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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Wednesday 6 May 2026
Supermicro posts US$10.2B in Q3 revenue, missing own guidance by US$2B as working capital swings drive US$6.6B cash outflow
Supermicro reported fiscal third-quarter revenue of US$10.24 billion, up 123% year-over-year but down 19% sequentially and well below both the company's own guidance of at least US$12.3...
Wednesday 6 May 2026
From China to Arizona: How AI and TSMC are redrawing Taiwan's economic map
Taiwan's decades-long tilt toward China is giving way to a sharper, US-focused strategy. Semiconductor expansion and surging demand for AI infrastructure are redrawing the island's...
Tuesday 5 May 2026
SEMICON SEA 2026: Delta showcases AI-enabled smart manufacturing
Delta Electronics presented its latest AI-enabled smart manufacturing solutions at SEMICON Southeast Asia 2026, underscoring its efforts to advance efficiency, precision, and scalability...
Tuesday 5 May 2026
Google's TPU push hits Nvidia's neocloud grip

Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure...

Tuesday 5 May 2026
Another Qualcomm exec joins Intel to lead PC and physical AI unit
Intel has announced that it has appointed Alex Katouzian as head of its Client Computing and Physical AI Division. With this hire, Intel seeks to align its consumer PC business with...
Tuesday 5 May 2026
DDR6 server memory moves into early development as industry prepares for next-generation AI demand
The development of next-generation server memory DDR6 is reportedly entering early hardware validation, as memory makers and supply chain partners begin pre-development work ahead...
Tuesday 5 May 2026
Intel PC chip roadmap takes shape as Razor Lake, Titan Lake stay on track
Intel is gaining momentum in both chip design and foundry operations. Its PC platform roadmap for the next two years is coming into sharper focus as process technology and yield improve,...
Tuesday 5 May 2026
Onsemi sees AI data center and Treo driving revenue and margin recovery
During an earnings call on May 4, Onsemi portrayed its artificial intelligence data center business and new Treo platform as central to a recovery that began in the first quarter,...
Tuesday 5 May 2026
Intel's revival runs on politics and promises — but supply bottlenecks tell a different story
Intel's share price has hit historic highs as the semiconductor industry draws significant investor attention. But is this hype justified? DIGITIMES analyst Luke Lin took a deep dive...
Tuesday 5 May 2026
Malaysia becomes AI data center hub, attracts Chinese cloud giants and Nvidia AI chips

As power constraints and tighter policy controls in Singapore limit expansion, Malaysia is rapidly emerging as Southeast Asia's most important...

Monday 4 May 2026
Anthropic reportedly in talks with Fractile to buy inference chips amid AI compute crunch
Anthropic has been in talks with Fractile, a London-based startup, to purchase its inference chips for running its AI models more efficiently, as inferential AI tasks have pushed up...
Monday 4 May 2026
AI's 1.6T shift turns InP into optical supply chain bottleneck

The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

Sunday 3 May 2026
Silicon Motion posts record 1Q26 revenue driven by AI, new products to boost growth
Silicon Motion Technology reported a record quarterly revenue of US$342 million in the first quarter of 2026, up 23% from the previous quarter and soaring 105% year-over-year. The...
Saturday 2 May 2026
OpenAI reworks Stargate data center strategy as site plans change

OpenAI is reworking its US$500 billion Stargate initiative, shifting from a fixed data center joint venture toward a more flexible strategy...

Saturday 2 May 2026
Lite-On profit rises on surge in AI-driven cloud demand

Lite-On Technology reported first-quarter revenue of NT$43.4 billion (approx. US$1.35 billion), up 19% from a year earlier, as surging...