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AI Server
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Chinese AI server supplier Dongshan Precision debuts in Hong Kong, opening 5% below offer price amid AI sector doubts
Chinese AI server supplier Dongshan Precision debuts in Hong Kong, opening 5% below offer price amid AI sector doubts
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Wus Printed Circuit (WUS) announced that its operating revenue for the first three quarters of 2026 reached 23.225 billion yuan
Wus Printed Circuit (WUS) announced that its operating revenue for the first three quarters of 2026 reached 23.225 billion yuan, a year-on-year increase of 71.88%. Net profit attributable to sharehold
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the company is accelerating the capacity expansion of automotive-grade and AI server MLCC powders
Guoci Material stated at its earnings briefing on October 26 that in response to the incremental demand driven by the intelligence of new energy vehicles and the explosion of AI server computing power
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Samsung Electro-Mechanics secures KRW 3.6 trillion in AI component orders as clients lock in future supply.
Samsung Electro-Mechanics has secured long-term supply agreements for AI-related components totaling approximately 3.6 trillion Korean won (about $2.6 billion) this year, ensuring component supply for
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Samsung Executive: HBM Expected to Account for Nearly 30% of DRAM Production Capacity by 2027, Traditional Memory Supply May Further Tighten and Drive Up Prices
According to Reuters, Kim Taewoo, Executive Vice President at Samsung Electronics, stated that High Bandwidth Memory (HBM) is expected to account for nearly 30% of the global DRAM industry's total waf
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Samsung Electro-Mechanics to invest $5 billion (W6.78tr) in chip package substrate capacity, with customer backing for AI-server substrates
The Samsung Electronics affiliate will expand its chip package substrate capacity in South Korea and Vietnam. Global customers are helping fund part of its new AI-server substrate capacity in Sejong a
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China's MLCC Market Diverges: AI Server Demand Booms While Consumer MLCC Prices Fall by Two-Thirds from Peak
According to MLCC distributor Wang Jun, spot prices for consumer-grade MLCCs have fallen by two-thirds from their peak two months ago, while prices for AI server components remain high. This divergenc
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Sharp has begun accepting orders for AI servers, a new business developed in cooperation with its Taiwanese parent company Foxconn, leveraging Foxconn's supply chain advantages to secure hard-to-find components.
Sharp has begun accepting orders for AI servers, a new business developed in cooperation with its Taiwanese parent company Foxconn, leveraging Foxconn's supply chain advantages to secure hard-to-find
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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
-
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
-
Chinese AI server supplier Dongshan Precision debuts in Hong Kong, opening 5% below offer price amid AI sector doubts
Chinese AI server supplier Dongshan Precision debuts in Hong Kong, opening 5% below offer price amid AI sector doubts
-
Wus Printed Circuit (WUS) announced that its operating revenue for the first three quarters of 2026 reached 23.225 billion yuan
Wus Printed Circuit (WUS) announced that its operating revenue for the first three quarters of 2026 reached 23.225 billion yuan, a year-on-year increase of 71.88%. Net profit attributable to sharehold
-
the company is accelerating the capacity expansion of automotive-grade and AI server MLCC powders
Guoci Material stated at its earnings briefing on October 26 that in response to the incremental demand driven by the intelligence of new energy vehicles and the explosion of AI server computing power
-
Samsung Electro-Mechanics secures KRW 3.6 trillion in AI component orders as clients lock in future supply.
Samsung Electro-Mechanics has secured long-term supply agreements for AI-related components totaling approximately 3.6 trillion Korean won (about $2.6 billion) this year, ensuring component supply for
-
Samsung Executive: HBM Expected to Account for Nearly 30% of DRAM Production Capacity by 2027, Traditional Memory Supply May Further Tighten and Drive Up Prices
According to Reuters, Kim Taewoo, Executive Vice President at Samsung Electronics, stated that High Bandwidth Memory (HBM) is expected to account for nearly 30% of the global DRAM industry's total waf
-
Samsung Electro-Mechanics to invest $5 billion (W6.78tr) in chip package substrate capacity, with customer backing for AI-server substrates
The Samsung Electronics affiliate will expand its chip package substrate capacity in South Korea and Vietnam. Global customers are helping fund part of its new AI-server substrate capacity in Sejong a
-
China's MLCC Market Diverges: AI Server Demand Booms While Consumer MLCC Prices Fall by Two-Thirds from Peak
According to MLCC distributor Wang Jun, spot prices for consumer-grade MLCCs have fallen by two-thirds from their peak two months ago, while prices for AI server components remain high. This divergenc
-
Sharp has begun accepting orders for AI servers, a new business developed in cooperation with its Taiwanese parent company Foxconn, leveraging Foxconn's supply chain advantages to secure hard-to-find components.
Sharp has begun accepting orders for AI servers, a new business developed in cooperation with its Taiwanese parent company Foxconn, leveraging Foxconn's supply chain advantages to secure hard-to-find
-
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
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AI Server
24H Trending
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1
Samsung Electronics is down 4.44% from its previous close, now trading at ₩231,250.
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2
SK Hynix is up 5.58% from its previous close, now trading at ₩1,570,000.
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3
Samsung Electronics fell 5.99% from its previous close, now trading at ₩227,500.
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4
Nikkei Asia: Iranian separatists intensify attacks and seize territory in response to a potential full-scale US assault.
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China's tech stocks lose luster as STAR 50 Index plunges over 40% from July peak, CATL falls 37% YTD amid AI profit doubts
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India approves $22 billion in military spending to address border tensions with China.
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FERMA Coin: Current Status and Future Outlook
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LS Cable subsidiary Gaon Cable secures W120b ($90m) US AI data center cable deal
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What is FLOW? An Analysis of the Flow Blockchain Ecosystem and Its Current Status
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Obama criticizes Trump's Iran war, citing US vulnerability and rising oil prices
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