SemiPulse — Semiconductor Intelligence

China's top foundry SMIC is entering a new growth phase after regulators approved a record CNY40.6 billion (US$5.98 billion) asset acquisition that strengthens its grip over one of its most profitable wafer fabs, while surging domestic AI infrastructure spending is rapidly reshaping the company's long-term outlook.

Rising EV and AI Loads Bring Connectors Into Early Design Decisions

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eetimes.com 2026-05-12

Explore how advanced interconnect solutions drive EV and AI infrastructure growth in this interview with Amphenol.

Electric Vehicles Artificial Intelligence Connectors Data Centers Power Management Automotive Electronics Industrial Systems Semiconductors

Texas Instruments (TXN) Valuation Check As AI Infrastructure Optimism Lifts Semiconductor Stocks - simplywall.st

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simplywall.st 2026-05-12 simplywall.st

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Arm's AGI CPU demand surges as supply constraints loom

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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.

Apple, AI server demand power Tripod to record 1Q26 as PCB orders spill over

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digitimes.com 2026-05-12

Taiwanese PCB maker Tripod Technology posted its strongest-ever first-quarter performance in 2026, driven by resilient server and memory demand tied to the global AI infrastructure buildout and spillover orders from higher-end AI server supply chains.

From substrates to servers, Taiwan industry gains from the AI infrastructure surge

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digitimes.com 2026-05-12

April results across Taiwan's electronics hardware supply chain underscored how deeply artificial intelligence infrastructure is reshaping demand patterns — from advanced materials to server systems.

The Scale Behind NVIDIA and IREN's AI Infrastructure Deal - Data Centre Magazine

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datacentremagazine.com 2026-05-11 Data Centre Magazine

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TSMC: The AI Infrastructure Monopoly Trading at a Discount - Investing.com

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www.investing.com 2026-05-11 Investing.com

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Beyond HBM: The flash memory technology that could reshape AI infrastructure - SDxCentral

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www.sdxcentral.com 2026-05-11 SDxCentral

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Nvidia backs IREN in 5GW AI infrastructure push tied to US$2.1 billion stake - digitimes

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www.digitimes.com 2026-05-11 digitimes

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...The article requires paid subscription.Subscribe Now

Artificial Intelligence Data Center Semiconductor NVIDIA AI Chip Infrastructure Investment IREN Clean Energy

India roundup: India accelerates semiconductor and display ambitions with new approvals, AI infrastructure expansion - digitimes

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www.digitimes.com 2026-05-11 digitimes

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...The article requires paid subscription.Subscribe Now

India semiconductor policy Mini LED technology Micro LED technology AI infrastructure Semiconductor manufacturing Display technology Tata Electronics Yotta Data Services

Nvidia backs IREN in 5GW AI infrastructure push tied to US$2.1 billion stake

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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.