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2026-07-16
Strong Results Reinforce Micron Technology’s (MU) Importance in AI Infrastructure Buildout - Yahoo Finance
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finance.yahoo.com 2026-07-16 Yahoo Finance
2026-07-16
NVTS vs. VICR: Which AI Power Infrastructure Stock Has an Edge? - TradingView
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www.tradingview.com 2026-07-16 TradingView
2026-07-16
Nvidia and Japan unveil world's first national AI infrastructure
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tomshardware.com 2026-07-16 Luke James
Nvidia today announced that it's working with Japan's Noetra Corp. to build a 140-megawatt AI factory packing 27,500 Rubin GPUs and 13,750 Vera CPUs.
AI InfrastructureJapanese Government InvestmentNVIDIA GPUAI FactoryRoboticsDigital TwinIndustrial AutomationMultimodal Models
2026-07-16
Nvidia supports Japan developing homegrown AI infrastructure - Japan Wire by Kyodo News
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english.kyodonews.net 2026-07-16 Japan Wire by Kyodo News
2026-07-16
Japan Government, Industrial Leaders and NVIDIA Launch the World's First National AI Infrastructure - Finviz
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finviz.com 2026-07-16 Finviz
2026-07-16
Japan Government, Industrial Leaders and NVIDIA Launch the World’s First National AI Infrastructure - NVIDIA Newsroom
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nvidianews.nvidia.com 2026-07-16 NVIDIA Newsroom
2026-07-16
Japan Government, Industrial Leaders and NVIDIA Launch the World’s First National AI Infrastructure - GlobeNewswire
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www.globenewswire.com 2026-07-16 GlobeNewswire
2026-07-16
Infineon, LS ELECTRIC Partner on DC Power Infrastructure for AI Data Centers - EE Times Asia
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news.google.com 2026-07-16 EE Times Asia
2026-07-16
AI Infrastructure Stocks With Real Revenue Exposure From Marvell AMD And SK Hynix - simplywall.st
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simplywall.st 2026-07-16 simplywall.st
2026-07-16
AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story
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digitimes.com 2026-07-16
Taiwan's technology supply chain delivered another month of strong year-over-year revenue growth in June 2026, led by suppliers tied directly to AI server infrastructure, even as the optical module segment showed the sharpest slowdown of any sector tracked and revealed a widening gap between winners and laggards within its own ranks.
2026-07-16
Groups urge EU interim measures against Broadcom amid VMware antitrust case
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digitimes.com 2026-07-16
A European industry group, the Cloud Infrastructure Services Providers in Europe (CISPE), has joined four other trade organizations in calling for the European Commission to impose interim measures while it processes an antitrust case against Broadcom. The case concerns recent licensing changes made by the chip designer on the virtualization platform VMware.
2026-07-16
Apple reportedly explores AI chip acquisitions as it races to strengthen its infrastructure
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digitimes.com 2026-07-16
Apple is exploring acquisitions of semiconductor companies to accelerate development of AI server chips, reflecting mounting pressure to improve the computing infrastructure behind its AI ambitions, according to The Information.
2026-07-16
Samsung, SK hynix race to make Gwangju memory hub operational within four years
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digitimes.com 2026-07-16
Samsung Electronics and SK hynix are set to anchor a KRW800 trillion (US$532.4 billion) semiconductor cluster at the former Gwangju military airport site in South Korea. Industry experts describe the project as a race against time, with an ambitious target of bringing four fabrication plants online within four years. Whether land, power, water, talent, and supply-chain infrastructure can be develo
2026-07-16
Applied Materials Vs. KLA Corporation: This AI Infrastructure Play Is A Better Buy - Yahoo Finance
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finance.yahoo.com 2026-07-16 Yahoo Finance
2026-07-16
Applied Materials Vs. KLA Corporation: This AI Infrastructure Play Is A Better Buy - 24/7 Wall St.
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247wallst.com 2026-07-16 24/7 Wall St.
2026-07-16
TYL Semi Raises $43M Seed Funding for Chiplet Platform Targeting AI Infrastructure Builders - News and Statistics - IndexBox
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www.indexbox.io 2026-07-16 IndexBox
2026-07-16
TYL Semi De-Risks Chiplets With New Business Model
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eetimes.com 2026-07-16
Startup TYL Semi wants to address the gap between ASIC houses and design services, taking on the risk of developing large chiplet-based chips for AI infrastructure customers.
ChipletsSemiconductor DesignAI InfrastructureSupply Chain RiskFabless ModelChip PackagingChip TestingCustom Silicon
2026-07-15
Why NVIDIA (NVDA) Is Expanding Its AI Leadership Beyond GPUs With Networking, CPUs, and Full-Stack Infrastructure - Yahoo! Finance Canada
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ca.finance.yahoo.com 2026-07-15 Yahoo! Finance Canada
2026-07-15
Why NVIDIA (NVDA) Is Expanding Its AI Leadership Beyond GPUs With Networking, CPUs, and Full-Stack Infrastructure - Yahoo Finance UK
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uk.finance.yahoo.com 2026-07-15 Yahoo Finance UK
2026-07-15
Tongfu Microelectronics forecasts sharp first-half profit rise on AI and memory demand
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digitimes.com 2026-07-15
Tongfu Microelectronics said its first-half profit is likely to climb sharply, reflecting broader gains in semiconductor demand that could matter for global chip supply chains, AI infrastructure builders, and memory market watchers. The company pointed to stronger utilization, higher sales of mid- to high-end products, and investment returns as key drivers of the expected increase.