Strong demand for AI server cooling is extending visibility for the industry, with Asia Vital Components (AVC) and Auras Technology both forecasting sustained growth through 2029....
Genius Electronic Optical Co. (GSEO) said on May 29 that its co-packaged optics (CPO) business is moving toward rapid growth in 2027 and 2028, with shipments that could eventually...
Lenovo Group is stepping up its AI infrastructure push. Lenovo chairman and CEO Yuanqing Yang said on May 28 at the 2026 World Intelligence Expo that the company will invest in Tianjin...
LianDe Holdings-KY moved into AI server liquid-cooling components and secured a spot in a US chipmaker supply chain, the firm announced, with product validation underway and volume...
Compeq Manufacturing Co. told shareholders on May 28 that AI infrastructure demand has transformed the printed circuit board industry and will push high-end PCB manufacturing complexity,...
Nvidia chief executive Jensen Huang said the artificial intelligence industry is entering a rapid growth phase that could keep revenue rising sharply into 2027, while supply-chain...
Thinking Electronics' outlook points to broader implications for global supply chains, as rising demand for protection components, AI data-center equipment, and electric vehicles tightens...
AI data centers are driving increased demand for faster transmission worldwide, prompting compound semiconductor foundries to shift toward optical communications. Advanced Wireless...
Compal Electronics said it was scaling up its server business and expects server revenue to reach 8-10% of total sales in 2026 as AI server rack-scale systems ramp and a new Texas...
AI demand for high-performance chips is driving up orders for semiconductor silicon capacitors, or Si-Caps, with Samsung Electro-Mechanics and several Taiwanese memory makers emerging...
Dell reported a record first quarter for fiscal 2027, with revenue rising 88% to US$43.8 billion and diluted earnings per share climbing 214% to US$4.86. The company said demand was...
On May 27, Marvell Technology reported record revenue in the fiscal first quarter of 2027 and raised its long-term outlook, citing accelerating demand for AI-related data center infrastructure,...
Marvell Technology has said its custom silicon business and data center solutions are emerging as central pillars of its long-term growth strategy, driven by rising demand from hyperscale...
Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that...
