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    NEWS TAGGED DATA CENTER
    Friday 1 May 2026
    OpenAI demand doubts cast shadow over AI server supply chain

    OpenAI's aggressive push to secure AI computing capacity is facing growing scrutiny, with signs that its multibillion-dollar data center...

    Friday 1 May 2026
    SanDisk 3Q26: AI demand lifts NAND, long-term deals reshape profit model
    SanDisk's fiscal 3Q26 results point to a decisive shift in the NAND industry, with AI-driven data center demand lifting both performance and pricing, while new long-term supply agreements...
    Thursday 30 April 2026
    Microsoft's capex plans draw scrutiny as Azure demand outstrips capacity

    Microsoft executives defended the company's rising capital spending after reporting stronger-than-expected fiscal third-quarter results,...

    Thursday 30 April 2026
    Taiwan wafer maker Episil triples capex to scale silicon photonics for AI
    Episil Precision will reallocate production toward larger-diameter silicon epitaxy and silicon photonics to improve profitability and meet AI supply chain demand, the company announced...
    Thursday 30 April 2026
    Quanta eyes strong 2026 server demand as general-purpose orders surge
    Quanta Cloud Technology's expected 2026 server momentum could reshape global data center supply chains, as rising demand for both AI and general-purpose servers — highlighted...
    Thursday 30 April 2026
    Delta Electronics posts 34% revenue growth in 1Q26, invests NT$12.1B to expand Taoyuan plants
    Delta Electronics reported strong first-quarter results and approved NT$12.1 billion (US$380 million) in plant investments, moves that signal expanded production capacity for AI servers...
    Thursday 30 April 2026
    OpenAI accelerates Stargate build, surpasses 10GW US goal, and expands community-focused approach
    OpenAI announced it has exceeded its initial Stargate commitment by securing more than 10GW of AI infrastructure in the US ahead of schedule, adding over 3GW in the past 90 days. Stargate...
    Thursday 30 April 2026
    Qualcomm to ship custom product with hyperscaler in 4Q26
    In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
    Thursday 30 April 2026
    Qualcomm flags near-term headwinds as data center push gains traction
    Qualcomm reported results broadly in line with its guidance, but noted ongoing headwinds from memory supply constraints and soft smartphone demand. Revenue for the fiscal second quarter...
    Thursday 30 April 2026
    AI drives power interconnect surge as BizLink and JPC target high-end markets
    The AI wave is driving the rapid expansion of data center infrastructure, fundamentally reshaping server rack power transmission designs amid rising power consumption. This shift is...
    Thursday 30 April 2026
    Amkor advances data center CPU mass production amid manageable supply and cost risks
    Amkor, the world's second-largest OSAT provider, recently held its earnings call where CEO Kevin Engel highlighted strong demand for AI and high-performance computing (HPC) chips driving...
    Wednesday 29 April 2026
    Reliance plans US$17 billion AI data centre cluster in Visakhapatnam amid India's capacity race
    Reliance Industries is planning to invest INR1.6 trillion (over US$17 billion) to build a 1.5GW data center cluster with captive renewable energy and battery storage in Visakhapatnam,...
    Wednesday 29 April 2026
    Nvidia's LPX cabinet and Foxconn's supply lead reshape inference-era AI infrastructure
    The shift from model training to real-time inference, driven by open-source agent applications, is reshaping global data center design and supplier dynamics, with implications for...
    Wednesday 29 April 2026
    Texas Instruments executive discusses high-voltage power architecture for AI data centers
    Texas Instruments (TI) plans to showcase its 800V power architecture-based AI data center solutions at Computex 2026, featuring applications in humanoid robots, automotive, and edge...
    Tuesday 28 April 2026
    China high-end AI accelerator market 2026: Localization trends, competitive landscape, and supply chain constraints

    Introduction

    1/38 pages
    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
    marketing
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook