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15.10.26 - 02:30
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Lite-On unveils 800 VDC power and liquid cooling for AI data centers (Digitimes)
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Lite-On Technology is showcasing an 800 VDC power architecture, NVIDIA Vera Rubin-compatible power racks and integrated liquid-cooling systems at the 2026 Open Compute Project (OCP) Global Summit. The portfolio is designed to help data-center operators improve power efficiency, manage rising AI rack densities and integrate backup power with thermal management....
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15.10.26 - 02:30
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AI server tracker: Rail-kit growth turns uneven as cooling suppliers sustain expansion (Digitimes)
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Taiwan's rail-kit and thermal suppliers posted broad year-over-year revenue growth in September 2026, but sequential performance revealed uneven shipment schedules. All eight tracked companies grew both monthly and January–September revenue from a year earlier, while four recorded declines from August. The results suggest that platform transitions and component availability continue to influence how AI infrastructure demand translates into revenue....
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15.10.26 - 02:30
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Applied Materials targets AI-driven semiconductor equipment growth through 2030 (Digitimes)
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Applied Materials is increasing investments in research and development, manufacturing and its global supply chain as it targets greater market share and profitability through 2030. The semiconductor equipment maker expects advanced logic, DRAM and advanced packaging to generate about 75% of wafer fab equipment (WFE) market growth from 2025 to 2030. By 2030, it is also targeting more than 2pp of additional WFE market share, along with non-GAAP gross and operating margins of approximately 54% and 40%, respectively....
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15.10.26 - 02:30
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Murata eyes earlier MLCC expansion as AI server demand surges (Digitimes)
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Murata Manufacturing is considering additional investment and an earlier expansion of multilayer ceramic capacitor (MLCC) capacity as demand from AI servers accelerates. The company plans to finalize the investment amount, expansion sites, and schedule before releasing its midterm financial results in late October....
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15.10.26 - 02:30
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Dell CEO urges AI growth without sacrificing safety (Digitimes)
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As AI investment continues to expand, concerns are mounting over whether capital spending can translate into real revenue and whether data center construction is becoming excessive. Dell Technologies CEO Michael Dell said AI development should not hit the brakes over safety disputes or bubble concerns, arguing that businesses and governments should build safeguards together while managing risks and maintaining technological competitiveness....
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