract electronics maker is riding robust AI server demand, a rapid Nvidia Vera Rubin ramp, and accelerating progress in EVs and robotics. Chairman Young Liu has designated 2026 a “strong growth” year, the company’s highest internal rating, and the financials are delivering.

Taiwan Premier Cho assures power supply through 2030 after Nvidia CEO Jensen Huang warns the island needs more energy for AI growth and manufacturing.

Nvidia CEO and Founder Jensen Huang has laid the table for Computex 2026 next week with all the main courses already plated, following Nvidia’s blockbuster quarterly numbers and his definition of the next wave of growth, ACIE.

President Lai Ching-te announced a new family support strategy, offering NT$5,000 monthly per child, to encourage marriage and family growth. The plan includes flexible parental leave and housing tax incentives.

Taiwan President Lai Ching-te’s approval rose from 32% to 38% on economic growth, but governance satisfaction stayed at 31%. Here is what to know.

Taiwan’s AI server makers delivered another month of bumper year-on-year growth in April, as the global AI infrastructure build-out continued at full pace.

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Computex 2026 opens on June 2 in Taipei under the banner “AI Together,” and for Taiwan’s server makers the timing is close to perfect. The first quarter delivered record results across the entire group. Hyperscaler orders for Nvidia’s next-generation GB300 rack systems are accelerating into the second half of the year. And a new category of compute that the industry has started calling Physical AI, is opening a fresh growth lane alongside the familiar workloads of training and inference.

Taiwanese workers face rising household debt, with over 80% carrying multiple loans. Despite strong GDP growth, wage increases lag behind living costs, leading to financial strain.

For most of its history, Auras Technology was known for cooling laptops. Founded in 1998, the company grew into the world’s largest designer of notebook cooling modules, supplying Dell, Quanta, Compal, and Samsung. Today, that business is a sideshow. AI servers drive over 75% of revenue, liquid cooling has overtaken air cooling in the mix, and Auras is posting growth rates that would be the envy of any company in Taiwan’s tech sector.

Wistron Corporation was once best known as one of the world’s largest notebook assemblers. Today, it is one of the biggest stories in the AI hardware industry. In the first quarter of 2026, the Taiwan ODM posted the highest revenue growth rate among the island’s five major server makers, cementing a transformation that has reshaped the company from top to bottom. Wistron reported first-quarter 2026 consolidated revenue of NT$846.3 billion (US$26.5 billion), up an extraordinary 144.3% year-over-year. March alone set a new monthly record at NT$333.0 billion (US$10.4 billion), up 117.7% from a year earlier. February was equally striking, with revenue of NT$284.9 billion (US$8.9 billion), a 177.4% year-over-year jump.

As AI servers grow exponentially more powerful, the infrastructure needed to feed them electricity and keep them from overheating has become one of the technology industry’s most critical bottlenecks. In Taiwan, the companies solving these problems are posting some of the fastest growth rates in the entire hardware supply chain, and the momentum heading into Q2 2026 shows no signs of slowing.

Chenbro Micom may not be a household name, but inside every major data center, its products are everywhere. The Taiwan company is one of the world’s leading makers of server chassis, the metal enclosures that house the processors, memory, and cooling systems powering the cloud. As AI infrastructure spending surges, Chenbro is posting record numbers and rapidly transforming from a chassis specialist into a full-service provider of rack-level mechanical solutions.

Inventec Corporation, one of Taiwan’s leading electronics manufacturers, posted record quarterly revenue in the first three months of 2026, powered by surging demand for AI servers. The results underscore the company’s successful pivot toward high-value AI infrastructure, even as its traditional notebook business holds steady.

Taiwan’s monthly exports surpassed US$80 billion for the first time in March 2026, underscoring the transformative impact of artificial intelligence on the island’s trade profile and its deepening centrality to the global computing supply chain.

Global semiconductor manufacturing equipment sales reached a record US$135.1 billion in 2025, up 15% from US$117.1 billion in 2024, according to the Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report published by SEMI on April 13, 2026. The growth was driven by sustained expansion in advanced logic and memory capacity, underpinned by accelerating AI-related demand.

Taiwan Semiconductor Manufacturing Company has opened 2026 with a record-shattering first quarter. Revenue for January through March reached NT$1.134 trillion (US$35.9 billion), a 35.1 percent increase over the same period in 2025 and comfortably above the top end of the company’s own guidance of NT$1.13 trillion (US$35.8 billion). The figure eclipses the previous quarterly high of NT$1.05 trillion (US$33.2 billion) set in the fourth quarter of 2025 and extends a run of uninterrupted growth driven almost entirely by AI chip demand.