Semiconductor News & Analysis Feed

GPUs have dominated AI infrastructure discussions over the past two years, powering everything from large language model (LLM) training and inference clusters to high-bandwidth memory (HBM), advanced packaging, and liquid-cooled server racks. As the industry races to expand computing capacity, GPUs have largely defined the conversation. That dynamic, however, may be beginning to change as CPUs div

France's push into Taiwan's tech ecosystem has entered a new phase. After three years of cultural outreach and research exchanges, cooperation is now showing up in steel, silicon, and server racks. Foxconn, SiPearl, and a growing list of AI data center projects are turning bilateral goodwill into industrial output.

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Infineon Technologies AG has joined NVIDIA’s MGX AI factory ecosystem to develop advanced power delivery architectures for next-generation AI server racks. The collaboration focuses on creating solutions that meet the increasing power demands of AI workloads, enhancing system efficiency, and reducing overall energy consumption in data centers. Infineon’s contributions will include developing high

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