Semiconductor News & Analysis Feed
20 articles
2026-08-22
2026-08-21
www.twelfthmagpie.com
2026-08-21
2026-08-21
uk.finance.yahoo.com
2026-08-21
2026-08-14
news.google.com
2026-08-14
2026-08-13
www.benzinga.com
2026-08-13
This article focuses on three stocks worth watching as the market heads into Thursday, including Cisco Systems and Applied Materials, key players in the semiconductor and technology sectors. While the article begins with access restrictions, its core content analyzes investment opportunities in the
2026-08-10
news.google.com
2026-08-10
2026-07-25
en.bloomingbit.io
2026-07-25
On July 25, 2026, Samsung Electronics Chairman Jay Y. Lee and OpenAI CEO Sam Altman are scheduled to meet at OpenAI's San Francisco headquarters to discuss cooperation in high-bandwidth memory (HBM), DRAM, and advanced foundry services. The talks aim to integrate Samsung's memory chip and manufactur
2026-07-25
2026-07-24
www.insidehighered.com
2026-07-24
2026-07-23
www.bizjournals.com
2026-07-23
2026-07-22
news.google.com
2026-07-22
2026-07-22
news.google.com
2026-07-22
2026-07-07
news.google.com
2026-07-07
2026-06-22
cryptobriefing.com
2026-06-22
Cisco, Equinix, and NVIDIA have deepened their collaboration to advance enterprise AI infrastructure deployment by standardizing and scaling AI operations. The initiative centers on deploying Cisco’s Secure AI Factory across Equinix’s global network of over 280 data centers, bridging the gap between
2026-06-20
simplywall.st
2026-06-20
In June 2026, NVIDIA surpassed Cisco for the first time in data center Ethernet switching revenue, signaling a significant shift in the networking landscape driven by AI demand. While Cisco has long dominated core networking infrastructure, including switches, routers, and security tools, the growin
2026-06-19
news.google.com
2026-06-19
2026-06-18
blogs.cisco.com
2026-06-18
On June 18, 2026, Cisco published an article on its official blog highlighting breakthrough developments in secure AI networking in collaboration with NVIDIA. As AI evolves from experimental to large-scale deployment, organizations are demanding unprecedented network bandwidth, power, and security c
2026-06-18
www.zacks.com
2026-06-18
Equinix has strengthened its AI infrastructure capabilities through strategic partnerships with Cisco and NVIDIA, focusing on the deployment of its Programmable AI Technology Hub (P.A.T.H.) lab within data centers. This initiative enables enterprises to test and optimize AI infrastructure in a real-
2026-06-17
www.thefastmode.com
2026-06-17
Equinix, a global digital infrastructure company, has expanded its collaboration with Cisco and NVIDIA to accelerate enterprise AI adoption. The partnership enables customers to deploy the Cisco Secure AI Factory with NVIDIA across Equinix's global network of high-performance data centers, offering
2026-06-17
www.investing.com
2026-06-17
Equinix's stock surged following a strategic partnership with Cisco and NVIDIA for AI factory development, highlighting the critical role of data center infrastructure in the AI revolution. This collaboration represents a significant industry shift toward integrated AI ecosystems, where networking (