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Qualcomm on Wednesday said it’s buying infrastructure startup Modular to boost its artificial intelligence software capabilities amid the data center build-out. The deal will better position Qualcomm in the inference market and help companies run AI more efficiently. “We believe the future belongs to developer-friendly, horizontal platforms that can run across diverse compute environments and g

Driven by Nvidia and other tech giants, global AI data center buildouts are undergoing an unprecedented structural shift. The pressure is not only coming from explosive compute demand, but also from upgrades in power, cooling, and supply-chain resilience.

The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC substrate suppliers,Unimicron,Kinsus, andNanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers.

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