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AI Server
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Japan's TDK plans to invest $260 million to ramp up production of electronic components for AI servers
The company expects rising demand for thin-film inductors, tiny parts that curb energy loss, and will invest in two factories over the next three years to increase output capacity.
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AI server stocks pulled back, with Hewlett Packard Enterprise (HPE) down 4%, Dell (DELL) retreating 3%, and Super Micro Computer (SMCI) holding steady against the trend.
AI server-related stocks pulled back in Thursday's trading, with Hewlett Packard Enterprise (HPE) falling 4% to $56.37 and Dell Technologies (DELL) dropping 3% to $519.50, both ending a two-day rally
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Nvidia supplier Wistron's shares drop over 6% after announcing a $1.47 billion global depositary receipt offering
Wistron, a Taiwan-based manufacturer, saw its shares fall more than 6% on Tuesday. The company priced 25 million global depositary receipts at $58.88 each on Monday, representing 250 million new commo
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Hon Hai's August revenue reached NT$921.8 billion, a year-on-year increase of 51.98%, setting a new record for the same period.
Hon Hai Precision (Foxconn) announced on September 5 that its August 2026 revenue reached NT$921.8 billion, a year-over-year increase of 51.98%. This marks the second-highest monthly revenue in its hi
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Super Micro Computer (SMCI) shares surged 31.3% in August, driven by strong earnings, improved gross margins, and the resolution of internal investigation concerns.
AI server leader Super Micro Computer saw its stock price surge by 31.3% in August, primarily driven by strong fourth-quarter fiscal results, significantly improved gross margins, and an internal inve
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HPE rides AI server boom to a big earnings beat, following Dell's lead
HPE's focus on enterprise and sovereign customers offers a better profit profile, according to an analyst, distinguishing it from Dell.
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Dell Technologies reported a record $60.9 billion in AI server orders, but its stock still fell by approximately 7%.
Dell Technologies announced a record $60.9 billion in AI server orders, but its stock price still fell by approximately 7%, closing at $425. Investors questioned whether the rapid expansion of the AI
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Dell Technologies' shares surged 10% in after-hours trading, driven by strong AI server orders and an upward revision of its full-year revenue guidance.
Dell Technologies' stock surged by up to 10% in after-hours trading. The company raised its guidance and reported record revenue and adjusted earnings for the second quarter of fiscal year 2027, drive
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Dell's Q2 revenue surged 58% year-over-year to $47 billion, with AI server backlog reaching $95 billion. The company significantly raised its full-year guidance, and its COO stated, "What we're short on is DRAM, DRAM, DRAM!"
Dell announced its second-quarter fiscal year 2027 results for the period ending July 31, with revenue reaching $47 billion, a 58% year-over-year increase, surpassing market expectations. Non-GAAP ear
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Dell significantly raised its full-year revenue guidance for fiscal year 2027 to $192 billion, with Q2 revenue hitting a record high of $47 billion. Its stock price jumped 10% in after-hours trading due to strong demand for AI servers.
Dell significantly raised its full-year revenue guidance for fiscal year 2027 to $192 billion, with Q2 revenue hitting a record high of $47 billion. Its stock price jumped 10% in after-hours trading d
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Inspur Information, China's leading server manufacturer, reported a 269.59% year-on-year increase in net profit to RMB 2.952 billion in the first half of the year, with operating revenue growing by 5.22% to RMB 84.379 billion, driven by the surge in demand for AI servers.
Inspur Information, China's leading server manufacturer, reported a 269.59% year-on-year increase in net profit to RMB 2.952 billion in the first half of the year, with operating revenue growing by 5.
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Cisco and Super Micro Partner to Enter AI Server Hardware Market, Breaking Traditional Hardware Rules
Cisco announced a partnership with Super Micro Computer (SMCI) to directly sell AI server hardware, a move that breaks Cisco's traditional rule of not selling the machines themselves. Cisco will expan
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Dawning Information Industry Co., Ltd.'s net profit increased by 33.31% year-on-year to 971 million yuan in the first half of the year, with a quarter-on-quarter jump of 226% in the second quarter.
Sugon disclosed its semi-annual report on August 25, 2026, achieving revenue of 7.466 billion yuan in the first half of the year, a year-on-year increase of 27.62%. Among this, the net profit for the
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Samsung Electronics and SK Hynix plan to complete a new round of investment in NAND flash memory in China next year to meet the demand for AI servers.
Samsung Electronics has reportedly finalized a supplementary investment plan for the 9th-generation NAND conversion at its Xi'an factory in China, with related equipment procurement orders expected to
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Super Micro Computer shares rose 4% to $32.48, while Hewlett Packard Enterprise and Dell Technologies gained 4% and 3% respectively, boosted by a broad rally in AI server stocks after Super Micro Computer pre-announced a doubling of its fourth-quarter gross margin.
Super Micro Computer's stock price rose due to market expectations for its upcoming Q4 FY2026 earnings report. The company previously guided for a gross margin of 15% to 17% for the quarter, almost do
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Bank of America downplays China's threat to Micron's AI business, reiterating Buy rating and $1,550 price target
Bank of America (BofA) analyst Vivek Arya reiterated a Buy rating on Micron Technology (MU) on August 3rd, maintaining a $1,550 price objective, after Micron shares dropped in late July following a Ch
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Dell and Super Micro shares soared 10%, while HP Enterprise rose 6%, as AI server stocks surged amid a rebound in risk appetite.
AI server-related stocks surged on Tuesday afternoon, with Dell (DELL) up 10% to $471, Super Micro Computer (SMCI) up 9% to $31, and Hewlett Packard Enterprise (HPE) up 6% to $53. This rally was prima
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SK Hynix Begins Procuring Equipment for Its Yongin Y1 Wafer Fab, Plans to Build a Pilot Production Line Next February
Svmuu News: SK Hynix has begun procuring advanced DRAM manufacturing equipment for its Y1 wafer fab in Yongin, South Korea, with an initial planned production capacity of approximately 20,000 wafers p
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According to reports, Amazon AWS has raised its ASIC server shipment forecast, with an expected increase of more than 20%.
Svmuu News: According to reports from the AI server supply chain, Amazon (AWS) has notified relevant supply chain manufacturers that it will increase shipments for the third quarter of 2026, with esti
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NVIDIA slashes next-gen rack memory configuration, causing memory stocks to plummet? SemiAnalysis founder clarifies: too clickbait-ish
Svmuu News: According to market sources this evening, a recent report by SemiAnalysis stated that "NVIDIA's next-generation AI server cluster, Rubin NVL72, has made significant adjustments to its memo
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Japan's TDK plans to invest $260 million to ramp up production of electronic components for AI servers
The company expects rising demand for thin-film inductors, tiny parts that curb energy loss, and will invest in two factories over the next three years to increase output capacity.
-
AI server stocks pulled back, with Hewlett Packard Enterprise (HPE) down 4%, Dell (DELL) retreating 3%, and Super Micro Computer (SMCI) holding steady against the trend.
AI server-related stocks pulled back in Thursday's trading, with Hewlett Packard Enterprise (HPE) falling 4% to $56.37 and Dell Technologies (DELL) dropping 3% to $519.50, both ending a two-day rally
-
Nvidia supplier Wistron's shares drop over 6% after announcing a $1.47 billion global depositary receipt offering
Wistron, a Taiwan-based manufacturer, saw its shares fall more than 6% on Tuesday. The company priced 25 million global depositary receipts at $58.88 each on Monday, representing 250 million new commo
-
Hon Hai's August revenue reached NT$921.8 billion, a year-on-year increase of 51.98%, setting a new record for the same period.
Hon Hai Precision (Foxconn) announced on September 5 that its August 2026 revenue reached NT$921.8 billion, a year-over-year increase of 51.98%. This marks the second-highest monthly revenue in its hi
-
Super Micro Computer (SMCI) shares surged 31.3% in August, driven by strong earnings, improved gross margins, and the resolution of internal investigation concerns.
AI server leader Super Micro Computer saw its stock price surge by 31.3% in August, primarily driven by strong fourth-quarter fiscal results, significantly improved gross margins, and an internal inve
-
HPE rides AI server boom to a big earnings beat, following Dell's lead
HPE's focus on enterprise and sovereign customers offers a better profit profile, according to an analyst, distinguishing it from Dell.
-
Dell Technologies reported a record $60.9 billion in AI server orders, but its stock still fell by approximately 7%.
Dell Technologies announced a record $60.9 billion in AI server orders, but its stock price still fell by approximately 7%, closing at $425. Investors questioned whether the rapid expansion of the AI
-
Dell Technologies' shares surged 10% in after-hours trading, driven by strong AI server orders and an upward revision of its full-year revenue guidance.
Dell Technologies' stock surged by up to 10% in after-hours trading. The company raised its guidance and reported record revenue and adjusted earnings for the second quarter of fiscal year 2027, drive
-
Dell's Q2 revenue surged 58% year-over-year to $47 billion, with AI server backlog reaching $95 billion. The company significantly raised its full-year guidance, and its COO stated, "What we're short on is DRAM, DRAM, DRAM!"
Dell announced its second-quarter fiscal year 2027 results for the period ending July 31, with revenue reaching $47 billion, a 58% year-over-year increase, surpassing market expectations. Non-GAAP ear
-
Dell significantly raised its full-year revenue guidance for fiscal year 2027 to $192 billion, with Q2 revenue hitting a record high of $47 billion. Its stock price jumped 10% in after-hours trading due to strong demand for AI servers.
Dell significantly raised its full-year revenue guidance for fiscal year 2027 to $192 billion, with Q2 revenue hitting a record high of $47 billion. Its stock price jumped 10% in after-hours trading d
-
Inspur Information, China's leading server manufacturer, reported a 269.59% year-on-year increase in net profit to RMB 2.952 billion in the first half of the year, with operating revenue growing by 5.22% to RMB 84.379 billion, driven by the surge in demand for AI servers.
Inspur Information, China's leading server manufacturer, reported a 269.59% year-on-year increase in net profit to RMB 2.952 billion in the first half of the year, with operating revenue growing by 5.
-
Cisco and Super Micro Partner to Enter AI Server Hardware Market, Breaking Traditional Hardware Rules
Cisco announced a partnership with Super Micro Computer (SMCI) to directly sell AI server hardware, a move that breaks Cisco's traditional rule of not selling the machines themselves. Cisco will expan
-
Dawning Information Industry Co., Ltd.'s net profit increased by 33.31% year-on-year to 971 million yuan in the first half of the year, with a quarter-on-quarter jump of 226% in the second quarter.
Sugon disclosed its semi-annual report on August 25, 2026, achieving revenue of 7.466 billion yuan in the first half of the year, a year-on-year increase of 27.62%. Among this, the net profit for the
-
Samsung Electronics and SK Hynix plan to complete a new round of investment in NAND flash memory in China next year to meet the demand for AI servers.
Samsung Electronics has reportedly finalized a supplementary investment plan for the 9th-generation NAND conversion at its Xi'an factory in China, with related equipment procurement orders expected to
-
Super Micro Computer shares rose 4% to $32.48, while Hewlett Packard Enterprise and Dell Technologies gained 4% and 3% respectively, boosted by a broad rally in AI server stocks after Super Micro Computer pre-announced a doubling of its fourth-quarter gross margin.
Super Micro Computer's stock price rose due to market expectations for its upcoming Q4 FY2026 earnings report. The company previously guided for a gross margin of 15% to 17% for the quarter, almost do
-
Bank of America downplays China's threat to Micron's AI business, reiterating Buy rating and $1,550 price target
Bank of America (BofA) analyst Vivek Arya reiterated a Buy rating on Micron Technology (MU) on August 3rd, maintaining a $1,550 price objective, after Micron shares dropped in late July following a Ch
-
Dell and Super Micro shares soared 10%, while HP Enterprise rose 6%, as AI server stocks surged amid a rebound in risk appetite.
AI server-related stocks surged on Tuesday afternoon, with Dell (DELL) up 10% to $471, Super Micro Computer (SMCI) up 9% to $31, and Hewlett Packard Enterprise (HPE) up 6% to $53. This rally was prima
-
SK Hynix Begins Procuring Equipment for Its Yongin Y1 Wafer Fab, Plans to Build a Pilot Production Line Next February
Svmuu News: SK Hynix has begun procuring advanced DRAM manufacturing equipment for its Y1 wafer fab in Yongin, South Korea, with an initial planned production capacity of approximately 20,000 wafers p
-
According to reports, Amazon AWS has raised its ASIC server shipment forecast, with an expected increase of more than 20%.
Svmuu News: According to reports from the AI server supply chain, Amazon (AWS) has notified relevant supply chain manufacturers that it will increase shipments for the third quarter of 2026, with esti
-
NVIDIA slashes next-gen rack memory configuration, causing memory stocks to plummet? SemiAnalysis founder clarifies: too clickbait-ish
Svmuu News: According to market sources this evening, a recent report by SemiAnalysis stated that "NVIDIA's next-generation AI server cluster, Rubin NVL72, has made significant adjustments to its memo
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