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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Friday 13 June 2025
Global PMX scales key AI server component as non-auto revenue nears 50%

Taiwan's Global PMX has secured a foothold in the global AI server supply chain, becoming the sole Taiwanese vendor to deliver a critical...

Thursday 12 June 2025
China's MLCC makers carve out 10% share — How does Semco adjust course?
Chinese multilayer ceramic capacitor (MLCC) manufacturers—including Guangdong Fenghua Advanced Technology, Chaozhou Three-Circle Group, and Eyang Technology—have rapidly...
Thursday 12 June 2025
MAtek sees steady revenue growth as AI and HPC drive demand for chip testing
Semiconductor inspection leader MAtek reported consolidated revenue of NT$429 million (US$14.3 million) in May 2025, marking a 1.89% increase from the previous year despite a 2.75%...
Thursday 12 June 2025
FCS hits monthly sales record with surging AI server and EV orders
Taiwan-based injection molding machine manufacturer Fu Chun Shin (FCS) reported its highest-ever monthly revenue in May 2025, driven by robust demand from major AI server makers and...
Thursday 12 June 2025
Oracle leans on Stargate, massive deal to justify record capex and AI cloud bets
Oracle's fourth-quarter fiscal 2025 earnings call held on June 11 offered a deeper look into the company's accelerating shift toward cloud infrastructure and artificial intelligence,...
Thursday 12 June 2025
Oracle sees accelerating cloud momentum as fiscal 2025 wraps with strong growth
Oracle ended its fiscal year 2025 (ended on May 31, 2025) on a high note, reporting solid fourth-quarter results and forecasting even stronger growth in fiscal year 2026, driven by...
Thursday 12 June 2025
Posiflex plans full board re-election, leans on Acer alliance to strengthen succession and global resilience
Taiwan-based industrial PC and POS system provider Posiflex is taking steps to ensure long-term sustainability and corporate resilience, particularly as founder-led companies face...
Thursday 12 June 2025
Chinese MCU providers pivot to humanoid robots amid genAI boom
As generative AI and humanoid robotics converge, Chinese microcontroller unit (MCU) manufacturers are shifting their strategic focus away from the automotive sector toward humanoid...
Wednesday 11 June 2025
Avalue acquires majority stake in Champ Vision Display to boost vertical integration competitiveness
Industrial PC (IPC) maker Avalue Technology held its annual shareholders' meeting on June 10, 2025, reaffirming its steady growth outlook for 2025 despite ongoing exchange rate volatility...
Wednesday 11 June 2025
OpenAI teams with Google Cloud; highlights shifting alliances in AI
OpenAI plans to onboard Google Cloud—part of Alphabet Inc.—as one of its computing infrastructure providers to meet surging demand for AI workloads, according to sources...
Wednesday 11 June 2025
Fragmented IPC demand spurs modular shift: speed, profit stability in spotlight
Driven by Industry 4.0, smart manufacturing, and edge computing, the industrial PC (IPC) market is undergoing structural change. As deployment scenarios become more fragmented, manufacturers...
Wednesday 11 June 2025
China's STAR Market reforms spark record M&A wave as tech firms seek scale and strategy
Marking the first anniversary of China's "Eight Measures for the STAR Market"—a landmark reform package aimed at boosting tech innovation and industrial upgrading—the...
Wednesday 11 June 2025
AMD nears 40% server market share in 1Q25, poised to match Intel in 2026
In 2017, AMD held nearly zero market share in the server processor segment. After CEO Lisa Su implemented a comprehensive platform strategy overhaul, AMD set ambitious goals for annual...
Wednesday 11 June 2025
Hygon absorbs Sugon in US$16.2 billion share swap to forge China's full-stack compute giant
Chinese processor developer Hygon Information Technology and supercomputing firm Dawning Information Industry Co. (Sugon) unveiled a CNY116 billion (US$16.2 billion) share-swap merger...
Tuesday 10 June 2025
MSI to ramp AI server shipment in 2H25; US plant to begin operation in 3Q25
Micro-Star International (MSI) held its annual shareholders' meeting on June 10, 2025, with chairman Joseph Hsu outlining cautious optimism for 2025 despite lingering global and operational...