AI server tracker: Demand drives July revenue gains across Taiwan infrastructure suppliers

Digitimes
Aug 14, 2026, 5:47 am131 pts
Data center infrastructure providers reported revenue gains across baseboard management controllers (BMCs), optical modules, power supply components, and thermal management products. Some companies, such as LandMark Optoelectronics and Auras Technology, reported year-over-year July revenue growth exceeding…

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