162 articles
2026-05-13
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.
2026-05-13
digitimes.com
2026-05-13
Acter Group reported record first-quarter 2026 results as sustained demand from semiconductor, AI data center, and high-tech electronics customers drove factory buildouts and expansions, the firm announced. Revenue rose 36% year on year to NT$11.6 billion (US$370 million), net profit climbed 146% to NT$1.58 billion, and earnings per share reached NT$12.76, also up 146% from a year earlier.
2026-05-13
digitimes.com
2026-05-13
The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components in servers, are once again becoming critical parts of data center infrastructure due to the rapid rise of AI inference and AI agent applications.
2026-05-13
www.insidermonkey.com
2026-05-13
Insider Monkey
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2026-05-13
simplywall.st
2026-05-13
simplywall.st
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2026-05-12
www.datacenterdynamics.com
2026-05-12
Data Center Dynamics
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2026-05-12
tomshardware.com
2026-05-12
Luke James
The Japanese company is partnering with two South Korean startups, Cosmos Lab and DeltaX, to produce zinc-halogen batteries.
2026-05-12
tomshardware.com
2026-05-12
Luke James
The project was supposed to bring a geothermal-powered data center to the Olkaria region in Kenya's Rift Valley.
2026-05-12
www.openpr.com
2026-05-12
openPR.com
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2026-05-12
simplywall.st
2026-05-12
simplywall.st
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2026-05-12
digitimes.com
2026-05-12
Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including AWS, Google, and Nvidia, while maintaining rapid growth in licensing revenue driven by rising demand for AI infrastructure.
2026-05-12
digitimes.com
2026-05-12
Leading IC distributors WPG Holdings and WT Microelectronics posted double-digit growth in both monthly and cumulative revenue for January to April 2026, driven by demand for data centers and AI-related servers.
2026-05-12
digitimes.com
2026-05-12
Applied Materials and TSMC have announced a partnership to accelerate semiconductor technologies for AI, aiming to speed commercialization and improve the energy efficiency of chips spanning data centers and edge devices. The collaboration promises global supply chains, cloud services, and device makers faster access to advanced nodes and reduced time from development to high-volume manufacturing.
2026-05-12
digitimes.com
2026-05-12
Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs show that China's IC export value rose 100.1% year-over-year in April 2026, marking the first time it has doubled and reflecting how price hikes in AI servers, data centers, and memory are spreading rapidly through
2026-05-11
www.planetizen.com
2026-05-11
Planetizen
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2026-05-11
aibusiness.com
2026-05-11
AI Business
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2026-05-11
tomshardware.com
2026-05-11
Jowi Morales
Developers are looking for the path of least resistance to build their data center projects.
2026-05-11
digitimes.com
2026-05-11
Nvidia is expanding its influence beyond AI chips and deeper into the infrastructure layer underpinning the global artificial intelligence boom, announcing a strategic partnership with AI cloud and data center operator IREN to deploy up to 5 gigawatts of AI infrastructure globally.
2026-05-11
digitimes.com
2026-05-11
India is advancing its electronics and semiconductor manufacturing strategy through new approvals for semiconductor and Mini/Micro LED projects, while companies including Tata Electronics and Yotta Data Services expand investments tied to chips, AI infrastructure, and data centers. The developments reflect India's broader push to become a larger global sourcing base for semiconductors, displays, a
2026-05-10
sebastianbarros.substack.com
2026-05-10
Sebastian Barros Newsletter
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