Semiconductor News & Analysis Feed
10024 articles
2026-06-22
www.marketbeat.com
2026-06-22
MarketBeat
16,480 Shares in NVIDIA Corporation $NVDA Purchased by S Harris Financial Group LLC
Written by MarketBeat
June 22, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
S Harris Financial Group LLC opened a new position in NVIDIA in Q4, buying 16,480 shares valued at about $3.07 million. NVIDIA now makes up roughly 2.9% of the firm’s portfolio.
Wall Street remains broadly bullish on NVIDIA, with analy
2026-06-22
www.techpowerup.com
2026-06-22
TechPowerUp
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2026-06-22
www.techpowerup.com
2026-06-22
TechPowerUp
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2026-06-22
ir.supermicro.com
2026-06-22
Supermicro
SAN JOSE, Calif. and HAMBURG, Germany, June 22, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total Solution Provider introduces the Data Center Building Block Solutions® (DCBBS) Blueprint for HPC based on the NVIDIA Vera Rubin NVL4 platform, announced at ISC 2026. Following Supermicro's DCBBS Blueprints for NVIDIA Vera Rubin NVL72 and NVID
2026-06-22
evertiq.com
2026-06-22
Evertiq
© Era4
Business | June 22, 2026
Cadence, HPE accelerate digital twin–driven data center modernization
Evertiq
Solution will maximize data center and AI factory profitability while delivering engineering-grade insights to design and operations for more efficient, sustainable, and resilient infrastructure
Cadence has announced an expansion of its collaboration with HPE to accelerate digital twin-dr
2026-06-22
www.indexbox.io
2026-06-22
IndexBox
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2026-06-22
www.marketbeat.com
2026-06-22
MarketBeat
NVIDIA Corporation $NVDA is Hayek Kallen Investment Management's 6th Largest Position
Written by MarketBeat
June 22, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Hayek Kallen Investment Management trimmed its NVIDIA stake by 6.2% in the fourth quarter, but NVDA still represented 4.1% of the fund’s portfolio and remained its 6th largest holding.
Wall Street sentiment remains bullish, with anal
2026-06-22
devops.com
2026-06-22
DevOps.com
NVIDIA Research Bets on Code, Not Tool Calls, to Fix AI Spatial Reasoning
BY: TOM SMITH ON JUNE 22, 2026
NVIDIA Research has released SpatialClaw, an open-source framework that rethinks how AI agents handle one of the hardest problems in computer vision: Determining where things are in physical space. The project, published by NVIDIA’s research labs and hosted on GitHub under the NVlabs account,
2026-06-22
www.semiconductor-today.com
2026-06-22
Semiconductor Today
Two researchers at China’s Shandong University have reported monolithic integration (Figure 1) of all-gallium nitride (GaN) circuits consisting of 2 transistors (2T), 1 capacitor (1C), a micro-light-emitting diode (μLED) and a photodetector (PD) [Yipin Gao and Chao Liu, ACS Photonics, published online 22 May 2026].
Figure 1: (a) Schematic, (b) equivalent circuit, and (c) microscope image of monol
2026-06-22
www.marketbeat.com
2026-06-22
MarketBeat
BSN CAPITAL PARTNERS Ltd Purchases Shares of 2,506,427 NVIDIA Corporation $NVDA
Written by MarketBeat
June 22, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
BSN CAPITAL PARTNERS Ltd disclosed a new fourth-quarter stake in NVIDIA, buying 2,506,427 shares valued at about $463.5 million. NVIDIA now makes up 20.7% of the fund’s holdings, making it its largest position.
Wall Street sentiment remain
2026-06-22
www.digitimes.com
2026-06-22
digitimes
The race to commercialize glass core substrates in advanced semiconductor packaging is heating up — but the technology is moving faster in headlines than in production lines. DIGITIMES has been tracking the latest developments in TSMC's CoPoS...
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2026-06-22
www.marketscreener.com
2026-06-22
marketscreener.com
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2026-06-22
eetimes.com
2026-06-22
In an environment of cloud platforms and AI models, security must be embedded into defense systems from the outset.
2026-06-22
en.yna.co.kr
2026-06-22
Yonhap News Agency
SEOUL, June 22 (Yonhap) -- SK hynix Inc. on Monday surpassed Samsung Electronics Co. in market capitalization, to become South Korea's most valuable listed company.
Shares of SK hynix closed 5.61 percent higher, lifting the company's market capitalization to 2,080.37 trillion won (US$1,350.98 billion), compared with Samsung Electronics' 2,066.66 trillion won after its stock slipped 0.14 percent.
2026-06-22
letsdatascience.com
2026-06-22
Let's Data Science
INFRASTRUCTURE
sk hynix
samsung electronics
hbms
memory chips
SK Hynix Overtakes Samsung in South Korea Market Value
8 sources
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June 22, 2026
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Reuters and multiple outlets reported that SK Hynix on June 22, 2026, briefly overtook Samsung Electronics to become South Korea's most valuable listed company, driven by
2026-06-22
www.forbes.com
2026-06-22
Forbes
INNOVATION
AI
PSYONIC Arms NVIDIA And ABB With Robots Dexterity Data
BySandy Carter,
Contributor.
Sandy Carter, COO at Unstoppable, Top 10 Microsoft MSN AI Entrepreneur
Follow Author
Jun 22, 2026, 02:45am EDT
Summary
Physical AI struggles with object manipulation due to a critical lack of high-fidelity data on how hands interact with the world. While companies explore various data collection
2026-06-22
www.aninews.in
2026-06-22
ANI News
Samsung sharpens HBM strategy; Pursues long-term AI customer supply accords at Global Strategy Meeting
ANI | Updated: Jun 22, 2026 12:15 IST
Seoul [South Korea], June 22 (ANI): Samsung Electronics sharpened its high-bandwidth memory (HBM) strategy at its biannual global strategy meeting last week, reviewing plans to expand shipments and secure long-term supply agreements with major artificial in
2026-06-22
www.electronicsweekly.com
2026-06-22
Electronics Weekly
__fail__
2026-06-22
www.techbuzz.ai
2026-06-22
The Tech Buzz
NVIDIA just turned conventional data center wisdom on its head. The chip giant's latest AI servers can run liquid cooling systems at 45°C (113°F) - hotter than your average hot tub and significantly warmer than industry norms. The counterintuitive move isn't about tolerating heat, it's about harnessing it. By pushing cooling temperatures higher, NVIDIA's creating a new playbook for energy efficien
2026-06-22
www.globaltimes.cn
2026-06-22
Global Times
Huang Jiawei, Unitree’s Director of Marketing, told the Global Times on Wednesday the new model is set for ...
Chinese food and beverage brands’ rapid rollout of “same-style” products tied to Jensen Huang has drawn widespread attention ...
Jensen Huang, founder and CEO of NVIDIA, was spotted by netizens enjoying a bowl of traditional Beijing fried ...
Unitree Robotics has partnered with Nvidia