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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Wednesday 12 August 2026
Foxconn earnings call eyes four themes: AI racks, transaction models, Apple, EVs
Foxconn will hold its second quarter 2026 earnings call on the afternoon of August 12, as AI racks continue to ship and July consolidated revenue topped NT$900 billion (approx. US$27.9...
Wednesday 12 August 2026
OCP APAC 2026: Nvidia, Broadcom diverge on how to scale AI networks beyond the rack
Nvidia and Broadcom outlined different paths for scaling AI networks at the OCP APAC Summit in Taipei on Aug. 11, as clusters expand from rack-scale systems to entire data centers...
Wednesday 12 August 2026
Supermicro defends margin outlook and order quality amid analyst scrutiny
Supermicro executives fielded a wave of questions from Wall Street analysts following the company's fourth-quarter and full-year fiscal 2026 earnings report. Much of the discussion...
Wednesday 12 August 2026
CoreWeave accelerates power expansion as AI infrastructure demand surges
CoreWeave reported second-quarter fiscal 2026 revenue of US$2.6 billion, up 112% year-over-year and 24% sequentially, and raised its full-year outlook as demand for its AI cloud infrastructure...
Wednesday 12 August 2026
IBM, Together AI plan large-scale Nvidia cluster on IBM Cloud

IBM and Together AI have announced a collaboration to deploy a dedicated Nvidia-powered inference cluster on IBM Cloud, a move that...

Wednesday 12 August 2026
Lumentum's AI optics boom drives revenue past US$1 billion, though one-time charge masks underlying profit swing
Lumentum Holdings closed its fiscal 2026 with a fourth-quarter revenue surge that underscores the centrality of optical components to the AI data center buildout, even as a large one-time...
Wednesday 12 August 2026
CoreWeave's revenue more than doubles as US$104 billion backlog tests its ability to build fast enough
CoreWeave's second-quarter results showed the AI cloud provider converting demand into revenue faster, even as its widening net loss and ballooning capital spending underline the central...
Wednesday 12 August 2026
Supermicro's margin rebound and bullish outlook ease investor doubts on AI server orders

Supermicro posted a sharp gross-margin recovery and issued fiscal 2027 revenue guidance well above Wall Street's expectations, addressing...

Wednesday 12 August 2026
AI server tracker: King Slide, Quanta and AIC lead July growth

July revenue trends across Taiwan's server supply chain remained broadly positive year over year, although sequential performance varied...

Wednesday 12 August 2026
Compal doubles AI server capacity, targets 30–40% revenue share by 2027

Compal officially opened its Daxi AI server manufacturing center on August 11, bringing new-generation AI server production capacity...

Wednesday 12 August 2026
Hyundai Motor Group's robot push could reshape South Korea's industrial competition

Hyundai Motor Group is accelerating its "Physical AI+" robot strategy, with Saemangeum in North Jeolla Province set to become its main...

Wednesday 12 August 2026
DEEPX wins South Korean air base contract for domestic AI surveillance NPU
South Korean IC design firm DEEPX will deploy its neural processing unit in an AI perimeter surveillance system at a South Korean Air Force base. The project is the first in the country’s...
Wednesday 12 August 2026
Power, not GPUs, is now AI data centers' real bottleneck: Wistron CTO

Surging demand for AI computing is accelerating server and data center infrastructure deployment. Speaking at Delta Electronics' Sustainable...

Wednesday 12 August 2026
As renewables overtake coal, microgrids become AI's next frontier

AI-driven power demand is surging, and Delta Electronics Chairman Ping Cheng said microgrids and energy resilience are becoming the...

Wednesday 12 August 2026
Everlight starts Thailand plant to boost AI server and auto supply chains
Everlight Electronics has broken ground on a new manufacturing base in Chachoengsao, Thailand, with construction starting in August and mass production planned for the second half...