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Monday 5 October 2026
Pegatron AI servers boost September revenue
Pegatron's AI server business is ramping up in 2026, with co-CEO Kuang-Chih Cheng recently saying new orders from a US client have begun shipping and are expected to lift September...
Monday 5 October 2026
Deutsche Telekom targets US$2.8 billion in savings as AI business grows
Deutsche Telekom expects artificial intelligence and automation to generate around EUR2.5 billion (approx. US$2.8 billion) in indirect-cost savings by 2030 compared with 2023, Reuters...
Monday 5 October 2026
AI server lines accelerate automation, boosting cobot demand
The AI server boom is spreading into the market for collaborative robots (cobots). The share of cobots on AI server production lines is rising as Wiwynn expands their use at its Mexico...
Monday 5 October 2026
Quanta suspends HP supply for a week to press for higher NB prices
Quanta, a leading notebook ODM, reportedly cut off supply to Hewlett-Packard (HP) for one week in September 2026, forcing HP to raise prices as Quanta drew on its surging server business...
Monday 5 October 2026
South Korea's AI chip budget goes unspent through August
South Korea's government is pushing to join the "global top three AI powers," but the AI semiconductor development program led by the Ministry of Trade, Industry and Resources (MOTIR)...
Monday 5 October 2026
Acer tops Canada's Windows PC market in August
Acer said it led Canada's Windows personal computer market in August 2026, according to the latest Circana data. The company reported a 22.9% market share in the country and said its...
Saturday 3 October 2026
Synopsys reshapes EDA, IP business models as AI shifts revenue from seats to customer output
Synopsys is reshaping how it monetizes its two core businesses, electronic design automation (EDA) and semiconductor IP, as AI transforms engineering workflows. Announcements at the...
Friday 2 October 2026
Global annual AI server shipments, 2025-2026

Introduction

Friday 2 October 2026
Apple's Ternus pushes management cuts, faster hardware
After succeeding Tim Cook as Apple's chief executive, John Ternus is considering a broad organizational overhaul aimed at strengthening an engineering-centered R&D system, according...
Friday 2 October 2026
Japanese firms cut China presence 22.4% as trade risks mount
Japanese companies sharply reduced their footprint in China over the past two years, with the number operating there falling 22.4% from 13,034 to 10,118 as of the end of June 2026,...
Friday 2 October 2026
Nidec impairment loss far exceeds estimates as auditor withholds opinion
Japanese motor and electronic components maker Nidec said on September 30 that its long-delayed consolidated financial report for fiscal year 2025 (from April 2025 to March 2026) showed...
Friday 2 October 2026
Column: AI benchmarks remain lucrative business
New AI models arrive every few weeks, and the question of which is better often comes down to the leaderboard. Behind those rankings, evaluation can look like an academic exercise...
Friday 2 October 2026
Japan power semiconductor deal stalls as Rohm, Toshiba, Mitsubishi haggle
Japan's three major power semiconductor makers — Rohm Semiconductor, Toshiba, and Mitsubishi Electric — have failed to complete integration talks on the original schedule,...
Friday 2 October 2026
Meta hires MongoDB CEO to lead AI enterprise platform
Meta has launched a new business unit, "Meta Enterprise Platform," to package its artificial intelligence (AI) models, agent tools, and infrastructure for enterprise customers, and...
Friday 2 October 2026
Huawei leads global smartwatch market, but earbuds reveal different competitive picture
Huawei has regained momentum across its consumer device business, but its position in the global wearables market is becoming increasingly uneven: the Chinese technology giant has...