News tagged AI server at DIGITIMES

NEWS TAGGED AI SERVER

Wednesday 7 October 2026

Samsung Electro-Mechanics secures 2027 AI server MLCC demand as supply pressure builds

Samsung Electro-Mechanics (Semco) has secured another major AI server order, signing a KRW290 billion (about US$216 million) contract to supply multilayer ceramic capacitors (MLCCs)...

Tuesday 6 October 2026

BizLink revenue rises on European site restart, Interplex integration

BizLink-KY said September revenue climbed as it ended summer shutdowns at its European facilities and consolidated Interplex Datacom's data communications business, underscoring how...

Tuesday 6 October 2026

Solidigm expands Taiwan SSD production base to tap AI server supply chain

Solidigm, SK Hynix's NAND subsidiary, is expanding its Taiwan production base for data center solid-state drives (SSDs), underscoring the island's growing role in the global AI server...

Tuesday 6 October 2026

Column: How semiconductors' evolution foretells the rise of AI data centers

Semiconductors and AI data centers share a striking number of similarities.

Monday 5 October 2026

Pegatron AI servers boost September revenue

Pegatron's AI server business is ramping up in 2026, with co-CEO Kuang-Chih Cheng recently saying new orders from a US client have begun shipping and are expected to lift September...

Monday 5 October 2026

Global AI servers shift production nearshore, slowing direct Taiwan exports to US

Taiwanese suppliers currently control approximately 90% of the global AI server market. However, a recent survey by Taiwan's Ministry of Economic Affairs showed that the proportion...

Monday 5 October 2026

AI server lines accelerate automation, boosting cobot demand

The AI server boom is spreading into the market for collaborative robots (cobots). The share of cobots on AI server production lines is rising as Wiwynn expands their use at its Mexico...

Friday 2 October 2026

Global annual AI server shipments, 2025-2026

Introduction

Friday 2 October 2026

Nvidia weighs PTFE and HC for glass-free PCBs in Rubin Ultra

Nvidia is testing glass-free PCB material systems for its next-generation AI server platforms, evaluating polytetrafluoroethylene (PTFE) and hydrocarbon (HC) resin formulations for...

Friday 2 October 2026

California tech exec arrested in US$300M Nvidia AI server smuggling case

US federal prosecutors on October 1 arrested a 38-year-old California man accused of violating US export controls by smuggling computer servers containing US$300 million worth of Nvidia...

Wednesday 30 September 2026

AI boom strains PCB supply chain as materials, equipment shortages persist into 2027

Rapid growth in AI server and high-speed networking demand since the second half of 2025 has tightened supply across printed circuit boards (PCBs), integrated circuit (IC) substrates,...

Tuesday 29 September 2026

Amazon buys NT$1.59 billion stake in one of its Taiwanese AI server suppliers

Amazon will take an equity stake in Gold Circuit Electronics (GCE), a Taiwanese maker of printed circuit boards (PCBs) for AI servers and network switches. GCE's board approved the...

Tuesday 29 September 2026

AI server MLCC prices rise as Chinese suppliers gain ground in generic parts

Multilayer ceramic capacitor (MLCC) prices for AI servers have continued to climb, while prices for general-purpose components used...

Tuesday 29 September 2026

Taiwan PCB output hits record high on AI demand, putting NT$1 trillion year within reach

AI server, high-speed networking, and memory demand continued to lift Taiwan's PCB industry in the second quarter of 2026, boosting...

Thursday 24 September 2026

Commentary: Apple's M8 Ultra AI server plan could pull Apple Silicon into Nvidia's enterprise infrastructure game

After more than a decade away, Apple may be preparing to return to the enterprise server market. According to The Information, as reported...

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