Semiconductor News & Analysis Feed
445 articles
2026-06-12
digitimes.com
2026-06-12
Hanmi Semiconductor plans to invest KRW50 billion (US$32.81 million) in SpaceX, highlighting how space, satellites, and artificial intelligence infrastructure are increasingly linked. For global readers, the deal signals how semiconductor suppliers are positioning themselves around next-generation supply chains, customer demand, and the expansion of AI-driven industrial ecosystems.
2026-06-12
digitimes.com
2026-06-12
The artificial intelligence (AI) industry is expanding at a pace that the physical world cannot match, and the gap between digital demand and real-world supply is widening across every layer of the infrastructure stack, from power generation to chip manufacturing to data center construction. That was the assessment of Sachin Hindupur, global strategy and operations leader at AMD, in a presentation
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVIDIA Partnerships Deepen AI Infrastructure Role From Data Centers To Healthcare
Simply Wall St
Thu, June 11, 2026 at 11:06 AM PDT 5 min read
NVDA
+2.22%
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NVIDIA (NasdaqGS:NVDA) has launched Helix Digital Infrastructure, a $10b-backed jo
2026-06-12
sg.finance.yahoo.com
2026-06-12
Yahoo Finance Singapore
NVIDIA Partnerships Deepen AI Infrastructure Role From Data Centers To Healthcare
Simply Wall St
Thu, 11 June 2026 at 11:06 am GMT-7 5 min read
NVDA
+2.22%
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
NVIDIA (NasdaqGS:NVDA) has launched Helix Digital Infrastructure, a $10b-backed joint venture with KKR and others to build AI data cen
2026-06-11
www.connectmoney.com
2026-06-11
connectmoney.com
Latest News
+ Alternative Assets + Infrastructure + Real Assets
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June 11, 2026
By: Joe Palmisano
KKR, NVIDIA, Kuwait Launch $10B AI Infrastructure Platform
A consortium led by KKR, the Kuwait Investment Authority, NVIDIA and Vistra have launched Helix Digital Infrastructure, a new company designed to address growing demand for integrated AI infrastructure solutions by combining data center,
2026-06-11
www.reuters.com
2026-06-11
Reuters
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2026-06-11
www.tradingview.com
2026-06-11
TradingView
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Reuters
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KKR launches $10 billion AI infrastructure company with Nvidia, Vistra
KKR launches $10 billion AI infrastructure company with Nvidia, Vistra
RefinitivLess than 1 min read
KKR
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NVDA
+1.13%
VST
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AMZN
−0.32%
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2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.wsj.com
2026-06-11
WSJ
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2026-06-11
www.wsj.com
2026-06-11
WSJ
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2026-06-11
siliconangle.com
2026-06-11
SiliconANGLE
Cloud-based artificial intelligence infrastructure startup TensorWave Inc. said today it has closed on a bumper $350 million Series B funding round as it strives to meet demand for an alternative to Nvidia Corp.’s graphics processing units. The round was co-led by Magnetar and AMD Ventures, the venture capital arm of the chipmaker Advanced Micro Devices Inc. Maverick Silicon, Nexus Venture Partner
2026-06-11
digitimes.com
2026-06-11
Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for the cloud AI connectivity chip supplier as demand grows for scale-up infrastructure in AI clusters.
2026-06-11
digitimes.com
2026-06-11
MicroIP has opened a nearly 300-ping southern R&D center at Kaohsiung's PIER F, with plans to expand smart manufacturing and smart transportation applications. The move signals a deeper push to link AI development with local logistics, industry, and public infrastructure.
2026-06-11
digitimes.com
2026-06-11
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains tight after disrupting the high-end ABF substrate market. HVLP4 copper foil is set to become the next constraint in the second half of 2026.
2026-06-10
www.chicagostarmedia.com
2026-06-10
Chicago Star Media
www.chicagostarmedia.com
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2026-06-10
www.benzinga.com
2026-06-10
Benzinga
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2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Nvidia (
NVDA
2.28%
) may get a lot of the press in the artificial intelligence (AI) investing world, but there are other stocks out there that are growing quicker than Nvidia that don't get nearly as much attention as they deserve. Furthermore, Nvidia is also looking out for these companies, and has actually taken a position in them itself. That's a huge vote of confidence, as Nvidia has several
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
2 Artificial Intelligence (AI) Infrastructure Stocks Outgrowing Nvidia
Keithen Drury, The Motley Fool
Wed, June 10, 2026 at 2:50 AM PDT 4 min read
NVDA
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NBIS
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Nvidia (NASDAQ: NVDA) may get a lot of the press in the artificial intelligence (AI) investing world, but there are other stocks out there that are growing quicker than N
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-10
www.fool.com
2026-06-10
The Motley Fool
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