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    Nvidia’s hold on AI inference chips strengthened as in-house rivals failed to bite
    3h 26min ago
    Largan and Sunny Optical accelerate FAU push, with Han's Laser as key supplier
    3h 26min ago
    InnoScience wins GaN patent case against Infineon in China
    3h 26min ago
    Foxconn teams with major power equipment players to expand into AI data centers
    3h 26min ago
    Xiaomi Auto executive says Tesla’s true moat is manufacturing
    3h 26min ago
    NEWS TAGGED AI SERVER
    Tuesday 16 June 2026
    Walrus Pump sees stronger liquid cooling demand, eyes higher 2026 growth

    AI server liquid cooling is driving demand for pump makers, a shift that could boost supply-chain resilience and margins for Asia-based...

    Monday 15 June 2026
    AI server tracker: Taiwan's AI supply chain posts triple-digit gains in May as server makers and memory chips surge
    Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure...
    Monday 15 June 2026
    General-purpose server demand exceeds expectations; component shortages expected to normalize in 3Q26

    While artificial intelligence (AI) server orders remain robust, tight component supplies have raised concerns about shipments across...

    Friday 12 June 2026
    Accton says AI networking demand is rising as it expands capacity for optical products
    AI server and cloud data center growth is boosting demand for high-speed switches and optical communications, with global supply chains feeling the strain. Taiwan networking equipment...
    Friday 12 June 2026
    AI server tracker: Taiwan's AI server build chain widens as rack suppliers outpace peers
    Taiwan's server supply chain continues to benefit from AI infrastructure, with growth spread across connectors, cables, cabinets, rails, and system assembly. But the pace varies, as...
    Friday 12 June 2026
    Chinese chip foundry United Nova bets US$3B on AI power, optical interconnects
    United Nova Technology (UNT) is expanding from automotive and industrial chips into AI server power management and optical interconnects through a CNY20 billion (US$3 billion) 12-inch...
    Friday 12 June 2026
    Powerlogic says AI server demand and rising memory costs hit May 2026 revenue
    Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales,...
    Friday 12 June 2026
    Lite-On posts May 2026 revenue jump as AI server power demand boosts sales
    Lite-On Technology reported consolidated revenue of NT$17.4 billion (US$550 million) in May 2026, up 4% month-over-month and 30% year-over-year, driven by strong demand for AI and...
    Friday 12 June 2026
    Sharp lays out 2026 growth strategy with AI servers as top priority
    Foxconn affiliate Sharp said in Tokyo that it has moved beyond restructuring and onto a new growth phase, with global implications for customers, suppliers, and enterprise buyers watching...
    Thursday 11 June 2026
    MSI sees CPU shortages easing as margins recover

    Micro-Star International (MSI) said its gross margin recovered to 15% in the first quarter of 2026, after tariff costs, foreign exchange...

    Thursday 11 June 2026
    Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens
    AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains...
    Thursday 11 June 2026
    Sharp's AI server plan signals a broader shift in Japan electronics
    Sharp's June 9 fiscal year 2026 business briefing highlighted a deeper partnership with Foxconn, with AI servers becoming the main focus. Sharp said it will begin selling AI servers...
    Wednesday 10 June 2026
    Supermicro's US$7 billion fundraising shines spotlight on mounting governance and compliance challenges
    According to Bloomberg and Reuters, Supermicro said it plans to raise US$7 billion through a series of equity and equity-linked offerings to support purchases of...
    Tuesday 9 June 2026
    Cooling parts maker Global PMX wins AI server liquid-cooling supply and expects high-margin shipments in second half
    Automotive power and safety parts manufacturer Global PMX said it secured placements in the supply chains of leading AI chip and rack makers and expected a wave of high-margin liquid-cooling...
    Monday 8 June 2026
    Microloops May revenue rises 54% as CSP cooling module shipments start
    Cooling module maker Microloops reported May 2026 consolidated revenue of NT$330 million (approx. US$10.45 million), up 54.97% from a month earlier and down 10.76% from a year earlier...
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    AsiaCPO2
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook