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NEWS TAGGED AI SERVER
Friday 29 May 2026
Compal accelerates server push with Texas plant and aims for 40% non-PC revenue
Compal Electronics said it was scaling up its server business and expects server revenue to reach 8-10% of total sales in 2026 as AI server rack-scale systems ramp and a new Texas...
Friday 29 May 2026
Wiwynn sees widening AI infrastructure bottlenecks beyond memory chips
Wiwynn Technology, a major server manufacturer for AI infrastructure, warned that shortages are emerging across a range of data-center components beyond memory, a shift that could...
Friday 29 May 2026
Pegatron expects tenfold growth in AI servers, defines four key business models
Pegatron held its shareholders meeting on May 28, where market attention focused on the company's new artificial intelligence (AI) server business. The company's co-CEOs, Kuang-Chih...
Friday 29 May 2026
Foxconn tops 40% AI server share, CPO leadership in sight
Foxconn said its AI server business is scaling rapidly as global cloud spending rises and demand for computing infrastructure spreads worldwide. Chairman Young Liu said the company...
Friday 29 May 2026
Nvidia's Vietnam hiring signals push into high-end AI server manufacturing alongside expanding Taiwan ODMs
Nvidia's expanding recruitment activity in Vietnam signals a potential shift in the country's role within advanced AI infrastructure manufacturing, as Taiwanese server and EMS players...
Friday 29 May 2026
Dell posts record results and lifts full-year outlook on AI demand
Dell reported a record first quarter for fiscal 2027, with revenue rising 88% to US$43.8 billion and diluted earnings per share climbing 214% to US$4.86. The company said demand was...
Friday 29 May 2026
Dell's AI Factory strategy gains traction with enterprise and cloud customers
Dell reported a sharp jump in first-quarter revenue and profit, saying customers moved quickly to secure supply across both traditional and AI infrastructure. The company said revenue...
Thursday 28 May 2026
Nvidia CEO Jensen Huang hosts trillion-dollar dinner for Taiwan AI suppliers
Nvidia CEO Jensen Huang hosted another "trillion-dollar dinner" at Juan Yau Restaurant in Taipei, Taiwan, on May 28, with chairmen and presidents from multiple Taiwanese artificial...
Wednesday 27 May 2026
CSP capex surge fuels hot AI server demand and tight supply in 2026
The global AI server market continues to expand at a rapid pace, driven by higher capex from large cloud service providers (CSPs) and rising demand for generative AI infrastructure...
Tuesday 26 May 2026
Kinpo Electronics pushes beyond manufacturing with AI servers, satellite systems, and quantum computing
At its annual shareholders' meeting on Sunday, Taiwanese electronics manufacturer Kinpo Electronics provided new details on its transition toward higher-value ODM businesses, alongside...
Tuesday 26 May 2026
Wiwynn expands US capacity as AI server boom strains power and supply chains

Taiwan-based AI server maker Wiwynn is accelerating its global expansion as surging demand for AI infrastructure creates mounting pressure...

Tuesday 26 May 2026
Samsung's P4 HBM push could worsen DRAM crunch in 2027

Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth...

Tuesday 26 May 2026
Taiwan MLCC makers plug into AI server demand
AI servers are driving a surge in demand for high-end passive components, rapidly eating into multilayer ceramic capacitor (MLCC) capacity and extending lead times to more than 16–20...
Tuesday 26 May 2026
Longwell joins Nvidia AI server supply chain and speeds Thailand expansion for AI and LEO demand
Longwell, a cable and connector supplier, said on May 25 that it has entered Nvidia's supply chain for the next-generation AI server platform after its high-power cables passed the...
Monday 25 May 2026
AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers

The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power...