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    ODMs erase seasonal slump as notebooks and AI servers drive March surge
    5min ago
    NEWS TAGGED DATA CENTER
    Thursday 9 April 2026
    Chenbro Micom sees AI-driven hardware surge bolstering global data center deployments
    Chenbro Micom's strong March and first-quarter 2026 results underscore accelerating global demand for data center hardware driven by end-user AI, suggesting broader supply-chain and...
    Thursday 9 April 2026
    GITEX AI Asia opens in Singapore as focus shifts to infrastructure, deployment

    Artificial intelligence (AI) is moving beyond experimentation toward real-world deployment, as GITEX AI ASIA 2026 opened in Singapore,...

    Thursday 9 April 2026
    ChipX targets AI data center market with photonics, power chips ahead of Malaysia fab
    Semiconductor startup ChipX is moving to commercialize silicon photonics and high-voltage power chip technologies for artificial intelligence (AI) data centers, as it advances plans...
    Wednesday 8 April 2026
    Chinese energy storage players flock to growing AI data center market in face of fierce domestic competition
    Chinese energy storage players are going all in on the AI data center market, as intense domestic competition has caused falling profit margins from traditional storage projects. The...
    Tuesday 7 April 2026
    Rapid deployment and flexible scalability drive the rise of modular data centers
    As GPU platforms continue to iterate each year, the buildout of AI infrastructure is accelerating in tandem. For data center operators, cloud service providers, hyperscalers, and large...
    Monday 6 April 2026
    Out of this world: Taiwan's supply chain sets sights on orbital data centers
    The surge of generative artificial intelligence is reshaping not only computing power but also the very geography of data centers, extending their reach beyond Earth's atmosphere....
    Sunday 5 April 2026
    China storage module maker Techwinsemi gains from AI-driven NAND cycle, expands smartphone ties
    AI data center demand is tightening memory supply while NAND makers phase out low-capacity legacy nodes. Shenzhen Techwinsemi Technology said rising NAND prices are squeezing margins...
    Thursday 2 April 2026
    Starcloud bets on space-based computing with fresh funding
    Starcloud, a company pursuing the idea of solar-powered data centers in orbit, said on March 30 that it had raised US$170 million in new funding, valuing the business at US$1.1 billion...
    Thursday 2 April 2026
    Salesforce enters Taiwan, eyes local cloud services with AWS and Google Cloud
    US CRM software provider Salesforce has established its Taiwan subsidiary and opened a Taipei office in early 2026, underscoring Taiwan's role in the global semiconductor and AI supply...
    Wednesday 1 April 2026
    GaN in 800V systems on the rise; Infineon and TI IDMs continue expanding production
    In the 800V power supply systems of AI data centers, market consensus has solidified around strong demand for wide bandgap semiconductors. The industry has broadly concluded that the...
    Wednesday 1 April 2026
    China GPU maker Biren triples revenue on AI data center demand

    Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from...

    Wednesday 1 April 2026
    Lumentum expands InP production in North Carolina to capture AI infrastructure demand across GPU and ASIC ecosystems
    US-based optical communications leader Lumentum is making a major investment in core AI data center hardware, reinforcing its strategic position in the AI infrastructure supply chain...
    Tuesday 31 March 2026
    Samsung SDI expands LFP cathode supply chain to target US AI data center ESS market
    Samsung SDI is actively expanding its lithium iron phosphate (LFP) battery material supply chain to capture opportunities in the US energy storage system (ESS) market, driven by growing...
    Tuesday 31 March 2026
    Nvidia CEO Jensen Huang reframes AI compute as a token-minting revenue machine
    Nvidia CEO Jensen Huang said on the Lex Fridman Podcast that computing is undergoing a structural shift — from a "storage system," where data is pre-defined and retrieved, to...
    Monday 30 March 2026
    China's chip equipment and supply chain scale up on AI demand, look overseas
    SEMICON China 2026 opened in Shanghai, highlighting how AI demand is reshaping the global semiconductor industry and accelerating China's domestic supply chain.
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    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