Recent #Data Centers news in the semiconductor industry

about 1 month ago

➀ Skyrocketing electricity prices near AI data centers have surged up to 267% in five years, straining household budgets in affected regions;

➁ The AI boom drives massive power consumption, with U.S. data centers projected to account for 10% of national electricity demand by 2035;

➂ Solutions like on-site gas turbines face environmental concerns, while tech firms prioritize rapid AI development over sustainability challenges.

AIData CentersHPC
about 2 months ago
1. Talen Energy combines long-term nuclear contracts with flexible CCGT plants near data hubs, ensuring stable revenue and operational flexibility; 2. The company demonstrates disciplined capital allocation and strong liquidity, supporting shareholder value and strategic expansion; 3. It is well-positioned to capitalize on AI-driven demand growth and data center infrastructure needs, backed by a proven execution track record despite regulatory risks.
Data CentersNuclear Energyartificial intelligence
4 months ago

➀ Littelfuse launched 5.0SMDJ-FB TVS diode series with foldback technology, reducing clamping voltage by up to 15% to protect sensitive DC power lines;

➁ Designed for data centers, AI servers, and industrial systems, it maintains power stability while handling 5000W peak pulse power;

➂ Features drop-in compatibility with legacy models and supports PoE, ICT equipment, and next-gen DC/DC converters.

AIData Centerssemiconductor
4 months ago

➀ The PUNCH project, led by Fraunhofer IZM and IMEC, develops photonic integrated circuits (PICs) to enable ultra-fast, low-latency data transmission, targeting applications in data centers and traffic networks;

➀ PICs combine optical signaling with electronic chips using Fan-Out Wafer Level Packaging, boosting network speeds from 200 Gb/s to 1.6 Tb/s while reducing energy consumption and costs;

➂ Supported by EU Horizon Europe funding, the project involves collaborations with NVIDIA, Ericsson, and the University of Cambridge and aims to finalize a scalable solution by 2026.

Data CentersFraunhofer IZMImecNVIDIAPhotonicssemiconductor
8 months ago

➀ SoftBank Group has announced the acquisition of Ampere Computing, a Silicon Valley-based startup specializing in Arm-based server chips, for $6.5 billion.

➁ The deal is expected to close in the second half of 2025 and represents SoftBank's growing investment in artificial intelligence infrastructure.

➂ The acquisition reflects SoftBank's belief in the increasing importance of Arm-based technology in data centers.

AIAcquisitionAmpere ComputingData CentersSilicon ValleySoftbank
8 months ago
1. Tower Semiconductor and Innolight expand collaboration using Tower's new SiPho platform. 2. The technology reduces the number of external optical components by half, simplifying design and enhancing efficiency. 3. The solution addresses the needs of high-speed optical connectivity in AI-driven data centers.
Data CentersOptical ModulesSilicon Photonics
8 months ago

➀ Generative AI, humanoid and service robots are expected to be major trends in 2025.

➁ AI notebooks and servers will see significant growth.

➂ Advanced processes and CoWoS will play a crucial role.

➃ Enhanced cybersecurity defense and threat detection needs will be crucial.

➄ Hackers will exploit GenAI for offensive tactics.

➅ AMOLED expansion will continue.

➆ Miniaturization and low-cost production of CubeSats will drive global communication and IoT revolution.

➇ Modular end-to-end model production and Level 4 robotaxi commercialization will accelerate.

➈ EVs and AI data centers will drive battery and energy storage innovations.

AIData CentersEVsTechnology Trendscybersecurityrobotics
11 months ago

➀ The rapid development of data centers and the demand for faster and more efficient communication networks are driving the adoption of silicon photonics.

➁ Silicon photonic integrated circuits (PICs) combine the advantages of optics with the scalability of integrated circuits, enabling high-speed data transmission.

➂ The market for PICs is expected to grow significantly, driven by high-speed modules and expanding data centers.

➃ Major semiconductor companies, such as Intel and Broadcom, are investing heavily in silicon photonics technology.

➄ Newcomers like Lightmatter, Celestial AI, and Ayar Labs are also making significant contributions to the field.

➅ Semiconductor foundries are playing a crucial role in the production of silicon photonics products.

Data CentersSilicon PhotonicsTechnology Development
11 months ago
➀ Astute Group, a UK-based distributor, has signed a distribution agreement with Wise-integration, a French specialist in GaN and GaN ICs for power conversion, covering EMEA. The agreement aims to accelerate the adoption of GaN technology in key markets. ➁ WiseGan family of GaN power devices and WiseWare digital control software offer performance advantages over silicon solutions. ➂ The collaboration aims to drive innovation and integrate GaN technology across various sectors.
Data CentersGaNPower Conversionconsumer electronicselectric vehiclesindustrial automation
12 months ago
➀ Researchers from the University of Texas have developed a new colloidal thermal interface material that significantly improves thermal qualities by adding ceramic powder to liquid metal. ➁ The new TIM could reduce the cost and complexity of cooling power-hungry systems, with the potential to cut the energy needed for cooling pumps by 65%. ➂ The technology could enable sustainable cooling in energy-intensive applications, such as data centers and aerospace.
CoolingData CentersThermal ManagementThermal Pasteenergy efficiency
about 1 year ago

➀ A government-backed think tank in China recommends data centers to use Nvidia's A100 and H100 high-performance computing units.

➁ The recommendation comes with a warning of high costs involved in shifting to domestic solutions.

➂ Despite US sanctions and restrictions on Nvidia's advanced GPUs, China's domestic GPU start-ups have made progress in both hardware and software.

ChinaData CentersNVIDIA
about 1 year ago
➀ Yole Group predicts a CAGR of 9% for the advanced IC substrate market between 2024 and 2029, reaching $25.53 billion in 2029; ➁ The market is seeing a shift from organic core substrates to glass core substrates, driven by demand for FC BGA substrates and 2.5D/3D advanced packages; ➂ Investment in expansion and new plants for high-end substrates is increasing, particularly in the U.S. and China, supported by local government incentives.
5GAI acceleratorsAdvanced PackagesData CentersGlass Core SubstrateHPCIC Substrateautomotivesemiconductor