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    Cerebras' stock slide stops after Sam Altman calls it 'close partner'
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    24min ago
    LG lands 5GW North American data center cooling deal
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    NEWS TAGGED AI SERVER
    Tuesday 6 October 2026
    BizLink revenue rises on European site restart, Interplex integration
    BizLink-KY said September revenue climbed as it ended summer shutdowns at its European facilities and consolidated Interplex Datacom's data communications business, underscoring how...
    Tuesday 6 October 2026
    Solidigm expands Taiwan SSD production base to tap AI server supply chain
    Solidigm, SK Hynix's NAND subsidiary, is expanding its Taiwan production base for data center solid-state drives (SSDs), underscoring the island's growing role in the global AI server...
    Tuesday 6 October 2026
    Column: How semiconductors' evolution foretells the rise of AI data centers
    Semiconductors and AI data centers share a striking number of similarities.
    Monday 5 October 2026
    Pegatron AI servers boost September revenue
    Pegatron's AI server business is ramping up in 2026, with co-CEO Kuang-Chih Cheng recently saying new orders from a US client have begun shipping and are expected to lift September...
    Monday 5 October 2026
    Global AI servers shift production nearshore, slowing direct Taiwan exports to US
    Taiwanese suppliers currently control approximately 90% of the global AI server market. However, a recent survey by Taiwan's Ministry of Economic Affairs showed that the proportion...
    Monday 5 October 2026
    AI server lines accelerate automation, boosting cobot demand
    The AI server boom is spreading into the market for collaborative robots (cobots). The share of cobots on AI server production lines is rising as Wiwynn expands their use at its Mexico...
    Friday 2 October 2026
    Global annual AI server shipments, 2025-2026

    Introduction

    Friday 2 October 2026
    Nvidia weighs PTFE and HC for glass-free PCBs in Rubin Ultra
    Nvidia is testing glass-free PCB material systems for its next-generation AI server platforms, evaluating polytetrafluoroethylene (PTFE) and hydrocarbon (HC) resin formulations for...
    Friday 2 October 2026
    California tech exec arrested in US$300M Nvidia AI server smuggling case
    US federal prosecutors on October 1 arrested a 38-year-old California man accused of violating US export controls by smuggling computer servers containing US$300 million worth of Nvidia...
    Wednesday 30 September 2026
    AI boom strains PCB supply chain as materials, equipment shortages persist into 2027
    Rapid growth in AI server and high-speed networking demand since the second half of 2025 has tightened supply across printed circuit boards (PCBs), integrated circuit (IC) substrates,...
    Tuesday 29 September 2026
    Amazon buys NT$1.59 billion stake in one of its Taiwanese AI server suppliers
    Amazon will take an equity stake in Gold Circuit Electronics (GCE), a Taiwanese maker of printed circuit boards (PCBs) for AI servers and network switches. GCE's board approved the...
    Tuesday 29 September 2026
    AI server MLCC prices rise as Chinese suppliers gain ground in generic parts

    Multilayer ceramic capacitor (MLCC) prices for AI servers have continued to climb, while prices for general-purpose components used...

    Tuesday 29 September 2026
    Taiwan PCB output hits record high on AI demand, putting NT$1 trillion year within reach

    AI server, high-speed networking, and memory demand continued to lift Taiwan's PCB industry in the second quarter of 2026, boosting...

    Thursday 24 September 2026
    Commentary: Apple's M8 Ultra AI server plan could pull Apple Silicon into Nvidia's enterprise infrastructure game

    After more than a decade away, Apple may be preparing to return to the enterprise server market. According to The Information, as reported...

    Wednesday 23 September 2026
    ZDT prices US$800M ECB to expand AI server PCB push

    Printed circuit board (PCB) maker Zhen Ding Technology (ZDT) Group completed pricing of its sixth overseas convertible bond issue on...

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    Research_DB
    BIZ FOCUS
    Oct 6, 08:07
    Singapore Launches SG Semiconductor to Boost its Global Chip Role
    Tuesday 6 October 2026
    Hackathon Team Builds Trusted AI Agent for Smarter Investment Decisions
    Monday 5 October 2026
    AI Family Digital Twins Bridge Elder Care Gaps
    Friday 2 October 2026
    Digital Divide: Hackathon Team Debuts Senior-Friendly 'AI Butler'