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NEWS TAGGED DATA CENTER
Wednesday 24 September 2025
Micron sees tight DRAM supply extending into 2026 as demand from AI and servers drives pricing strength
Micron Technology expects tight DRAM supply conditions to persist into fiscal 2026, underpinning pricing strength and margin expansion. Executives highlighted robust data center and...
Tuesday 23 September 2025
Nvidia-Intel alliance to boost long-term demand for ABF substrates
Nvidia and Intel have announced a rare partnership to jointly develop next-generation AI data center and PC platform chips. Despite predominantly negative market interpretations,...
Tuesday 23 September 2025
Meta, OpenAI fuel Oracle's AI surge; Taiwan ODMs scramble to keep up
Oracle's AI data center business is booming, with reports of a US$20 billion order from Meta following a US$300 billion deal with OpenAI, and the surge in related AI server demand...
Monday 22 September 2025
Samsung secures IBM chip orders, taps China clients as advanced node struggles linger
Samsung Electronics has reportedly won IBM's foundry order for its next-generation Power11 data center CPU, produced on an enhanced 7nm (7LPP) process. The node, the world's first...
Monday 22 September 2025
Sunengine enters CPO advanced packaging supply chain
The explosive growth in AI computing demand is driving increased needs for GPUs, ASICs, and other components, accelerating the rapid development of global data center infrastructure...
Monday 22 September 2025
MediaTek shrugs off Nvidia-Intel deal
Nvidia recently announced an investment in Intel, along with a strategic technology collaboration focused on data center and PC applications, sending shockwaves through the semiconductor...
Saturday 20 September 2025
Intel-Nvidia's twin strategy faces speed test, but PC path leads, says DIGITIMES analyst
Nvidia and Intel on Thursday detailed a sweeping product roadmap that links their CPU and GPU platforms, while underscoring continued collaboration with Taiwan Semiconductor Manufacturing...
Friday 19 September 2025
Intel–Nvidia pact fuses x86 and RTX, bolstering Tan’s turnaround strategy
Intel and Nvidia have struck a landmark deal, with Nvidia investing US$5 billion for about 4% of Intel. The two will co-develop SoCs integrating Intel's x86 CPUs and Nvidia's RTX...
Thursday 18 September 2025
Nvidia invests US$5 b in Intel CPU-GPU pact, viewed as TSMC positive, says DIGITIMES analyst
Nvidia and Intel announced a wide-ranging collaboration to jointly develop data center and personal computing products that integrate both companies' technologies. The agreement centers...
Thursday 18 September 2025
Microsoft to invest US$6.2 billion in AI computing capacity in Norway
Microsoft has announced a US$6.2 billion investment to lease artificial intelligence (AI) computing capacity in Narvik, Norway. The capacity will be provided by UK cloud infrastructure...
Wednesday 17 September 2025
Flex and Renesas team up to develop next-gen power systems for AI data centers
Flex Power Modules and Japan's Renesas Electronics have announced a new strategic partnership aimed at tackling the surging energy demands of artificial intelligence (AI).
Wednesday 17 September 2025
Trump's UK state visit sparks wave of US tech and financial commitments
The US and Britain unveiled a sweeping set of agreements during President Donald Trump's second state visit to the UK, cementing closer ties in technology, energy, and finance, according...
Wednesday 17 September 2025
Navitas grows beyond chargers with solar, motor drives, and AI power supplies
At SEMI-e 2025 in Shenzhen, Navitas Semiconductor outlined its push beyond consumer chargers, highlighting its progress in solar inverters, energy infrastructure in and AI data cen...
Tuesday 16 September 2025
CoreWeave secures US$6.3B Nvidia deal to backstop AI cloud capacity
CoreWeave, the US AI data center operator, announced a US$6.3 billion deal with investor Nvidia that will guarantee demand for its cloud computing capacity through 2032.
Tuesday 16 September 2025
MediaTek taps TSMC's 2nm for first flagship SoC, mass production set for 2026
MediaTek announced on September 16, 2025, that it has completed the tape-out of its first flagship system-on-chip (SoC) using TSMC's 2nm process, becoming one of the earliest adopters...