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    Google and Meta help drive AI glasses shipments to 17.5 million units in 2026
    Jun 2, 18:24
    SK may pause SK Siltron sale as AI strategy gains priority over financial restructuring
    Jun 2, 18:24
    AI cooling demand keeps booming, lifting suppliers’ outlook through 2029
    Jun 2, 18:24
    Nvidia, Infineon and GIGABYTE back supply chain cooperation to ease AI power bottlenecks
    Jun 2, 18:05
    Micron, Samsung and SK Hynix join Anthropic in a supply chain shift
    Jun 2, 18:05
    Pegatron expands physical AI push with Nvidia partnership and second-gen robot dog
    Jun 2, 18:04
    NEWS TAGGED AI SERVER
    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...
    Thursday 21 May 2026
    Tech Forum 2026: How much longer can semiconductors sustain Taiwan?
    During a keynote discussion session at Tech Forum 2026, DIGITIMES senior reporter Monica Chen and semiconductor analyst Andrew Lu shared their views on current AI server technology...
    Thursday 21 May 2026
    OSE targets AI server SMT growth as memory demand lifts outlook
    Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its...
    Thursday 21 May 2026
    Auto parts remain Iron Force’s core as AI server cooling shipments begin in 2Q26
    Iron Force Industrial saw short-term pressure in its operations during the first quarter of 2026, due to tariff swings in the US-China trade war, adjustments to its product mix, and...
    Thursday 21 May 2026
    AI server demand tightens passive component supply, lifting Taiwanese suppliers' share
    Demand for artificial intelligence servers and related power systems is pushing lead times higher for high-end multilayer ceramic capacitors, elongated electrolytic capacitors, and...
    Wednesday 20 May 2026
    Tech Forum 2026: AI server racks push liquid cooling into mainstream
    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...
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    AsiaCPO
    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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook