Semiconductor News & Analysis Feed
212 articles
2026-05-26
digitimes.com
2026-05-26
Taiwan-based AI server maker Wiwynn is accelerating its global expansion as surging demand for AI infrastructure creates mounting pressure on power supply, production capacity, and critical component availability.
2026-05-26
digitimes.com
2026-05-26
Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks and tighter supply expected through 2027. The developments could reshape supply chains for servers, data centers, and high-power consumer electronics worldwide, and accelerate global investment in components.
2026-05-26
digitimes.com
2026-05-26
AI servers are driving a surge in demand for high-end passive components, rapidly eating into multilayer ceramic capacitor (MLCC) capacity and extending lead times to more than 16–20 weeks. As a result, some orders that once went to major Japanese and South Korean suppliers are gradually spilling over to Taiwan-based makers.
2026-05-25
www.digitimes.com
2026-05-25
digitimes
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2026-05-25
digitimes.com
2026-05-25
At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year and sequential growth. Nearly all major product lines demonstrated strong growth momentum, with server-related products standing out in particular. Order visibility is now expected to remain strong throughout the
2026-05-23
www.thelec.net
2026-05-23
thelec.net
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UPDATE : 2026-05-23 21:28 (Sat)
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2026-05-23
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2026-05-23
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2026-05-23
www.macobserver.com
2026-05-23
The Mac Observer
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2026-05-22
www.tomshardware.com
2026-05-22
Tom's Hardware
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2026-05-22
finance.yahoo.com
2026-05-22
Yahoo Finance
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2026-05-22
observer.com
2026-05-22
observer.com
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2026-05-20
stocktwits.com
2026-05-20
Stocktwits
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2026-05-20
www.cnx-software.com
2026-05-20
CNX Software
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2026-05-19
observer.com
2026-05-19
observer.com
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2026-05-18
www.chosun.com
2026-05-18
조선일보
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2026-05-18
www.sammyfans.com
2026-05-18
Sammy Fans
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2026-05-18
www.digitimes.com
2026-05-18
digitimes
Nvidia's GB300 is becoming the mainstream AI server product in the first quarter of 2026, boosting ODM revenue and profit worldwide; with Vera Rubin servers due to ramp in the third quarter and aggressive ASIC deployments by cloud providers, the global AI...The article requires paid subscription.Subscribe Now
2026-05-14
www.bloomberg.com
2026-05-14
Bloomberg.com
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2026-05-13
www.fxleaders.com
2026-05-13
FXLeaders
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2026-05-12
finance.yahoo.com
2026-05-12
Yahoo Finance
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