The AI boom is pushing memory demand well beyond high-bandwidth memory (HBM). Low-power DRAM is now under pressure too, with shortages emerging as chip developers including Nvidia,...
Artificial intelligence (AI) server demand is tightening memory supply through 2027, with a large share of upstream capacity already committed under long-term agreements, according...
Rising AI server power density is forcing data centers to adopt centralized, higher-voltage power and upgraded cooling, with implications for operators, suppliers, and investors. Shifts...
Nvidia's next-generation AI platform Vera Rubin is approaching mass production, with a key architectural shift favoring low-power DRAM. Sources familiar with the matter say Nanya Technology...
Global cloud service providers (CSPs) continue to expand their procurement of AI servers from Taiwan, while high-end GPUs and TPUs manufactured by TSMC are in short supply. Analysts...
Quanta Computer is doubling down on speed, scale, and execution as it heads into 2026, with leadership expressing strong confidence that surging AI server demand will drive another...
Global PMX's shift from components maker to technology integrator could affect supply chains worldwide, as its push into electro-mechanical brakes, AI server cooling, and surgical...
SK Hynix has begun mass production of its 192GB SOCAMM2 memory module, marking a major step in the commercialization of next-generation low-power server DRAM designed for AI workloads,...
Foxconn's industrial arm, Foxconn Industrial Internet (FII), has ridden the AI server boom to become a revenue leader, illustrating to global manufacturers how advanced production...
Foxconn's US AI factories could reshape global electronics supply chains by accelerating US-based AI server production and offering a replicable smart factory model for overseas sites...
Taiwan's ODM and EMS sectors saw a surge in revenue in March 2026, driven primarily by strong AI server demand alongside seasonal quarter-end restocking. Notably, growth extended beyond...
Asus has recently unveiled two major surprises in its business outlook. According to supply chain sources, the company's newly set internal targets for 2026 notebook shipments and...
Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem in 2026, even though their absolute revenue scale remains far...
Delta Electronics' record March revenue signals a global shift as cloud providers ramp up AI infrastructure spending, boosting demand for AI server power supplies and liquid cooling...
