News tagged Server, IPC, cloud computing, IoT at DIGITIMES

NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT

Friday 14 November 2025

Advantech targets medical and robotics in edge AI

Embedded World North America 2025 took place in Anaheim, California, from November 4-6, 2025. Advantech, alongside partners including MediaTek, Qualcomm, Nvidia, and NXP Semiconductor,...

Friday 14 November 2025

China's supernode boom sends warning to Nvidia

Since Huawei debuted the CloudMatrix 384 (CM384) in mid-2025, China's supernode race has taken centre stage in the global AI infrastructure...

Friday 14 November 2025

Potential Foxconn-OpenAI partnership to deepen AI hardware-software integrated ecosystem

At Foxconn's earnings call on November 12, 2025, chairman Young Liu teased its collaboration plan with OpenAI, which will be officially announced at Foxconn's annual Tech Day on November...

Friday 14 November 2025

AI backlog to 2027 propels Quanta into its fastest expansion cycle yet

Quanta says its AI-server backlog now stretches to 2027, forcing the company to speed up expansion and raise output for a second consecutive year. AI-server capacity is expected to...

Friday 14 November 2025

Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026

With demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025...

Friday 14 November 2025

ASUS AI servers near 20% of 3Q25 revenue

ASUS held its earnings call on November 11, 2025, reporting that in the third quarter of 2025, brand revenue reached NT$189.9 billion (US$6.1 billion), up 21% year-over-year, setting...

Friday 14 November 2025

From scale-up to scale-across: How AI data centers are redefining transmission technology

The surge in generative AI has intensified demand for AI servers and chips, shifting the focus from pure computational power to data transmission speed. This transition has accelerated...

Thursday 13 November 2025

Foxconn confirms OpenAI partnership, doubling down on trillion-dollar compute race

Foxconn chairman Young Liu used the company's latest earnings call to deliver a message: artificial intelligence is no longer just a growth driver—it is now the most decisive...

Thursday 13 November 2025

Rising demand for AI computing drives data center upgrades and power system innovation

The escalating need for AI computing power is significantly accelerating global data center construction and prompting server upgrades. Market forecasts indicate that capex by the...

Thursday 13 November 2025

Wistron sees rising margins as AI server demand surges

Wistron expects its robust 2025 momentum to continue into the first quarter of 2026, fueled by sustained, strong demand for artificial intelligence (AI) servers.

Thursday 13 November 2025

Inventec anticipates growth in 2026 fueled by servers and NB

Inventec President Jack Tsai stated that AI demand has been strong, and server shipments are expected to achieve double-digit growth in 2026, with AI servers growing more than 40%...

Thursday 13 November 2025

Chicony Power rebounds as server demand lifts profits amid PC slowdown

Chicony Power reported a solid recovery in the third quarter of 2025, with strong growth in server power supply sales offsetting weakness in notebook (NB) power demand and semiconductor...

Thursday 13 November 2025

Bellwether rides AI server wave to cement high-end connector dominance

As AI servers and high-performance computing (HPC) drive a wave of high-current and high-speed transmission demand, Taiwan-based electronic connector maker Bellwether Electronic Corp...

Thursday 13 November 2025

Google, AMD, Nvidia reveal AI development roadmaps from cloud to physical world

In light of AI bubble concerns, Google, AMD, and Nvidia came together to share insights on generative AI expansion and development strategies. All three companies are confident in...

Thursday 13 November 2025

GlobalFoundries raises 4Q25 outlook on strong auto, data center demand

GlobalFoundries forecasts stronger results for the fourth quarter of 2025, saying robust demand from automotive and data center customers is expected to offset continued weakness...

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