Semiconductor News & Analysis Feed

As hyperscale cloud providers and enterprise customers race to build increasingly powerful artificial intelligence infrastructure, power delivery and energy efficiency are emerging as critical constraints. Industry analysts expect AI rack power requirements to exceed 1 MW per rack in the coming years.

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Jeff Morroni, VP and head of R&D of Texas Instruments' Kilby Labs. Credit: DIGITIMES As the global demand for AI accelerates, a new industrial challenge has emerged: the sheer scale of energy required to power the "AI factories" of the future. This concern was the centerpiece of presentations by several industry figures at Computex in Taipei,... Some subscribers prefer to save the

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Isabelle Hudon’s CEO mandate at BDC renewed through 2030 to support Canadian entrepreneurs amid uncertainty Isabelle Hudon's term as CEO of the Business Development Bank of Canada (BDC) has been extended until 2030. Since her appointment in 2021, Hudon has expanded BDC's client base by nearly 50% and launched key initiatives supporting Canadian SMEs, inclu... Company Fundamentals Bullish · 20 mi

Semiconductor demand soars as AI drives record growth, says Applied Materials CEO Applied Materials CEO Gary Dickerson stated the semiconductor industry is experiencing its strongest period ever, fueled by unprecedented demand from artificial intelligence (AI). The company, a key supplier of semiconductor manufacturing equipment, ... Market News Bullish · 12 hours ago

Infineon Technologies AG has joined NVIDIA’s MGX AI factory ecosystem to develop advanced power delivery architectures for next-generation AI server racks. The collaboration focuses on creating solutions that meet the increasing power demands of AI workloads, enhancing system efficiency, and reducing overall energy consumption in data centers. Infineon’s contributions will include developing high

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C2i Semiconductors has advanced its power management technology with the tape-out of a chip designed for AI infrastructure, while also securing fresh venture backing to expand development and scale production. The developments underscore growing investor interest in addressing power delivery bottlenecks in data centers, driven by accelerating AI workloads.