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2026-05-28
chargedevs.com
2026-05-28
Charged EVs
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2026-05-28
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2026-05-28
semivision
ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
Original Article By SemiVision Reserach [Reading time: 21 mins]
SEMIVISION
MAY 28, 2026
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ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
The semiconductor industry is entering a new constraint in capacity expansion: power.
In the past, when the industry discussed adva
2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
Original Article By SemiVision Reserach [Reading time: 21 mins]
SEMIVISION
MAY 28, 2026
∙ PAID
12
2
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ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
The semiconductor industry is entering a new constraint in capacity expansion: power.
In the past, when the industry discussed adv
2026-05-28
digitimes.com
2026-05-28
Nvidia's new Taiwan headquarters is expected to begin construction by the end of 2026 and officially open in 2030, and CEO Jensen Huang is propagating that Taiwan "needs more electricity" to fund projects. With the AI cluster revolving around Nvidia, Taiwan Power Company (Taipower) estimates that power demand in the Beitou-Shilin Technology Park (BSTP) area will reach approximately 180MW.
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): Chip cycle, auto demand, and AI power exposure
28.05.2026 - 01:12:24 | ad-hoc-news.de
Infineon Technologies remains tied to semiconductor demand in autos, industrial markets, and power systems for AI infrastructure, making it relevant for US investors watching the global chip cycle.
Infineon, DE0006231004
Infineon Technologies i
2026-05-28
www.timesunion.com
2026-05-28
Times Union
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2026-05-28
www.01net.it
2026-05-28
01net
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2026-05-28
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2026-05-28
AD HOC NEWS
Infineon’s, Record
Infineon’s Record High and Second Price Round Signal Confidence in AI Power Demand
27.05.2026 - 18:05:47 | boerse-global.de
Infineon shares double in 2026 after record Q2 results and second price hike. Analyst downgrade warns rally is fully priced in despite AI-driven demand surge.
Infineon’s Record High and Second Price Round Signal Confidence in AI Power Demand - Foto: über
2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
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2026-05-27
www.joplinglobe.com
2026-05-27
The Joplin Globe
SAN JOSE, Calif.--(BUSINESS WIRE)--May 27, 2026--
RFMW, a Division of Exponential Technology Group, Inc., a premier distributor of RF, microwave, and power components, today announced a global distribution agreement with RFHIC, a compound semiconductor company specializing in high-power GaN-based RF and microwave solutions for wireless infrastructure, radar, and RF energy applications.
This pres
2026-05-27
news.google.com
2026-05-27
Business Wire
2026-05-27
www.morningstar.com
2026-05-27
Morningstar
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RFMW Partners with RFHIC to Deliver High-Power GaN RF and Microwave Solutions Worldwide
RFMW Partners with RFHIC to Deliver High-Power GaN RF and Microwave Solutions Worldwide
Provided by Business Wire May 27, 2026, 11:00:00 PM
RFMW Partners with RFHIC to Deliver High-Power GaN RF and Microwave Solutions Worldwide
Vertically integrated GaN portfolio spans discrete device
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
news.google.com
2026-05-27
Business Wire
2026-05-27
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2026-05-27
Moomoo
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2026-05-27
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2026-05-27
Moomoo
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2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
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2026-05-27
www.eenewseurope.com
2026-05-27
eeNews Europe
Infineon has expanded its CoolGaN BDS 40 V G3 bidirectional switch family with two devices for compact portable power designs. The IGK048B041S and IGK120B041S are intended for smartphones, notebooks and wearables, where board space and power-path efficiency remain tight design constraints.
For eeNews Europe readers, the update is relevant because it shows how GaN is moving further into low-voltag
2026-05-27
www.streetinsider.com
2026-05-27
StreetInsider
www.streetinsider.com
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2026-05-27
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2026-05-27
New Electronics
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Neil Tyler
27 May 2026
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