News tagged Server, IPC, cloud computing, IoT at DIGITIMES

NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT

Saturday 7 February 2026

Analysis: AI demand spillover lifts 2026 general-purpose server shipments 10%

Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI...

Friday 6 February 2026

Pegatron partners with Sysgration to expand BBU for US-made AI servers

Pegatron and Sysgration announced a strategic partnership on February 5, under which Pegatron will invest NT$.21 billion (US$38.3 million) in Sysgration through a private placement...

Friday 6 February 2026

Intel, AMD warn of extended server CPU delays in China

Intel and AMD are facing acute server CPU shortages in China, with delivery times for some Intel products stretching to as long as six months, driven by surging AI data center demand...

Friday 6 February 2026

CSPs turn to custom silicon to break Nvidia dependence

The global boom in generative artificial intelligence is driving an insatiable demand for computing power. This is pushing the world's largest cloud service providers to rethink a...

Friday 6 February 2026

Foxconn sees 35% revenue increase in January on AI server demand

Hon Hai Precision Industry (Foxconn) reported a 35.53% year-over-year increase in revenue for January 2026, reaching NT$730.04 billion (US$23.06 billion), driven by strong demand for...

Friday 6 February 2026

Amazon defends US$200 billion AWS capex as demand-led and fast-monetizing AI investment

Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management...

Friday 6 February 2026

Amazon flags US$200 billion capex as AI push overshadows record cloud-led revenue

Amazon reported record revenue on accelerating cloud growth, but investor attention shifted to its plan to spend about US$200 billion in capital expenditure in 2026. The scale of AI-driven...

Friday 6 February 2026

Senao Networks warns memory shortage may cut 30% of orders and shipments in 1H26

The ongoing memory price surge and supply shortage are increasingly disrupting the networking industry's shipment schedules. Multiple network equipment manufacturers expect this supply-demand...

Thursday 5 February 2026

Asia Photonics Expo 2026 opens in Singapore, spotlighting photonics-semiconductor ties

The third edition of the Asia Photonics Expo (APE) opened on February 4, 2026, at the Sands Expo and Convention Centre, bringing together the global photonics and semiconductor ecosystem...

Thursday 5 February 2026

Global tech firms shrink China operations: Amazon, Bosch drive major workforce cuts

As year-end nears, several multinational technology companies with deep roots in China are reshaping their local workforce structures. Following a new round of layoffs at Amazon, Bosch...

Thursday 5 February 2026

Singapore highlights photonics drive for chip innovation at APE 2026

Dr. Patrick Lo, Senior Fellow, Technology Development at GlobalFoundries (former Chief Technology Officer, AMF), outlined how photonic...

Thursday 5 February 2026

Flex tops fiscal 3Q26 guidance, lifts full-year outlook

EMS provider Flex reported fiscal third-quarter 2026 results that exceeded its guidance and raised its full-year forecast, citing continued...

Thursday 5 February 2026

Alphabet pledges record $185 billion capital spend as AI fuels cloud boom

Alphabet Inc. capped a historic fiscal year with a record-breaking surge in infrastructure spending, signaling an aggressive bid to cement its dominance...

Thursday 5 February 2026

Repon eyes strong 2026 growth on rising server demand

Server slide rail maker Repon posted a record revenue of NT$303 million (US$9.6 million) for January 2026, up 143% year-over-year and 24% month-over-month, driven by robust orders...

Wednesday 4 February 2026

HP CEO Enrique Lores steps down; board names interim leader

HP announced today that Bruce Broussard, who has served on the company's board of directors since 2021, has been named interim chief executive officer, effective immediately. He succeeds...

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BIZ FOCUS

Feb 4, 08:00

Teaching Machines to Feel the World TOUCH Lab Redefines Sensing

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook