Semiconductor News & Analysis Feed
67 articles
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
2026-06-30
www.investors.com
2026-06-30
Investor's Business Daily
Access to this page has been denied because we believe you are using automation tools to browse the website.
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
2026-06-28
aimagazine.com
2026-06-28
AI Magazine
Dell revealed the Dell PowerEdge XE8812 server, which joins the Dell AI Factory with NVIDIA portfolio.
Dell positions the system as designed specifically for organisations handling the most intensive high performance computing (HPC) and AI workloads, equipped with NVIDIA Vera Rubin NVL4 architecture.
With capacity for up to 144 GPUs per rack, the XE8812 could represent what Dell describes as "a
2026-06-23
www.networkworld.com
2026-06-23
Network World
Dell and Super Micro each unveiled new AI servers as part of Nvidia's Vera Rubin rollout.
Credit: AntonKhrupinArt / Shutterstock
Dell’s new high-end Nvidia-based server is a centerpiece for its integrated AI platform aimed at enterprise customers with major AI infrastructure plans.
The Dell PowerEdge XE8812, with its core Nvidia Vera Rubin NVL4 architecture, scales up to 144 GPUs per rack and w
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Super Micro Jumps 11%, Dell Rises 5% as New NVIDIA Vera Rubin Systems Fuel the AI Server Trade
David Moadel
Mon, June 22, 2026 at 7:28 AM PDT 4 min read
NVDA
-3.31%
DELL
+2.61%
SMCI
-5.67%
SMCIP
-4.87%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SMCI surged 11% and DELL rose 5% after NVIDIA named both as global system builders for its new Vera Rubin NVL4 racks at ISC 2026.
NVIDIA's
2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is up 11% in early Monday trading, leading an AI server rally sparked by fresh hardware reveals at ISC High Performance 2026 in Hamburg. Dell Technologies (NYSE:DELL) stock is moving in sympathy, up 5%.
Video Muted
The catalyst is NVIDIA (NASDAQ:NVDA) unveiling its Vera Rubin platform for scientific supercomputing, with Super Micro
2026-06-22
seekingalpha.com
2026-06-22
Seeking Alpha
__fail__
2026-06-22
news.google.com
2026-06-22
Business Wire
2026-06-22
sg.finance.yahoo.com
2026-06-22
Yahoo Finance Singapore
This is a paid press release. Contact the press release distributor directly with any enquiries.
The Dell AI Factory with NVIDIA Advances Supercomputing-Class Infrastructure Powering the Next Generation of HPC and AI
Business Wire
Mon, 22 June 2026 at 6:00 am GMT-7 6 min read
DELL
+3.44%
NVDA
-2.89%
Dell PowerEdge XE8812
New Dell PowerEdge server brings next-generation density and efficiency to t
2026-06-17
www.delloro.com
2026-06-17
Dell'Oro Group
Share
AI Infrastructure Expansion and Rising Memory Prices Drive Data Center IT Component Market Growth
REDWOOD CITY, Calif. – June 17, 2026 – According to a recently published report by Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the worldwide revenue for Data Center IT Semiconductors and Components fo
2026-06-17
www.prnewswire.com
2026-06-17
PR Newswire
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group
NEWS PROVIDED BY
Dell'Oro Group
Jun 17, 2026, 08:00 ET
SHARE THIS ARTICLE
AI Infrastructure Expansion and Rising Memory Prices Drive Data Center IT Component Market Growth
REDWOOD CITY, Calif., June 17, 2026 /PRNewswire/ -- According to a recently published report by Dell'Oro
2026-06-17
www.morningstar.com
2026-06-17
Morningstar
Home
News
PR Newswire
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group
Provided by PR Newswire Jun 17, 2026, 8:00:00 PM
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell
2026-06-17
www.tomshardware.com
2026-06-17
Tom's Hardware
PC Components RAM
Chinese memory brands ditch Samsung and Micron for homegrown CXMT and YMTC silicon — Corsair, HP, and Dell are already adopting the China-produced DDR5 chips
News
By Zhiye Liu published 5 hours ago
Some Chinese module makers are turning their backs on the big three RAM suppliers.
(Image credit: Getty Images)
Share this article
1
Join the conversation
Follow us
Add us as a pref
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
Chicago, IL – June 17, 2026 – Stocks in this week’s article are Dell Technologies DELL, Hewlett Packard HPE and Taiwan Semiconductor TSM.
Wall Street rallied comfortably on June 15, 2026, with major indices like the Dow Jones Industrial Average hitting a record high, as global oil prices tumbled to a three-month low amid fresh hopes that a U.S.-Iran peace deal could end the ongoing energy supply
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Zacks.com featured highlights include Dell, Hewlett Packard and Taiwan Semiconductor
Zacks.com featured highlights include Dell, Hewlett Packard and Taiwan Semiconductor · Zacks
Zacks Equity Research
Wed, June 17, 2026 at 12:15 AM PDT 5 min read
CL=F
+1.43%
DELL
-0.29%
2330.TW
-0.63%
^DJI
+0.33%
HPE
+1.12%
Explore stocks on Coinbase
Trading disclosure
For Immediate Release
Chicago, IL – June 17,
2026-06-17
tomshardware.com
2026-06-17
Jake Roach
Dell's $699 XPS 13 laptop ($599 for students) has the MacBook Neo in its sights, and it's now available sporting one of Intel's new entry-level Wildcat Lake CPUs.
2026-06-16
www.eagletribune.com
2026-06-16
Eagle-Tribune
PREV
Previous
PREVIOUS
Lionel Messi ties the World Cup goals record with an incredi…
Lionel Messi delivered his first World Cup hat trick and mat…
NEXT
Next Up
NEXT UP
The Latest: Trump-backed candidates secure GOP Senate nomina…
President Donald Trump’s preferred candidates are having mix…
AP
Murata kooperiert mit Synopsys, um Simulationsmodelle über die elektromagnetischen und thermisc
2026-06-14
www.itpro.com
2026-06-14
IT Pro
Home Technology Artificial Intelligence
Sponsor Content Created With Dell Technologies
How InstaDeep improved its R&D and smoothed processes with Dell AI Factory with NVIDIA
Read the case study of how manufacturing firm InstaDeep boosted its business processes with Dell Technologies.
(Image credit: Getty Images)
By Sponsored
in
Features
TL;DR
InstaDeep increased computational performance
2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-11
www.servethehome.com
2026-06-11
ServeTheHome
AIMobile
Dell Pro Max 16 Plus Review A More Mobile NVIDIA RTX Pro 5000 Blackwell System
By Ryan Smith -
June 10, 2026
0
Dell Pro Max 16 Laptop Front Angled 2
Though Dell’s laptop lineups have certainly gone through their ups and downs over the last few years, one of the more consistently credible offerings has remained their high-end workstation laptops. Going under the Dell Pro Max Plus name the