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    US ban on Chinese optical modules could disrupt AI supply chain
    9h 19min ago
    Old LCD fabs are being repurposed as AI advanced packaging hubs
    9h 20min ago
    Exclusive: STATS ChipPAC plans broad price hikes in 2H26 as AI demand stays strong
    9h 20min ago
    Interview: Nvidia exec on progress of CPO production and pluggable optics
    9h 20min ago
    Eclusive: Wistron lands Oracle AI server order as it adds Lenovo and HPE
    9h 20min ago
    China auto exports shift from price wars to value wars
    9h 20min ago
    NEWS TAGGED AI SERVER
    Thursday 6 August 2026
    Taiyo Yuden's AI server exposure is starting to reshape its earnings outlook
    Taiyo Yuden has lifted its full-year outlook after a stronger first quarter, as demand from AI servers and related IT infrastructure increasingly drives sales of higher-end capacitors...
    Thursday 6 August 2026
    Jeter says AI shipping demand and geopolitics lifted first-half profit
    Jeter reported stronger first-half 2026 earnings and said it expected momentum to continue in the second half as AI server shipments, semiconductor cargo, and tariff-related restocking...
    Thursday 6 August 2026
    Chicony Power wins US communications customer as AI server products move toward production
    Chicony Power Technology Co. said on Aug. 4 that stronger demand for communication and server power improved its second-quarter 2026 product mix, even as higher raw material costs...
    Wednesday 5 August 2026
    Vanguard International Semiconductor lifts 2Q26 profit on AI server chip demand
    Vanguard International Semiconductor (VIS) reported stronger second-quarter 2026 results on higher demand for AI server power management ICs, customer restocking and higher average...
    Monday 3 August 2026
    Flexible PCB maker Flexium sees AI server shipments doubling after 2Q margin turns positive
    Flexium Interconnect said its second-quarter operating loss narrowed from the previous quarter as new flexible printed circuit products entered mass production for a US customer's...
    Friday 31 July 2026
    AI server boom reshapes MLCC pricing as capacity shifts upmarket

    The rapid expansion of AI infrastructure is reshaping one of the semiconductor industry's most overlooked component markets. Soaring...

    Friday 31 July 2026
    AI server BBU demand triples battery-module capacity ahead of 800V HVDC rollout

    Backup battery units are set to become standard equipment in AI servers using 800V high-voltage direct current architectures, according...

    Thursday 30 July 2026
    Intel's reported DDR4 CPU revival expected to boost PC demand in second half
    With AI server demand continuing to absorb DRAM production capacity, DDR5 memory prices remain elevated and are expected to rise further.
    Wednesday 29 July 2026
    Quanta buys AUO Taoyuan factory for NT$19.7B to expand AI server capacity
    Quanta has agreed to buy AUO's Taoyuan factory in Guishan Hwa Ya Park for NT$19.7 billion, moving to add server production capacity as its Taiwan lines run at full utilization. The...
    Wednesday 29 July 2026
    AI shift to inference boosts CPU server demand across the supply chain
    The move from AI model training to inference is widening server demand beyond accelerators and easing margin pressure on hardware assemblers. For global readers, the shift signals...
    Tuesday 28 July 2026
    SK Hynix enters LPDDR6 production race with Xiaomi first in line
    SK Hynix reportedly plans to begin mass production and shipments of LPDDR6 in the second half of 2026, with Xiaomi expected to become its first customer for mobile devices. Industry...
    Tuesday 28 July 2026
    Nvidia's Vera targets AI server growth, with CSP adoption the key test
    Nvidia is pushing into the server CPU market with its Vera chip as AI infrastructure competition enters a new phase, seeking to evolve from a chip supplier into a full AI computing...
    Friday 24 July 2026
    Google raises capex outlook as compute demand stays tight, boosting Foxconn
    Alphabet, Google's parent company, has raised its capital expenditure forecast to US$195-205 billion and signaled a significant increase again in 2027, while openly saying that AI...
    Friday 24 July 2026
    Samsung Electro-Mechanics wins US$200 million AI server capacitor order

    Samsung Electro-Mechanics disclosed on July 23 that it signed a KRW295.12 billion (US$200 million) supply contract with a major global...

    Friday 24 July 2026
    AI-driven DRAM surge hits EV costs, forcing Chinese automakers to rethink pricing

    Surging AI server demand is reshaping supply and demand across the global memory market. With DRAM prices rising sharply over the past year,...

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    Research_DB
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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