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Wednesday 24 September 2025
China-based Longsys jumps on SOCAMM2 as Nvidia skips first-gen spec
The AI memory market is taking shape rapidly. China's Longsys has launched enterprise SOCAMM2 modules built on LPDDR5/5X, aiming to seize early opportunities in next-generation AI...
Tuesday 23 September 2025
Meta, OpenAI fuel Oracle's AI surge; Taiwan ODMs scramble to keep up
Oracle's AI data center business is booming, with reports of a US$20 billion order from Meta following a US$300 billion deal with OpenAI, and the surge in related AI server demand...
Monday 22 September 2025
Inventec Besta cautiously optimistic about AI server operations
Inventec Besta, a subsidiary of Inventec, maintains a cautiously optimistic outlook for its AI server distribution business. The company's general manager, Wei Cheng Li, pointed out...