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26.01.26 - 04:54
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Foxconn leads EMS/ODM rankings on AI servers and Apple boost (Digitimes)
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Honhai Precision posted strong revenue growth in the fourth quarter of 2025, driven by robust shipments of high-end AI servers and the launch of Apple's new iPhone generation. The company's quarterly revenue scale expanded significantly, with cloud networking products contributing notably to its top line. This marks a strategic shift for Foxconn from relying solely on consumer electronics toward a dual focus on both consumer devices and AI servers as key growth engines....
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26.01.26 - 04:54
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AI development shifts focus to real-world impact in 2026, signaling industry recalibration (Digitimes)
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Artificial intelligence (AI) development is entering a pivotal phase as the industry prepares to shift from showcasing model capabilities to assessing the technology's practical impact and value in 2026. Experts from Stanford University, industry leaders, and AI researchers emphasize a growing demand for measurable returns on investment and tangible productivity gains rather than exploration of theoretical potential....
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26.01.26 - 03:06
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Power transmission efficiency shapes future of AI computing and regional competitiveness (Digitimes)
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As global investment in generative AI accelerates, the critical bottleneck is shifting from advanced processor manufacturing to the availability and efficiency of power transmission. Industry insiders note that securing a sufficient and stable electricity supply, especially via ultra-high-voltage (UHV) transmission, has become a decisive factor for the growth and sustainability of AI data centers, semiconductor fabrication plants, and related high-tech infrastructure....
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26.01.26 - 02:00
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Pegatron eyes triple-digit AI server growth in 2026, targets ASIC opportunities (Digitimes)
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Pegatron is poised to continue its strong expansion in the artificial intelligence (AI) server market as it enters its fourth year, with expectations of sustaining triple-digit revenue growth in 2026. Co-CEO Gary Cheng expressed confidence that the company's AI server segment will surpass its 2025 performance, aiming to double this year's growth rate....
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26.01.26 - 00:48
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Ennostar’s Micro LED bet targets a bottleneck inside AI server racks (Digitimes)
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Ennostar Corp. is advancing its Micro LED technology from display applications to short-distance data transmission within AI server racks, aiming to achieve a significant boost in transmission speeds by 2026. The company plans to raise Micro LED data transfer rates from 1.25 Gbps to 3–4 Gbps and is collaborating with global partners to develop modules for high-speed intra-rack optical communication....
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25.01.26 - 23:06
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Jeffrey Ding on why diffusion, not innovation, is the secret to victory in the AI race (SCMP)
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Jeffrey Ding is an assistant professor of political science at George Washington University. He is the author of Technology and the Rise of Great Powers, an award-winning book exploring the impact of technology on geopolitical competition, as well as the founder of the ChinAI newsletter, which tracks developments in China's artificial intelligence (AI) industry.
In this interview, Ding explains why “diffusion”, not innovation, will determine whether China or the US will prevail in the AI race,......
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