31 Mar
Latest News and Trends

Vera Rubin compute tray design unfinalized as Nvidia pushes supply diversification

Sources in the passive component supply chain report that Nvidia’s next-generation platform architecture, Vera Rubin, is scheduled to enter mass production in the third quarter of 2026 and has drawn significant attention from the global AI computing market. However, the design of the GPU compute tray has yet to be finalized, which could cause slight delays in actual shipment timelines.

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31 Mar
Latest News and Trends

Microsoft: AI agents key to easing enterprise capacity and workload pressures

AI Expo Taiwan 2026 opened with a focus on AI agents, a shift that could reshape global workplaces by turning assistants into autonomous “digital colleagues.” Microsoft Taiwan’s Vic Wu warned that enterprises must balance intelligence and trust when integrating agents into their strategies, noting productivity gaps and governance challenges as key concerns.

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30 Mar
Latest News and Trends

Mitac Digital Technology eyes double-digit growth with three-pronged strategy in 2026

Mitac Digital Technology (MDT) is aiming for double-digit growth in 2026 with the launch of three key initiatives. The company’s automotive infotainment business leads the way for growth through enhanced value from existing customers and successful new client acquisitions, while the smart connected communications segment continues to expand amid the AI wave, and the smart mobility segment—including dashcams—sees steady performance amid an overall downward trend. MDT president Steven Chang is confident that the company will sustain growth despite global challenges.

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30 Mar
Latest News and Trends

Advantech invests in Intelligent Cloud Plus to strengthen vertical energy software solutions

Industrial PC maker Advantech announced on March 27 a strategic investment via a wholly owned subsidiary in energy solution provider Intelligent Cloud Plus (ICP). The goal: jointly develop standardized, replicable integrated solutions for the power and energy automation market. The move comes as comprehensive solutions grow increasingly important in the competitive edge AI landscape.

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30 Mar
Latest News and Trends

Kioxia outlines supply strategy, stresses new 2027 capacity won’t disrupt NAND market balance

As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite planned capacity expansions by various NAND manufacturers in 2027, Kioxia expects no risk of oversupply imbalance due to the rapid growth in AI demand.

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