server

The server manufacturer Super Fusion has passed the review of the listing committee of the Shenzhen Stock Exchange's Growth Enterprise Market for its IPO, planning to raise 8 billion yuan, setting a new high for the fundraising scale of companies going public on the Growth Enterprise Market this year. Super Fusion was formerly Huawei's x86 server business, which was spun off from Huawei in 2021 and is currently actually controlled by the Henan Provincial State-owned Assets Supervision and Administration Commission. According to IDC data, Super Fusion is expected to rank second in China's server market in terms of shipment volume by 2025, with a market share of 14.2%.The company's revenue for 2025 is projected to be 58.246 billion yuan. In the first half of 2026, revenue reached 37.286 billion yuan, with AI servers contributing approximately 19.852 billion yuan, accounting for 53.29% of the main business income. During the same period, net profit was 2.108 billion yuan, more than double that of the entire previous year. The net cash outflow from operating activities during the same period was 15.685 billion yuan, and short-term loans increased from 1.563 billion yuan at the end of last year to 18.026 billion yuan.The company stated that the growing demand for AI servers requires advance procurement of chips and components, suppliers demand quicker payments, while customer payments are relatively slow, leading to funds being tied up in inventory and accounts receivable. As of the end of June, the inventory balance was 35.662 billion yuan. During the review by the Shenzhen Stock Exchange, questions were raised about whether performance growth can be sustained, as well as risks related to cash flow, customer and supplier concentration, etc. Currently, the IPO has only passed the listing committee review and has not yet completed registration and issuance.

AMD disclosed server processor and die interconnect layout at the In Depth technology forum. Venice uses TSMC's N2 process and CoWoS-L advanced packaging, and introduces elevated fan-out bridge (EFB). The subsequent Verano will adopt the N2P process. AMD's server architecture head Mahesh Subramony stated that as the number of computing cores increases, more data needs to be transmitted between dies, and EFB reduces power consumption and latency through short-distance interconnects. AMD expects the data center CPU market size to grow from approximately $26 billion in 2025 to about $220 billion in 2030, with a compound annual growth rate of over 50%.In terms of packaging collaboration, ASE and SPIL are involved in the development and validation of wafer-level 2.5D bridge interconnects, and AMD has completed panel-level EFB interconnect validation with Powertech. AMD announced in May 2026 that it will invest over $10 billion in the Taiwanese industrial ecosystem to expand strategic cooperation and advanced packaging capabilities. Regarding product progress, the Venice SP7 platform has been shipped, with the SP8 aimed at the enterprise market expected to be supplied in the first half of 2027, and Verano and Venice-X scheduled for release in the second half of the same year, with related server processor products targeted for mass production in 2027.

According to a report by Bloomberg, documents submitted to Beijing regulators show that Dark Side of the Moon obtained permission to use advanced chips from NVIDIA this summer and signed a contract in August to rent 32 Supermicro computer servers, which are equipped with NVIDIA B300 GPUs. The B300 is NVIDIA's most powerful AI accelerator currently. Dark Side of the Moon is the developer of the AI assistant Kimi.

According to the official announcement from LNbits, the Lightning Network wallet and account system LNbits has encountered a wave of attacks, urging all users to immediately stop their LNbits servers.LNbits stated that the team needs to push multiple security patches and will take precautionary measures before the patches are released, and will announce further developments as soon as possible.

The open-source Bitcoin payment processing tool BTCPay Server has received multiple reports of unauthorized fund theft from its Bitcoin and Litecoin hot wallets on the platform. The project team released an investigation update confirming that the attack targeted servers running BTCPay Server version 2.4.1 or earlier. The attackers exploited a vulnerability that was fixed in version 2.4.2 on August 7, gaining administrative access to the servers through various methods and draining the hot wallet funds.BTCPay Server founder Nicolas Dorier confirmed that only servers running versions prior to 2.4.2, particularly version 2.4.1, were affected; users running the latest version 2.4.7 have not reported any credible losses. Some affected service providers, including LunaNode, have automatically shut down at-risk older instances. The official recommendation for users still using version 2.4.1 or earlier is to immediately transfer any remaining funds in old hot wallets to a new wallet created with a completely new mnemonic, take the old server offline while retaining relevant logs, and then install the latest version on a new virtual machine and connect the new wallet, ensuring not to restore the old server entirely to the new machine.Simply updating the software version is not enough to eliminate the risk, as attackers may have gained persistent access to the old server. Funds stored outside the server, such as those in hardware wallets, were not affected by this incident. The vulnerability is related to a flaw fixed in August of this year, when attackers had manipulated nodes by obtaining LND administrative credentials. As of now, this vulnerability has not been assigned a CVE number and is not listed in CISA's known exploited vulnerabilities catalog.

BTCPay Server reported receiving reports of funds from hot wallets being transferred by unauthorized attackers and recommends that instance operators shut down their servers until the investigation is complete.

After Amazon announced its quarterly results, the stock prices of American server manufacturers fell in pre-market trading. Dell dropped 11.8%, HP fell 8%, and Advanced Micro Devices declined 6%.

On October 29, at the Tencent Global Digital Ecosystem Conference, Tencent Group Senior Executive Vice President Tang Daosheng stated that Tencent Cloud is accelerating the construction of global data centers, having deployed over 2 million servers.Tang Daosheng mentioned that in the past year, Tencent Cloud's overseas AI demand has achieved triple-digit growth, and the number of active international customers has doubled. Tencent Cloud previously collaborated with the Hunyuan team to increase the single-card throughput of domestic chips by 5 times two weeks before launch, and the model Hy4 will be launched soon.

Lansi Technology stated that the AI server-related production capacity in the Songshan Lake Park of Dongguan has been expanded. The liquid cooling heat dissipation modules, high-end precision cabinets, and high-speed optical interconnection supporting components have been verified by leading North American computing power manufacturers and have received large-scale orders, entering the ramp-up phase of mass production.The company has also acquired capabilities in optical communication and precision metal processing to meet the demand for AI servers.

BTCPay Server has updated the optional WooCommerce/WordPress deployment through its Docker installer to address the recently disclosed serious PHP vulnerability. Users running WooCommerce on BTCPay Server should update immediately, which can be done by clicking "Update" directly within BTCPay Server.

According to Decrypt, the Virtual Currency Unit of the Brooklyn District Attorney's Office in New York, in collaboration with the FBI, successfully dismantled a multinational cryptocurrency investment scam network targeting the Russian-speaking community across the United States, seizing and shutting down 112 servers and 241 associated website domains. The involved servers were primarily hosted in Eastern Europe and the United States, with the core infrastructure and IP nodes distributed in places like Ukraine.Forensic evidence from the servers also indicated that the scammers would strike again weeks later, disguising themselves as "asset recovery service providers" to conduct secondary harvesting of victims, with the total amount involved reaching tens of millions of dollars. The prosecution had previously shut down 400 associated domain names, and this time directly seized the underlying servers to completely deprive the gang of the ability to quickly set up websites and contact victims. Law enforcement has currently seized approximately $300,000 in stolen funds, and the recovery efforts are ongoing.

On October 13, Ruantong Power was reported to have received 8,000 NVIDIA GPU cards, specifically the NVIDIA 6000D (domestic "special edition" of the Blackwell architecture), which will be used for the production of related servers.

Changxin Storage (CXMT), a Chinese memory chip company, announced that it has made key progress on a new storage architecture. Samsung Electronics and SK Hynix are also advancing similar architectures to increase storage density. The company's president, Cao Kanyu, stated at an industry event in Shanghai that Changxin Storage plans to launch new server memory products based on this architecture by the end of 2026, according to a company statement.The architecture is designed as 4F², meaning each memory cell occupies an area of 4F², where F is the minimum line width of the semiconductor. The company claims that this proprietary transistor design can improve storage density and efficiency by accommodating more memory cells on a single chip. Currently, mainstream commercial DRAM uses a 6F² cell structure.

According to The Defiant, the crypto data and research platform Blockworks has announced the launch of a managed MCP server, opening its entire dataset to AI agents. This server is built on the Model Context Protocol, allowing AI tools such as ChatGPT, Claude, and Cursor to access the datasets behind Blockworks Research and its Intel applications.Blockworks stated that this service is provided with every API package at no additional cost, allowing users to access it using the same key and permissions. MCP is an open protocol that enables AI models to connect to external data sources and tools, and this integration means that AI agents can directly call upon Blockworks' research and market data.

Recently, the market has reported that Apple is developing an enterprise-level AI server, possibly equipped with 2 to 4 unreleased M8 Ultra processors. The target customers include AI developers, large enterprises, and government agencies, primarily for AI inference. This edge data center may utilize NVLink. Both Apple and NVIDIA have not responded.The supply chain believes that Apple has entered this related business because the Mac series is widely used as personal AI workstations, with Mac revenue growing nearly 30% in the last quarter. Apple is purchasing a large number of NVIDIA chips and Google TPUs for its own AI data center and is rumored to be collaborating with Broadcom to develop its own AI chips. Qualcomm's Dragonfly product line includes a complete cabinet solution for edge AI inference.There are reports that Xiaomi is laying out an edge AI cabinet route, having previously announced a personalized AI workstation concept product called AI Cube, which internally features three self-developed chips: Xuan Ring O3, O100, and D100. The supply chain has also indicated that TSMC plays a key role in advanced processes or advanced packaging.

Micron showcases the world's first 512GB DDR5 RDIMM memory module designed for servers, with a maximum speed of 9200 MT/s. AMD and Intel are validating it for future platforms. This module achieves capacity through silicon via vertical stacking of DRAM chips, and a server memory configuration with 24 modules can reach up to 12 TB.The single 512GB module has a rated power consumption of 16W, while four 128GB modules have a total power consumption of 44.2W, a reduction of over 60%. Micron claims that in memory-intensive analysis scenarios using Spark SVM, performance is improved by up to 1.4 times compared to 256GB DDR5. This product continues the 256GB DDR5 RDIMM that Micron sampled earlier this year (also with a maximum of 9200 MT/s, using 1-gamma DRAM and 3D stacking), with mass production planned for 2027, and pricing has not yet been announced.

According to The Information, Apple (AAPL.O) is considering a return to the server market and has been in talks with Nvidia (NVDA.O) about using networking technology.The servers that Apple plans to launch are expected to hit the market in 2029, targeting the artificial intelligence inference sector.