Semiconductor News & Analysis Feed

445 articles
2026-06-22
www.prnewswire.com 2026-06-22 PR Newswire
Supermicro Delivers NVIDIA Vera Rubin NVL4 End-to-End DCBBS Blueprint with Native FP64 Performance for Converged HPC and AI Infrastructure USA - English NEWS PROVIDED BY Super Micro Computer, Inc. Jun 22, 2026, 09:05 ET SHARE THIS ARTICLE Total solution includes up to 1,152 NVIDIA Rubin GPUs and 576 NVIDIA Vera CPUs in liquid-cooled racks—3.2MW Scalable Unit delivers next-generation perf
2026-06-22
finance.yahoo.com 2026-06-22 Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries. Supermicro Delivers NVIDIA Vera Rubin NVL4 End-to-End DCBBS Blueprint with Native FP64 Performance for Converged HPC and AI Infrastructure PR Newswire Mon, June 22, 2026 at 6:05 AM PDT 5 min read SMCI -4.70% NVDA -2.87% SMCIP -4.11% Explore stocks on Coinbase Trading disclosure Total solution includes
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
2026-06-22
finance.yahoo.com 2026-06-22 Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries. Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure Micron Technology, Inc. Mon, June 22, 2026 at 6:00 AM PDT 3 min read MU -11.82% Trade MU on Coinbase Trading disclosure Micron Technology, Inc. Collaboration spans memory and storage AI architecture design, su
2026-06-22
ca.finance.yahoo.com 2026-06-22 Yahoo! Finance Canada
This is a paid press release. Contact the press release distributor directly with any inquiries. Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure Micron Technology, Inc. Mon, June 22, 2026 at 6:00 a.m. PDT 3 min read MU -11.00% Micron Technology, Inc. Collaboration spans memory and storage AI architecture design, supply agreement, enterprise AI adoption
2026-06-22
cryptobriefing.com 2026-06-22 Crypto Briefing
Cisco expands AI infrastructure collaboration with Equinix and Nvidia The trio is deploying Cisco's Secure AI Factory across Equinix's global network of over 280 data centers, targeting the gap betwee
2026-06-22
ir.supermicro.com 2026-06-22 Supermicro
SAN JOSE, Calif. and HAMBURG, Germany, June 22, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total Solution Provider introduces the Data Center Building Block Solutions® (DCBBS) Blueprint for HPC based on the NVIDIA Vera Rubin NVL4 platform, announced at ISC 2026. Following Supermicro's DCBBS Blueprints for NVIDIA Vera Rubin NVL72 and NVID
2026-06-22
ts2.tech 2026-06-22 TechStock²
21 JUNE 2026 ARTIFICIAL INTELLIGENCE·NASDAQ:MU·NASDAQ:NVDA·NYSE:ETN·NYSE:GE·NYSE:VRT·STOCK MARKET 2 MINS READ AI INFRASTRUCTURE STOCKS OUTPACE NVIDIA AS POWER BECOMES THE BOTTLENECK BY MARCIN FRĄCKIEWICZ New York, June 21, 2026, 15:32 (EDT) GE Vernova rose 18.0%, Vertiv 10.0% and Eaton 7.8% in the four-session week, while Nvidia gained 2.7%. U.S. regulators gave six regional grid operators 60
2026-06-21
www.ad-hoc-news.de 2026-06-21 AD HOC NEWS
Infineon’s, Patent Infineon’s Patent Victory and AI Infrastructure Drive 114% Stock Surge Amid Core Softness 21.06.2026 - 13:34:40 | boerse-global.de Infineon shares rocket 114% as patent victory protects GaN chip dominance, targeting €12B AI revenue, but near-term revenue dips 9%. Infineon’s - Infineon’s Patent Victory and AI Infrastructure Drive 114% Stock Surge Amid Core Softness 21.06.2026 -
2026-06-21
www.ad-hoc-news.de 2026-06-21 AD HOC NEWS
Infineon’s, GaN Infineon’s GaN Courtroom Victory and Robotics Foray Underscore Its AI Infrastructure Pivot 21.06.2026 - 08:06:14 | boerse-global.de Infineon shares remain near €82 as a German court bans Chinese rival Innoscience's GaN products, while sector-wide EUV export fears trigger minor dip. The stock's 113% YTD rally shows stretched valuation. Infineon’s - Infineon’s GaN Courtroom Victory
2026-06-20
www.ad-hoc-news.de 2026-06-20 AD HOC NEWS
Infineon’s, Infrastructure Infineon’s Infrastructure Rally Faces a Reality Check as Goldman Trims Its Bet 20.06.2026 - 17:55:47 | boerse-global.de Infineon's AI infrastructure pivot fuels 113% stock surge; Goldman Sachs cut stake below 5% after a one-day flip, signaling caution amid stretched valuations and macro risks. Infineon’s - Infineon’s Infrastructure Rally Faces a Reality Check as Goldma
2026-06-19
finance.yahoo.com 2026-06-19 Yahoo Finance
How NVIDIA (NVDA) Is Extending Its AI Infrastructure Reach Into XR and Physical AI Habib Ur Rehman Fri, June 19, 2026 at 7:34 AM PDT 1 min read NVDA -0.97% SIE.DE +1.64% Trade NVIDIA on Coinbase Trading disclosure NVIDIA Corporation (NASDAQ:NVDA) is one of the fastest-growing AI infrastructure stocks to buy. In its fiscal Q1 2027 results, NVIDIA reported revenue of $81.6 billion, up 85% year-over
2026-06-19
247wallst.com 2026-06-19 24/7 Wall St.
Video Muted The artificial intelligence buildout is entering a new phase. For the last two years, investors focused on soaring chip sales, exploding data center spending, and the race among technology giants to build the computing power needed for AI. Now the financing behind that expansion is becoming just as important as the technology itself. Hyperscalers such as Amazon (NASDAQ:AMZN | AMZN Pr
2026-06-19
tomshardware.com 2026-06-19 Bruno Ferreira
Tesco UK supermarket chain moves 40,000 servers off of VMWare infrastructure — mass exodus continues thanks to Broadcom's pricing shenanigans
2026-06-19
siliconangle.com 2026-06-19 SiliconANGLE
CoreWeave Inc. wants to step in before the infrastructure stack buckles under the weight of agentic artificial intelligence. The company recently announced the industry’s first validation of Nvidia Vera Rubin NVL72 on CoreWeave Cloud. This suggests that AI infrastructure is entering a new stage, according to Rob Strechay, principal analyst for theCUBE Research, who sees CoreWeave as one of multip
2026-06-18
digitimes.com 2026-06-18
Taiwan's listed semiconductor manufacturers reported strong May revenue figures, with a sweeping recovery in DRAM prices and rising artificial intelligence infrastructure spending lifting most of the sector's 27 tracked companies to double-digit year-on-year gains.
2026-06-18
digitimes.com 2026-06-18
Taiwan's electronics industry is stepping up its global ambitions as AI, data center infrastructure, and advanced manufacturing reshape supply chains. Speaking at the Chinese National Association of Industry and Commerce (CNAIC) on June 18, 2026, Foxconn chairman and Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) chairman Young Liu outlined a strategy that combines overseas in
2026-06-18
digitimes.com 2026-06-18
Japanese Prime Minister Sanae Takaichi is scheduled to visit Assam in northeastern India in early July 2026. According to Nikkei, more than 50 Japanese companies and business groups, including Suzuki, Itochu and Toyota Tsusho, are expected to accompany the delegation, with market attention focused on cooperation in semiconductors and infrastructure.
2026-06-18
digitimes.com 2026-06-18
SK Group's combined market capitalization on the South Korean stock market surpassed KRW2,000 trillion (US$1.32 trillion) for the first time as of the June 16 close, driven by strength in AI memory demand and a high-profile visit by Nvidia's CEO that reinforced ties with SK Hynix and broader AI infrastructure plans. According to reports from SBS, YTN, ET Newsand Yonhap, the group's 19 listed subsi