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Thursday 15 October 2026
Lite-On unveils 800 VDC power and liquid cooling for AI data centers
Lite-On Technology is showcasing an 800 VDC power architecture, NVIDIA Vera Rubin-compatible power racks and integrated liquid-cooling systems at the 2026 Open Compute Project (OCP)...
Thursday 15 October 2026
AI server tracker: Rail-kit growth turns uneven as cooling suppliers sustain expansion
Taiwan's rail-kit and thermal suppliers posted broad year-over-year revenue growth in September 2026, but sequential performance revealed uneven shipment schedules. All eight tracked...
Thursday 15 October 2026
UMC declines expedited Samsung order for Galaxy Z Fold8; GF eyed as backup DDI foundry
Following stronger-than-expected demand for its Galaxy Z Fold8, Samsung Electronics submitted an expedited wafer production request to United Microelectronics Corporation (UMC) that...
Thursday 15 October 2026
Taiwan suppliers target OCP power, cooling, 1.6T integration
The Open Compute Project (OCP) Global Summit 2026 recently took place in San Jose, California, as Taiwan suppliers joined the global AI infrastructure race with offerings spanning...
Wednesday 14 October 2026
Cerebras CEO reveals the capacity shortfall behind OpenAI's turn to Nvidia GPUs
Cerebras Systems' shortage of data centre capacity was a key reason OpenAI turned to Nvidia GPUs to expand services for its next-generation models, co-founder and CEO Andrew Feldman...
Wednesday 14 October 2026
China's smartphone slump: Can Apple's new lineup light a spark?
China's smartphone market faces dual pressures as weakening consumer spending and rising component costs continue to weigh on the handset sector. According to third-quarter data from...
Wednesday 14 October 2026
Largan chairman casts doubt on Micro LED links for AI data centers
Largan Precision chairman En-ping Lin has questioned the viability of Micro LED-based optical links for AI data centers, citing concerns over power consumption, size, and transmission...
Wednesday 14 October 2026
Microsoft adds US$132.5 billion in lease commitments—but AI capacity takes years to build
Microsoft's lease commitments that have not yet commenced reached US$329.1 billion in the fourth quarter of fiscal 2026, which ended in June, according to its latest regulatory filing...
Wednesday 14 October 2026
Nvidia's share of China's AI chips falls by a third while Huawei gains
Nvidia's share of AI chips in China's data center market has fallen by 34% in the first half of this year, according to a new report. The drop follows months of US restrictions on...
Wednesday 14 October 2026
Samsung, AMD validate CXL memory for AI servers
Samsung Electronics and AMD have collaborated to validate Compute Express Link (CXL) memory technology designed to expand capacity and bandwidth for AI servers, as Samsung broadens...
Wednesday 14 October 2026
Cisco, Nvidia target high-speed optical interconnects with 4x USFP density
Cisco and Nvidia announced at the 2026 OCP Global Summit that they are jointly developing an ultra-dense small form factor pluggable (USFP) optical module designed to support 400Gb/s...
Wednesday 14 October 2026
CyberTAN sells Hsinchu site in US$68B deal to fund strategy shift
CyberTAN Technology's sale of its Hsinchu Science Park factory and auxiliary facilities signals a broader shift toward higher-growth networking and AI infrastructure. The move may...
Wednesday 14 October 2026
Applied Materials CEO says AI race hinges on technology and capacity
The contest for leadership in AI computing is being fought on two fronts—technology and manufacturing capacity—and chipmakers must advance chips, memory, advanced packaging...
Wednesday 14 October 2026
Taiwan's export boom shifts toward AI servers, raising concentration risks
Taiwan's export surge is increasingly tied to high-value AI servers and pricier memory chips, a shift with implications far beyond the island. As exports climb, the outlook underscores...
Wednesday 14 October 2026
KYEC, Nvidia eye Texas site for US AI chip testing plant
King Yuan Electronics (KYEC) has signed a prepayment agreement with Nvidia to support its wholly owned US subsidiary, AeternZ, in building local testing capacity, giving Nvidia early...