News tagged AI server at DIGITIMES

NEWS TAGGED AI SERVER

Friday 1 May 2026

OpenAI demand doubts cast shadow over AI server supply chain

OpenAI's aggressive push to secure AI computing capacity is facing growing scrutiny, with signs that its multibillion-dollar data center...

Wednesday 29 April 2026

Nvidia taps Nanya for AI racks with LPDDR equivalent to 4,500 smartphones per rack

The AI boom is pushing memory demand well beyond high-bandwidth memory (HBM). Low-power DRAM is now under pressure too, with shortages emerging as chip developers including Nvidia,...

Wednesday 29 April 2026

AI server demand locks up memory supply through 2027, prices seen holding firm

Artificial intelligence (AI) server demand is tightening memory supply through 2027, with a large share of upstream capacity already committed under long-term agreements, according...

Wednesday 29 April 2026

Data center power and cooling overhaul will reshape global AI infrastructure

Rising AI server power density is forcing data centers to adopt centralized, higher-voltage power and upgraded cooling, with implications for operators, suppliers, and investors. Shifts...

Tuesday 28 April 2026

Nanya breaks into Nvidia's AI memory ecosystem with LPDDR

Nvidia's next-generation AI platform Vera Rubin is approaching mass production, with a key architectural shift favoring low-power DRAM. Sources familiar with the matter say Nanya Technology...

Monday 27 April 2026

Taiwan's supply chain remains irreplaceable as AI hardware demand continues to surge

Global cloud service providers (CSPs) continue to expand their procurement of AI servers from Taiwan, while high-end GPUs and TPUs manufactured by TSMC are in short supply. Analysts...

Monday 27 April 2026

Quanta bets on speed and scale to power next growth wave

Quanta Computer is doubling down on speed, scale, and execution as it heads into 2026, with leadership expressing strong confidence that surging AI server demand will drive another...

Friday 24 April 2026

Global PMX drives smart driving transformation with three key engines

Global PMX's shift from components maker to technology integrator could affect supply chains worldwide, as its push into electro-mechanical brakes, AI server cooling, and surgical...

Monday 20 April 2026

SOCAMM2 race intensifies as SK Hynix starts mass production, while Micron and Samsung push competing designs

SK Hynix has begun mass production of its 192GB SOCAMM2 memory module, marking a major step in the commercialization of next-generation low-power server DRAM designed for AI workloads,...

Friday 17 April 2026

OpenAI reportedly to spend over US$20 billion on Cerebras chips, reducing reliance on Nvidia

OpenAI has reportedly entered into a multi-year agreement to pay chip startup Cerebras Systems more than US$20 billion for AI server capacity,...

Friday 17 April 2026

Foxconn Industrial Internet surpasses Huawei in 2025 revenue, driven by AI servers

Foxconn's industrial arm, Foxconn Industrial Internet (FII), has ridden the AI server boom to become a revenue leader, illustrating to global manufacturers how advanced production...

Friday 17 April 2026

Foxconn shifts US plant from simulation to operation with AI-driven factory setup

Foxconn's US AI factories could reshape global electronics supply chains by accelerating US-based AI server production and offering a replicable smart factory model for overseas sites...

Tuesday 14 April 2026

March 2026 revenue for ODM/EMS surged on back of AI server demand

Taiwan's ODM and EMS sectors saw a surge in revenue in March 2026, driven primarily by strong AI server demand alongside seasonal quarter-end restocking. Notably, growth extended beyond...

Tuesday 14 April 2026

Asus exceeds expectations with 2x server revenue and growing notebook shipments

Asus has recently unveiled two major surprises in its business outlook. According to supply chain sources, the company's newly set internal targets for 2026 notebook shipments and...

Monday 13 April 2026

AI server tracker: Taiwanese thermal solution providers entering structural AI growth phase as liquid cooling adoption accelerates

Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem in 2026, even though their absolute revenue scale remains far...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook