News tagged AI server at DIGITIMES

NEWS TAGGED AI SERVER

Friday 15 May 2026

AI servers squeeze ODM margins as consignment gains traction

As AI server prices rise, original design manufacturers (ODMs) are hitting record revenue, but also coming under pressure on their gross margins. To defend profitability, manufacturers...

Friday 15 May 2026

Quanta hits record revenue but margin pays the price for AI server ramp

Quanta posted record revenue and earnings per share for the first quarter of 2026, but gross margin collapsed as the company absorbed costs tied to a rapid shift into high-priced GPU-based...

Friday 15 May 2026

Foxconn says AI server mix and consignment model will drive annual shipments to more than double

Foxconn (Hon Hai) held an online investor briefing on May 14, where executives outlined that cloud and networking products accounted for nearly 50% of group revenue in the first quarter...

Friday 15 May 2026

AI server tracker: Optical module suppliers show mixed momentum as AI networking demand reshapes market

Taiwan's optical module supply chain delivered mixed April 2026 results, reflecting uneven demand patterns across AI infrastructure and...

Thursday 14 May 2026

Asus's record revenue signals greater exposure to AI server demand and higher component costs

Asus Computer Inc. reported first-quarter 2026 brand revenue of NT$194.051 billion (US$6.19 billion), a record high and a 44% increase year on year, driven by surging AI server demand...

Thursday 14 May 2026

Foxconn briefing to clarify AI server orders, CPO commercialization, and EV alliances, investors say

Foxconn will hold its first-quarter 2026 earnings briefing on May 14, with investors expecting detailed updates on AI server demand, the commercialization of co-packaged optics, and...

Thursday 14 May 2026

Korea races to narrow chip packaging gap with Taiwan and China

AI server demand is pushing semiconductor packaging into a new growth cycle, but the market remains heavily concentrated among a small...

Thursday 14 May 2026

Microloops posts record first-quarter profit as AI server cooling drives growth

Microloops reported record revenue and profit for the first quarter of 2026, driven by sustained demand for AI server cooling products that accounted for 60% of sales, the company...

Wednesday 13 May 2026

Commentary: AI server ODMs face margin squeeze as memory costs soar

As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...

Wednesday 13 May 2026

Taiwan capacitor maker Chinsan locks in Thailand AI server capacity through 2026

Taiwan Chinsan Electronic Industrial said strong demand from cloud and server customers pushed related revenue contribution to 35% in the...

Wednesday 13 May 2026

AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook

ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI...

Wednesday 13 May 2026

Doosan to build new CCL plant in Thailand

South Korean copper clad laminate (CCL) maker Doosan is reportedly moving to strengthen its overseas capacity in Thailand, a key production hub for Taiwan PCB suppliers serving global...

Wednesday 13 May 2026

Lite-On, Delta benefit from surge in AI server power demand

April results from Taiwan's power electronics sector underscored how deeply artificial intelligence infrastructure is reshaping demand for energy systems, with strong growth across...

Wednesday 13 May 2026

Taiwan machinery exports rise for 15th month on AI and semiconductor demand

Taiwan's machinery exports expanded for the 15th consecutive month in April 2026, as sustained demand for AI infrastructure and semiconductors lifted shipments of electronic equipment...

Tuesday 12 May 2026

BTL Group ramps AI server testing as orders extend through September

BTL Group, a Taiwan-based electronic testing lab, said AI server demand drove around-the-clock testing in April 2026, pushing monthly revenue to its second-highest level and lifting...

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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