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Samsung Electro-Mechanics secures $294M AI server MLCC deal
Samsung Electro-Mechanics signs a 450 billion won contract to supply AI server MLCCs to a US tech giant through 2027.
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AI servers need 28,000 MLCCs each, sparking historic supply crunch
Goldman Sachs calls it the ''largest and longest'' MLCC cycle ever: AI servers now demand up to 28,000 of the tiny capacitors per unit — 13 times a standard server — while Nvidia''s
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Nvidia supplier Victory Giant profit jumps 40% on AI server demand
Chinese printed circuit board supplier Victory Giant Technology Huizhou Company said March quarter revenue rose 28% year on year to 5.5 billion yuan (US$805 million) on stronger
Global AI Server Shipments Forecast to Grow Over 28% YoY in 2026,
North American CSPs'' continued investments in AI infrastructure are expected to increase global AI server shipments by more than 28% YoY in 2026, according to the latest market
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NVIDIA GB200 Supply Chain: The Global Ecosystem Explained
Learn about the NVIDIA GB200 supply chain. We analyze the massive global ecosystem of hundreds of suppliers required, from TSMC''s silicon to HBM3e and CoWoS pac
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AMD is in talks to sell $4 billion AI server assembly plants
According to Bloomberg, there are at least four contenders to buy AMD''s AI server assembly plants for as much as $4 billion, a much higher sum than initially thought. The report says
A100 GPU Server Supplier for AI Workloads
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Top Five AI Server Companies for Data Centers and
To bring clarity to the market, ABI Research''s AI Server OEMs Competitive Ranking assesses eight global AI server companies. We evaluated
Top 10 Largest Server Manufacturers in 2025
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This reference is intended for preliminary fiber and communications infrastructure research. Optical interface, fiber type, port or core capacity, electrical input and output, enclosure protection, cooling, installation limits and applicable standards must be verified for the specific project.