Taiwan's AI Server Supply Chain Reports Record July Revenue
Monthly filings from Taipei reveal NT$2.59 trillion in combined revenue across assembly, cooling, power, and networking firms, signaling sustained hyperscaler demand
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Monthly filings from Taipei reveal NT$2.59 trillion in combined revenue across assembly, cooling, power, and networking firms, signaling sustained hyperscaler demand

After three years of insatiable demand, the hyperscaler buildout has entered a new phase where pricing power, not appetite, dictates the tempo of investment.

Fibre-optic and power equipment makers secure billion-dollar contracts as hyperscalers expand capacity across the subcontinent, even as broader tech sector faces automation headwinds.

Taiwan's power management giant forecasts stronger second half as hyperscalers maintain elevated capital spending on data centers

The real estate investment trust plans a gradual vacancy of its Serangoon data center while riding hyperscaler demand across its Asia-Pacific portfolio

Energy infrastructure constraints force first US state moratorium on data centers as hyperscaler capex approaches $725 billion