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SemiAnalysis: Micron loses NVIDIA Rubin HBM4 first-year supply over pin rate issues
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Infineon sells Thailand backend site to MPI as it reshapes power chip supply chain
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VIS may lift 8-inch wafer prices from April amid AI-driven demand
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Infineon to buy ams OSRAM sensor unit for €570 mln, expands automotive chip focus
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Microchip launches 25A power module targeting AI servers and HPC platforms
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TDK rolls out stackable µPOL modules targeting AI server and ASIC power delivery
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TSMC plans 3nm chip production in Japan, investment seen rising to $17 bln
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Omron issues price hike notice as automation and core components face cost pressure
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Infineon to raise prices on power devices and ICs from April amid AI-driven demand
MarketWatch
SiTime to buy Renesas timing unit for $2.9 billion to expand AI data center reach
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