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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Tuesday 3 March 2026
Yageo subsidiary Kemet hikes tantalum capacitor prices for third time as strong AI server demand continues
As artificial intelligence (AI) server applications consume large amounts of tantalum polymer capacitors, the supply-demand gap in the market continues to widen. Kemet, a subsidiary...
Tuesday 3 March 2026
MediaTek highlights 6G, Wi-Fi 8, and AI chip UCIe tech at MWC 2026
At the 2026 Mobile World Congress (MWC), MediaTek showcased a series of breakthrough technologies under the theme "AI for Life: From Edge to Cloud," emphasizing its leadership in chips...
Tuesday 3 March 2026
AI data centers redraw the power map: Driving 800V DC and solid-state transformers into the next battleground
As demand for computing power from AI large language models (LLMs) continues to surge, power density in data centers is rising in tandem, bringing the conversion losses of traditional...
Tuesday 3 March 2026
Apple reportedly explores Google Cloud to power next-generation Siri

Apple is in discussions with Google about hosting a new version of Siri in Google's data centers, a move that could significantly deepen...

Tuesday 3 March 2026
Tesla's Optimus push deepens rivalry as Nvidia's ecosystem strategy reshapes global robotics competition
Tesla's pivot to free factory space for its humanoid robot Optimus by cutting Model S and Model X production lines highlights a broader shift in the robotics industry toward a structural...
Tuesday 3 March 2026
Nvidia invests in Lumentum to advance AI optics technology
Nvidia has announced a strategic partnership with Lumentum Holdings, accompanied by a US$2 billion investment aimed at boosting US-based manufacturing and R&D for advanced optics...
Tuesday 3 March 2026
Ablecom ABLERACK targets high-density AI deployments with seismic-tested L11 cabinet
Ablecom announced its ABLERACK AI server rack solution, positioning it in the L11 domain and offering an integrated design for manufacturing services that combine energy efficiency,...
Tuesday 3 March 2026
Advantech's special dividend plan signals management confidence in long-term outlook
Industrial PC provider Advantech said its board approved a limited three-year special dividend program and shifted to an all-cash dividend policy, increasing the regular cash payout...
Monday 2 March 2026
Middle East escalation disrupts AWS data center, Apple retail, and Robotaxi services
US and Israeli airstrikes on Iran triggered retaliatory missile attacks on US bases in Bahrain and Qatar, with spillover disruptions hitting cloud infrastructure, logistics hubs, and...
Monday 2 March 2026
AMD deal with Meta puts CPU firm as leading alternative to Nvidia in AI compute
AMD secured a five-year agreement with Meta Platforms Inc. to supply up to 6GW of AI chips, a deal Meta said could be worth more than US$100 billion, and which industry observers say...
Monday 2 March 2026
Memory price surge spreads to servers; Wiwynn flags sharp post-holiday cost jump

Memory price increases are beginning to affect the server market. Wiwynn said that in 2025, server customers and memory suppliers were protected...

Monday 2 March 2026
Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure
As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite...
Monday 2 March 2026
Nvidia confirms liquid cooling as standard, boosting supply chain revenue outlook
Nvidia delivered a strong fourth quarter fiscal year 2026 earnings report and issued an optimistic forecast, driven by robust sales of its GB architecture AI servers. Notably, liquid...
Monday 2 March 2026
Analysis: AMD bets on AI surge in 2H26 with OpenAI and Meta ecosystem pact
AMD is stepping up efforts to expand its position in the artificial intelligence semiconductor market, combining long-term customer agreements with equity-linked incentives as it seeks...
Monday 2 March 2026
Hiwin local production positioned as key supplier for South Korea semiconductor and AI-driven equipment upgrades
Hiwin Technologies has spent more than a decade building direct manufacturing and service capacity in South Korea, evolving from component sales to integrated mechatronic solutions...