Auras Technology said strong AI server demand will sustain growth in thermal management through 2028, driving the company to raise its full-year revenue growth forecast for 2026. Executives...
During a keynote discussion session at Tech Forum 2026, DIGITIMES senior reporter Monica Chen and semiconductor analyst Andrew Lu shared their views on current AI server technology...
Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its...
Iron Force Industrial saw short-term pressure in its operations during the first quarter of 2026, due to tariff swings in the US-China trade war, adjustments to its product mix, and...
Demand for artificial intelligence servers and related power systems is pushing lead times higher for high-end multilayer ceramic capacitors, elongated electrolytic capacitors, and...
META Green Cooling Technology (MGC) president Clyde Chu said Nvidia's chip roadmap shows that cooling requirements are doubling in less than a year, with the NVL72 rack based on the...
Quanta Cloud Technology announced that its subsidiary QMN purchased a 10-year right-of-use asset for a California facility lease for US$61.71 million to support expanding manufacturing...
Nvidia's fanless Vera Rubin AI server racks, slated for mass production in the second half of 2026, are expected to accelerate global adoption of liquid cooling across server components,...
Prosperity Dielectrics' surge in demand for high-end MLCCs, driven by higher-wattage AI server power systems, is extending lead times and prompting major capacity and material investments,...
Kioxia Holdings is moving to capture a larger share of AI-related storage demand, as the shift from AI training to inference raises interest in high-speed, high-capacity NAND flash...
Nvidia's GB300 is becoming the mainstream AI server product in the first quarter of 2026, boosting ODM revenue and profit worldwide; with Vera Rubin servers due to ramp in the third...
Taiwan's semiconductor ecosystem is getting an unexpected lift from the AI server investment boom. Supply pressure that began in high-bandwidth memory and leading-edge process technology...
Growing demand for AI is driving appetite for server components across cable connectors, cases, and rail kits. This wave has led most major Taiwanese players in the industry to record...
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...
