News tagged AI server at DIGITIMES

NEWS TAGGED AI SERVER

Monday 15 June 2026

AI server tracker: Taiwan's AI supply chain posts triple-digit gains in May as server makers and memory chips surge

Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure...

Monday 15 June 2026

General-purpose server demand exceeds expectations; component shortages expected to normalize in 3Q26

While artificial intelligence (AI) server orders remain robust, tight component supplies have raised concerns about shipments across...

Friday 12 June 2026

Accton says AI networking demand is rising as it expands capacity for optical products

AI server and cloud data center growth is boosting demand for high-speed switches and optical communications, with global supply chains feeling the strain. Taiwan networking equipment...

Friday 12 June 2026

AI server tracker: Taiwan's AI server build chain widens as rack suppliers outpace peers

Taiwan's server supply chain continues to benefit from AI infrastructure, with growth spread across connectors, cables, cabinets, rails, and system assembly. But the pace varies, as...

Friday 12 June 2026

Chinese chip foundry United Nova bets US$3B on AI power, optical interconnects

United Nova Technology (UNT) is expanding from automotive and industrial chips into AI server power management and optical interconnects through a CNY20 billion (US$3 billion) 12-inch...

Friday 12 June 2026

Powerlogic says AI server demand and rising memory costs hit May 2026 revenue

Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales,...

Friday 12 June 2026

Lite-On posts May 2026 revenue jump as AI server power demand boosts sales

Lite-On Technology reported consolidated revenue of NT$17.4 billion (US$550 million) in May 2026, up 4% month-over-month and 30% year-over-year, driven by strong demand for AI and...

Friday 12 June 2026

Sharp lays out 2026 growth strategy with AI servers as top priority

Foxconn affiliate Sharp said in Tokyo that it has moved beyond restructuring and onto a new growth phase, with global implications for customers, suppliers, and enterprise buyers watching...

Thursday 11 June 2026

MSI sees CPU shortages easing as margins recover

Micro-Star International (MSI) said its gross margin recovered to 15% in the first quarter of 2026, after tariff costs, foreign exchange...

Thursday 11 June 2026

Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens

AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains...

Thursday 11 June 2026

Sharp's AI server plan signals a broader shift in Japan electronics

Sharp's June 9 fiscal year 2026 business briefing highlighted a deeper partnership with Foxconn, with AI servers becoming the main focus. Sharp said it will begin selling AI servers...

Wednesday 10 June 2026

Supermicro's US$7 billion fundraising shines spotlight on mounting governance and compliance challenges

According to Bloomberg and Reuters, Supermicro said it plans to raise US$7 billion through a series of equity and equity-linked offerings to support purchases of...

Tuesday 9 June 2026

Cooling parts maker Global PMX wins AI server liquid-cooling supply and expects high-margin shipments in second half

Automotive power and safety parts manufacturer Global PMX said it secured placements in the supply chains of leading AI chip and rack makers and expected a wave of high-margin liquid-cooling...

Monday 8 June 2026

Microloops May revenue rises 54% as CSP cooling module shipments start

Cooling module maker Microloops reported May 2026 consolidated revenue of NT$330 million (approx. US$10.45 million), up 54.97% from a month earlier and down 10.76% from a year earlier...

Monday 8 June 2026

Exclusive: Nvidia drops dual-piece cooling architecture for Vera Rubin platform

Nvidia's upcoming Vera Rubin AI server platform has become the focus of intense scrutiny after a late-stage redesign of its thermal architecture.

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BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook