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Title: DIGITIMES Asia: News and Insight of the Global Supply Chain

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Acer announced a major management change on August 14, saying chief operating officer Jerry Kao has resigned with immediate effect. Chairman and CEO Jason Chen will take on the duties on an interim basis.

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The speed of AI data center deployment is raising the bar for power and cooling suppliers. Chipmakers such as Nvidia and AMD are refreshing platforms annually, with each generation bringing sharp increases in power density and thermal requirements. Suppliers that cannot match that pace in R&D or capacity deployment risk missing the next design cycle.

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The global memory supply shortage is intensifying, with long-term agreements (LTAs) rapidly expanding beyond the three major memory manufacturers—Samsung Electronics, SK hynix, and Micron Technology—to include Sandisk, Nanya Technology Corporation, and China's ChangXin Memory Technologies (CXMT).

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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 100%.

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AI infrastructure enters multi-architecture fabric competition; Optical-copper interconnects and supply-chain coordination determine system performance

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