Nikkei Asia reports that HP and Dell executives are concerned about securing enough circuit boards for 2027 PC lineups, as factories prioritize higher-margin AI server boards. Laminate costs have risen at least 12-fold since July according to one Taiwanese PC maker, and lead times for boards have doubled, with some orders placed today not arriving until late 2028. Canon separately said AI-driven board and component shortages have disrupted its production since August, contributing to an expected ¥90 billion loss in its medical equipment business.
techspot.com
· 2026-10-30
Foxconn Chairman Young Liu told CNBC the company aims to grow its AI server market share from roughly 40% today to about 45% next year and 50% within a couple of years. Liu said Foxconn's production capacity is fully booked for at least 18 months, driven mainly by AI model developers and cloud providers, and that AI infrastructure could make up 60-65% of revenue within three to five years.
cnbc.com
· 2026-10-30
Footage circulating online shows workshops in China desoldering GB202 GPUs and GDDR7 memory from new GeForce RTX 5090 cards, then rebuilding them with blower-style coolers for server racks. The operations reportedly process both custom partner cards and Nvidia Founders Edition units, repackaging them for shipment to data centers or AI labs.
tomshardware.com
· 2026-10-24
Taiwan is adding AI servers and advanced chips to its controlled export list, aligning its policy with U.S. trade restrictions on China. Violators will now face criminal charges under the Foreign Trade Act, punishable by up to five years in prison and fines around $92,500, according to Bloomberg.
tomshardware.com
· 2026-10-17
AMD's upcoming EPYC 9006-series 'Verano' processors, designed for AI server workloads, will utilize a new SB1 socket that is smaller than existing SP7 and SP8 sockets. The CPUs will feature up to 72 Zen 6 cores and a 24-channel LPDDR5X memory system, tailored for hosting AI accelerators rather than general-purpose computing. AMD has not yet disclosed detailed specifications for the SB1 socket or the exact configurations planned for Verano processors.
tomshardware.com
· 2026-10-08
The Department of Justice has arrested Greg Lui, also known as Yiu Kong Lui, owner of Earthmade Computer Inc., alleging he and unnamed co-conspirators smuggled more than $300 million in export-restricted Nvidia chips to China between 2023 and 2024. Prosecutors say the chips were routed through Malaysia and Singapore using falsified paperwork before reaching Chinese buyers, including the Chinese government. Lui faces charges of conspiracy to violate export control laws, outbound smuggling, and money laundering conspiracy, carrying a potential 20-year sentence.
tomshardware.com
· 2026-10-02
CoolIT says that above 250 kW per rack, hybrid air-liquid cooling no longer works because the air-side load becomes too large and costly to manage. Its response is a cooling architecture that captures nearly all rack heat in liquid, cutting air cooling to under 1% of the load and enabling fanless server designs built on six generations of modular coldplate technology.
spectrum.ieee.org
· 2026-09-22
Apple is reportedly building custom AI servers around future M8 Ultra chips, planned in two- and four-chip configurations, and is evaluating Nvidia's NVLink Fusion for high-speed interconnects between them. The project, said to have started roughly a year ago under former hardware chief John Ternus, aims to replace Apple's existing in-house connectivity tech, which is reportedly too slow and expensive for large-scale deployment.
tomshardware.com
· 2026-09-17
According to The Information, Apple is developing enterprise-grade AI servers built around its future M8 Ultra chip, intended for sale to AI developers, businesses and governments rather than just internal use. Two configurations are reportedly planned, one linking two M8 Ultra chips and another linking four, with Apple weighing Nvidia's NVLink Fusion networking tools to connect them. The project has been underway for about a year with CEO John Ternus reportedly supportive, though nothing is finalized and launch isn't expected before 2029.
9to5mac.com
· 2026-09-16
Dell Technologies stock surged 10% on Friday after RBC Capital Markets began coverage with an outperform rating and a $640 price target. The move adds to a rally that has already lifted Dell shares nearly 350% in 2026, driven by its growing role supplying Nvidia-based servers to cloud and enterprise customers building out AI infrastructure.
cnbc.com
· 2026-09-11
Bloomberg's Mark Gurman reports Apple may release an updated Mac mini within days, ahead of the anticipated September event for the iPhone 18 Pro and iPhone Ultra. The refresh follows persistent supply shortages and rising demand tied to users running AI models locally, with Apple said to have tested both M5 and M6 chip variants.
9to5mac.com
· 2026-08-25
Taiwanese prosecutors in Keelung have charged nine people, reportedly including an Nvidia senior manager and two Supermicro employees, with breach of trust and document forgery for allegedly faking records to disguise illegal exports of high-end AI servers to China. Investigators found that of 130 B300 servers falsely documented as installed in Taiwan, 74 were actually shipped to Chinese customers, while 56 were stopped after customs officials spotted inconsistencies. The probe follows the March arrest of Supermicro co-founder Wally Liaw in the US over an alleged $2.5 billion scheme to route restricted AI servers to China.
slashdot.org
· 2026-08-24
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