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Monday 23 March 2026
Zenitron warns memory shortages will reverberate across global tech supply chains
Zenitron president YY Chou warned that surging demand for AI servers, data centers, and robotics is driving memory shortages that will affect global supply chains and pricing, with...
Monday 23 March 2026
Tai-Saw enters AI server and GPU module supply chains, eyes 800G by late 2026
Tai-Saw Technology's differential oscillators are entering GPU module and AI server supply chains, potentially reshaping global networking hardware availability. With 400G shipments...
Sunday 22 March 2026
Delta targets next-gen AI data centers with 800V DC power and liquid cooling solutions
At the Nvidia GTC 2026 conference, CEO Jensen Huang emphasized that power delivery and liquid cooling will become core elements requiring co-design. He said that future AI racks and...
Friday 20 March 2026
Nvidia Vera Rubin servers to drive liquid cooling demand
Nvidia has revealed more details about its next-generation Vera Rubin (VR) servers at Nvidia GTC 2026, confirming a full transition to liquid cooling architecture. Thermal module makers...
Thursday 19 March 2026
Nvidia hosts Taiwan night at GTC 2026, Huang vows to defend Taiwan
Nvidia's GTC 2026 is well underway, with the event reaching a record scale as among the major annual events in the AI landscape. Despite a packed schedule, CEO Jensen Huang attended...
Thursday 19 March 2026
Nvidia standardizes Vera Rubin liquid cooling, names four cold plate suppliers
Nvidia plans to launch its next-generation AI server architecture, Vera Rubin, in the second half of 2026, with liquid cooling set to become standard. The company will centralize procurement...
Wednesday 18 March 2026
OpenAI shifts from building data centers to leasing cloud capacity
OpenAI has appointed new leadership to oversee its Stargate computing initiative as the company pivots its infrastructure strategy away from building its own data centers and toward...
Wednesday 18 March 2026
Apple's low-cost MacBook Neo pressures consumer electronics amid rising memory costs
Apple launched the MacBook Neo in March 2026, featuring an Arm-based A18 Pro processor, with pricing starting at US$599 and US$499 for students. Supply chain sources warn that surging...
Wednesday 18 March 2026
Exclusive: AI server supply chain hits hidden stalemate as CSPs and manufacturers favor price hikes over expansion
Geopolitical tariff conflicts combined with the outbreak of Middle East hostilities have pushed even the booming AI server and data center industry—and its supply chain—into...
Wednesday 18 March 2026
Foxconn sees AI server market splitting GPU-ASIC 8:2 as CSP demand surges
Buoyed by sustained high capital expenditure by global cloud service providers (CSPs), AI servers and data center infrastructure have become the ICT supply chain's primary growth drivers...
Wednesday 18 March 2026
Wistron eyes sales model shift as AI server volume squeezes margins
Wistron Group posted record revenue and earnings per share in 2025, driven by strong demand for AI servers. Still, its gross margin fell as higher unit prices and material costs tied...
Tuesday 17 March 2026
MSI to increase gaming product prices by up to 30% as memory costs spike
With artificial intelligence (AI) demand surging and key components such as memory in tight supply, Micro-Star International (MSI) chairman Joseph Hsu and president Jeans Huang said...
Tuesday 17 March 2026
Foxconn eyes high double-digit AI server shipment growth in 1Q26
Amid rising demand for AI computing power and sustained high capital expenditure from global cloud service providers (CSPs), AI servers and data center infrastructure have become the...
Monday 16 March 2026
Beyond automotive: Global PMX expands AI server and chip equipment components capacity with new Vietnam plant
Taiwan's leading automotive power and safety component supplier, Global PMX, has been accelerating its expansion into the fast-growing AI server market while simultaneously advancing...
Monday 16 March 2026
GEM Services upgrades copper clip bonding for AI server dual-sided cooling
Taiwan-based power semiconductor packaging and testing firm GEM Services has announced advancements in its copper clip bonding technology to meet growing demand for enhanced cooling...