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Pan Jit's growing confidence in AI and automotive demand is set to shape the global supply of power semiconductors, as data-center power management needs intensify and automotive orders shift away from Nexperia, signaling tighter capacity, potential price adjustments, and new cooling technologies that could carry strategic implications for manufacturers and buyers worldwide in the years ahead.

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Major Chinese optical fiber manufacturers have booked orders stretching into 2027, as AI data center construction drives demand growth that the supply chain can't match.

TSMC's decision to sell down its stake in Vanguard International Semiconductor (VIS) is the second significant portfolio move the company has made in as many weeks — and together, the two transactions sketch the outline of a deliberate capital reallocation strategy centered on AI.

Back to the listNvidia Stock looks stretched above the Bollinger Band ahead of earningsen.cryptonomist.ch14 May 2026 14:35, UTCNvidia Stock has reasserted its uptrend, with NVDA trading above all key moving averages and even the upper Bollinger Band. Bulls control the daily trend into next week’s earnings, yet momentum looks stretched, increasing near-term shakeout risk around key intraday pivots.

The memory market is entering a new growth cycle as artificial intelligence demand reshapes supply and pricing, with DRAM prices still rising 10% to 20% a month, according to Nicky Lu, chairman of Etron Technology.

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Innovative game engine applications in Japan stretch from civil construction projects and urban planning to 'traditional' 3D avatar clothing.

Global cloud service providers have recently raised capital spending to about US$725 billion, accelerating the shift of memory resources toward AI and prompting suppliers and customers to secure long-term agreements, or LTAs, three to five years in advance.