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2026-05-22
Seaport upgrades Texas Instruments stock rating on data center power demand - Investing.com Canada
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ca.investing.com 2026-05-22 Investing.com Canada
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2026-05-22
Coherent Targets the Most Valuable Layer of the SiC Stack as AI Power Demand Accelerates - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
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drrobertcastellano.substack.com 2026-05-22 Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
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2026-05-14
AP Memory profit nearly doubles as S-SiCap shipments and IoTRAM ramp drive revenue
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digitimes.com 2026-05-14
AP Memory reported that net profit for the first quarter of 2026 rose 91% to NT$660 million (US$20.93 million) as the company scaled mass production of its S-SiCap silicon capacitor and benefited from strong demand for its IoTRAM customized memory. The Taiwan-based chip packaging and memory supplier said silicon capacitor shipments entered a ramp-up phase in the first quarter of 2026 as AI and hig
2026-05-13
Lite-On, Delta benefit from surge in AI server power demand
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digitimes.com 2026-05-13
April results from Taiwan's power electronics sector underscored how deeply artificial intelligence infrastructure is reshaping demand for energy systems, with strong growth across data center power management, backup batteries, and advanced cooling solutions.