Browsing Tag
Newport
5 posts
Nebius expands South Wales AI capacity as $NBIS rides 454% Q2 revenue growth
Nebius will deploy NVIDIA-powered AI infrastructure at Vantage Data Centers’ Newport campus as its £1.7 billion UK expansion collides with extraordinary demand, heavy capital spending and a rapidly rising share price.
IQE plc company profile: How AI data centres and MACOM reshaped Britain’s compound-semiconductor wafer maker
IQE has emerged from weak smartphone demand, debt pressure and strategic uncertainty with a stronger balance sheet and rapidly growing exposure to artificial intelligence infrastructure. A £45 million strategic investment from customer MACOM, new indium phosphide supply agreements and upgraded 2026 guidance have transformed the near-term outlook, but dilution, manufacturing execution and a sharply higher valuation remain significant risks.
IQE plc (AIM: IQE) has the AI order investors wanted. Now Newport must turn it into margin
IQE has secured a multi-year order from a global technology customer for AI and data-centre applications. The contract validates demand at Newport, but timing, margins and customer disclosure remain the key limits on valuation.
Can the UK become a semiconductor powerhouse? Vishay Intertechnology thinks so
Vishay Intertechnology’s £250 million investment in the UK’s largest semiconductor facility strengthens domestic EV and clean energy supply chains.
UK secures record £6.3bn data infrastructure boost from US tech giants
In a significant move to bolster the United Kingdom’s data capabilities, four major US tech companies—CloudHQ, CyrusOne, CoreWeave,…