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Monday 11 May 2026
AI data center spending frenzy ignites Sunon's next cooling windfall

Sunonwealth Electric Machine Industry (Sunon) said surging global investment in AI infrastructure is driving strong demand for industrial...

Monday 11 May 2026
Delta Electronics rides AI power, liquid cooling boom to another strong month

Continuing the strong growth trajectory seen in the first quarter of 2026, Delta Electronics maintained robust year-over-year revenue...

Monday 11 May 2026
Gemtek posts first-quarter loss as it pivots to 800G and 1.6T optical modules
Gemtek Technology reported consolidated revenue of NT$3.112 billion (US$99.1 million) in the first quarter and a gross margin of 10.4%, but swung to a net loss as strategic restructuring...
Monday 11 May 2026
PCL Technologies to buy precision plastics and metal parts maker to target CPO components for data centers
PCL Technologies announced that its board approved a plan to acquire 100% of Pingood Group, including Pingood Enterprise Co., Pingood (Thailand) Co., Ltd., Pingji Electronics (Dongguan)...
Monday 11 May 2026
Nvidia backs IREN in 5GW AI infrastructure push tied to US$2.1 billion stake
Nvidia is expanding its influence beyond AI chips and deeper into the infrastructure layer underpinning the global artificial intelligence boom, announcing a strategic partnership...
Saturday 9 May 2026
Power chip shortages deepen as AI server demand and GaN battles escalate

Global power semiconductor suppliers are entering a new upcycle marked by tightening supply, rising prices, and intensifying technology...

Friday 8 May 2026
AI infrastructure spending just doubled an IC distributor's revenue in one year
WT Microelectronics posted a record quarterly net profit in the first quarter of 2026, driven by an explosive surge in data center and server revenue that the company attributed to...
Friday 8 May 2026
Accton's blowout quarter signals hyperscalers are still spending hard on AI infrastructure
Accton Technology reported consolidated results for the first quarter of 2026 after a board meeting on the 7th, disclosing that revenue rose to NT$70.121 billion, up 64.02% year on...
Friday 8 May 2026
Analysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs
AMD data center revenue surpassed Intel's for the first time in the first quarter of 2026, highlighting how the rise of agentic artificial intelligence (AI) is reshaping demand across...
Thursday 7 May 2026
MediaTek opens AI R&D data center in Taiwan with Nvidia DGX SuperPOD
MediaTek announced the opening of a new research and development data center at the Tongluo Science Park in Miaoli, Taiwan, aimed at supporting growing demand for edge AI and cloud...
Thursday 7 May 2026
Gemtek sees no end to high-end optical demand, 1.6T mass production set for 4Q26
Network equipment maker Gemtek Technology, following the launch of its 800G linear-drive pluggable optics (LPO) optical module in 2025, announced on April 6 that it has successfully...
Thursday 7 May 2026
Yotta Data Services reportedly weighs IPO as India's AI infrastructure race accelerates
Yotta Data Services is considering an initial public offering in Mumbai that could raise as much as US$900 million, according to sources familiar with the matter, as reported by Bloomberg...
Thursday 7 May 2026
Micron launches 245TB 6600 ION SSD targeting AI data center density
Micron Technology said it has started shipping its 245TB 6600 ION solid-state drive, which the company described as the industry's highest-capacity commercially available SSD for data...
Thursday 7 May 2026
Intel shifts data center chip packaging to Vietnam and expands EMIB advanced packaging integration
Intel is relocating a data center chip production line from Costa Rica to its Vietnam facility. The move, flagged in a Saigon Hi-Tech Park management board report to the Ho Chi Minh...
Thursday 7 May 2026
Supply chain walks pricing tightrope as AI demand lifts costs

The rapid spread of generative AI applications and rising demand for computing power have pushed global data center construction into...