Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company expects this move to significantly increase its AI value content, reduce reliance on memory industry cycles, and enter a harvesting phase for revenue growth starting in the first quarter of 2027. The benefits are expected to emerge over the next two years.

Aewin announced a push into two-phase direct liquid cooling to address rising data center thermal demands as rack power consumption moves past 100kW, with demonstrations and product plans shown at COMPUTEX 2026 and a roadmap targeting commercial shipments in 2026 and scaled volume in 2027. The company positioned its two-phase direct liquid cooling, or 2P DLC, as a core element of a broader cooling stack that spans data centers to edge sites and as an infrastructure contributor to Qisda Group’s AI strategy.

After years of supplying camera modules for consumer electronics, Taiwanese imaging company Altek is betting its future on a different vision: helping robots, drones, and autonomous machines understand the physical world.