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Tuesday

  1. Semiconductor Industry Watch

    onsemi to Acquire Ferric for $600 Million as AI Chip Power Delivery Moves Inside the Package

    onsemi announced it will acquire integrated voltage regulator (IVR) vendor Ferric for $600 million in cash, plus up to $175 million in contingent consideration tied to future revenue targets, for a total transaction value of up to $775 million. On the same day, onsemi raised its 2030 AI data center revenue target by $500 million to more than $3 billion. Ferric's IVR integrates the power controller, power switches, inductors and capacitors into a single package, reducing board footprint by 50% to 70%; its latest product, the Fe1767 Newport, delivers 145 amps within 49.8 square millimeters at up to 90.5% efficiency, reducing power delivery network impedance and transient voltage droop by up to 57%.

    onsemi announced it will acquire integrated voltage regulator (IVR) vendor Ferric for $600 million in cash, plus up to $175 million in contingent consideration tied to future revenue targets, for a total transaction value of up to $775 million. On the same day, onsemi raised its 2030 AI data center revenue target by $500 million to more than $3 billion. Ferric's IVR integrates the power controller, power switches, inductors and capacitors into a single package, reducing board footprint by 50% to

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    #hot-signal#Industry news#English text is being prepared.

Friday

  1. heise online

    Malaysian customs seize AI chip servers worth about US$12.11 million at Kuala Lumpur airport

    On October 15, Malaysian customs seized 30 servers equipped with high-performance AI chips in the free trade zone at Kuala Lumpur airport, with a cargo value of about US$12.11 million; the goods had been declared as ordinary electronic components. Authorities believe the shipment originated in one Asian country and was intended for re-export to another Asian country, and suspect that an organized smuggling network is behind it, using Malaysia as a transit point to circumvent export restrictions. No one has been arrested so far, and the companies involved have been summoned to assist with the investigation. This is the fifth case authorities have identified as linked to the network; in June, 72 AI servers were seized in the same free trade zone, and according to The Information, the total value of the related seizures is about US$24 million. In 2025, Malaysia adopted the Strategic Trade Controller directive, imposing additional controls on the export, transit and transshipment of high-performance AI chips, computer systems and electronic components.

    On October 15, Malaysian customs seized 30 servers equipped with high-performance AI chips in the free trade zone at Kuala Lumpur airport, with a cargo value of about US$12.11 million; the goods had been declared as ordinary electronic components. Authorities believe the shipment originated in one Asian country and was intended for re-export to another Asian country, and suspect that an organized smuggling network is behind it, using Malaysia as a transit point to circumvent export restrictions.

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    #hot-signal#English text is being prepared.#Industry news
  2. FactRelated story

    Oracle announces the introduction of Cerebras AI chips in its cloud services

    Oracle announced that it will introduce Cerebras Systems' AI chips into its cloud infrastructure, giving customers more computing power options beyond Nvidia GPUs. According to Data Center Knowledge, Oracle also plans to deploy Google TPUs and inference chips from OpenAI, Cerebras, SambaNova and Positron AI on OCI, with the TPU and Cerebras wafer-scale engine scheduled to come online in 2027, and Positron Atlas already available. CNBC Technology reported the same day that Alphabet announced Oracle will offer Google's TPUs, marking the first time customers can use TPUs outside of Google's infrastructure. No further developments have been disclosed at this time.

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    View story:Oracle announces the introduction of Cerebras AI chips into its cloud services

  3. Story1 reports · 1 facts

    Malaysian customs seize about $12.11 million in AI chip servers

    On October 15, Malaysian customs seized 30 servers equipped with high-performance AI chips at the free trade zone of Kuala Lumpur International Airport, with a cargo value of about $12.11 million; the goods had been declared as ordinary electronic components. The authorities believe the shipment originated from one Asian country and was intended for re-export to another Asian country, and suspect that an organized smuggling network is behind it, using Malaysia as a transit point to circumvent export restrictions. No arrests have been made so far, and the companies involved have been summoned to assist in the investigation. This is the fifth case the authorities have identified as linked to the network; in June, 72 AI servers were seized in the same free trade zone, and according to The Information, the total value of the related seizures is about $24 million. In 2025, Malaysia adopted the Strategic Trade Controller directive, imposing additional controls on the export, transit and transshipment of high-performance AI chips, computer systems and electronic components.

    On October 15, Malaysian customs seized 30 servers equipped with high-performance AI chips at the free trade zone of Kuala Lumpur International Airport, with a cargo value of about $12.11 million; the goods had been declared as ordinary electronic components. The authorities believe the shipment originated from one Asian country and was intended for re-export to another Asian country, and suspect that an organized smuggling network is behind it, using Malaysia as a transit point to circumvent ex

    Matched fieldsTitle

  4. FactRelated story

    Malaysian customs seize about $12.11 million in AI chips

    On October 15, Malaysian customs seized 30 servers equipped with high-performance AI chips at the free trade zone of Kuala Lumpur International Airport, with a cargo value of about $12.11 million; the goods had been declared as ordinary electronic components. The authorities believe the shipment originated from one Asian country and was intended for re-export to another Asian country, and suspect that an organized smuggling network is behind it, using Malaysia as a transit point to circumvent export restrictions. No arrests have been made so far, and the companies involved have been summoned to assist in the investigation. This is the fifth case the authorities have identified as linked to the network; in June, 72 AI servers were seized in the same free trade zone, and according to The Information, the total value of the related seizures is about $24 million. In 2025, Malaysia adopted the Strategic Trade Controller directive, imposing additional controls on the export, transit and transshipment of high-performance AI chips, computer systems and electronic components.

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    View story:Malaysian customs seize about $12.11 million in AI chip servers

  5. Story1 reports · 1 facts

    Ares CEO says avoided AI chip financing due to business complexity

    Ares Management CEO Michael Arougheti said the company is avoiding financing the high-performance processors that run high-end AI models, and is instead investing in the data centers that house those chips. He said due diligence on data center projects is simpler, the relative returns are attractive, and it is impossible to conduct due diligence to assess the value decay and depreciation curves of GPU technology. The company estimates AI capital expenditure demand at about $5 trillion, of which about $2 trillion is for physical AI computer rooms and supporting infrastructure, and $3 trillion is for purchasing GPU chips.

    Ares Management CEO Michael Arougheti said the company is avoiding financing the high-performance processors that run high-end AI models, and is instead investing in the data centers that house those chips. He said due diligence on data center projects is simpler, the relative returns are attractive, and it is impossible to conduct due diligence to assess the value decay and depreciation curves of GPU technology. The company estimates AI capital expenditure demand at about $5 trillion, of which

    Matched fieldsTitle

  6. FactRelated story

    Ares CEO says it avoids AI chip financing due to business complexity

    Ares Management CEO Michael Arougheti said the company is avoiding financing the high-performance processors that run high-end AI models, and is instead investing in the data centers that house those chips. He said due diligence on data center projects is simpler, the relative returns are attractive, and it is impossible to conduct due diligence to assess the value decay and depreciation curves of GPU technology. The company estimates AI capital expenditure demand at about $5 trillion, of which about $2 trillion is for physical AI computer rooms and supporting infrastructure, and $3 trillion is for purchasing GPU chips.

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    View story:Ares CEO says avoided AI chip financing due to business complexity

Tuesday

Wednesday

  1. Story6 reports · 1 facts

    Oracle announces the introduction of Cerebras AI chips into its cloud services

    Oracle announced that it will introduce Cerebras Systems' AI chips into its cloud infrastructure, giving customers more computing power options beyond Nvidia GPUs. According to Data Center Knowledge, Oracle also plans to deploy Google TPUs and inference chips from OpenAI, Cerebras, SambaNova and Positron AI on OCI, with the TPU and Cerebras wafer-scale engine scheduled to come online in 2027, and Positron Atlas already available. CNBC Technology reported the same day that Alphabet announced Oracle will offer Google's TPUs, marking the first time customers can use TPUs outside of Google's infrastructure. No further developments have been disclosed at this time.

    Oracle announced that it will introduce Cerebras Systems' AI chips into its cloud infrastructure, giving customers more computing power options beyond Nvidia GPUs. According to Data Center Knowledge, Oracle also plans to deploy Google TPUs and inference chips from OpenAI, Cerebras, SambaNova and Positron AI on OCI, with the TPU and Cerebras wafer-scale engine scheduled to come online in 2027, and Positron Atlas already available. CNBC Technology reported the same day that Alphabet announced Orac

    Matched fieldsTitle

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