Browsing Tag
semiconductors
49 posts
MediaTek targets AI infrastructure bottlenecks with MicroLED cable breakthrough alongside Microsoft
MediaTek and Microsoft unveil MicroLED optical cables promising major AI data center efficiency gains. Find out what this means for infrastructure costs.
OpenAI bets big on custom silicon with Broadcom, targeting 10 GW of AI accelerator capacity by 2029
Find out how OpenAI’s 10 GW Broadcom chip alliance could redefine AI infrastructure, energy demand, and investor sentiment across global markets.
Poet Technologies’ $75mn investment marks a turning point in AI photonics and data-center connectivity
Discover how POET Technologies’ $75M funding fuels AI hardware efficiency and optical interposer scale-up in next-generation data centers.
Can Microsoft’s microfluidics breakthrough redefine the future of AI datacenter cooling?
Microsoft unveils microfluidics chip cooling that triples efficiency over cold plates. Learn how it could transform AI datacenters and chip design.
Broadcom stock gains after Q3 earnings beat, AI revenue hits $5.2bn milestone
Broadcom stock rose after Q3 FY2025 earnings beat estimates. Find out what’s driving AVGO’s AI revenue and semiconductor momentum this quarter.
India and Japan set Rs 6 lakh crore investment target and unveil eight-sector partnership plan for next decade
India and Japan set a new JPY 10 trillion investment target and unveiled a sweeping 10-year plan across eight sectors. Read what it means for investors.
Marvell bets on 2nm die-to-die interface: Can it solve AI’s power and bandwidth crisis?
Marvell unveils a 64 Gbps 2nm die-to-die interface, promising higher bandwidth, lower power, and resilient AI chip scaling. Find out why investors are watching.
Air Liquide’s €2.85bn DIG Airgas acquisition: Can the French industrial gas giant redefine its Asia growth strategy?
Air Liquide strikes a €2.85B deal to acquire DIG Airgas in South Korea. Find out how this move boosts its Asia growth, synergies, and investor outlook.
NVIDIA’s supply chain strain — Can the AI chip boom survive capacity bottlenecks at TSMC?
NVIDIA’s AI chip boom faces a supply test as TSMC bottlenecks limit GPU production. Can the AI hardware leader survive over-dependence on a single foundry?
Can SoftBank’s $2bn stake give Intel the credibility boost it needs in the AI chip wars?
SoftBank’s $2B Intel stake raises a big question: is it enough to restore credibility in the AI chip wars against NVIDIA and TSMC?