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Thursday 8 October 2026
Ledlink hits record revenue as automotive optics and AI server components fuel growth
LED lens manufacturer Ledlink Optics reported record monthly and quarterly revenue in September and the third quarter of 2026, respectively, driven by sustained demand for automotive...
Thursday 8 October 2026
Qisda's Aewin targets 200kW liquid-cooled AI servers
Aewin Technologies, a subsidiary of Qisda Group, will debut its flagship Data Center Modular Hardware System (DC-MHS) AI server at the Open Compute Project (OCP) Global Summit 2026,...
Wednesday 7 October 2026
AI server smuggling cases expose gap between export compliance and due diligence
A string of AI server smuggling prosecutions is showing that following US export-control rules to the letter has not stopped advanced Nvidia hardware from reaching China. The weak...
Wednesday 7 October 2026
Robots still can't build Nvidia's AI servers as well as people can
AI server supply chains are accelerating their shift toward regional manufacturing. However, the labor access, wage costs, and capacity expansion constraints of US manufacturing are...
Wednesday 7 October 2026
Repon revenue slips in September as Vera Rubin, ASIC slide rail shipments ramp up
The AI server supply chain is poised for a stronger quarter as Nvidia's Vera Rubin and AWS's Trainium 3 gradually ramp up, with momentum expected to strengthen across the supply chain...
Wednesday 7 October 2026
Catcher lifts AI server shipments as medical, drone products ramp up
Catcher Technology said its existing AI products continued to expand shipments as the year-end period approached, while medical and drone businesses were entering mass production....
Wednesday 7 October 2026
Samsung Electro-Mechanics secures 2027 AI server MLCC demand as supply pressure builds
Samsung Electro-Mechanics (Semco) has secured another major AI server order, signing a KRW290 billion (about US$216 million) contract to supply multilayer ceramic capacitors (MLCCs)...
Tuesday 6 October 2026
BizLink revenue rises on European site restart, Interplex integration
BizLink-KY said September revenue climbed as it ended summer shutdowns at its European facilities and consolidated Interplex Datacom's data communications business, underscoring how...
Tuesday 6 October 2026
Solidigm expands Taiwan SSD production base to tap AI server supply chain
Solidigm, SK Hynix's NAND subsidiary, is expanding its Taiwan production base for data center solid-state drives (SSDs), underscoring the island's growing role in the global AI server...
Tuesday 6 October 2026
Column: How semiconductors' evolution foretells the rise of AI data centers
Semiconductors and AI data centers share a striking number of similarities.
Monday 5 October 2026
Pegatron AI servers boost September revenue
Pegatron's AI server business is ramping up in 2026, with co-CEO Kuang-Chih Cheng recently saying new orders from a US client have begun shipping and are expected to lift September...
Monday 5 October 2026
Global AI servers shift production nearshore, slowing direct Taiwan exports to US
Taiwanese suppliers currently control approximately 90% of the global AI server market. However, a recent survey by Taiwan's Ministry of Economic Affairs showed that the proportion...
Monday 5 October 2026
AI server lines accelerate automation, boosting cobot demand
The AI server boom is spreading into the market for collaborative robots (cobots). The share of cobots on AI server production lines is rising as Wiwynn expands their use at its Mexico...
Friday 2 October 2026
Global annual AI server shipments, 2025-2026

Introduction

Friday 2 October 2026
Nvidia weighs PTFE and HC for glass-free PCBs in Rubin Ultra
Nvidia is testing glass-free PCB material systems for its next-generation AI server platforms, evaluating polytetrafluoroethylene (PTFE) and hydrocarbon (HC) resin formulations for...