Semiconductor News & Analysis Feed
572 articles
2026-06-23
digitimes.com
2026-06-23
Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue to lead in technology, their capacity expansion has struggled to keep pace with AI-related demand, driving order spillover to Taiwan-based manufacturers.
2026-06-23
digitimes.com
2026-06-23
Samsung Electro-Mechanics has begun mass production of advanced package substrates for Qualcomm's first data center AI accelerator, extending the companies' supply relationship from mobile and PC chips into server-class semiconductors, ZDNet Koreareported.
2026-06-23
www.theverge.com
2026-06-23
The Verge
TECH
AI
NEWS
Nvidia says its AI data center design runs hotter to use a lot less water
By switching to 100 percent liquid cooling and running servers hotter, Nvidia claims it can cut water use to “near zero.”
by
Stevie Bonifield
Jun 23, 2026, 7:24 AM GMT+8
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Image: Cath Virginia / The Verge, Getty Images
Part Of
Chip race: Microsoft, Meta, Google, and Nvidia battle it ou
2026-06-23
techcrunch.com
2026-06-23
TechCrunch
Nvidia just announced a warm-water cooling system that it says can dramatically reduce the amount of water a data center uses — eliminating “pretty much all water usage” inside the data center, according to an Nvidia executive in a press release.
“The water consumption challenge for data centers is largely solved,” Josh Parker, chief sustainability officer at Nvidia, recently told Axios.
But t
2026-06-23
fortune.com
2026-06-23
Fortune
Among Americans’ many concerns about data centers—from the constant humming sound to high electricity prices—heavy water consumption stands out. Residents of towns with data centers have reported contaminated water, low water pressure, and unauthorized siphoning, putting one of life’s essentials under threat.
Nvidia thinks it has the solution for that: its new server infrastructure.
The compan
2026-06-23
gizmodo.com
2026-06-23
Gizmodo
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2026-06-22
www.sdxcentral.com
2026-06-22
SDxCentral
Nvidia tops Ethernet data center switch charts by revenue as sales soar
IDC labels Spectrum-X ‘the preferred network interconnect for large-scale AI training’
June 22, 2026 By Ben Wodecki Have your say
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– Sebastian Moss
Nvidia continues its meteoric networking march with a new report suggesting it’s now the number one vendor in the Ethernet switching
2026-06-22
eciks.org
2026-06-22
eciks.org
SMH semiconductor ETF surges on AI chip demand, draws $6.9B in inflows
Published on 22 June 2026 at 10:38 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 104 times
© SMH semiconductor ETF surges on AI chip demand, draws $6.9B in inflows
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The VanEck Semiconductor ETF (SMH) pulled in $6.9 billion in single-day net inflows on June 18, 2026, nearly breaking $7 bill
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
OpenAI in Talks to Lease 10 GW Data Center in Ohio, Nvidia (NVDA) To Play an Important Role – Reuters
Talha Qureshi
Mon, June 22, 2026 at 7:12 AM PDT 2 min read
NVDA
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NVIDIA Corporation (NASDAQ:NVDA) ranks 2nd on our list of Best Data Center Stocks That Are Cheaper Than the S&P 500. On June 9, Reuters reported that OpenAI is in tal
2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
www.datacenterdynamics.com
2026-06-22
Data Center Dynamics
A new GPU-as-a-Service provider has launched in the US.
Dubbed Mantle DC, the company launched its offering last week, announcing it had 144 Blackwell GPUs "live and ready" on LinkedIn.
– Mantle DC via LinkedIn
According to the company, its offering has been in the works for just five months.
"In January, we assembled the engineering team. In February, we finalized the data center design. In M
2026-06-22
www.hpcwire.com
2026-06-22
HPCwire
www.hpcwire.com
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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.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
digitimes.com
2026-06-22
AI data centers are driving growth in demand for power management and power semiconductor components. Hot swap products, in particular, require a wide safe operating area (SOA) to prevent excessive surge current when a redundant power supply is inserted and activated, interacting with the system's large capacitors.
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
ON Semiconductor (ON) Launches GaNEXUS For AI Data Centers And Robotics
Bailey Pemberton
Sat, June 20, 2026 at 10:07 PM PDT 2 min read
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ON Semiconductor (NasdaqGS:ON) launched its GaNEXUS gallium nitride pow
2026-06-21
digitimes.com
2026-06-21
Taiwan's memory chip designers are heading into a sharply stronger 2026 as rising memory prices and a wave of AI-driven demand push the industry away from consumer electronics and toward higher-value data center and AI applications.
2026-06-21
www.tikr.com
2026-06-21
TIKR.com
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52-Week Range: $122 to $260
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Qualcomm Incorporated stock rose about 6% today, finishing near $226 per share as investors leaned back into chip stocks and grew more optimistic about
2026-06-20
tomshardware.com
2026-06-20
Jowi Morales
Beijing says the Space Computing Industry Innovation Center will bring together rocket and satellite manufacturers, chip manufacturers, and AI labs to develop a space-based data center system.
2026-06-20
digitimes.com
2026-06-20
As AI computing continues to scale, power systems are facing sharper load swings, along with rising requirements for power density and reliability.