News tagged AI server at DIGITIMES

NEWS TAGGED AI SERVER

Wednesday 7 January 2026

Quanta sees a decade-long AI server cycle, warns growth isn't instant

Mike Yang, executive vice president of Quanta Computer and president of Quanta Cloud Technology (QCT), said AI demand differs fundamentally from notebooks and traditional servers,...

Tuesday 6 January 2026

AI server cooling demand lifts Taiwan Microloops, liquid cooling revenue share to reach 20%

Thermal module maker Taiwan Microloops Corp. reported consolidated revenue of NT$317 million (US$10.2 million) in December 2025, up 56.04% year-over-year, sustaining double-digit...

Tuesday 6 January 2026

Taiwan leverages AI export surge to boost tourism, domestic demand

At the start of 2026, Taiwan's electronic components and AI server industries continue to post strong export momentum, driven by surging demand for artificial intelligence (AI), high-performance...

Monday 5 January 2026

AI data centers pivot to HVDC as power management rivals memory in infrastructure priority

Nvidia's push for an HVDC 800V power design has opened a new growth window for the power management supply chain heading into 2026. IC...

Monday 5 January 2026

Taiwan fortifies silicon shield with 2026 push to set global chip agenda

As AI server and semiconductor companies look set to close out a profitable 2025, recent Chinese military encirclement exercises and live-fire drills around Taiwan have once again...

Thursday 1 January 2026

2026 AI server demand tied to profitable AI as unmonetizable projects stall

As AI adoption accelerates, global and US economies in 2025 have been increasingly driven by technology companies' investments in AI infrastructure. Analysts warn that next year's...

Wednesday 31 December 2025

Weblink bets on memory price surge and AI server boom for double-digit growth in 2026

Taiwan-based tech products distributor Weblink International is riding a surge in memory prices and robust demand for AI servers, positioning the company for strong growth in 2026...

Tuesday 30 December 2025

Tariff bites: US manufacturing contracts for ninth straight month

Despite ongoing US-Taiwan tariff negotiations showing no significant progress, Taiwan's semiconductor industry has not yet been affected by the "Section 232" tariffs targeting electronics...

Monday 29 December 2025

Taiwan's Wonderful Hi Tech projects double-digit growth in 2026 on AI and satellite demand

Global high-performance transmission cable maker Wonderful Hi Tech offered an optimistic outlook at its investor briefing on November 18, 2025. Despite a slight year-over-year revenue...

Monday 29 December 2025

AI supercycle and replacement demand support Foxconn's growth in 2026

Foxconn's operating structure is clearly shifting. Previously driven mainly by consumer electronics cycles, it is now gradually tilting toward AI servers, cloud, AI infrastructure,...

Monday 29 December 2025

Rohm partners with Nvidia to expand power semiconductor opportunities

According to Nikkei, although electric vehicle (EV) demand has been below expectations, weighing heavily on Rohm Semiconductor's SiC power semiconductor equipment investments,...

Monday 29 December 2025

Tariff wars and AI demand reshape electronics supply chain structure in 2025

In 2025, the global electronics supply chain transformed due to rising demand for artificial intelligence (AI) and high-performance computing (HPC), boosting servers, chips, and cooling...

Tuesday 23 December 2025

Apple suppliers Lens, Lingyi iTech move into AI server hardware

As demand for AI computing power continues to surge, traditional Apple supply-chain manufacturing heavyweights are accelerating their transformation,...

Tuesday 23 December 2025

Taiwan's motherboard makers balance AI gains with inflation, PC market headwinds in 2025

Taiwan's leading motherboard manufacturers—AsusTek, GIGABYTE, Micro-Star International (MSI), and ASRock—have navigated a turbulent global economic environment in 2025...

Monday 22 December 2025

Wistron invests US$683M to expand AI server capacity, backs US cloud startup

Wistron's board approved a new investment plan on December 19 to expand AI server and networking production. The company will build a new factory in Vietnam for network products and...

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Jan 6, 16:39

MSI Unveils Full Lineup of AI Products at CES 2026

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