Semiconductor News & Analysis Feed
20 articles
2026-07-25
uk.finance.yahoo.com
2026-07-25
Amkor Technology (AMKR) has drawn renewed attention after announcing a multi-year, $1.5 billion deal with NVIDIA, including a significant prepayment to expand its advanced semiconductor packaging and testing capacity in the U.S. While the stock has shown volatility—down 21.5% over 30 days and 16.8%
2026-07-24
finance.yahoo.com
2026-07-24
2026-07-24
www.investing.com
2026-07-24
2026-07-06
news.google.com
2026-07-06
2026-06-28
finance.yahoo.com
2026-06-28
IREN (NasdaqGS:IREN) has shifted its business model from crypto-focused infrastructure to large-scale AI data centers, securing significant long-term contracts with Microsoft and NVIDIA. These partnerships, including a reported $3.4 billion five-year AI cloud deal tied to NVIDIA's Blackwell GPUs, si
2026-06-23
www.cnbc.com
2026-06-23
SandboxAQ's CEO recently discussed a collaboration with NVIDIA aimed at developing a screening tool to assist drug developers in identifying promising candidates. Leveraging NVIDIA's AI and computing technologies, the tool employs advanced machine learning algorithms and high-performance computing t
2026-06-22
www.bloomberg.com
2026-06-22
Groq's $650 million funding round demonstrates strong market confidence in AI chip technology following its Nvidia partnership. The financing supports the company's strategic pivot as the semiconductor industry shifts toward AI computing infrastructure. This development reflects broader market trend
2026-06-15
news.bgov.com
2026-06-15
The Department of Justice (DOJ) faces a complex legal challenge as a federal court order threatens to derail a major chip smuggling prosecution involving China. A Houston judge recently required DOJ to disclose internal White House communications regarding President Trump’s approval for NVIDIA to ex
2026-06-15
news.bloomberglaw.com
2026-06-15
The Department of Justice (DOJ) faces a significant challenge as a high-profile chip smuggling case involving two businessmen accused of evading export controls is threatened by President Trump’s approval for NVIDIA to sell chips to certain Chinese customers. A Houston federal judge ordered DOJ to d
2026-06-13
finance.yahoo.com
2026-06-13
Lumentum's multi-year, $2 billion partnership with NVIDIA underscores the growing demand for optical networking technologies in AI data centers. This collaboration positions Lumentum as a key player in the AI infrastructure space, moving beyond its traditional telecom optics role. The focus on near
2026-06-13
finance.yahoo.com
2026-06-13
SharonAI Holdings (SHAZ) has entered into a six-year AI infrastructure collaboration with NVIDIA to expand data center and GPU capacity in Australia. The partnership introduces a revenue-sharing and credit support model aimed at increasing access to NVIDIA AI compute for startups, enterprises, and r
2026-06-12
finance.yahoo.com
2026-06-12
Australian AI startup Sharon AI Holdings (SHAZ) surged 4,000% in 2026 following a six-year strategic compute collaboration with NVIDIA. The deal involves building 72 megawatts of new data center capacity in Australia using NVIDIA's DSX AI factory design and deploying up to 40,000 Grace Blackwell GB3
2026-06-11
finance.yahoo.com
2026-06-11
IREN has significantly expanded its global data center pipeline to 5.8 GW and entered a multi-year, $3.4 billion partnership with NVIDIA, signaling a strategic pivot toward AI infrastructure. This move positions IREN as a major player in the AI cloud computing space, leveraging its growing footprint
2026-06-09
simplywall.st
2026-06-09
Lumentum Holdings (LITE) recently delivered strong fourth-quarter guidance and reported significant year-over-year revenue growth, driven by intense demand for its cloud networking and optical components fueled by AI. The company also executed a $650.4 million private exchange of convertible notes f
2026-06-09
www.sdxcentral.com
2026-06-09
SK Hynix has secured a multiyear agreement with NVIDIA to co-develop next-generation memory systems for AI factories, a move that underscores the growing synergy between the two companies in advancing AI infrastructure. The collaboration focuses on supporting NVIDIA's Vera Rubin platform, Spark desk
2026-05-29
www.ad-hoc-news.de
2026-05-29
Infineon surged 44% in a month following a strategic partnership with NVIDIA, reaching a 52-week high as the German chipmaker positions itself at the core of next-generation AI infrastructure. The collaboration involves developing 800-volt DC power systems using silicon carbide and gallium nitride,
2026-05-22
2026-05-22
finance.yahoo.com
2026-05-22
2026-05-16
2026-05-15