Semiconductor News & Analysis Feed

Texas Governor Greg Abbott has announced a temporary moratorium on all data center project approvals through the Public Utility Commission of Texas (PUCT) and the Electric Reliability Council of Texas (ERCOT), pending an audit of existing data center projects. The move aims to ensure applicants prov

Infineon is capitalizing on two distinct technological trends—humanoid robotics and AI-powered energy infrastructure—which have driven its stock up over 111% year-to-date. The company is positioning itself as a key supplier for both sectors, providing GaN-based motor controllers for humanoid robots

As datacenter power demands surge beyond current grid capabilities, major players like NVIDIA and Google are accelerating the adoption of next-generation 800V DC infrastructure to meet escalating energy needs. This shift toward High-Voltage Direct Current (HVDC) systems is driven by the necessity to

Infineon, often seen as the unseen backbone of AI's power grid, has drawn attention from Goldman Sachs, which raised its price target to €88, signaling growing recognition of its role in AI infrastructure. Although its stock dipped 2.4% following cautious guidance from rival Broadcom, Infineon is sh

Infineon has launched new silicon carbide (SiC) JFET chips designed specifically for the power infrastructure of AI data centers. These devices aim to replace traditional electromechanical switches with semiconductor-based solid-state circuit breakers, hot-swap designs, and battery disconnect switch