Navitas Semiconductor is taking its partnership with electronics distributor Avnet global. The move consolidates its channel strategy to push GaN and SiC power semiconductors into data centers, renewables, and industrial markets.
The massive power demands of AI chips are forcing a fundamental shift in how they’re built. Co-packaged optics (CPO) is emerging as the critical solution, and a trio of Taiwanese tech leaders are positioning themselves to own the ecosystem.
In a strategic push for CPU independence, Qualcomm has acquired RISC-V specialist Ventana Micro Systems. This move directly strengthens Qualcomm’s custom Oryon CPU development and its commitment to the RISC-V ecosystem.
A benchmark for Intel’s next-gen Xeon 696X workstation CPU has leaked. The 64-core chip shows a multi-core score 27% behind AMD’s competing Ryzen Threadripper PRO 9985WX. It’s likely an early sample, but the gap is significant.
Infineon has launched new package options for its CoolSiC MOSFET 750V G2 technology. The new Q-DPAK and D2PAK offerings are designed to boost power density and efficiency in demanding applications like EV chargers and server power supplies.
Nvidia is reportedly developing optional software to track the geographic location of its AI chips, starting with its new Blackwell line. This comes amid unverified reports that China’s DeepSeek AI models were trained on smuggled Blackwell chips. The news follows U.S. approval for Nvidia to sell its
The AI server race is heating up, and it’s not just about Nvidia anymore. According to new data, custom ASIC servers are poised for explosive growth in 2026, with Google’s TPU leading the charge. This shift could reshape the entire supply chain and profit landscape for hardware makers.
NVIDIA has reportedly gained approval to sell its H200 AI accelerator in China, but the victory is hollow. The US will take a 25% cut of sales, and Beijing is forcing companies to justify every purchase. It’s a brutal squeeze between two superpowers.
F.L.Putnam’s Ellen Hazen suggests investors look to chip manufacturer TSMC as a core AI holding. She sees a bubble forming but believes it’s different from past manias, and likes TSMC’s position as the indispensable foundry for everyone, including Nvidia’s potential rivals.
Apple’s long-standing reliance on TSMC for its silicon could be changing. New reports suggest Intel may start producing Apple’s Mac and iPad chips in 2027, with base-model iPhone chips following in 2028.
