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    China opens STAR Market IPO route for large AI model companies
    3h 38min ago
    Physical AI and cabin-driving integration to drive China’s smart driving supply chain in 2H26
    3h 38min ago
    Commentary: BYD’s humanoid robot push intensifies competition with robotics startups
    3h 38min ago
    Groq CEO sees GPU and LPU as complementary as AI compute demand grows
    3h 39min ago
    YMTCs NAND share rose to 13% as South Korean rivals watch closely
    3h 39min ago
    Global suppliers race accelerate: TSMC’s first CoPoS demo tools enter validation
    3h 39min ago
    NEWS TAGGED AI SERVER
    Thursday 18 June 2026
    Exclusive: Winbond NOR flash reportedly enters Nvidia supply chain
    Winbond's NOR flash has reportedly entered Nvidia's supply chain for the first time, as AI server demand drives a surge in memory consumption and Nvidia's next-generation Vera Rubin...
    Thursday 18 June 2026
    Taiyo Yuden to boost AI server MLCC capacity, resists price hikes

    Taiyo Yuden is preparing to accelerate production of multilayer ceramic capacitors, or MLCCs, as AI servers and hyperscale data centers...

    Thursday 18 June 2026
    WUS and its subsidiary keep complementary AI partnership
    A recent open letter from the UK-based fund Palliser Capital called Taiwanese printed circuit board (PCB) maker WUS Printed Circuit one of the most undervalued AI PCB companies in...
    Tuesday 16 June 2026
    Walrus Pump sees stronger liquid cooling demand, eyes higher 2026 growth

    AI server liquid cooling is driving demand for pump makers, a shift that could boost supply-chain resilience and margins for Asia-based...

    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...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook