Supermicro expressed confidence to analysts during its earnings call for the first quarter of fiscal year 2027 regarding quicker turnaround times for orders and improved cash flow...

SpaceX, which only entered the AI infrastructure business this year through its merger with xAI, may now be the fastest data center builder in the world, according to research firm...

Cloud and AI services provider Acer E-Enabling Service Business (AEB) reported 3Q26 revenue of NT$3.822 billion (approx. US$116.7 million), up 70% year-over-year, as AI application...

South Korean company UTI, the second supplier of ultra-thin glass (UTG) cover glass for Apple’s first foldable smartphone, the iPhone Duo, has begun shipments to Samsung Display...

China-based optical communications module maker Zhongji InnoLight reported strong results for the third quarter of 2026 as global AI infrastructure expansion drove robust demand for...

Apple's Greater China revenue rose 21% year-over-year to a record US$17.5 billion in the fourth quarter of fiscal 2026, ended September, while full-year revenue increased 28%, driven...

Samsung Electronics defied a 16.6% year-over-year decline in Africa's overall smartphone sales in the second quarter of 2026, posting 34.8% growth and claiming the continent's smartphone...

Apple's first foldable iPhone, the iPhone Duo, could reignite upgrade demand in the mature iPhone market, but supply constraints and reported display-quality issues highlight the challenge...

Anthropic is demonstrating extraordinary demand for frontier AI, with third-quarter revenue reaching about US$17 billion, nearly twelve times the US$1.4 billion recorded a year earlier...

Samsung Electronics' and SK Hynix's dependence on sustained AI infrastructure spending is bringing customer financing risk into focus. As demand for high-bandwidth memory and server...

Apple reported record revenue for its latest fiscal quarter and forecast another record for the current quarter, attributing nearly all hardware-related pressure to supply constraints...

AMD is pursuing a larger role in AI infrastructure by combining its growing server CPU franchise with rack-scale systems, broadening its offering beyond individual processors. The...

AMD expects company-wide revenue to grow more than 80% in 2027, an expansion increasingly dependent on delivering AI systems and server processors at scale. Data centers already generate...

AMD is preparing for another difficult year in PCs even as demand for its data center products exceeds available supply. The company's earnings call exposed the widening gap between...

Marvell's proposed US$115 billion acquisition of Lumentum could bring Taiwanese optical component makers more orders, industry sources in Taiwan say. The deal, due to close in the...