SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

AI Data Centers Make Power, Cooling Critical to Scaling

0.85

eetimes.com 2026-09-29

The remarks by SSIA's Ang Wee Seng at EE Power Asia 2026 mark a significant reframing of where the semiconductor industry's competitive frontier lies. For two decades, the industry narrative has been dominated by transistor scaling and peak compute throughput. Ang's central argument—that the binding

AI Data Center Power Infrastructure Thermal Management Advanced Packaging HBM Power Semiconductors Heterogeneous Computing Rack-Scale Design

Infineon Partners With Eaton on Solid-state Transformer Technology for AI Data Centers - marketscreener.com

0.85

www.marketscreener.com 2026-09-29

Navitas to acquire Claros for AI data centre power delivery - ET Datacenters

0.88

datacenters.economictimes.indiatimes.com 2026-09-29

GF's MIPS bets on RISC-V physical AI, expands into autos and data centers - digitimes

0.95

www.digitimes.com 2026-09-29

AI demand drives $100 billion inflection in advanced chip packaging - ET Datacenters

0.92

datacenters.economictimes.indiatimes.com 2026-09-29

AI Chip Market for Data Centers to Hit $860 Billion by 2030 - Seoul Economic Daily

0.93

en.sedaily.com 2026-09-27

The Korea Export-Import Bank's latest analysis highlights a structural shift in the AI chip landscape: the center of gravity is moving from training-focused GPUs to inference-optimized NPUs, a transition poised to reshape competitive dynamics. With the data center AI chip market projected to nearly

AI Chips Data Center NPU Inference Korea Semiconductor Nvidia Chip Design Middle East Market

ESP-Mosaico centers dual-core RISC-V ESP32-S31 around a 2.16-inch square AMOLED - LinuxGizmos.com

0.72

linuxgizmos.com 2026-09-27

Espressif's ESP-Mosaico development kit signals a strategic push into the RISC-V-based consumer IoT and edge-interaction segment. By centering the platform on the dual-core ESP32-S31 (320 MHz, SIMD-capable) paired with a square AMOLED HMI, Espressif is targeting a niche between traditional MCU dev b

RISC-V Microcontroller Espressif Development Kit AMOLED Display Edge Computing IoT Wi-Fi 6

OpenAI’s former head of data centers joins Nvidia - finance.yahoo.com

0.72

finance.yahoo.com 2026-09-25

OpenAI’s former head of data centers joins Nvidia - Investing.com

0.8

www.investing.com 2026-09-25

Marvell Just Unveiled a 2nm Breakthrough for AI Data Centers - GuruFocus

0.95

www.gurufocus.com 2026-09-24

Marvell Just Unveiled a 2nm Breakthrough for AI Data Centers - Yahoo Finance

0.95