Semiconductor News & Analysis Feed
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2026-06-24
www.barrons.com
2026-06-24
Barron's
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2026-06-24
www.tradingkey.com
2026-06-24
TradingKey
As of Eastern Time June 24, Qualcomm is reportedly in negotiations to provide custom chip design services to ByteDance, potentially targeting mass production of video processing units by year-end. This collaboration would accelerate ByteDance’s AI infrastructure development while bolstering Qualcomm’s strategic expansion into the AI data center and ASIC markets. Simultaneously, ByteDance is pursui
2026-06-24
pulse2.com
2026-06-24
Pulse 2.0
Micron Technology announced a strategic agreement with Anthropic focused on scaling next-generation AI infrastructure. The collaboration spans memory and storage AI architecture design, a supply agreement, enterprise adoption of Claude across Micron, and a strategic investment in Anthropic’s Series H funding round.
Micron said the agreement connects the demands of frontier AI models with how infr
2026-06-24
digitimes.com
2026-06-24
Taiwan's economy is expected to maintain strong momentum through the second half of 2026, supported by accelerating AI-related investment, resilient exports, and robust demand across the semiconductor, memory, and server supply chains. Industry analysts and government officials increasingly believe growth could surpass earlier expectations as AI infrastructure spending continues to expand worldwid
2026-06-24
www.bloomberg.com
2026-06-24
Bloomberg
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Get the most important global
2026-06-23
www.prnewswire.com
2026-06-23
PR Newswire
Eco Wave Power Turns Waves Into Watts With NVIDIA AI Infrastructure and Digital Twins USA - English
NEWS PROVIDED BY
Eco Wave Power Global AB (publ)
23 Jun, 2026, 15:35 IDT
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MIAMI, June 23, 2026 /PRNewswire/ -- Eco Wave Power is pleased to share that NVIDIA has published a corporate blog featuring the Company titled 'Eco Wave Power Turns Waves Into Watts With NVIDIA AI
2026-06-23
tomshardware.com
2026-06-23
Etiido Uko
Oracle cut 21,000 jobs in fiscal year 2026 as AI automation and AI cloud expansions reshape its workforce and spending strategy.
2026-06-23
www.techzine.eu
2026-06-23
Techzine Global
2 MIN
INFRASTRUCTURE
Micron invests in Anthropic and supplies memory for AI infrastructure
MELS DEES
Jun 23, 2026, 5:06 PM GMT+8
Micron Technology and Anthropic have announced a strategic partnership focused on AI infrastructure. The chipmaker will supply memory and storage technology for the systems on which Anthropic develops and deploys its AI models. In addition, Micron is participating in th
2026-06-23
www.techzine.eu
2026-06-23
Techzine Global
2 MIN
INFRASTRUCTURE
Qualcomm about to acquire AI infrastructure company Modular
MELS DEES
Jun 23, 2026, 3:23 PM GMT+8
Qualcomm is poised to take a new step in its AI strategy. According to sources familiar with the negotiations, the chipmaker is in exclusive talks to acquire Modular, a relatively young company that develops software for AI infrastructure. The proposed acquisition price is report
2026-06-23
www.eenewseurope.com
2026-06-23
eeNews Europe
Micron Technology has signed a broad strategic agreement with AI developer Anthropic that aims to strengthen the memory and storage foundations behind next-generation artificial intelligence systems.
The partnership covers joint development of AI infrastructure architectures, a long-term supply agreement, enterprise deployment of Anthropic’s Claude models within Micron, and Micron’s participation
2026-06-23
www.networkworld.com
2026-06-23
Network World
Nvidia packs Vera CPUs, Rubin GPUs, networking technologies, and software into a rack-mounted supercomputer.
Credit: Nvidia
Nvidia has formally launched the Vera Rubin platform, a combination CPU and GPU platform billed as a major step forward in the convergence of artificial intelligence and high-performance computing (HPC) for scientific research.
Announced at the ISC High Performance 2026 co
2026-06-23
www.reuters.com
2026-06-23
Reuters
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron, Anthropic sign AI infrastructure supply agreement
Reuters
Mon, June 22, 2026 at 11:02 AM PDT 1 min read
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June 22 (Reuters) - Micron Technology said on Monday it has signed an agreement with Anthropic that includes supply of memory and storage products, and a strategic investment in the IPO-bound AI company's
2026-06-22
www.proactiveinvestors.com
2026-06-22
Proactive financial news
Tech
Hardware & Electrical Equipment
Written by:
Emily Jarvie
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Micron shares rise on Anthropic AI infrastructure partnership
Published: 11:46 22 Jun 2026 EDT
Micron Technology Inc (NASDAQ:MU) shares rose more than 4% on Monday after the company announced a strategic agr
2026-06-22
ca.finance.yahoo.com
2026-06-22
Yahoo! Finance Canada
Micron shares rise on Anthropic AI infrastructure partnership
Proactive
Mon, June 22, 2026 at 8:46 a.m. PDT 2 min read
MU
-13.18%
Micron shares rise on Anthropic AI infrastructure partnership Proactive uses images sourced from Shutterstock
Micron Technology Inc (NASDAQ:MU) shares rose more than 4% on Monday after the company announced a strategic agreement with Anthropic covering AI infrastructur
2026-06-22
seekingalpha.com
2026-06-22
Seeking Alpha
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2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
BOISE, Idaho, June 22, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced a strategic agreement with Anthropic that spans memory and storage AI architecture design, supply and demand, enterprise adoption of Claude across Micron and a strategic investment in Anthropic’s Series H funding round. The agreement directly links the demands of frontier AI models to how infrastru
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
NAIRR Science Program Reshapes Scientific Research, Powered by NVIDIA AI Infrastructure
June 22, 2026 by Zoe Kessler
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For the past two years, the U.S. National Science Foundation’s National Artificial Intelligence Research Resource (NAIRR) pilot program has driven innovative research across the U.S. for over 700 projects — spanning protein prediction and infectious disease outbreak manag
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
Eco Wave Power Turns Waves Into Watts With NVIDIA AI Infrastructure and Digital Twins
June 22, 2026 by Tenika Versey Walker
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The next era of AI will not be defined by compute alone. Its growth will be determined by energy.
As accelerated computing scales across AI factories, agentic AI, industrial AI, edge computing and physical AI — including robotics and autonomous systems — global e
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
Eco Wave Power Turns Waves Into Watts With NVIDIA AI Infrastructure and Digital Twins
June 22, 2026 by Tenika Versey Walker
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The next era of AI will not be defined by compute alone. Its growth will be determined by energy.
As accelerated computing scales across AI factories, agentic AI, industrial AI, edge computing and physical AI — including robotics and autonomous systems — global e