… "These technologies are helping expand the reach of advanced packaging into new applications while supporting the rapid growth of AI infrastructure." "Through our work with AMD on panel-based EFB, we are delivering new levels of scalability and cost efficiency for advanced packaging," said DK Tsai,… …
… We returned our Infrastructure Solutions Group to a sustainable and profitable growth trajectory and achieved hyper-growth by capturing the opportunity of the booming AI infrastructure market. …
… "We delivered an outstanding first quarter, driven by accelerating demand for AI infrastructure, with Data Center now the primary driver of our revenue and earnings growth," said Dr. Lisa Su, AMD chair and CEO. …
… "The rapid growth of AI is reshaping infrastructure requirements across the data center," said Mohamed Awad, Executive Vice President, Cloud AI Business Unit, Arm. …
… By delivering extreme density without compromising performance or energy efficiency, Kioxia and Dell Technologies are helping organizations modernize infrastructure to keep pace with accelerating data growth and AI adoption. …
… NAND Flash suppliers generally anticipate continued growth in their shipments through the second quarter, and their pricing strategies are expected to sustain elevated ASPs. Looking at individual suppliers' performances in 1Q26, Samsung firmly maintained its top position in the revenue rankings. …
… PowerStore Elite isn't just the next generation, it's the new gold standard." Scott Sinclair, Practice Director, Omdia: "The storage market is being reshaped by AI growth, ransomware pressure and a tightening flash supply, and enterprises can't afford infrastructure decisions that lock them into a … …
… Arm delivered record full-year royalty revenue of $2.61 billion alongside Q4 FYE26 revenue at $671 million, with this driven by growth across smartphones, Edge AI, Physical AI and Cloud AI, where data center royalties more than doubled year-over-year. …
… The company will demonstrate how intelligent storage architectures can address key AI infrastructure challenges—particularly power constraints and capacity expansion—while sustaining the high performance required for next-generation workloads. …
… "This breakthrough capacity gives data center operators a critical new lever to improve rack-level total cost of ownership, especially as power availability becomes a defining constraint for AI infrastructure scale." "Rapid AI dataset growth is shifting storage economics from individual drives to r… …