Semiconductor News & Analysis Feed
67 articles
2026-07-16
finance.yahoo.com
2026-07-16
Yahoo Finance
2026-07-16
www.bloomberg.com
2026-07-16
Bloomberg.com
2026-07-15
digitimes.com
2026-07-15
Nvidia and Mitsubishi Heavy Industries are weighing a partnership under which the Japanese industrial group would supply cooling systems and energy management equipment for the artificial-intelligence data centers Nvidia is building with partners worldwide, Nikkeireported. The talks point to where the AI buildout is now bottlenecked: not chips, but the power and heat they generate.
2026-07-15
digitimes.com
2026-07-15
Tower Semiconductor is placing a roughly US$3 billion wager that the artificial-intelligence buildout will force data centers to move data with light rather than electricity, anchoring the bet in Japan with backing from Tokyo.
2026-07-15
news.google.com
2026-07-15
simplywall.st
2026-07-14
digitimes.com
2026-07-14
Trusval Technology posted record revenue in the second quarter and first half of 2026, supported by demand tied to global AI infrastructure buildouts and continued expansion of advanced process and advanced packaging capacity by semiconductor makers. The company said order visibility has now extended through 2027.
2026-07-13
digitimes.com
2026-07-13
A shortage of skilled workers could slow construction of new US semiconductor plants, raise costs, and limit chip output for global markets, according to a new report. The findings suggest the manufacturing push backed by Washington's CHIPS Act may depend on sustained funding and closer industry cooperation to avoid bottlenecks.
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
2026-07-10
www.forbes.com
2026-07-10
Forbes
2026-07-09
www.storagereview.com
2026-07-09
StorageReview.com
NVIDIA Pairs Revenue Sharing With Credit Support to Finance AI Cloud Buildouts
by Harold Fritts on July 9, 2026
Cloud ◇ Enterprise
NVIDIA has introduced a new business model to accelerate the deployment of AI infrastructure by combining revenue sharing with credit support for AI cloud providers. Announced July 1 in a blog post co-authored by CFO Colette Kress, the initiative is designed to expa
2026-07-09
digitimes.com
2026-07-09
Chinese companies are shifting more AI accelerator spending away from Nvidia and toward domestic suppliers, a sign that US-China technology tensions are no longer just reshaping chip exports, but the buildout of China's AI infrastructure itself.
2026-07-09
digitimes.com
2026-07-09
Micron Technology said July 9 it is raising its planned US fab and technology investment to more than $250 billion through 2035, citing surging demand for memory driven by AI. The company said the increase supports its long-term goal of producing 40% of its DRAM output domestically.
2026-07-08
www.tradingview.com
2026-07-08
TradingView
News
/
Zawya
/
ZAWYA: NVIDIA unlocks AI compute at scale, inviting partners to power the AI infrastructure buildout
ZAWYA: NVIDIA unlocks AI compute at scale, inviting partners to power the AI infrastructure buildout
Refinitiv3 min read
NVDA
+4.06%
NVIDIA is partnering with AI clouds to deploy large‑scale, multi‑tenant AI factories, aligning economics through a revenue-sharing and credit-support
2026-07-07
www.wsj.com
2026-07-07
WSJ
__fail__
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Nvidia-Backed Startup Nscale Locks in $900 Million for Data-Center Buildout
Mauro Orru
Tue, July 7, 2026 at 2:16 AM PDT 2 min read
NVDA
-1.05%
8306.T
-0.55%
Trade NVIDIA on Coinbase
Trading disclosure
An Nscale data center in Glomfjord, Norway. The latest funds follow after it secured money to build in Norway. - Company Supplied Image.
Nscale Global Holdings said it had secured a $900 million lin
2026-07-07
digitimes.com
2026-07-07
Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.
2026-07-05
news.google.com
2026-07-05
Let's Data Science
2026-07-03
digitimes.com
2026-07-03
SK Hynix plans to invest KRW100 trillion (approx. US$64.38 billion) to build new NAND memory chip and advanced packaging facilities in Cheongju, betting that AI demand will keep tightening supply for storage and server memory.
2026-07-03
digitimes.com
2026-07-03
Samsung Group detailed plans on July 2 to invest KRW140 trillion (US$90 billion) in display panels, batteries, chips, and chip materials in South Korea's central Chungcheong region.
2026-07-03
blockspace.media
2026-07-03
Blockspace Media
blockspace.media
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a18245b3da99fa75
Performance and Security by Cloudflare
Privacy