DIGITIMES ICT: Server, IPC, cloud computing, IoT news

Home Tech ICT Server, IPC, cloud computing, IoT

Friday 6 March 2026

Humanoid robots hit new limits as touch sensing, safety standards slow deployment

The "brain" of humanoid robots has shown promising advances in artificial intelligence. Yet, perception and physical coordination remain rudimentary, and moving from prototypes to practical use will confront three significant barriers: an overwhelming data burden and tactile sensing gaps, stringent safety requirements, and an absence of tested rules and commercial pathways. This combination will slow broad deployment and raise liability and security concerns.

Friday 6 March 2026

Foxconn eyes double-digit revenue growth in 2026, driven by AI servers and smartphones

Foxconn chairman Young Liu said on March 6 that 2026 is expected to be "a very good year" for the company, with full-year revenue projected to grow at a double-digit rate from approximately NT$8.1 trillion (approx. US$253 billion) in 2025, provided there are no major uncertainties.

Friday 6 March 2026

Chicony Power sees strong 1Q26 amid customer inventory replenishment

Chicony Power Technology reported its 2025 financial results on March 4, revealing a year-over-year decline in full-year performance due to the tight supply of key components and project delays. However, the company has initiated a transformation strategy and expects to return to a growth trajectory in 2026.

Friday 6 March 2026

Advantech targets 30% global edge AI platform share in new 5-year vision

Advantech has announced a new roadmap for its mid-to-long-term transformation, with chairman KC Liu stressing that that following a year of operational and business adjustments in 2025, the company will focus its brand around edge computing and AI-powered WISE (wireless IoT solutions embedded) beginning in 2026, to position itself as a key player in deploying scalable edge AI in industrial and enterprise settings.

Friday 6 March 2026

South Korea launches first physical AI data factory to catch up with China's robot data edge

As the robotics industry accelerates, data collection has become a critical factor in driving real-world industrial adoption and realizing true AI factories. South Korean startup Maum.AI inaugurated its first "Physical AI Data Factory" at its Seongnam headquarters in Gyeonggi-do province, aiming to accelerate the commercialization of physical AI in South Korea through a validation-centered learning infrastructure.

Friday 6 March 2026

Foxconn February revenue rises 8% on continued AI server demand

Hon Hai Precision Industry (Foxconn) reported consolidated revenue of NT$595.81 billion (approx. US$18.78 billion) for February 2026, down 18.39% from NT$730.04 billion in January, impacted by the Lunar New Year holiday. However, driven by strong demand for cloud and networking products related to artificial intelligence (AI) servers, revenue still increased 8.06% compared with NT$551.38 billion in the same period of 2025.

Thursday 5 March 2026

AWS Middle East data centers hit by drones; Nvidia, Google adjust operations

Amazon Web Services (AWS) data centers in the Middle East were disrupted after drone attacks damaged facilities in the United Arab Emirates (UAE) and Bahrain, triggering service outages and forcing major technology companies to reassess regional operations.

Thursday 5 March 2026

Advantech optimistic about 1Q26 outlook with strong edge AI orders and B/B ratios

Industrial PC (IPC) vendor Advantech held its 2025 fourth quarter and full-year earnings conference on March 4, 2026, chaired by Chairman K.C. Liu, President Eric Chen, and President of the Embedded Sector Miller Chang. They explained how the company leveraged growing edge AI demand to drive overall operations to new highs despite uncertainties from geopolitical tensions, tariffs, and supply chain fluctuations.

Thursday 5 March 2026

Taiwan weighs power controls for AI data centers as compute push tests grid capacity

Taiwan is exploring regulatory measures to manage the rising electricity demand from AI computing infrastructure, even as the government rolls out incentives to accelerate the sector's development.

Thursday 5 March 2026

Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence

Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and strategic plans, executives told investors on the firm's earnings call for the first quarter of fiscal 2026. Management framed the move as an extension of long‑running customer partnerships and supply‑chain positioning rather than a risky new business line.

Thursday 5 March 2026

Tesla's Grunheide overhaul signals shift to multi-product 'superfactory' with implications for European automakers

Tesla's Gigafactory in Grunheide, Germany, is being repurposed into a multi-product manufacturing hub after CEO Elon Musk outlined five transformation initiatives to address falling capacity utilization and mounting labor disputes.

Wednesday 4 March 2026

BMW's Aeon signals shift toward technology-led governance as new CEO takes helm

BMW introduced the humanoid robot Aeon at its Leipzig production facility in early 2026, a move framed as both a production innovation and a symbolic milestone in the leadership transition to Milan Nedeljkovic, who will assume the role of group chief executive in May 2026.

Wednesday 4 March 2026

Mitac expands US server capacity, eyes growth in 2026

Mitac Holdings announced its financial results for 2025, reporting full-year consolidated revenue of NT$105.58 billion (approx. US$3.33 billion), with profit attributable to owners of the parent reaching NT$6.84 billion and earnings per share (EPS) of NT$5.15.

Wednesday 4 March 2026

AMD targets AI infrastructure boom with MI450 ramp and hyperscaler deals

AMD will deepen multi‑year partnerships with Meta and OpenAI as it ramps MI450 and rack‑scale systems, while maintaining aggressive financial targets and preparing to meet growing data center demand, CEO Lisa Su said at the Morgan Stanley TMT conference.

Wednesday 4 March 2026

IPC vendors converge at Embedded World 2026 as edge AI drives high-performance computing demand

Demand for high-performance embedded computing platforms is rising across sectors such as smart manufacturing, transportation, healthcare, and energy infrastructure, as GenAI and other applications shift from the cloud toward on-site deployment. Industrial PC (IPC) makers are aiming to capitalize on this trend by stepping up their efforts in overseas marketing, as well as increasing participation in industry-focused international exhibitions to boost product visibility.

Wednesday 4 March 2026

Commentary: Nvidia, MediaTek bankroll optics shift that's reshaping AI data centers

A new trend is emerging in the AI infrastructure race. After MediaTek invested in US silicon photonics start-up Ayar Labs, Nvidia followed with US$2 billion investments in optical communications suppliers Lumentum and Coherent, signalling stronger momentum behind optical interconnect technologies for AI data centers.

Wednesday 4 March 2026

uPI Semi warns of tight PMIC supply amid wafer price hikes and AI server demand

Power management IC (PMIC) designer uPI Semi has forecast a widespread shortage in power IC supply throughout 2026, driven by surging demand from AI servers requiring high-performance, high-current-density products. The company also highlighted the rising price of memory components and increased wafer foundry costs on 8-inch and 12-inch lines as key factors impacting operations next year.

Tuesday 3 March 2026

Yageo subsidiary Kemet hikes tantalum capacitor prices for third time as strong AI server demand continues

As artificial intelligence (AI) server applications consume large amounts of tantalum polymer capacitors, the supply-demand gap in the market continues to widen. Kemet, a subsidiary of passive component giant Yageo, has issued another price increase notice, with the new pricing set to take effect on April 1.

Tuesday 3 March 2026

MediaTek highlights 6G, Wi-Fi 8, and AI chip UCIe tech at MWC 2026

At the 2026 Mobile World Congress (MWC), MediaTek showcased a series of breakthrough technologies under the theme "AI for Life: From Edge to Cloud," emphasizing its leadership in chips and AI. The company focused on 6G communications, next-generation home broadband platforms, automotive connectivity, mobile AI, and data center interconnect solutions.

Tuesday 3 March 2026

AI data centers redraw the power map: Driving 800V DC and solid-state transformers into the next battleground

As demand for computing power from AI large language models (LLMs) continues to surge, power density in data centers is rising in tandem, bringing the conversion losses of traditional power architectures to the forefront. The market expects 2026 to mark a critical transition period for the accelerated adoption of new technologies such as high-voltage DC power architectures and solid-state transformers (SSTs). Mastery of these power supply chain technologies is set to become a key barrier to entry in the next phase of market competition.

Tuesday 3 March 2026

Apple reportedly explores Google Cloud to power next-generation Siri

Apple is in discussions with Google about hosting a new version of Siri in Google's data centers, a move that could significantly deepen Apple's reliance on outside cloud infrastructure as it pushes to modernize its AI capabilities.

Tuesday 3 March 2026

Tesla's Optimus push deepens rivalry as Nvidia's ecosystem strategy reshapes global robotics competition

Tesla's pivot to free factory space for its humanoid robot Optimus by cutting Model S and Model X production lines highlights a broader shift in the robotics industry toward a structural competition between Tesla's closed-off approach and an Nvidia-led alliance connecting automakers and robotics firms. The move raises questions about risks tied to vertical integration and the alternative offered by platform-driven collaboration.

Tuesday 3 March 2026

Nvidia invests in Lumentum to advance AI optics technology

Nvidia has announced a strategic partnership with Lumentum Holdings, accompanied by a US$2 billion investment aimed at boosting US-based manufacturing and R&D for advanced optics technologies. The deal includes multiyear purchase commitments and access rights to next-generation laser components, with a focus on accelerating development for AI data centers.

Tuesday 3 March 2026

Ablecom ABLERACK targets high-density AI deployments with seismic-tested L11 cabinet

Ablecom announced its ABLERACK AI server rack solution, positioning it in the L11 domain and offering an integrated design for manufacturing services that combine energy efficiency, power distribution, and modular maintenance in a single cabinet.

Tuesday 3 March 2026

Advantech's special dividend plan signals management confidence in long-term outlook

Industrial PC provider Advantech said its board approved a limited three-year special dividend program and shifted to an all-cash dividend policy, increasing the regular cash payout ratio and planning extra annual cash payments of NT$2 (US$0.06) per share from 2026 through 2028, totaling over NT$5.2 billion.

More Server, IPC, cloud computing, IoT coverage