In January 2025, Qualcomm quietly reentered the competitive server CPU market, setting the stage for a high-stakes comeback nearly seven years after its first effort faltered. Now, amid a global surge in demand for AI infrastructure and ongoing legal wrangling with Arm, the chipmaker is betting that the tides have turned in its favor.
As the AI boom continues to reshape the global tech supply chain, Taiwan-based connector manufacturer Lotes is navigating uncertainty stemming from shifting product designs and geopolitical headwinds. The company recently acknowledged that Nvidia's next-generation GB300 product has reverted to a GB200-like design — notably, one that currently excludes a socket-based configuration.
Sanmina Corporation, a leading provider of integrated manufacturing solutions, said on May 19 that it has reached a definitive agreement to acquire the data center infrastructure manufacturing business of ZT Systems from AMD.
