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Wednesday 3 September 2025
Nittobo to triple T-Glass cloth capacity by 2027
Japanese fiberglass cloth giant Nitto Boseki (Nittobo) announced plans to invest JPY15 billion(US$101.87 million) to expand its production facilities to meet surging demand from...
Tuesday 2 September 2025
Nittobo's Fukushima bet shakes up CoWoS supply chain, Taiwan Glass on the line
The global surge in generative AI is driving explosive growth in the AI server market, making advanced CoWoS packaging a crucial battleground for GPU makers and custom chip developers...
Tuesday 2 September 2025
OpenAI's rumored India Stargate plan could unlock huge growth for Nvidia and global AI server suppliers
OpenAI is exploring plans for a massive data center in India that would rank among the country's largest facilities, according to Bloomberg. The proposed site would feature...
Monday 1 September 2025
BYD Electronic posts modest growth in 1H25, faces intensifying competition
BYD Electronic (International) Co. Ltd. posted first-half 2025 revenue of CNY80.61 billion (US$11.3 billion), a 2.58% increase year-over-year, while net profit climbed 14% to CNY1.73...
Sunday 31 August 2025
Nvidia rolls out RTX Pro servers for enterprise AI, reinforcing market momentum
Nvidia is extending its AI reach beyond hyperscale cloud providers with the launch of the RTX Pro server series, aimed at converting existing enterprise clusters into "AI factories"...
Friday 29 August 2025
VMware remains cautious on expanding support for Arm architecture despite growing market interest
VMware has neither confirmed nor denied rumors suggesting imminent large-scale support for Arm architecture in its cloud computing offerings. While acknowledging customer demand for...
Thursday 28 August 2025
SpeedTech anticipates AI server connectors to boost revenue in 2025
Connector manufacturer SpeedTech revealed plans to introduce MCIO connectors for AI server harnesses into the market, expecting modest revenue contributions starting in 2025. The...
Wednesday 27 August 2025
Taiwan pumps new life into AI cooling
The rapid rise of artificial intelligence computing is transforming the server industry, pushing cooling demands past what traditional air-based systems can handle. As Nvidia chips...
Wednesday 27 August 2025
Taiwan tech giants find fortune in the AI rack revolution
Taiwan's technology supply chain is capitalizing on a global wave of artificial intelligence server upgrades, as soaring computing workloads drive sweeping changes in power systems,...
Tuesday 26 August 2025
Taiwan Glass enters AI server supply chain amid transformation challenges
Traditional glass manufacturer Taiwan Glass has invested its resources in AI fiberglass cloth, successfully transforming and penetrating the AI server supply chain led by Nvidia to...
Saturday 23 August 2025
JPP Holding rides supply chain shift into AI and aerospace growth
JPP Holding Company, a precision components manufacturer, said on Wednesday that it expects continued strong order visibility for the second half of 2025, supported by the gradual...
Friday 22 August 2025
AI server demand powers Getac’s revenue upgrade
AI servers are in high demand. Getac Holdings' subsidiary, Atemitech, began setting up production capacity for AI server chassis and racks at the end of 2024 and has started shipments...
Thursday 21 August 2025
High-end PCB materials shortage looms as AI demand outpaces capacity
The artificial intelligence boom is driving sharp demand growth across the printed circuit board (PCB) materials chain, pushing both prices and volumes higher. Supply pressure is...
Tuesday 19 August 2025
Foxconn to operate SoftBank's Stargate AI server site in Ohio
Hon Hai Precision Industry Co. will operate a US factory owned by SoftBank Group Corp., setting up what's in the running to be the first manufacturing site in the Japanese company's...
Monday 18 August 2025
Giga Solar Materials enters AI server market with Parker liquid cooling fittings distribution rights
Solar conductive paste manufacturer Giga Solar Materials (GSMC) announced on August 14 that it has obtained the rights to distribute US vendor Parker's AI server liquid cooling fittings...