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    NEWS TAGGED DATA CENTER
    Saturday 7 February 2026
    Commentary: SpaceX's orbital data center plan signals a new arena for AI power
    As the rest of the world struggles with shortages of computing power, electricity and advanced chips, SpaceX has moved the chessboard decisively beyond Earth.
    Friday 6 February 2026
    AMD flags 2H26 turning point as MI450 shipments stay on track

    AMD's next-generation MI450 AI accelerator remains on schedule for launch and volume production in the second half of 2026, with CEO Lisa...

    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...
    Thursday 5 February 2026
    Renesas posts first annual loss in six years as 1Q26 margin rebounds to 32%
    Renesas Electronics forecast a sharp improvement in profitability for the January to March quarter as growth in data center and other industrial infrastructure demand offsets weakness...
    Thursday 5 February 2026
    SiTime to buy Renesas timing unit for US$3 billion
    SiTime said it will acquire assets related to Renesas Electronics' timing business in a transaction valued at about US$3 billion, as the Japanese chipmaker narrows its focus on embedded...
    Thursday 5 February 2026
    Wi-Fi, auto, and data center momentum underpin Skyworks' broad market confidence

    Skyworks Solutions devoted much of its earnings call Q&A to outlining why broad markets remain a key growth driver, with management...

    Thursday 5 February 2026
    MediaTek charts data center ASIC expansion even as smartphone sales slow
    MediaTek held its earnings briefing with investor focus centered on application-specific integrated circuits (ASICs) and the smartphone market outlook. CEO Rick Tsai said the company's...
    Wednesday 4 February 2026
    TI and NXP report strong results as AI data center power management boosts semiconductor packaging demand
    Texas Instruments (TI), Infineon Technologies AG, STMicroelectronics, and NXP Semiconductors are expanding their manufacturing footprint in Malaysia as global customers accelerate...
    Wednesday 4 February 2026
    AI drives ODM/EMS growth despite weak consumer electronics in 2025
    Global data center investment in 2025 has begun to shift decisively, driven by the rapid expansion of generative artificial intelligence and the growing computational demands of large-scale...
    Wednesday 4 February 2026
    Analysis: AMD prioritizes supply chain for second-half AI ramp
    Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as...
    Wednesday 4 February 2026
    AMD beats estimates, flags softer 1Q26 momentum

    Advanced Micro Devices (AMD) reported fourth-quarter results and a first-quarter revenue forecast that exceeded analyst estimates, but its...

    Wednesday 4 February 2026
    Supermicro’s AI boom comes with a risk: one customer, 63% of revenue
    Supermicro reported record quarterly revenue while acknowledging that a single customer accounted for 63% of its sales. The company is now implementing a strategy to diversify its...
    Tuesday 3 February 2026
    Liquid cooling's next frontier: Data centers rethink heat management

    If the first revolution in artificial intelligence (AI) data centers was the move from air cooling to liquid cooling, the second is now...

    Tuesday 3 February 2026
    AI redraws data center power architecture as rack-level energy systems go mainstream

    Generative AI (GenAI) is driving a surge in computing demand, pushing data center competition beyond server performance toward infrastructure...

    Tuesday 3 February 2026
    Nvidia reclaims cooling control as AI CDU ushers software-defined thermal management
    AI data centers are undergoing an unprecedented thermodynamic power shift. From the semiconductor supply chain's perspective, Nvidia has quietly initiated a "cooling reform," transitioning...
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    Research Report Database
    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook