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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Friday 6 March 2026
Foxconn February revenue rises 8% on continued AI server demand
Hon Hai Precision Industry (Foxconn) reported consolidated revenue of NT$595.81 billion (approx. US$18.78 billion) for February 2026, down 18.39% from NT$730.04 billion in January,...
Thursday 5 March 2026
AWS Middle East data centers hit by drones; Nvidia, Google adjust operations
Amazon Web Services (AWS) data centers in the Middle East were disrupted after drone attacks damaged facilities in the United Arab Emirates (UAE) and Bahrain, triggering service outages...
Thursday 5 March 2026
Advantech optimistic about 1Q26 outlook with strong edge AI orders and B/B ratios
Industrial PC (IPC) vendor Advantech held its 2025 fourth quarter and full-year earnings conference on March 4, 2026, chaired by Chairman K.C. Liu, President Eric Chen, and President...
Thursday 5 March 2026
Taiwan weighs power controls for AI data centers as compute push tests grid capacity

Taiwan is exploring regulatory measures to manage the rising electricity demand from AI computing infrastructure, even as the government...

Thursday 5 March 2026
Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence
Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and...
Thursday 5 March 2026
Tesla's Grunheide overhaul signals shift to multi-product 'superfactory' with implications for European automakers
Tesla's Gigafactory in Grunheide, Germany, is being repurposed into a multi-product manufacturing hub after CEO Elon Musk outlined five transformation initiatives to address falling...
Wednesday 4 March 2026
BMW's Aeon signals shift toward technology-led governance as new CEO takes helm
BMW introduced the humanoid robot Aeon at its Leipzig production facility in early 2026, a move framed as both a production innovation and a symbolic milestone in the leadership transition...
Wednesday 4 March 2026
Mitac expands US server capacity, eyes growth in 2026
Mitac Holdings announced its financial results for 2025, reporting full-year consolidated revenue of NT$105.58 billion (approx. US$3.33 billion), with profit attributable to owners...
Wednesday 4 March 2026
AMD targets AI infrastructure boom with MI450 ramp and hyperscaler deals
AMD will deepen multi‑year partnerships with Meta and OpenAI as it ramps MI450 and rack‑scale systems, while maintaining aggressive financial targets and preparing to meet...
Wednesday 4 March 2026
IPC vendors converge at Embedded World 2026 as edge AI drives high-performance computing demand
Demand for high-performance embedded computing platforms is rising across sectors such as smart manufacturing, transportation, healthcare, and energy infrastructure, as GenAI and other...
Wednesday 4 March 2026
Commentary: Nvidia, MediaTek bankroll optics shift that's reshaping AI data centers
A new trend is emerging in the AI infrastructure race. After MediaTek invested in US silicon photonics start-up Ayar Labs, Nvidia followed with US$2 billion investments in optical...
Wednesday 4 March 2026
uPI Semi warns of tight PMIC supply amid wafer price hikes and AI server demand
Power management IC (PMIC) designer uPI Semi has forecast a widespread shortage in power IC supply throughout 2026, driven by surging demand from AI servers requiring high-performance,...
Tuesday 3 March 2026
Yageo subsidiary Kemet hikes tantalum capacitor prices for third time as strong AI server demand continues
As artificial intelligence (AI) server applications consume large amounts of tantalum polymer capacitors, the supply-demand gap in the market continues to widen. Kemet, a subsidiary...
Tuesday 3 March 2026
MediaTek highlights 6G, Wi-Fi 8, and AI chip UCIe tech at MWC 2026
At the 2026 Mobile World Congress (MWC), MediaTek showcased a series of breakthrough technologies under the theme "AI for Life: From Edge to Cloud," emphasizing its leadership in chips...
Tuesday 3 March 2026
AI data centers redraw the power map: Driving 800V DC and solid-state transformers into the next battleground
As demand for computing power from AI large language models (LLMs) continues to surge, power density in data centers is rising in tandem, bringing the conversion losses of traditional...