In a development that has sent shockwaves through the global semiconductor industry, US-based silicon carbide (SiC) leader Wolfspeed is reportedly preparing to file for bankruptcy within weeks. While some orders have already begun shifting to alternate suppliers, industry analysts warn that the long-term implications will ripple across the entire supply chain—disrupting the balance of technology leadership, production capacity, and cost structures.
Infineon Technologies, a leading IDM, is accelerating efforts to reshape how power is delivered within the next generation of AI data centers. In collaboration with Nvidia, Infineon is developing a cutting-edge 800-volt high-voltage direct current (HVDC) architecture aimed at dramatically improving energy transmission efficiency.
In January 2025, Qualcomm quietly reentered the competitive server CPU market, setting the stage for a high-stakes comeback nearly seven years after its first effort faltered. Now, amid a global surge in demand for AI infrastructure and ongoing legal wrangling with Arm, the chipmaker is betting that the tides have turned in its favor.
As the AI boom continues to reshape the global tech supply chain, Taiwan-based connector manufacturer Lotes is navigating uncertainty stemming from shifting product designs and geopolitical headwinds. The company recently acknowledged that Nvidia's next-generation GB300 product has reverted to a GB200-like design — notably, one that currently excludes a socket-based configuration.
