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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...

Wednesday 6 May 2026
Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan

Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027...

Wednesday 6 May 2026
AMD earnings call: AI is turning CPUs back into the main event

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

Wednesday 6 May 2026
GlobalFoundries sees optical and SiGe momentum drive strategic leap into high-value chip markets
GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics (SiPh), co-packaged optics (CPO), and silicon-germanium (SiGe) development while...
Wednesday 6 May 2026
GlobalFoundries signals stronger second half despite mixed end-market demand
GlobalFoundries reported first-quarter results broadly in line with expectations, with management highlighting solid execution and profitability at the upper end of guidance ranges,...
Wednesday 6 May 2026
AMD lifts outlook as AI demand fuels data center growth
On May 5, AMD reported first-quarter 2026 results that exceeded expectations, supported by strong demand for artificial intelligence (AI) infrastructure, according to company data...
Tuesday 5 May 2026
DDR6 server memory moves into early development as industry prepares for next-generation AI demand
The development of next-generation server memory DDR6 is reportedly entering early hardware validation, as memory makers and supply chain partners begin pre-development work ahead...