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Filtering by tag: "AI infrastructure"

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STMicroelectronics Pushes 800 VDC Power Closer to AI GPUs

STMicroelectronics expands its 800 VDC power architecture with new 12V and 6V conversion stages, enabling more efficient power delivery closer to GPUs in high-density AI data center infrastructure.

STMicroelectronics, 800 VDC, data center power, AI infrastructure, GPU power delivery, high voltage distribution, DC power conversion, power architecture, server power design, GaN power, SiC power, power electronics, data center efficiency, GPU servers, power density

STMicroelectronics Scales Silicon Photonics for AI Interconnects

STMicroelectronics moves its PIC100 silicon photonics platform into high-volume 300 mm production for 800G and 1.6T optical interconnects supporting AI data center infrastructure.

STMicroelectronics, PIC100, silicon photonics, optical interconnect, AI infrastructure, hyperscale data centers, optical transceivers, 800G optics, 1.6T optics, photonic integrated circuits, silicon nitride waveguides, optical modulators, co packaged optics, near packaged optics, data center networking

NAND Supply Conditions Tighten Going Into 2026

Fusion Worldwide highlights tightening NAND supply as AI driven storage demand outpaces restrained production through 2026.

Fusion Worldwide, NAND, NAND flash, QLC, enterprise SSD, storage demand, AI infrastructure, DRAM comparison, wafer starts, memory supply constraints, semiconductor market, SSD capacity, component shortages, pricing trends, procurement strategy, data center storage

The AI Tax: Why Your Next Computer and Car Are Becoming Collateral Damage in the Silicon Supercycle

ASC Global outlines how AI demand is reshaping memory supply, raising costs, and pushing PCs, automotive, and industrial systems into tighter component constraints.

ASC Global, memory shortage, HBM, DDR5, DDR4, DRAM, automotive memory, enterprise SSDs, AI infrastructure, semiconductor supply chain, market analysis, wafer allocation, PC components, hyperscale data centers, component pricing trends, 2026 memory supercycle, supply constraints, manufacturing capacity shifts

STMicroelectronics Pushes 800 VDC Power Closer to AI GPUs

STMicroelectronics Scales Silicon Photonics for AI Interconnects

NAND Supply Conditions Tighten Going Into 2026

The AI Tax: Why Your Next Computer and Car Are Becoming Collateral Damage in the Silicon Supercycle

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