Qualcomm’s Dragonfly AI data center platform will benefit Taiwan’s 2nd biggest chip foundry, UMC, more than TSMC, media report, due to its expertise in power integration, including power management (PMIC) chips, on-wafer inductors, Deep Trench Capacitors (DTC), and interposers, while TSMC is absent from Qualcomm’s 35 partner ecosystem list. Taiwan AI server giants are all included, Foxconn, Quanta, Wistron, Pegatron, Compal, Inventec, and other parts suppliers, Delta, more. $Qualcomm(QCOM.US) $United Microelectronics(UMC.US) $Taiwan Semiconductor(TSM.US) #AIserver #semiconductor
Source: Dan Nystedt
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