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2026-06-16
www.tradingview.com
2026-06-16
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Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market
Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market
5 min read
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The artificial intelligence (AI) infrastructure trade has shifted from pure-play generative AI-based semiconductors to other AI-powered data center infrastructures. Moreover, the explosion of agenti
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market
Nalak Das
Tue, June 16, 2026 at 5:52 AM PDT 5 min read
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The artificial intelligence (AI) infrastructure trade has shifted from pure-play generative AI-based semiconductors to other AI-powered data center infrastructures. Moreover, the explosion of agentic AI is expanding th
2026-06-16
www.mk.co.kr
2026-06-16
매일경제
사진 확대
Employees of KT's partner companies are packing set-top boxes. KT
As demand for high-bandwidth memory (HBM) for artificial intelligence (AI) servers has soared, the price of general-purpose memory in set-top boxes is also soaring. Accordingly, KT is the first telecommunications company to pay advance payments to its partners to stabilize the supply chain.
KT announced on the 16th that it re
2026-06-16
www.mk.co.kr
2026-06-16
매일경제
Preemptive response to a 7-fold jump in memory values
Set-top box costs also doubled
Funding first-time carrier materials purchases
"Prevent supply chain disruptions and stabilize supply chains"
사진 확대
The manufacturing site of KT's set-top box partner. KT
As demand for high-bandwidth memory (HBM) for artificial intelligence (AI) servers has soared, the price of general-purpose memory in set-top b
2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
Infineon, DE0006231004
New AI power push: Infineon’s XDP700 digital multiphase controllers target Nvidia MGX servers
16.06.2026 - 03:15:46 | ad-hoc-news.de
Infineon is sharpening its AI hardware focus with the XDP700 family of digital multiphase controllers, designed to deliver efficient, tightly regulated power to GPUs and accelerators in next-generation Nvidia MGX AI server platforms.
Infineon
2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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2026-06-15
www.theinformation.com
2026-06-15
The Information
Anthropic Blindsides Its Business Partners
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2026-06-15
www.astutegroup.com
2026-06-15
Astute Group
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2026-06-15
digitimes.com
2026-06-15
LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand for substrates used in AI servers, 5G smartphones, and on-device AI chips. The expansion targets RF-SiP, FC-CSP, and FC-BGA substrates, as substrate suppliers adjust capacity plans to stronger demand from advanced mobile devices and AI infrastructure.
2026-06-15
digitimes.com
2026-06-15
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure beneficiaries and legacy consumer electronics players. The five-month cumulative picture through May underscores a structural reordering of the sector's top earners, led by server and AI hardware demand.
2026-06-15
digitimes.com
2026-06-15
INPAQ Technology, a unit of PSA Walsin Technology, reported that revenue and profit in the first quarter of 2026 fell year on year, citing a supply-demand imbalance in the memory market and sharp raw material price increases. The company said it expected a gradual recovery in the second half of 2026 as industry inventories normalized and new products and customers began contributing. INPAQ also ou
2026-06-13
digitimes.com
2026-06-13
India has expanded exemptions from mandatory quality certification requirements for imports by Special Economic Zone (SEZ) units and developers, a policy change that industry observers say could ease the establishment of semiconductor manufacturing facilities in the country.
2026-06-13
digitimes.com
2026-06-13
During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and Omdia at PCIM Europe 2026, one reality was made clear: frictionless, globalized chip manufacturing is ending. While the conversation reflected industry enthusiasm for new applications such as AI servers and industrial motor drives, it was tempered by macroeconomic re
2026-06-13
news.google.com
2026-06-13
Hackster.io
2026-06-13
tomshardware.com
2026-06-13
Luke James
Nvidia has told Chinese clients that its Arm-based Vera server CPUs could be available as soon as August.
2026-06-12
digitimes.com
2026-06-12
DDR4 memory supply remains tight, with the shortage affecting buyers worldwide, from cloud and server operators to industrial and networking customers. Sources indicate that Nanya Technology's limited third-quarter 2026 capacity has led major shareholders and customers to secure output, pushing contract prices higher and making further gains increasingly likely.
2026-06-12
digitimes.com
2026-06-12
United Nova Technology (UNT) is expanding from automotive and industrial chips into AI server power management and optical interconnects through a CNY20 billion (US$3 billion) 12-inch mixed-signal fab project.
2026-06-12
digitimes.com
2026-06-12
Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales, pressuring its May results and revenues for the first five months of the year. The company disclosed May revenue of NT$63.87 million (US$2 million), down 29.37% month-over-month, and cumulative revenue for the first
2026-06-11
www.pcmag.com
2026-06-11
PCMag
AMD isn't taking Nvidia's recent performance projections on its new Vera CPUs lying down. After Team Green approved some Phoronix test results showing Vera beating AMD's Epyc server chips in several tests, AMD has released estimated comparisons of its next-generation Venice Epyc chips based on its Zen 6 architecture, Tom's Hardware reports. It claims the per-rack performance of its new chips could