182 articles
2026-05-13
digitimes.com
2026-05-13
TSMC's board of directors approved a US$31.3 billion capital budget on May 12 for advanced-process capacity buildout, factory construction, and fab infrastructure — and separately approved a capital injection of up to US$20 billion into its wholly owned US subsidiary, TSMC Arizona.
2026-05-13
digitimes.com
2026-05-13
April results from Taiwan's power electronics sector underscored how deeply artificial intelligence infrastructure is reshaping demand for energy systems, with strong growth across data center power management, backup batteries, and advanced cooling solutions.
2026-05-13
digitimes.com
2026-05-13
The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components in servers, are once again becoming critical parts of data center infrastructure due to the rapid rise of AI inference and AI agent applications.
2026-05-13
digitimes.com
2026-05-13
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.
2026-05-13
digitimes.com
2026-05-13
Taiwanese printed circuit board maker Zhen Ding Technology Holding reported first-quarter 2026 revenue that reached a record for the period, as booming demand for artificial intelligence infrastructure helped offset the seasonal slowdown typically associated with consumer electronics.
2026-05-13
finance.yahoo.com
2026-05-13
Yahoo Finance
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2026-05-13
www.fool.com
2026-05-13
The Motley Fool
Direxion Daily Semiconductor Bull 3X ETF(SOXL14.37%)has been a market-beater in recent years, but it was a different story today. The exchange-traded fund (ETF) highlighted the downside of leveraged funds, falling as much as 20.9% at 1 p.m. ET as investors rotated out of lofty valuations in the chip sector.ExpandNYSEMKT:SOXLDirexion Shares ETF Trust - Direxion Daily Semiconductor Bull 3x SharesTod
2026-05-12
www.datacenterdynamics.com
2026-05-12
Data Center Dynamics
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2026-05-12
newshub.medianet.com.au
2026-05-12
Medianet News Hub
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2026-05-12
pressreleasehub.pa.media
2026-05-12
PA Media
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2026-05-12
news.google.com
2026-05-12
Business Wire
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2026-05-12
www.morningstar.com
2026-05-12
Morningstar
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2026-05-12
tomshardware.com
2026-05-12
Luke James
SupportAssist Remediation is a background service that Dell bundles on its Windows PCs to automate system recovery and repair tasks, and a recent update is reportedly causing BSOD loops.
2026-05-12
eetimes.com
2026-05-12
Explore how advanced interconnect solutions drive EV and AI infrastructure growth in this interview with Amphenol.
2026-05-12
www.thedailyupside.com
2026-05-12
The Daily Upside
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2026-05-12
simplywall.st
2026-05-12
simplywall.st
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2026-05-12
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.
2026-05-12
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.
2026-05-12
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.
2026-05-12
www.fool.com
2026-05-12
The Motley Fool
Nvidia(NVDA1.38%)has reigned for several years as the king of artificial intelligence (AI) chips. The company'sgraphics processing units (GPUs)became the de facto gold standard for training and running these sophisticated algorithms when the AI boom kicked off in late 2022. While growing competition has long been on the minds of investors, Nvidia continues to reap the rewards of its unrelenting fo