Subject


Cloud / Edge Computing


2025-12-01

[News] Gold and CCL Price Surge Squeezes Substrate Makers as AI Fuels Demand for High-Value PCBs

Cloud / Edge Computing

Raw material prices are climbing, and the semiconductor substrate industry is feeling the strain as the cost of critical inputs continues to rise. According to ZDNet, South Korea’s substrate makers are facing mounting pressure from sharp increases in raw material prices. Citing industry sources, t...

2025-11-28

[News] Tantalum Capacitor Rally on AI: Panasonic Reportedly Hikes 15–30%, Yageo Rides Wave

Cloud / Edge Computing

As global hyperscalers ramp up AI server data-center expansions, memory isn’t the only component in tight supply. Following recent price hikes by U.S. suppliers, Panasonic has informed distributors and direct customers of 15–30% increases on select tantalum capacitor models, Commercial Times rep...

2025-11-24

[News] What Is Glass Fiber Fabric and Why Is T-Glass Critical for AI Servers? A Deep Dive

Cloud / Edge Computing

Amid soaring AI server demand, critical components like HBM and AI accelerators are naturally in short supply. But the race for high-speed computing has brought new challenges—especially reducing material losses. In this push, the once-understated “glass fiber fabric,” specifically T-glass, is...

2025-11-17

[News] Intel Reportedly Kills Off 8-Channel Diamond Rapids as Server Market Shifts to High-Capacity

Cloud / Edge Computing

According to ijiwei, Intel recently raised prices on legacy PC processors like Alder Lake and Raptor Lake. However, the company seems to be taking a different approach with servers. Team Blue has confirmed that 8-channel Diamond Rapids has been removed from the roadmap, with the focus shifting to 16...

2025-11-17

[News] NVIDIA Reportedly Preparing to Sell Full AI Server Systems in 2026, Raising Margin Risks for Partners

Cloud / Edge Computing

As Wistron released its earnings on the 12th, signs that its collaboration model with NVIDIA may be shifting drew industry attention. According to Wccftech, an analyst on Wistron’s Q3 earnings call suggested that beginning with next year’s Vera Rubin platform, NVIDIA could move toward directly s...

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