38 articles
2026-05-23
www.thelec.net
2026-05-23
thelec.net
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UPDATE : 2026-05-23 21:28 (Sat)
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ROHM's 750V SiC MOSFET Adopted for AI Server Battery Backup Units
스크롤 이동 상태바
Engineering
ROHM's 750V SiC MOSFET Adopted for AI Server Battery Backup Units
High-voltage power conversi
2026-05-23
digitimes.com
2026-05-23
Nvidia CEO Jensen Huang arrived in Taiwan on May 23 ahead of COMPUTEX, telling reporters that the company's next-generation AI server platform — codenamed Vera Rubin — will be the most successful product generation in Nvidia's history and potentially the largest product rollout Taiwan's electronics industry has ever seen.
2026-05-22
finance.yahoo.com
2026-05-22
Yahoo Finance
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2026-05-22
digitimes.com
2026-05-22
Microsoft is in early discussions to provide AI servers powered by its in-house Maia chips to Anthropic, deepening ties between the two companies as cloud providers race to reduce dependence on Nvidia hardware and secure a stronger position in the AI infrastructure market.
2026-05-22
digitimes.com
2026-05-22
On May 20, 2026, DIGITIMES held its Tech Forum, where senior analyst Jim Hsiao delivered a presentation, "AI server market outlook and trends amid the explosion of agent applications." In it, Hsiao explained that demand is rising sharply not only for x86 server CPUs from Intel and AMD, but also for Arm-based CPUs, which are expected to see explosive growth in 2026.
2026-05-21
digitimes.com
2026-05-21
Demand for power components is surging as AI servers adopt high-voltage direct current power delivery and advanced cooling technologies. This shift could increase component density and design complexity across the data center supply chain. Taiwanese power semiconductor makers are moving into cooling and power-management MOS technologies, as well as higher-spec upgrades.
2026-05-21
digitimes.com
2026-05-21
During a keynote discussion session at Tech Forum 2026, DIGITIMES senior reporter Monica Chen and semiconductor analyst Andrew Lu shared their views on current AI server technology transformations, concerns over capital expenditure bubbles among global cloud giants, changes in application-specific integrated circuits (ASICs) and chip architectures, and TSMC's global expansion strategy.
2026-05-21
digitimes.com
2026-05-21
Demand for artificial intelligence servers and related power systems is pushing lead times higher for high-end multilayer ceramic capacitors, elongated electrolytic capacitors, and hybrid aluminum electrolytic capacitors, distributor Nichidenbo has reported, with typical waits rising from around 1.5–2 months to 3–4 months and in some cases much longer.
2026-05-21
digitimes.com
2026-05-21
Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its importance in surface-mount technology (SMT) for AI server boards with major US clients.
2026-05-21
digitimes.com
2026-05-21
Advanced Micro Devices (AMD) CEO Lisa Su stated that the company plans to invest more than US$10 billion in Taiwan's industrial ecosystem to accelerate the development of artificial intelligence (AI) infrastructure. The announcement was made during her visit to Taiwan, where she also disclosed the latest progress in collaborations with Taiwan Semiconductor Manufacturing Company (TSMC), backend pac
2026-05-21
digitimes.com
2026-05-21
As AI computing demand continues to grow exponentially, pressure to upgrade data center network architectures is intensifying. Co-packaged optics (CPO) is moving from concept to real-world deployment, and Foxconn Industrial Internet (FII) is quietly building a strong market position by leveraging its existing strengths in CPO all-optical switches as well as AI servers.
2026-05-20
stocktwits.com
2026-05-20
Stocktwits
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2026-05-20
digitimes.com
2026-05-20
Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.
2026-05-20
digitimes.com
2026-05-20
As artificial intelligence reshapes the global economy, demand for data centers is rapidly redrawing the export map of nations.
2026-05-20
www.cnx-software.com
2026-05-20
CNX Software
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2026-05-18
www.chosun.com
2026-05-18
조선일보
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2026-05-18
www.sammyfans.com
2026-05-18
Sammy Fans
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2026-05-18
www.digitimes.com
2026-05-18
digitimes
Nvidia's GB300 is becoming the mainstream AI server product in the first quarter of 2026, boosting ODM revenue and profit worldwide; with Vera Rubin servers due to ramp in the third quarter and aggressive ASIC deployments by cloud providers, the global AI...The article requires paid subscription.Subscribe Now
2026-05-18
digitimes.com
2026-05-18
Prosperity Dielectrics' surge in demand for high-end MLCCs, driven by higher-wattage AI server power systems, is extending lead times and prompting major capacity and material investments, with implications for global AI infrastructure supply chains as customers secure orders into 2026 and manufacturers race to rapidly boost high-performance ceramic powder production.
2026-05-17
digitimes.com
2026-05-17
Taiwan's semiconductor ecosystem is getting an unexpected lift from the AI server investment boom. Supply pressure that began in high-bandwidth memory and leading-edge process technology is now rippling into legacy memory, packaging, and testing.