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    Commentary: Behind Micron's bet for a long memory demand cycles
    Jun 29, 18:44
    Interview: Qnity's Taiwan investment to focus on advanced packaging, CPO and cooling
    Jun 29, 18:44
    GPU and ASIC new platforms to drive stronger server shipments in 2H26
    Jun 29, 18:44
    South Korean memory makers weigh stronger profits from general DRAM than HBM
    Jun 29, 18:44
    MCU price hike expectations drive early 1H26 pull-ins
    Jun 29, 18:44
    iPhone 18 Pro price hike: Memory costs or margin play?
    Jun 29, 18:44
    NEWS TAGGED AI SERVER
    Monday 29 June 2026
    Wistron expands US production to meet AI server demand

    Wistron is stepping up factory spending in the US, Taiwan, and Southeast Asia to meet rising demand for AI servers. The expansion signals...

    Monday 29 June 2026
    Potens expands into AI cooling and power markets, server revenue share hits double digits

    With growing demand for AI server cooling and power management solutions, power semiconductor design company Potens reported that revenue...

    Monday 29 June 2026
    Jih Lin rides AI power demand to clip packaging
    Jih Lin is seeing stronger business momentum as higher power consumption per AI server rack drives data-center power management toward 800V high-voltage direct current (HVDC) architectures,...
    Friday 26 June 2026
    China power semiconductor makers raise prices as AI and vehicle demand grows
    China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader...
    Thursday 25 June 2026
    AI server demand drives sharp price gains in high-end MLCCs
    Rising demand for AI server builds is tightening the global supply of high-end MLCCs, driving steep price increases in China's electronics distribution market and exposing how quickly...
    Wednesday 24 June 2026
    SoftBank to build domestic AI server base as Japan pushes for sovereign compute
    SoftBank, the telecom arm of SoftBank Group (SBG), is moving to localize a larger part of Japan's AI infrastructure stack, with plans to begin domestic AI server production in fiscal...
    Wednesday 24 June 2026
    Taiwan export orders hit record as AI server demand pushes 2026 toward US$1 trillion
    Taiwan's export orders climbed sharply in May 2026, underscoring how artificial intelligence demand and overseas production are reshaping supply chains for readers worldwide. The Ministry...
    Wednesday 24 June 2026
    AI server VRM shifts drive power shortages and stretch lead times past 6 months
    The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads...
    Wednesday 24 June 2026
    Gem Terminal bets on specialty copper to capture AI server cooling demand

    Gem Terminal Industrial Co. said its strategic transformation into specialty copper materials drove record quarterly profits in the...

    Wednesday 24 June 2026
    Well Shin wins China cloud orders for AI server power cords and shifts production to Vietnam
    Well Shin Technology announced on June 23, 2026, that it had secured orders from cloud service providers in China for high-current AI server power cords and had entered normal shipment,...
    Tuesday 23 June 2026
    AWS Trainium 3 ramp set to boost Taiwan suppliers in the second half of 2026

    Amazon Web Services (AWS) is moving into volume production of AI servers built around its latest custom chip, Trainium 3, setting up Taiwan...

    Monday 22 June 2026
    AI server supply chain expansion accelerates across Southeast Asia
    AI server orders are surging, and suppliers across the global supply chain are rapidly expanding capacity in Southeast Asia. Thailand, Malaysia, and Vietnam have emerged as the main...
    Monday 22 June 2026
    ASMedia launches second transformation plan, targets revenue doubling, AI server market expansion
    High-speed transmission IC design company ASMedia Technology held its annual shareholders meeting on June 17, completing a full board reshuffle. ASMedia president Che-Wei Lin stated...
    Friday 19 June 2026
    China chip supply chain feels squeeze from AI server MLCCs to 8-bit MCUs
    China's semiconductor supply chain is showing fresh signs of pricing strain, with microcontroller unit (MCU) makers and passive component suppliers facing rising costs, tighter capacity,...
    Thursday 18 June 2026
    Exclusive: Winbond NOR flash reportedly enters Nvidia supply chain
    Winbond's NOR flash has reportedly entered Nvidia's supply chain for the first time, as AI server demand drives a surge in memory consumption and Nvidia's next-generation Vera Rubin...
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    Research Report Database
    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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook