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16.07.26 - 06:06
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Commentary: Chip lead times extend as cloud AI squeezes capacity (Digitimes)
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Reports of longer chip lead times have been mounting. ADI has notified customers that, as recovering demand tightens supply, lead times for some analog chip products have stretched to six months, and it has urged customers to place orders early to avoid delivery delays. Meanwhile, a channel player said STMicroelectronics (ST) MCU lead times have extended to 52 weeks, prompting distributors to begin asking customers about demand for all of 2027....
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14.07.26 - 08:36
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Nvidia Partner GMI Cloud Seeks $635 Million GPU-Backed Bank Loan (Bloomberg)
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US-based data center operator GMI Cloud is seeking a NT$20.45 billion ($635 million) multi-tranche loan deal supported by customer contracts for graphics processing units, one of the first such financings in Asia that reflects the region's growing demand for artificial intelligence....
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