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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Wednesday 11 February 2026
Analysis: Arm pivots to data centers as smartphones slump
Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus...
Wednesday 11 February 2026
AI demand fuels photonics-semiconductor convergence at APE 2026
As artificial intelligence workloads push traditional computing architectures to their limits, the photonics industry is emerging as a critical enabler of next-generation data center...
Wednesday 11 February 2026
Foxconn drops bid for Sharp's Japan LCD plant
Sharp said on February 10, 2026, that the planned sale of its Kameyama No. 2 liquid crystal display factory in central Japan to its Taiwanese parent, Foxconn, had collapsed after the...
Wednesday 11 February 2026
Memory squeeze from AI demand threatens industrial PC margins and delivery timelines
The expansion of computing power driven by generative AI has repositioned memory as a critical resource, with data centers and AI servers redefining its value and leaving industrial...
Wednesday 11 February 2026
Foxconn doubles down on AI servers for 2026, market share seen exceeding 40%

Foxconn held a two-day year-end outlook conference starting February 9 at its Huyue headquarters in Tucheng. The event brought together...

Tuesday 10 February 2026
Exclusive: Panjit eyes rapid growth in AI data center power semiconductors with hot-swap tech
Power semiconductor maker Panjit International is positioning itself to capitalize on the booming demand from AI data centers, targeting fast growth in AI, cooling, and power supply...
Tuesday 10 February 2026
Asus' AI server push bolsters revenue despite memory shortages
Asustek Computer Inc. reported group revenue of NT$67.936 billion (US$2.15 billion) for January 2026, a 2.55% decline from December 2025 but a 79.97% increase year over year.
Tuesday 10 February 2026
Big Tech's debt-fueled race to the top: Alphabet makes 100-year bet on AI dominance
Alphabet is tapping global debt markets at an unprecedented scale to bankroll its aggressive AI expansion, signaling how far Big Tech is willing to go to secure computing power, data...
Tuesday 10 February 2026
Taiwan server ODMs set for record first quarter, driven by AI server demand

Taiwan's server supply chain is entering what suppliers expect to be its strongest first quarter on record. ODMs, including Quanta, Wistron,...

Monday 9 February 2026
ACpay, inFlux partner to bridge Taiwan fitness liquidity gap; eye education sector next
Taiwan's ACpay, a fintech firm specializing in payment and e-commerce solutions, is accelerating its expansion into retail channels and high-growth verticals—particularly fitness...
Monday 9 February 2026
Wistron navigates supply chain challenges while targeting broad growth

Taiwanese ODM Wistron is projecting robust growth in 2026, with confidence extending beyond revenue to profitability. Jeff Lin, Wistron's...

Monday 9 February 2026
Wistron chair sees AI growth entering 1.5 wave, believing AI bubble concerns still premature
Wistron chairman Simon Lin stated that artificial intelligence (AI) infrastructure is currently centering a "1.5 wave" of development and is far from peaking, with greater growth potential...
Monday 9 February 2026
Taiwan posts fastest growth in 15 years as AI boom drowns out hollowing-out fears
Taiwan's economy expanded 8.63% in 2025, its strongest growth in 15 years, as the island's semiconductor-driven supply chain continued to underpin global demand for AI computing. Minister...
Monday 9 February 2026
Musk predicts space computing shift in 36 months as terrestrial power limits bite
Elon Musk said artificial intelligence computing could become more cost-effective to deploy in space than on Earth within the next 30 to 36 months, arguing that power generation and...
Monday 9 February 2026
Insight: ASIC servers accelerate liquid cooling adoption, share set to surge in 2026
Liquid cooling adoption has been led by Nvidia servers, with ASIC servers now accelerating the shift. DIGITIMES Research estimates liquid cooling will account for 50% of AI server...