Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem largely from price rises while AMD posts stronger shipment-led growth. TSMC plans another price increase as customers prioritize capacity over cost, developments that could affect cloud providers, vendors, and data center economics worldwide.

Connector maker Lotes said it held product prices to win market share and reported record first-quarter 2026 revenue as strong server demand lifted results. The company disclosed that consolidated revenue for the first quarter reached NT$9.332 billion (US$295.12 million), gross margin was 49.55%, operating margin was 29.04%, net profit was NT$2.4 billion, and earnings per share were NT$21.72, with the server business accounting for more than 50% of total revenue for the first time.

Ennoconn Technology held a quarterly investor briefing, during which executives said the first-quarter results were weighed down by deferred, high-margin orders for intelligent software and solutions, memory price fluctuations, and one-time costs tied to integrating Kontron, the German subsidiary. The firm reported consolidated first-quarter revenue of NT$37.11 billion (US$1.17 billion), a gross margin of 20.1%, operating profit of NT$1.99 billion, and net income attributable to the parent of NT$750 million, with earnings per share of NT$5.15.

Tencent is back in India. The company has forged new partnerships with the Services Export Promotion Council (SEPC) and the Game Developer Association of India (GDAI), committing over INR100 million (about US$1.04 million) to programs focused on talent development, curriculum support, and industry incubation. The agreements, signed as three-year memorandums of understanding, mark one of Tencent's most structured returns to India's gaming ecosystem — following years of uncertainty after India's 2020 crackdown on Chinese-linked digital platforms, according to reports from The Economic Times, The Financial Express, and The Hindu.

Nvidia's GB300 is becoming the mainstream AI server product in the first quarter of 2026, boosting ODM revenue and profit worldwide; with Vera Rubin servers due to ramp in the third quarter and aggressive ASIC deployments by cloud providers, the global AI server supply chain expects sustained growth into the second half of 2026.

As generative AI proliferates across end devices, a distributed edge-cloud architecture is taking shape — shifting inference workloads from the cloud to local hardware to reduce latency and improve efficiency. Industry players point to use cases spanning wearables, autonomous driving, and smart manufacturing, where CPUs, NPUs, and microcontrollers will handle time-sensitive AI tasks at the edge while the cloud continues to host training and less latency-sensitive processing.

Palo Alto Networks said it completed the acquisition of CyberArk in February 2026 and began integrating CyberArk's privileged access management capabilities into its Cortex and Strata platforms to strengthen identity verification for AI agents. The firm also closed its acquisition of Israeli cybersecurity startup Koi in April 2026 to improve oversight and protection for autonomous AI agents, and integrated Portkey's enterprise autonomous AI agent security and governance functions into its Prisma AIRS platform.

The Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) is moving ahead with its global science park strategy, and Mexico's Sonora has emerged as the leading candidate for an early launch, TEEMA chairman Young Liu said before the group's 27th general assembly on May 15, 2026. Liu said Sonora has the strongest chance of becoming the first site because talks began earliest there and field inspections have already been carried out three times, putting it well ahead of other candidate locations.

Cisco's latest earnings report has injected fresh momentum into the networking industry, with CEO Chuck Robbins highlighting strong order momentum in AI infrastructure, which helped drive product orders up 35% year-over-year in the third quarter of fiscal 2026. AI infrastructure orders from hyperscalers reached US$1.9 billion during that quarter, and US$5.3 billion for the year to date, beating the company's original US$5 billion target. Looking ahead, Robbins also struck an upbeat tone, saying hyperscaler AI infrastructure orders in fiscal 2026 are expected to reach US$9 billion, or roughly 450% of 2025 levels.

Adlink Technology said on May 13 that edge AI demand continued to rise, helping the industrial PC maker deliver one of its strongest profit performances in recent quarters in the first quarter of 2026. The company struck a cautiously optimistic tone for the second half and said long-term growth will center on expanding AI deployment across more real-world use cases.