News tagged AI server at DIGITIMES

NEWS TAGGED AI SERVER

Saturday 12 September 2026

AI server boom reshuffles MLCC supply, opening a rare expansion window for Taiwan makers

Strong demand for AI computing is creating a capacity squeeze across the passive-component industry, opening new opportunities for Taiwanese...

Friday 11 September 2026

AI server tracker: Taiwan's rack supply chain reveals where the AI buildout is accelerating

The three Taiwanese supply chain categories closest to the physical AI rack — thermal, power supply, and rail kits — booked...

Friday 11 September 2026

AI server tracker: Taiwan's August filings say demand is still accelerating

The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies...

Thursday 10 September 2026

Murata to stop some MLCC lines as AI server demand strains supply

Murata Manufacturing said it will gradually end production of several multilayer ceramic capacitor (MLCC) part numbers as AI demand continues to pressure supply chains. The Japanese...

Thursday 10 September 2026

Jeter August revenue rises on AI server shipments

Soonest Express, a logistics and freight forwarding provider, reported August 2026 revenue of NT$799 million (approx. US$25.3 million), up 13.53% month on month and 7.80% year on year,...

Thursday 10 September 2026

Wiwynn sees AI server shipments to overtake general-purpose servers in 3Q26

Wiwynn Corporation said AI server shipments will overtake general-purpose server shipments in the third quarter of 2026, with the two expected to account for roughly half each, while...

Thursday 10 September 2026

AI server ODMs face widening component mismatches, with shortages reaching 15–20%

Nvidia's Vera Rubin platform is entering its production ramp, and although server ODM shipments are still expected to ramp further, server ODMs delivered strong operating results in...

Thursday 10 September 2026

Song Chuan rides 800V HVDC upgrade wave, posts record 2Q26 sales

Song Chuan Precision said on September 8 that its second-quarter 2026 revenue and gross margin hit record highs, as demand for AI server power supplies, energy storage, and EV charging...

Wednesday 9 September 2026

AI servers push Asus' August revenue up 51%

Asus reported consolidated revenue of NT$94.96 billion (US$3.02 billion) in August 2026, up 12.87% from July and 51.17% from a year earlier — the second-highest monthly figure...

Wednesday 9 September 2026

Ledlink Optics posts 21-month revenue high on AI server, auto demand

Ledlink Optics reported that August revenue climbed on stronger AI server and automotive demand, with consolidated revenue reaching NT$134 million. The figure rose 3.21% from July...

Wednesday 9 September 2026

CSPs expand Malaysia AI server hubs as Southeast Asia grows

According to the latest DIGITIMES Intelligence report, US-based cloud service providers (CSPs) are expanding their footprint in Malaysia, with Microsoft and Google driving the next...

Tuesday 8 September 2026

PCB maker Zhen Ding tops US$634M August revenue on AI server, optical module demand

PCB maker Zhen Ding Technology (ZDT) said business momentum is accelerating as demand strengthens during the traditional peak season. In addition to continued stocking for new mobile...

Tuesday 8 September 2026

SST market grows 32% as global players race to secure position

As AI server computing power and per-rack power density continue to rise, traditional 54VDC power architectures are hitting bottlenecks such as excessive current, higher copper usage,...

Tuesday 8 September 2026

Analysis: Taiwan manufacturers put 78.9% of new investment into machines as hiring fails

Taiwan's traditional manufacturers are warning that the island's growth story is widening a long-running labor gap, as semiconductor and AI server demand lifts the economy even as...

Monday 7 September 2026

Chicony Power's August revenue dips as AI server and satellite demand strengthens

Chicony Power Technology Co. said its August revenue slipped as a memory shortage hit demand for notebook power supplies. Still, stronger orders for AI server and satellite communications...

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Sep 11, 08:00

DAS Expands in Taiwan and Unveils World First at SEMICON

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