Pegatron’s ASRock Rack nears IPO with surging AI server sales as Chairman T.H. Tung signals more spin-offs

Pegatron Group’s server subsidiary ASRock Rack is preparing to go public, marking a key milestone in the group’s broader transformation. Pegatron Chairman T.H. Tung personally attended ASRock Rack’s pre-IPO investor meeting on October 20 to show his support, joking that he came to embrace his “golden grandson.” Tung also revealed that more subsidiaries are preparing for spin-offs following ASRock Rack’s listing, signaling an active restructuring drive within the group.

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The quiet duopoly powering AI server substrates: Taiwan and Japan’s next supply edge

Eclat Forever Machinery (EFM), a Taiwan-based maker of advanced IC substrate equipment, told investors it expects stronger performance in 2026 than in 2025. Chairman Chou Cheng-chun said demand from major AI server chipmakers remains strong, driving Taiwan’s IC substrate leaders to commit billions of New Taiwan dollars to capacity expansion. Combined with EFM’s push to diversify its product portfolio, the company expects steady growth momentum ahead.

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South Korea’s APEC CEO Summit to spotlight AI

The Asia-Pacific Economic Cooperation (APEC) CEO Summit will take place from October 28-31, 2025, in Gyeongju, South Korea, gathering about 1,700 global business and economic leaders including Nvidia CEO Jensen Huang and AWS CEO Matt Garman. The event is expected to highlight both the geopolitical tensions between China and the US as well as place a strong focus on technology innovation, particularly artificial intelligence (AI).

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Samsung’s HBM4 logic die yield reportedly surpasses 90% ahead of Nvidia final tests

Samsung Electronics is preparing to enter the final quality testing phase for Nvidia’s sixth-generation high-bandwidth memory (HBM4), as its foundry division ramps up wafer production of the logic dies. Industry sources cited by media outlets including Chosunbiz and G-enews report that Samsung Foundry’s 4nm process logic die yield has exceeded 90%, signaling readiness for mass production.

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Taiwan quantum industry takes shape as research teams advance component autonomy

Taiwan’s industry players are seizing every opportunity in the rapidly advancing field of quantum technology. According to the National Science and Technology Council’s (NSTC) quantum technology exhibit at the 2025 Future Tech Pavilion, a preliminary division of labor in the quantum computing industry has emerged, covering quantum chip design and fabrication to control modules and applications, with an increasing number of professors and students across Taiwan now taking part in related research projects.

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ASRock server unit ASRock Rack accelerates B200/B300 server shipments

ASRock Rack, the server motherboard and system development subsidiary of major motherboard manufacturer ASRock, is set to go public in November 2025. ASRock Rack chairman Lung-lun Hsu and president Wei-shi Sa have faced challenges including talent loss, restructuring, and operational downturns for more than a decade. In recent years, the company has finally capitalized on the artificial intelligence (AI) application boom, joining major supply chains and driving significant revenue growth, becoming a main source of growth for ASRock beyond PC motherboards and graphics cards.

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SK Hynix hits profit milestone that puts Samsung on notice

SK Hynix is on track to log its first-ever quarterly operating profit of KRW10 trillion (US$7 billion) in the third quarter of 2025, making it only the second South Korean firm after Samsung to hit that benchmark. Analysts foresee the memory upcycle lasting several years, fueling an intensifying race between the two Korean chip giants as they keep rewriting industry records.

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