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...
Quanta posted record revenue and earnings per share for the first quarter of 2026, but gross margin collapsed as the company absorbed costs tied to a rapid shift into high-priced GPU-based...
Foxconn (Hon Hai) held an online investor briefing on May 14, where executives outlined that cloud and networking products accounted for nearly 50% of group revenue in the first quarter...
Asus Computer Inc. reported first-quarter 2026 brand revenue of NT$194.051 billion (US$6.19 billion), a record high and a 44% increase year on year, driven by surging AI server demand...
