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    Commentary: EU tariff barrier may weaken as Japanese automakers lean on China EV tech
    Jun 4, 17:57
    Hanmi Semiconductor expands Taiwan and US push for potential Terafab supply chain role
    Jun 4, 17:56
    CXMT said to poach more than 200 South Korean engineers
    Jun 4, 17:56
    Memory price surge hit low-end phones, putting Chinese brands under pressure
    Jun 4, 17:56
    TSMC’s Wei says it will not raise prices aggressively as AI bottlenecks spread
    Jun 4, 17:56
    China EV startups return to losses in 1Q26 amid price war and R&D pressure
    Jun 4, 17:56
    NEWS TAGGED AI SERVER
    Friday 29 May 2026
    Dell posts record results and lifts full-year outlook on AI demand
    Dell reported a record first quarter for fiscal 2027, with revenue rising 88% to US$43.8 billion and diluted earnings per share climbing 214% to US$4.86. The company said demand was...
    Friday 29 May 2026
    Dell's AI Factory strategy gains traction with enterprise and cloud customers
    Dell reported a sharp jump in first-quarter revenue and profit, saying customers moved quickly to secure supply across both traditional and AI infrastructure. The company said revenue...
    Thursday 28 May 2026
    Nvidia CEO Jensen Huang hosts trillion-dollar dinner for Taiwan AI suppliers
    Nvidia CEO Jensen Huang hosted another "trillion-dollar dinner" at Juan Yau Restaurant in Taipei, Taiwan, on May 28, with chairmen and presidents from multiple Taiwanese artificial...
    Wednesday 27 May 2026
    CSP capex surge fuels hot AI server demand and tight supply in 2026
    The global AI server market continues to expand at a rapid pace, driven by higher capex from large cloud service providers (CSPs) and rising demand for generative AI infrastructure...
    Tuesday 26 May 2026
    Kinpo Electronics pushes beyond manufacturing with AI servers, satellite systems, and quantum computing
    At its annual shareholders' meeting on Sunday, Taiwanese electronics manufacturer Kinpo Electronics provided new details on its transition toward higher-value ODM businesses, alongside...
    Tuesday 26 May 2026
    Wiwynn expands US capacity as AI server boom strains power and supply chains

    Taiwan-based AI server maker Wiwynn is accelerating its global expansion as surging demand for AI infrastructure creates mounting pressure...

    Tuesday 26 May 2026
    Samsung's P4 HBM push could worsen DRAM crunch in 2027

    Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth...

    Tuesday 26 May 2026
    Taiwan MLCC makers plug into AI server demand
    AI servers are driving a surge in demand for high-end passive components, rapidly eating into multilayer ceramic capacitor (MLCC) capacity and extending lead times to more than 16–20...
    Tuesday 26 May 2026
    Longwell joins Nvidia AI server supply chain and speeds Thailand expansion for AI and LEO demand
    Longwell, a cable and connector supplier, said on May 25 that it has entered Nvidia's supply chain for the next-generation AI server platform after its high-power cables passed the...
    Monday 25 May 2026
    AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers

    The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power...

    Monday 25 May 2026
    Global PMX shifts into AI server cooling as demand for AI compute soars
    Global PMX reported full-year consolidated revenue of NT$7.823 billion (US$249.3 million) for 2025, up 1.71% year-over-year, and after cost and product-mix improvements posted net...
    Monday 25 May 2026
    Nvidia, Intel, and AMD all in on AI: server supply chain faces shortage of orders, but does for three critical resources
    Nvidia, AMD, and Intel are all optimistic about AI development. However, server supply chain companies admit that orders are no longer the issue. Instead, what is most lacking are...
    Monday 25 May 2026
    AI server boom lifts memory interface chip leader, but DDR5 risks linger
    Montage Technology, a company that does not manufacture memory chips itself but instead supplies the interface chips linking CPUs and memory, has quietly emerged as one of the semiconductor...
    Sunday 24 May 2026
    AI server boom squeezes Samsung Electro-Mechanics' component supply

    Samsung Electro-Mechanics is emerging as another beneficiary of the AI data center buildout, as demand for high-end capacitors and package...

    Thursday 21 May 2026
    Auras Technology raises 2026 revenue outlook as AI-driven liquid cooling demand grows
    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...
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    AsiaCPO2
    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
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook