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AI server, edge AI and high-performance compute demand is forcing power-architecture upgrades and reviving PMIC sector momentum. Tightening mature-process (8‑inch) foundry capacity and recent wafer-foundry price increases are expected to improve IC/P

2026-06-17

AI server, edge AI and high-performance compute demand is forcing power-architecture upgrades and reviving PMIC sector momentum. Tightening mature-process (8‑inch) foundry capacity and recent wafer-foundry price increases are expected to improve IC/PMIC suppliers' pricing power. Selected PMIC vendors reported mixed Jan–May results, but AI power, DDR5 PMICs and fan-motor driver IC demand should help operations reaccelerate in H2. TSMC and Samsung are reconfiguring 8‑inch capacity; limited global 8‑inch supply growth plus rising demand for AI power-management ICs, power components, display drivers and automotive/industrial control is lifting utilization and has prompted some fabs to raise 8‑inch foundry fees, supporting a shift from PMIC cyclical trough toward potential structural recovery.

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2026-06-18

According to documents and oilfield officials, as exports resume Iraq will raise production at the Rumaila oilfield by 300,000 b/d to 650,000 b/d.

According to documents and oilfield officials, as exports resume Iraq will raise production at the Rumaila oilfield by 300,000 b/d to 650,000 b/d.
2026-06-17

NATO Secretary General Rutte said allies stand ready to support restoration shipping in the Strait of Hormuz.

NATO Secretary General Rutte said allies stand ready to support restoration shipping in the Strait of Hormuz.
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