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Thursday 27 November 2025
Inventec gains from Google TPU drive as cloud firms seek Nvidia alternatives
Google's renewed focus on custom Tensor Processing Units (TPUs) for artificial intelligence is driving up demand for its server hardware, giving Taiwan's Inventec new momentum and...
Thursday 27 November 2025
FOCI advances 1.6T SiPh for AI servers, eyes mass production
Driven by the AI server market, FOCI is steadily advancing its 1.6T-class silicon photonics (SiPh) products toward mass production. General manager DD Hu announced that sample shipments...
Thursday 27 November 2025
Foxconn aims to double Vietnam revenue as AI server demand surges
Foxconn Industrial Internet (FII) plans to double its revenue in Vietnam to US$20 billion in 2026, driven largely by surging demand for AI server systems and components purchased...
Thursday 27 November 2025
Foxconn's Kathy Yang says AI will drive a supercycle over the next decade
According to Foxconn rotating CEO Kathy Yang, the global AI revolution is shifting from a technology-focused discussion to a stage where it is fundamentally reshaping industrial structures...
Wednesday 26 November 2025
Microloops enters CSP supply chain, eyes strong 2026 growth
Cooling module manufacturer Microloops has secured a major customer in the cloud service provider (CSP) sector and gradually gained customer trust, increasing its product range and...
Tuesday 25 November 2025
Foxconn’s China-listed subsidiary rejects downgrade rumors as AI-server demand holds
Foxconn Industrial Internet (FII), a subsidiary of Foxconn Technology Group, has publicly rejected recent media reports asserting that it would reduce its fourth-quarter performance...
Monday 24 November 2025
Nvidia's move into mobile memory sparks supply and price concerns
Nvidia plans to incorporate mobile-grade LPDDR memory into future AI servers, a shift that could trigger a severe supply squeeze and drive prices significantly higher through 2026...
Friday 21 November 2025
Nvidia shift to LPDDR triggers supply scramble across AI and mobile sectors
Nvidia's strategic move toward low-power memory for its AI server lineup has set off a procurement scramble across the global tech supply chain. After the company released its fiscal...
Friday 21 November 2025
Pegatron secures new AI orders amid intensifying competition for server capacity
The AI infrastructure industry is intensifying competition as demand for AI server capacity surges, raising concerns about a potential AI bubble. Despite enterprises committing to...
Friday 21 November 2025
OpenAI and Foxconn partner to boost US manufacturing of next-generation AI infrastructure hardware
OpenAI and Hon Hai Technology Group (Foxconn) announced a collaboration aimed at designing and preparing US-based manufacturing for next-generation AI infrastructure hardware. The...
Friday 21 November 2025
Japan's Nittobo and Mitsui expand capacity amid AI server material shortages
Japan's leading glass fiber manufacturer Nittobo has announced plans to triple its T-Glass production capacity starting in early 2027 in response to surging demand for AI servers...
Thursday 20 November 2025
Alltop forecasts strong 2026 for AI server and NEV demand surge
Taiwan-based connector vendor Alltop Technology expressed confidence in 2026 during its November 19 earnings call, highlighting the successful pilot production of AI server products...
Thursday 20 November 2025
Pegatron secures new AI server business to deploy GB300 and B200 racks in US data centers
Pegatron has announced a strategic three-party collaboration with AI cloud service provider Together AI and AI digital infrastructure supplier 5C Group to jointly deploy a next-generation...
Wednesday 19 November 2025
AI and chip demand drives Taiwan air freight rates higher
Taiwan's air cargo market is bracing for further increases in shipping prices as sustained demand for AI servers and semiconductor components drives record export volumes. Freight...
Wednesday 19 November 2025
RISC-V reaches data-center tier in China with StarFive's 'Lion Rock' breakthrough

China's AI server vendors are accelerating their shift toward self-developed architectures, bringing RISC-V from edge devices into data-center...