Jules Insighthttps://julesinsight.com/An independent perspective on technology and global industry from Taiwan. Exploring semiconductors, AI infrastructure, and the supply chains behind them.enFrom Microsoft Orders to AI Server Rails: Why Is Nan Juen Willing to Share Its Designs?https://julesinsight.com/posts/nan-juen-server-rails-cloud-customers/https://julesinsight.com/posts/nan-juen-server-rails-cloud-customers/Nan Juen uses design licensing to enter cloud supply chains, then relies on engineering, manufacturing, and patent-risk management to retain orders.Fri, 16 Oct 2026 09:58:14 GMTWhy Is Largan Moving from Components to Integration in CPO?https://julesinsight.com/posts/largan-cpo-integration-yield-responsibility/https://julesinsight.com/posts/largan-cpo-integration-yield-responsibility/Largan’s move from optical components to integrated CPO assemblies brings new responsibilities for alignment, yield, testing, and serviceability.Fri, 16 Oct 2026 00:00:00 GMTFrom Wistron Orders to Data Center Construction: How Meta Green Cooling Is Entering the AI Liquid Cooling Markethttps://julesinsight.com/posts/meta-green-cooling-ai-data-centers/https://julesinsight.com/posts/meta-green-cooling-ai-data-centers/Meta Green Cooling combines equipment, piping, controls, and on-site engineering to deliver AI data center cooling systems.Thu, 15 Oct 2026 11:38:58 GMTTSMC Powers AI Chips. Why Does Taiwan Still Need Japanese Materials?https://julesinsight.com/posts/taiwan-japanese-chip-materials/https://julesinsight.com/posts/taiwan-japanese-chip-materials/Taiwan’s chipmaking strengths depend on specialized materials and industrial partnerships that extend across Japan.Thu, 15 Oct 2026 09:21:10 GMTFrom WinWay to NVLink Fusion: What Are Taiwan’s Suppliers Doing Before AI Chips Enter Mass Production?https://julesinsight.com/posts/taiwan-ai-suppliers-before-production/https://julesinsight.com/posts/taiwan-ai-suppliers-before-production/How Taiwanese suppliers contribute to testing, design, and integration before AI chips reach mass production.Mon, 12 Oct 2026 14:41:23 GMTWhy Is AI Packaging Turning to the Toyota Group Supply Chain? Eternal Precision Mechanics’ Cross-Industry Expansion Experimenthttps://julesinsight.com/posts/ai-packaging-toyota-supply-chain/https://julesinsight.com/posts/ai-packaging-toyota-supply-chain/Eternal Precision Mechanics brings manufacturing experience from other industries into the demands of advanced AI packaging.Mon, 12 Oct 2026 12:41:56 GMTWhy Did Furukawa Choose Global Tek for a Major AI Liquid-Cooling Order? From Airbags to Server Coolinghttps://julesinsight.com/posts/furukawa-global-tek-liquid-cooling/https://julesinsight.com/posts/furukawa-global-tek-liquid-cooling/How Global Tek’s precision manufacturing experience connects automotive components with AI server liquid cooling.Mon, 05 Oct 2026 16:18:53 GMTFaster Military AI: Can Power and Cooling Keep Up?https://julesinsight.com/posts/military-ai-power-and-cooling/https://julesinsight.com/posts/military-ai-power-and-cooling/More capable military AI creates system-level demands for power delivery, thermal management, and sustained operation.Sun, 04 Oct 2026 14:05:04 GMTA Technology Taiwan Retired 20 Years Ago: Why Two-Stroke Engines Are Back in the Drone Supply Chainhttps://julesinsight.com/posts/taiwan-two-stroke-drone-supply-chain/https://julesinsight.com/posts/taiwan-two-stroke-drone-supply-chain/How Taiwan’s motorcycle-engine and component suppliers are adapting existing manufacturing capabilities for the drone supply chain.Fri, 04 Sep 2026 14:33:23 GMT70 Racks Opened a Second Growth Curve: How Taiwan’s UAT Moved EV Battery Sealing Into AI Liquid Coolinghttps://julesinsight.com/posts/uat-ev-battery-sealing-ai-cooling/https://julesinsight.com/posts/uat-ev-battery-sealing-ai-cooling/How United Alloy-Tech applied EV battery-box sealing, welding, and manufacturing experience to AI liquid-cooling equipment.Fri, 04 Sep 2026 13:10:38 GMTAI Substrates Are Not All in Short Supply: How 4 Taiwanese Makers and 2 Equipment Suppliers Are Competing for the High-End ABF Boomhttps://julesinsight.com/posts/taiwan-high-end-abf-substrates/https://julesinsight.com/posts/taiwan-high-end-abf-substrates/Four Taiwanese substrate makers and two equipment suppliers compete on materials, yield, process control, and customer qualification.Wed, 02 Sep 2026 16:23:56 GMTAI-Agent Attacks on Taiwan: What the Public Reports Establishhttps://julesinsight.com/posts/taiwan-ai-agent-cyberattack/https://julesinsight.com/posts/taiwan-ai-agent-cyberattack/Dream and Taiwan’s government describe AI-assisted cyberattacks differently. Their reports show the impact and limits of what is publicly established.Tue, 01 Sep 2026 14:58:05 GMTA Thin Layer of Glue: How Ta Liang Technology Is Finding Its Place in AI Hardwarehttps://julesinsight.com/posts/ta-liang-ai-hardware-adhesive/https://julesinsight.com/posts/ta-liang-ai-hardware-adhesive/How Ta Liang Technology’s coating and lamination equipment addresses manufacturing challenges in advanced AI chip substrates.Mon, 31 Aug 2026 00:00:00 GMTMSI at Computex 2026https://julesinsight.com/posts/msi-computex-2026/https://julesinsight.com/posts/msi-computex-2026/A photo report from MSI at Computex 2026, covering GPU server platforms and liquid-cooled rack architecture.Sun, 07 Jun 2026 12:17:34 GMTKaori Thermal Technology at Computex 2026https://julesinsight.com/posts/kaori-computex-2026/https://julesinsight.com/posts/kaori-computex-2026/A photo report on Kaori Thermal Technology’s heat exchangers, cooling distribution units, and rack manifolds at Computex 2026.Sat, 06 Jun 2026 14:33:57 GMTGigabyte at Computex 2026https://julesinsight.com/posts/gigabyte-computex-2026/https://julesinsight.com/posts/gigabyte-computex-2026/Gigabyte’s Computex 2026 showcase spans industrial edge systems, NVIDIA server platforms, and rack-scale AI infrastructure.Sat, 06 Jun 2026 02:11:53 GMTFoxconn (Hon Hai) at Computex 2026https://julesinsight.com/posts/foxconn-computex-2026/https://julesinsight.com/posts/foxconn-computex-2026/A photo report on Foxconn’s AI server, interconnect, and power infrastructure displays at Computex 2026.Thu, 04 Jun 2026 16:18:26 GMTAuras at Computex 2026https://julesinsight.com/posts/auras-computex-2026/https://julesinsight.com/posts/auras-computex-2026/Auras presents liquid-cooling systems, cold plates, pumps, and thermal-management equipment at Computex 2026.Thu, 04 Jun 2026 00:00:00 GMTJentech at Computex 2026https://julesinsight.com/posts/jentech-computex-2026/https://julesinsight.com/posts/jentech-computex-2026/A photo report on Jentech’s data center liquid-cooling technologies and microchannel lids at Computex 2026.Wed, 03 Jun 2026 00:00:00 GMTDelta Electronics at Computex 2026https://julesinsight.com/posts/delta-electronics-computex-2026/https://julesinsight.com/posts/delta-electronics-computex-2026/Delta Electronics showcases power delivery and liquid-cooling systems for high-density AI data centers at Computex 2026.Tue, 02 Jun 2026 00:00:00 GMTWiwynn and Wistron at Computex 2026https://julesinsight.com/posts/wiwynn-wistron-computex-2026/https://julesinsight.com/posts/wiwynn-wistron-computex-2026/Wiwynn and Wistron’s Computex 2026 displays cover liquid cooling, microchannel lids, and rack-scale AI infrastructure.Tue, 02 Jun 2026 00:00:00 GMTHow KYEC Secured Nvidia’s Trust (and 95% of its AI Chip Testing Orders)https://julesinsight.com/posts/kyec-nvidia-ai-chip-testing/https://julesinsight.com/posts/kyec-nvidia-ai-chip-testing/How KYEC built its role in NVIDIA’s AI chip testing supply chain through engineering capability and customer trust.Mon, 12 Jan 2026 15:06:52 GMTTron Future: Taiwan’s Defense Tipping Point Hinges on Domestic Mass Productionhttps://julesinsight.com/posts/tron-future-taiwan-defense-production/https://julesinsight.com/posts/tron-future-taiwan-defense-production/Tron Future CEO Wang Yuh-Jyh discusses Taiwan’s defense technology, domestic production, and the challenges of scaling manufacturing.Thu, 06 Nov 2025 15:06:01 GMTHow YTTEK Leveraged SDR Technology to Enter Ukraine’s Drone Supply Chainhttps://julesinsight.com/posts/yttek-sdr-ukraine-drone-supply-chain/https://julesinsight.com/posts/yttek-sdr-ukraine-drone-supply-chain/How YTTEK used software-defined radio expertise to enter Ukraine’s drone supply chain, based on an interview with Johnson Chen.Wed, 05 Nov 2025 15:04:52 GMTForging a New Class of Weatherproof Drones: Inside Dragonfly UAS’s Bid to Conquer Taiwan’s Extreme Climatehttps://julesinsight.com/posts/dragonfly-uas-weatherproof-drones/https://julesinsight.com/posts/dragonfly-uas-weatherproof-drones/Dragonfly UAS’s approach to drones built for Taiwan’s demanding weather, based on a podcast interview with CEO Li I-Ru.Mon, 03 Nov 2025 14:59:15 GMTHow PVI and IV Technologies Entered the Semiconductor CMP Pad Markethttps://julesinsight.com/posts/pvi-iv-technologies-cmp-pads/https://julesinsight.com/posts/pvi-iv-technologies-cmp-pads/How PVI and IV Technologies developed semiconductor polishing materials and pursued qualification in a demanding supply chain.Sun, 02 Nov 2025 00:00:00 GMT