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    Insta360 pushes back against DJI in escalating patent dispute
    2min ago
    India outlines strategic roadmap to reach 1,121GW power capacity by fiscal 2035-2036
    6min ago
    Analysis: How Nvidia is reshuffling partners for the inference era
    14min ago
    Nexperia turmoil accelerates localization; Panjit targets 5% global MOS market share
    14min ago
    NEWS TAGGED AI SERVER
    Friday 6 March 2026
    Foxconn February revenue rises 8% on continued AI server demand
    Hon Hai Precision Industry (Foxconn) reported consolidated revenue of NT$595.81 billion (approx. US$18.78 billion) for February 2026, down 18.39% from NT$730.04 billion in January,...
    Thursday 5 March 2026
    Micron unveils 256GB SOCAMM2, scaling AI server memory to 2TB per CPU

    Artificial intelligence (AI) infrastructure is evolving faster than traditional server hardware cycles can accommodate. As AI workloads...

    Thursday 5 March 2026
    Analysis: AI PCB rivalry across four economies puts Taiwan under pressure
    Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes...
    Wednesday 4 March 2026
    uPI Semi warns of tight PMIC supply amid wafer price hikes and AI server demand
    Power management IC (PMIC) designer uPI Semi has forecast a widespread shortage in power IC supply throughout 2026, driven by surging demand from AI servers requiring high-performance,...
    Tuesday 3 March 2026
    Yageo subsidiary Kemet hikes tantalum capacitor prices for third time as strong AI server demand continues
    As artificial intelligence (AI) server applications consume large amounts of tantalum polymer capacitors, the supply-demand gap in the market continues to widen. Kemet, a subsidiary...
    Tuesday 3 March 2026
    AI server boom strains tantalum capacitors; MLCC substitution falls short
    The global expansion of AI computing infrastructure is accelerating, but supply shortages across the component supply chain continue to widen. Alongside constrained supply of memory...
    Tuesday 3 March 2026
    Ablecom ABLERACK targets high-density AI deployments with seismic-tested L11 cabinet
    Ablecom announced its ABLERACK AI server rack solution, positioning it in the L11 domain and offering an integrated design for manufacturing services that combine energy efficiency,...
    Thursday 26 February 2026
    AI server surge lifts high-voltage MOSFET, fan demand at Taiwan power device maker APEC

    Advanced Power Electronics Co. (APEC) said high-power AI servers are driving demand for medium- and high-voltage power devices, and expects...

    Wednesday 25 February 2026
    MLCC prices to climb as AI demand hits full capacity
    The global multilayer ceramic capacitor (MLCC) market is on the brink of a price surge as Japanese and Korean giants grapple with record demand from AI data centers. Samsung Electro-Mechanics...
    Wednesday 25 February 2026
    China AI server buildout strains optical module, MLCC capacity
    China's AI data center supply chain gained renewed focus after the Lunar New Year holiday, as optical module and MLCC suppliers pointed to sustained demand from hyperscale infrastructure...
    Saturday 21 February 2026
    AI server tracker: Rack infrastructure joins the AI buildout
    January 2026 revenue data show that Taiwan's AI server supply chain expansion is reaching beyond chipmakers and server assemblers into rack-level infrastructure, as mechanical, thermal,...
    Friday 20 February 2026
    AI server tracker: AI infrastructure arms race boosts Taiwanese AI chip and server suppliers
    The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as...
    Thursday 19 February 2026
    AI server tracker: PCB and CCL lead, ASIC and testing diverge
    Taiwan's AI server supply chain started 2026 on firmer footing, according to January revenue data from 14 PCB, CCL, ASIC design, and IC testing firms. Year-over-year growth confirms...
    Thursday 19 February 2026
    DIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production
    A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES...
    Wednesday 18 February 2026
    AI server MLCC orders double capacity; Murata considers price increase

    Japan's Murata Manufacturing Co., the world's largest supplier of multilayer ceramic capacitors (MLCCs), is weighing price increases for...

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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook