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Nvidia develops 6G radio chip as data center shifts stay on track - Jefferies

Fri, 12 Jun 2026 13:03:13 -0400

Investing.com -- Jefferies said delays in 800V HVDC adoption for AI data centers and co-packaged optics deployment do not represent material changes to existing timelines for European semiconductor suppliers.

SemiAnalysis reported that hyperscaler adoption of 800V HVDC architecture has been pushed to 2028. Jefferies said this does not constitute a significant delay, as most semiconductor companies already anticipated small volume shipments of 800V HVDC products from late 2027, with momentum building in 2028.

The firm said it continues to expect Infineon's AI power revenues to reach at least €1.5 billion this year and grow to around €3 billion in fiscal year 2027.

Nvidia develops 6G radio chip as data center shifts stay on track - Jefferies

Fri, 12 Jun 2026 13:03:13 -0400

The firm said it continues to expect Infineon's AI power revenues to reach at least €1.5 billion this year and grow to around €3 billion in fiscal year 2027.

Nvidia develops 6G radio chip as data center shifts stay on track - Jefferies

Fri, 12 Jun 2026 13:03:13 -0400

The firm said it continues to expect Infineon's AI power revenues to reach at least €1.5 billion this year and grow to around €3 billion in fiscal year 2027.

Nvidia develops 6G radio chip as data center shifts stay on track - Jefferies

Fri, 12 Jun 2026 13:03:13 -0400

The firm said it continues to expect Infineon's AI power revenues to reach at least €1.5 billion this year and grow to around €3 billion in fiscal year 2027.

Nvidia develops 6G radio chip as data center shifts stay on track - Jefferies

Fri, 12 Jun 2026 13:03:13 -0400

The firm said it continues to expect Infineon's AI power revenues to reach at least €1.5 billion this year and grow to around €3 billion in fiscal year 2027.

Nvidia develops 6G radio chip as data center shifts stay on track - Jefferies

Fri, 12 Jun 2026 13:03:13 -0400

The firm said it continues to expect Infineon's AI power revenues to reach at least €1.5 billion this year and grow to around €3 billion in fiscal year 2027.

Form 6-K TAIWAN SEMICONDUCTOR For: May 31

Wed, 10 Jun 2026 06:19:00 -0400

si-local-file:///var/storage/secattach/20260610/26626195.html

Form 6-K TAIWAN SEMICONDUCTOR For: May 31

Wed, 10 Jun 2026 06:19:00 -0400

si-local-file:///var/storage/secattach/20260610/26626195.html

Form 6-K TAIWAN SEMICONDUCTOR For: May 31

Wed, 10 Jun 2026 06:19:00 -0400

si-local-file:///var/storage/secattach/20260610/26626195.html

Form 4 TAIWAN SEMICONDUCTOR For: Jun 05 Filed by: Yuan Lipen