AI server tracker: Taiwan’s AI server build chain widens as rack suppliers outpace peers

Taiwan’s server supply chain continues to benefit from AI infrastructure, with growth spread across connectors, cables, cabinets, rails, and system assembly. But the pace varies, as some companies are seeing only modest gains while others tied more closely to AI server racks, liquid cooling, and high-value interconnects are growing much faster.

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Taiwan AI infrastructure suppliers see broad sales gains in May

Taiwan’s AI infrastructure technology suppliers posted stronger sales in May, led by firms tied to artificial intelligence servers, data-center networking, optical communications, and advanced cooling. The figures suggest demand remains driven by the buildout of AI infrastructure, with higher power loads, faster interconnects, and more complex thermal systems boosting orders and product mix.

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PCIM 2026: Accepting local component deficits for system-level benefits

In power electronics engineering, Silicon Carbide (SiC) companies are competing to achieve the absolute lowest thermal resistance (Rth), with the mindset that lower heat signature equates a superior system. However, at PCIM Europe 2026, a collaborative project between Rohm Semiconductor, Schweizer Electronic, and eMoveUs GmbH exposed a revolutionary counter-intuitive shift in design philosophy: willingly accepting a localized thermal performance deficit to ultimately achieve dominant system-level advantages.

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Weblink International reports strong growth as AI demand lifts sales

Weblink International Inc. said rising global demand for artificial intelligence applications and digital transformation is boosting its business, underscoring how enterprise technology spending is reshaping markets for customers and suppliers worldwide. The company said it is expanding its AI focus and adjusting its product mix to respond to changing demand.

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Taiwan chips in as drone makers ditch China supply chains

Taiwan’s drone supply chain is notching fresh wins, with downstream players such as Thunder Tiger and Taiwan’s Aerospace Industrial Development Corporation (AIDC) continuing to secure orders while upstream suppliers, especially chipmakers, are quietly expanding their deployments and market share. For military and commercial drones in particular, Taiwanese chip vendors are now working closely with local customers as well as customers in Europe and the US to integrate a range of on-board image-processing and AI recognition modules, plus applications such as flight control and ground control stations.

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