Surging demand for AI servers is tightening global capacity for high-end passive components, prompting customers to once again pursue long-term supply agreements (LTSAs) as they seek to secure future deliveries.
| # | Наименование новости | Тональность | Информативность | Дата публикации |
|---|---|---|---|---|
| 1 | AI infrastructure orders extend PCB expansion race | 0 | 8.76 | 03-08-2026 |
| 2 | Battery start-ups see ‘crazy’ demand to smooth power surges in data centres | 2 | 7 | 02-07-2026 |
| 3 | Samsung Electro-Mechanics deepens AI supply-chain bet with new contracts, eyes glass substrate production in 2027 | 0 | 12.55 | 03-08-2026 |
| 4 | The AI rush is hitting a bottleneck | -2 | 6 | 27-04-2026 |
| 5 | ‘Tokenmaxxing’ is dead: How the hardware shortage is blowing up AI budgets | 0 | 7 | 29-06-2026 |
| 6 | Google and Intel deepen AI infrastructure partnership | 0 | 11.72 | 09-04-2026 |
| 7 | AI is eating up the world's computing memory | 0 | 7 | 13-01-2026 |
| 8 | Realtek sees broad 2026 growth despite cost pressure and uneven demand | 0 | 13.64 | 03-08-2026 |
| 9 | OpenAI and Broadcom announce chip designed for LLM inference at scale | 0 | 7 | 24-06-2026 |
| 10 | Data centre delays expose AI cloud power limits | 0 | 5 | 08-07-2026 |