As major AI server makers release their latest financial reports, gross margins have become a key metric for investors. Supermicro saw a sharp decline in market value after it reported...

The third quarter of 2024 has seen a steady increase in the demand for industrial memory, thanks to rising DRAM contract prices and end-market inventory correction coming to an end,...

Taiwan has stopped approving data centers bigger than 5 megawatts north of Taoyuan, as there is insufficient power supply in the region.

While AI server orders can provide a big boost, they aren't easy to fulfill. Even Quanta, which holds more than NT$140 billion (approx. US$4.32 billion) in liquidity, is considering...

Despite reports of NVIDIA's GB200 chip being delayed, the server supply chain remains optimistic about AI server demand for the second half of 2024.

Robust AI server demand boosted sales performance for ODMs including Inventec and Wistron in July 2024.

Supermicro's fiscal year revenue surged 110% by the end of June 2024, hitting nearly US$15 billion.

Taiwan-based I-Chiun Precision Industry has entered the AI supply chain with heat spreaders and is poised to ramp up shipments of new heat dissipation solutions in the second half...

With AI server demand remaining strong, heat spreader makers see little impact from the delayed Blackwell release.

The UK antitrust regulator has approved Hewlett Packard Enterprise's acquisition of Juniper Networks. The deal, which seeks to position the combined entity as a major player in AI...

Asus has released its operating performance for the second quarter of 2024, revealing profits that exceeded market expectations. Co-heads Jackie Hsu and Samson Hu expressed optimism...