SemiPulse — Semiconductor Intelligence

How Big Could the AI Data Center Opportunity Be for Navitas? - TradingView

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www.tradingview.com 2026-05-19 TradingView

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China says 'world's first' offshore wind-powered underwater data center has entered full operation

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tomshardware.com 2026-05-18 Etiido Uko

China has begun full operations at a 24 MW underwater AI data center off Shanghai’s coast, using offshore wind power and seawater cooling to reduce energy consumption and improve efficiency

Data Center Offshore Wind Power Underwater Data Center AI Infrastructure Renewable Energy Cooling Technology Artificial Intelligence Big Data

Navitas to Showcase Breakthrough GaN and SiC Based Solutions for AI Data Center, Energy and Grid Infrastructure, and Industrial Electrification at PCIM 2026 - Yahoo Finance

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finance.yahoo.com 2026-05-18 Yahoo Finance

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Nvidia Q1 FY27 Earnings Preview (May 20, 2026): Data Center, Blackwell, China Outlook - Gotrade

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www.heygotrade.com 2026-05-18 Gotrade

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DIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes

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digitimes.com 2026-05-18

Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem largely from price rises while AMD posts stronger shipment-led growth. TSMC plans another price increase as customers prioritize capacity over cost, developments that could affect cloud providers, vendors, and data center economics worldwide.

ST Targets Nvidia's 800V AI Data Center Power Architecture - thelec.net

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www.thelec.net 2026-05-17 thelec.net

1Samsung Display, LG Display to Supply OLED Panels for Apple iPhone 18 Pro Models2Apple Considers Samsung and Intel Foundries to Reduce Reliance on TSMC3WIRobotics Raises 95 Billion Won in Series B Funding4Samsung Electronics, Union to Resume Wage Talks Ahead of Strike Deadline5Samsung Electronics Union Faces Growing Backlash Over 45 Trillion Won Bonus Demand6Global Semiconductor Packaging Market

Semiconductor Artificial Intelligence Data Center Power Management Chip Design OLED Display Apple Samsung Electronics

Qualcomm signs major data center customer, expands market reach beyond mobile chips - Crypto Briefing

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cryptobriefing.com 2026-05-17 Crypto Briefing

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Qualcomm’s Data Center Debut Reshapes AI And Automotive Growth Story - Yahoo Finance

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finance.yahoo.com 2026-05-17 Yahoo Finance

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Micron Refocuses On Global AI Memory As China Data Center Sales End - simplywall.st

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simplywall.st 2026-05-17 simplywall.st

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Texas county passes data center ban for rural areas for a year, move comes in wake of AI data centers moving to remote areas to skirt regulations

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tomshardware.com 2026-05-16 Jowi Morales

Hill County is the first jurisdiction to pass a temporary ban on data center projects in Texas.

Data Center AI Data Center Texas Rural Area Data Center Regulation Energy Supply Local Government Policy Urban Planning

Infineon's AI Data Center Bet: €1.5 Billion in Sight, But Geopolitics Intervenes - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-16 AD HOC NEWS

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AI data centers require 36 times more fiber than standard servers

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tomshardware.com 2026-05-16 Luke James

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.

AI data centers optical fiber supply chain semiconductor industry fiber optic cables data center infrastructure manufacturing capacity chip packaging

Texas Instruments stock (US8825081040): AI data center demand and Q1 momentum push shares to fresh h - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-16 AD HOC NEWS

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Eaton (ETN) Valuation In Focus As AI Data Center Demand, NVIDIA Deal And New Investment Lift Optimism - simplywall.st

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simplywall.st 2026-05-15 simplywall.st

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Faster AI servers drive a shift to advanced PCB technologies

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digitimes.com 2026-05-15

The global buildout of artificial intelligence data centers is driving a new wave of demand for high-speed networking infrastructure, as the efficiency of communication between servers becomes increasingly critical.

Texas Instruments (TXN) Is Up 8.0% After Strong Q1 AI Data Center-Driven Beat Is Reported - simplywall.st

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simplywall.st 2026-05-15 simplywall.st

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TSMC symposium spotlights AI expansion, advanced packaging demand

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digitimes.com 2026-05-14

TSMC held its annual technology symposium in Hsinchu on May 14, 2026, after its North America stop, with executives noting that AI applications are rapidly expanding from cloud data centers to edge devices — driving surging demand for semiconductor compute density, high-bandwidth connectivity, power efficiency, and thermal management. Ray Wan, director of Asia-Pacific business, said TSMC will leve

Semiconductor, data center industries drive strong Q1 sales growth for APS parent company - KJZZ

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www.kjzz.org 2026-05-14 KJZZ

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BofA Hikes NVIDIA Price Target to $320 on Massive $1.7 Trillion AI Data Center Forecast - 24/7 Wall St.

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247wallst.com 2026-05-14 24/7 Wall St.

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Why NVIDIA (NVDA) Is Pushing Deeper Into AI Data Center Connectivity - Yahoo Finance

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finance.yahoo.com 2026-05-13 Yahoo Finance

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