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Friday 2 October 2026
Global annual AI server shipments, 2025-2026

Introduction

Friday 2 October 2026
Apple's Ternus pushes management cuts, faster hardware
After succeeding Tim Cook as Apple's chief executive, John Ternus is considering a broad organizational overhaul aimed at strengthening an engineering-centered R&D system, according...
Friday 2 October 2026
Japanese firms cut China presence 22.4% as trade risks mount
Japanese companies sharply reduced their footprint in China over the past two years, with the number operating there falling 22.4% from 13,034 to 10,118 as of the end of June 2026,...
Friday 2 October 2026
Nidec impairment loss far exceeds estimates as auditor withholds opinion
Japanese motor and electronic components maker Nidec said on September 30 that its long-delayed consolidated financial report for fiscal year 2025 (from April 2025 to March 2026) showed...
Friday 2 October 2026
Column: AI benchmarks remain lucrative business
New AI models arrive every few weeks, and the question of which is better often comes down to the leaderboard. Behind those rankings, evaluation can look like an academic exercise...
Friday 2 October 2026
Japan power semiconductor deal stalls as Rohm, Toshiba, Mitsubishi haggle
Japan's three major power semiconductor makers — Rohm Semiconductor, Toshiba, and Mitsubishi Electric — have failed to complete integration talks on the original schedule,...
Friday 2 October 2026
Meta hires MongoDB CEO to lead AI enterprise platform
Meta has launched a new business unit, "Meta Enterprise Platform," to package its artificial intelligence (AI) models, agent tools, and infrastructure for enterprise customers, and...
Friday 2 October 2026
Huawei leads global smartwatch market, but earbuds reveal different competitive picture
Huawei has regained momentum across its consumer device business, but its position in the global wearables market is becoming increasingly uneven: the Chinese technology giant has...
Friday 2 October 2026
Samsung's mobile unit faces more than KRW1 trillion loss as memory costs surge
Samsung Electronics is expected to report another operating loss at its Mobile eXperience and network business in the third quarter of 2026, even as strong Galaxy Z foldable sales...
Thursday 1 October 2026
Charts: Micron earns its best margins from PCs, phones, not AI
Micron's best margins aren't coming from AI data centers. They come from PCs and smartphones, markets where Micron warns that unit sales could fall.
Thursday 1 October 2026
Synopsys and Amazon sign US$1 billion-plus deal to speed custom chip development
Synopsys announced a strategic agreement with Amazon on September 30, a multi-year deal valued at more than US$1 billion that is intended to speed up Amazon's custom silicon work and...
Thursday 1 October 2026
Neweb Information targets late-October listing on Taipei Exchange
Neweb Information, a Taiwan-based IT systems integrator, is targeting a late-October listing on the Taipei Exchange. Long focused on enterprise core systems, the company has expanded...
Thursday 1 October 2026
MediaTek TPU orders rise as chip capacity war intensifies
MediaTek's Google Tensor Processing Unit (TPU) business is still moving steadily higher, but supply-chain sources say the real limit is capacity as chipmakers and cloud service providers...
Thursday 1 October 2026
Samsung AI Forum 2026 puts agentic AI at center of transformation across devices, robotics, and chipmaking
Samsung Electronics brought global AI experts and researchers together in Seoul on September 30 for the Samsung AI Forum 2026, exploring how agentic AI and physical AI can deliver...
Thursday 1 October 2026
Jabil targets US$17.5 billion in data center revenue as it builds out power, cooling, and networking
Jabil's plan for fiscal 2027 puts a price tag on its move from building servers to building the power, cooling, and networking systems around them. The company expects about US$17.5...