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Friday 5 June 2026

From 10kW to 1MW per rack in five years: Flex CTO says the hardest leap is still ahead

AI rack power density has increased 50 times in five years — and the next jump may be the hardest yet.

Friday 5 June 2026

AI servers and MLCC recovery drive growth at Ample Electronic

As artificial intelligence fuels demand across the electronics supply chain, Taiwanese conductive paste supplier Ample Electronic is seeing a rebound in one of the industry's most overlooked segments: passive components.

Friday 5 June 2026

Nvidia's Jensen Huang to meet South Korean business leaders beyond HBM sector

Nvidia CEO Jensen Huang is visiting South Korea on June 5 for meetings with major Korean business leaders, as the company's cooperation with local companies broadens beyond high-bandwidth memory into robotics, automobiles, gaming, and cloud infrastructure.

Friday 5 June 2026

Foxconn deepens AI push with Intel on inference racks

Intel and Foxconn have signed a memorandum of understanding (MoU) to cooperate on AI rack infrastructure, edge AI, physical AI platforms, and custom chip design services. The deal highlights Intel's bid to regain ground in artificial intelligence (AI), while broadening Foxconn's role in the global AI supply chain.

Friday 5 June 2026

Compal's server business surges, non-PC revenue eyes 50% by 2027

Compal Electronics is accelerating a shift away from its long-standing PC business as AI servers and other non-PC lines gain momentum. The move could have broad implications for global supply chains, data center capacity, and technology customers seeking more diversified hardware partners across Asia, the US, and Vietnam.

Friday 5 June 2026

Analysis: Intel turns to Foxconn partnership to strengthen position in evolving AI market

Foxconn and Intel have announced a strategic partnership focused on AI racks, Edge AI, and Physical AI. The move signals Intel's effort to rebuild competitiveness in a market increasingly shaped by Nvidia's dominance in AI training and inference.

Friday 5 June 2026

AI cooling demand is pushing server pumps into sharper focus

As AI pushes liquid cooling into mainstream server thermal design, suppliers are widening their focus beyond Nvidia's benchmark thermal designs. Industry players say pumps are emerging as a key lever for improving cooling efficiency, alongside flow rate and fluid speed.

Friday 5 June 2026

AI energy demand drives a shift to vertical power delivery and smaller modules

As the global demand for AI accelerates, a new industrial challenge has emerged: the sheer scale of energy required to power the "AI factories" of the future. This concern was the centerpiece of presentations by several industry figures at Computex in Taipei, where they presented solutions under development, from raw material innovations to shrinking component sizes.

Friday 5 June 2026

Foxconn, Intel link chips, racks and systems in AI infrastructure push

Foxconn announced on June 4 a strategic partnership with Intel to explore end-to-end AI solutions spanning chips, racks, systems, and applications, with cooperation covering AI rack infrastructure, edge AI, and physical AI platforms. The partnership will also extend to design services for custom ASICs, SoCs, and system integration, combining Intel's processor, silicon photonics, and software ecosystem with Foxconn's global manufacturing scale, system integration capabilities, and AI data center deployment experience.

Friday 5 June 2026

Foxconn says Nvidia's Vera Rubin AI products remain on track for 2026 shipment

Foxconn and Foxconn Industrial Internet (FII) said at Computex that production of Nvidia's next-generation AI products is progressing smoothly, with shipments expected before the end of the third quarter of 2026. The outlook matters globally because it signals faster AI hardware deployment, lower computing costs, and wider adoption across consumer, enterprise, and automotive markets.

Thursday 4 June 2026

Foxconn, SK Group eye deeper AI infrastructure ties in Asia

Foxconn chairman Young Liu met SK Group chairman Chey Tae-won on June 3, as the two companies explore broader cooperation in AI servers, data centers, and energy solutions.

Thursday 4 June 2026

Chenbro targets server rack global leadership in 3 years

Server chassis maker Chenbro is continuing to evolve, aiming to perfect the craftsmanship of mechanical components to become the world's top rack supplier, according to company CEO Corona Chen.

Thursday 4 June 2026

Kentec challenges traditional data centers with modular AI data center orders

Global AI computing demand is sweeping through the infrastructure market. Kentec, the AI data center (AIDC) system integrator and turnkey solution provider under Kenmec Mechanical Engineering, expects first-half 2026 revenue to rise more than 200% year on year, with the real surge concentrated in the second half of the year.

Thursday 4 June 2026

EU launches Technology Sovereignty Package to strengthen chips, AI, and cloud infrastructure

The European Commission has unveiled a comprehensive Technology Sovereignty Package aimed at strengthening Europe's capabilities in semiconductors, AI, cloud infrastructure, open-source software, and digital energy systems.

Thursday 4 June 2026

Huawei's MineHarmony OS links 935 mining devices in China's smart mining push

Huawei's MineHarmony (Mine Harmony OS), a mining-focused industrial Internet of Things operating system jointly developed with China Energy Group, has surpassed 200 ecosystem partners and 935 certified devices, highlighting the growing adoption of domestically developed industrial software in China's mining sector.

Thursday 4 June 2026

xMEMS tackles data center heat with chip-level cooling tech

Surging demand for artificial intelligence computing has accelerated the buildout of data centers, pushing system cooling closer to its limits. As power consumption rises, heat-related slowdowns are becoming a growing bottleneck for both computing performance and data-transfer efficiency.

Thursday 4 June 2026

MiTAC Computing confident in 2026 growth amid AI server expansion

MiTAC Computing Technology, a subsidiary of MiTAC Holdings, has no doubt that operations will grow in 2026, according to company president Rick Hwang. The company has two new US facilities scheduled to begin operations by the end of the third quarter of 2026, while a new plant in Vietnam started mass production in April.

Thursday 4 June 2026

Pegatron sees AI server expansion accelerating as organizational overhaul nears completion

Pegatron is betting that the AI server market will keep expanding, even though it entered later than some peers. The company said 2026 will mark the start of a full-speed push as generative AI shifts toward inference and both agentic and physical AI begin real-world deployment.

Thursday 4 June 2026

800VDC could reshape data center power markets as regulation and supply chains lag

Data center power systems are nearing a major transition as GPU rack densities rise toward the 600 kW range. A new report from SemiAnalysis said 800VDC direct-current distribution is moving beyond hyperscale trials and could alter how data centers are built, powered, and regulated.

Wednesday 3 June 2026

Delta highlights power gap as AI expansion pressures data centers worldwide

Global AI growth is increasingly colliding with electricity limits, a shift that could slow data center buildouts and reshape infrastructure planning from the US to Asia. Delta Electronics chairman Ping Cheng said the bottleneck is already delaying projects, pushing operators toward self-owned power systems and off-grid microgrids.

Wednesday 3 June 2026

Nvidia to accelerate Vera Rubin production; Quanta Computer to add three US plants by end of 2026

Quanta Computer executive vice president and Quanta Cloud Technology (QCT) president Mike Yang said GPU applications are expanding across training, edge computing, and storage, as well as in the development of application-specific integrated circuits (ASICs). In response to future demand, the company is preparing for power needs and production capacity, planning to add three more plants in the US by the end of 2026.

Wednesday 3 June 2026

xMEMS sees 2027 debut for cooling chips as AI glasses, SSDs face heat limits

xMEMS Labs is preparing to move its MEMS-based µCooling technology toward commercial production in 2027, with AI glasses and data-center SSDs expected to be among the first applications as sustained AI workloads push thermal constraints beyond GPUs.

Wednesday 3 June 2026

Lightmatter joins Nvidia NVLink Fusion ecosystem to expand optical AI connectivity

Lightmatter has joined Nvidia's NVLink Fusion ecosystem, a move that could accelerate the rollout of high-performance optical links for AI infrastructure worldwide. The collaboration is aimed at easing data-center bottlenecks, improving bandwidth, and giving global customers more options for building energy-efficient AI systems at scale.

Wednesday 3 June 2026

AI cooling demand keeps booming, lifting suppliers' outlook through 2029

Strong demand for AI server cooling is extending visibility for the industry, with Asia Vital Components (AVC) and Auras Technology both forecasting sustained growth through 2029. Nvidia is driving a shift from air cooling to liquid cooling in AI servers, boosting both revenue and profits for cooling module makers.

Wednesday 3 June 2026

Exclusive: SK Group and Foxconn talks could signal deeper Taiwan-Korea AI supply chain ties

COMPUTEX drew major AI supply chain players to Taiwan, and industry sources said SK Group chairman Chey Tae-won was set for a private meeting with Foxconn chairman Young Liu, alongside his meetings with TSMC chairman C.C. Wei and Nvidia CEO Jensen Huang. The reported talks could signal broader cooperation on AI infrastructure.

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