Semiconductor News & Analysis Feed
67 articles
2026-07-02
blogs.nvidia.com
2026-07-02
NVIDIA Blog
NVIDIA Unlocks AI Compute at Scale, Inviting Partners to Power the AI Infrastructure Buildout
NVIDIA is partnering with AI clouds to deploy large‑scale, multi‑tenant AI factories, aligning economics through a revenue-sharing and credit-support model.
July 1, 2026 by Colette Kress and Raj Mirpuri
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As AI moves from model development to production inference, compute demand is accelerating a
2026-07-01
tomshardware.com
2026-07-01
Zak Killian
While Nintendo remains a holdout, this announcement essentially sounds the death knell for physical media in cutting-edge gaming.
2026-07-01
digitimes.com
2026-07-01
South Korea's plan to send Samsung Electronics and SK Hynix into a new memory hub in Gwangju and South Jeolla is drawing scrutiny from Taiwan and China, as Seoul defends the project against political criticism at home and questions over whether another major memory buildout could test the industry cycle.
2026-06-30
digitimes.com
2026-06-30
Samsung said on June 29 it will invest a combined KRW2,655 trillion (approx. US$1.72 trillion as of June 30, 2026) across its domestic operations, splitting the figure between continued buildout of its existing Pyeongtaek and Yongin semiconductor clusters and a fresh push into Korea's southwestern Honam region, where the bulk of the new money is aimed at memory capacity.
2026-06-30
digitimes.com
2026-06-30
Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud market, a milestone in a segment long dominated by Intel and AMD. The SoftBank-backed chip designer is now pushing further into the hardware business itself, even as supply chains strain under the weight of the AI infrastructure buildout.
2026-06-24
www.cnbc.com
2026-06-24
CNBC
Qualcomm
on Wednesday said it’s buying infrastructure startup Modular to boost its artificial intelligence software capabilities amid the data center build-out.
The deal will better position Qualcomm in the inference market and help companies run AI more efficiently.
“We believe the future belongs to developer-friendly, horizontal platforms that can run across diverse compute environments and g
2026-06-23
digitimes.com
2026-06-23
Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue to lead in technology, their capacity expansion has struggled to keep pace with AI-related demand, driving order spillover to Taiwan-based manufacturers.
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Software/NasdaqGS:NBIS
Nebius Group (NBIS) Launches £1.7b UK AI Buildout With Nvidia Robotics Lab
June 21, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nebius Group (NasdaqGS:NBIS) announced a £1.7b UK AI infrastructure expansion, including three advanced data centers.
The company is partnering with NVIDIA to create a Physical AI Living Lab for European robotics startups.
The ini
2026-06-19
www.moomoo.com
2026-06-19
Moomoo
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105115143 : which share is still having room to grow for memory and Chip ?
skumaar42 : Memory chips have emerged
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
NVIDIA Corporation (NVDA) Invests in a $10B AI Buildout Initiative
Neha Gupta
Thu, June 18, 2026 at 2:18 PM PDT 2 min read
NVDA
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2026-06-19
www.benzinga.com
2026-06-19
Benzinga
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2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Nvidia (NVDA) Expands AI Reach With Vultr Buildout And Europe Manufacturing
Bailey Pemberton
Thu, June 18, 2026 at 10:16 AM PDT 3 min read
NVDA
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Vultr Holdings is rolling out NVIDIA GB300 NVL7
2026-06-17
news.google.com
2026-06-17
Stock Titan
2026-06-17
digitimes.com
2026-06-17
Huawei has notified partners and channel distributors that it will raise end-customer prices across its Intelligent Collaboration product line from July 1 this year, as the AI computing buildout tightens chip and component supply across the global semiconductor chain. The move follows Lenovo's earlier price increase and underscores mounting cost pressure on enterprise devices.
2026-06-17
digitimes.com
2026-06-17
Driven by Nvidia and other tech giants, global AI data center buildouts are undergoing an unprecedented structural shift. The pressure is not only coming from explosive compute demand, but also from upgrades in power, cooling, and supply-chain resilience.
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Nvidia (NVDA) Just Raised $25 Billion To Fund Its AI Buildout
Bailey Pemberton
Tue, June 16, 2026 at 5:08 AM PDT 4 min read
NVDA
-2.37%
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NVIDIA (NasdaqGS:NVDA) has completed a $25b bond sale, one of the largest te
2026-06-16
digitimes.com
2026-06-16
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC substrate suppliers,Unimicron,Kinsus, andNanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers.
2026-06-12
digitimes.com
2026-06-12
SK Hynix is preparing to begin mass production of its next-generation 375-layer 3D NAND flash memory by year-end, while pushing ahead with a broader capacity buildout and moving toward a US listing as early as August.
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
IREN’s 5.8 GW Buildout And Nvidia Deal Reframe AI Growth Story
Simply Wall St
Wed, June 10, 2026 at 10:13 PM PDT 3 min read
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IREN (NasdaqGS:IREN) has expanded its global data ce
2026-06-09
digitimes.com
2026-06-09
Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.