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25.05.26 - 09:24
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Why the AI boom is reshuffling the global stock market hierarchy (CNBC)
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Taiwan and South Korea are climbing the global stock market rankings as investors pile into the companies powering the AI infrastructure boom. Taiwan's rise has been driven largely by TSMC, the world's leading advanced chip foundry, while South Korea's rally has been lifted by Samsung Electronics and SK Hynix, two major suppliers of memory chips used in AI systems. But as the AI trade creates new market winners, it is also creating a familiar risk: too much dependence on too few companies....
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25.05.26 - 08:06
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Kawasaki opens Silicon Valley physical AI center, deepening Nvidia ties (Digitimes)
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Kawasaki Heavy Industries has opened the Kawasaki Physical AI Center in San Jose to accelerate real-world deployment of physical AI and strengthen Japan–US collaboration in AI and semiconductors. Located in Silicon Valley, the center aims to develop practical solutions in healthcare, mobility, and manufacturing through partnerships with leading global technology firms....
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25.05.26 - 07:12
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AI servers drive order growth; Weltrend′s fan motor driver IC visibility strong (Digitimes)
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At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year and sequential growth. Nearly all major product lines demonstrated strong growth momentum, with server-related products standing out in particular. Order visibility is now expected to remain strong throughout the full year. Meanwhile, AI servers are becoming increasingly diversified, with demand across GPUs, ASICs, and CPUs growing almost simultaneously, underpinning a highly promising operating outlook....
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25.05.26 - 07:06
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Interview: xFusion′s exports up nearly a third with low-cost AI servers (Digitimes)
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Chinese server maker xFusion has seen its overseas sales grow by almost a third in 2025 compared to the year before. Its rising exports are part of a larger trend of Chinese servers gaining traction in foreign markets due to their relatively low prices, the global spread of Chinese AI models, and a desire among countries to diversify their AI infrastructure....
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25.05.26 - 07:06
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Geopolitics and AI push US energy storage to record-breaking quarter (Digitimes)
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The US energy storage industry achieved its most successful first quarter of 2026 to date, driven by surging AI computing demands and growing concerns over fossil fuel reliability. According to the US Energy Storage Market Outlook (ESMO) second quarter 2026 report published by the Solar Energy Industries Association (SEIA) and Benchmark Mineral Intelligence, developers deployed 9.7 gigawatt-hours (GWh) of new storage capacity in the first quarter of 2026. This represents a 32% increase year-over-year, reflecting the sector's resilience within the domestic clean energy supply chain despite a strained political environment....
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25.05.26 - 06:06
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Global PMX shifts into AI server cooling as demand for AI compute soars (Digitimes)
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Global PMX reported full-year consolidated revenue of NT$7.823 billion (US$249.3 million) for 2025, up 1.71% year-over-year, and after cost and product-mix improvements posted net income attributable to the parent of NT$696 million with earnings per share of NT$6.04, the company announced. Executives said the firm expects to benefit from accelerating global demand for AI compute and related infrastructure investment....
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25.05.26 - 06:06
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AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers (Digitimes)
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The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power semiconductors, boosting shipments for Taiwanese lead frame suppliers SDI Corporation and Jih Lin Technology and raising expectations for double-digit revenue growth in 2026....
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25.05.26 - 06:06
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Ample Electronic says AI demand is boosting MLCC-related passive components (Digitimes)
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Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting orders, driving inventory builds, and prompting a shift toward longer-term material lock-in agreements. The conductive paste supplier reported a positive outlook for the second half of 2026 and said customers who initially carried low inventories were replenishing stock and, in some cases, signing extended supply arrangements....
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25.05.26 - 05:57
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Papst veröffentlicht Enzyklika zu Künstlicher Intelligenz (DPA-AFX)
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ROM (dpa-AFX) - Nach einem Jahr im Amt veröffentlicht Papst Leo XIV. an diesem Montag (11.30 Uhr) seine erste Enzyklika. In dem mehr als 100 Seiten langen Lehrschreiben mit dem Titel "Magnifica Humanitas" (Großartige Menschheit) geht es um das Thema Künstliche ......
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