Semiconductor News & Analysis Feed
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Bull and Foxconn advance European AI infrastructure with NVIDIA Vera Rubin NVL72 platform built in Europe
GlobeNewswire · GlobeNewswire Inc.
BULL SAS
Tue, 16 June 2026 at 9:00 pm GMT-7 3 min read
2317.TW
+1.12%
NVDA
-2.37%
Paris, France – 17 June, 2026 – As part of their recently unveiled collaboratio
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Custom AI Chips Are Coming for Nvidia's Crown. Here Are 2 Companies Quietly Cashing In.
Daniel Sparks, The Motley Fool
Tue, June 16, 2026 at 8:52 PM PDT 4 min read
NVDA
-2.37%
GOOGL
+1.06%
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Trading disclosure
Nvidia (NASDAQ: NVDA) still sits at the center of the artificial intelligence (AI) boom, supplying most of the chips that train and run today's largest AI models. B
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Nvidia (
NVDA
2.16%
) still sits at the center of the artificial intelligence (AI) boom, supplying most of the chips that train and run today's largest AI models. But the biggest cloud companies are increasingly designing their own processors for some of that work, both to lean less on a single supplier and to tune the hardware to their own software.
The clearest example is Alphabet, whose Google
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
1 Under-the-Radar Stock Riding the AI Boom (Hint: It's Not Nvidia)
Daniel Sparks, The Motley Fool
Tue, June 16, 2026 at 8:18 PM PDT 5 min read
AMKR
+1.30%
NVDA
-2.37%
INTC
-8.45%
2330.TW
-0.63%
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Trading disclosure
Artificial intelligence (AI) investors usually start with Nvidia. That makes sense. The chipmaker sells the graphics processing units (GPUs) that have become t
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
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2026-06-17
www.sdxcentral.com
2026-06-17
SDxCentral
HPE nabs more Nvidia fuel to augment agentic AI efforts
The moves are targeted at accelerating enterprise returns on their AI-angled investments
June 17, 2026 By Dan Meyer Have your say
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– Dan Meyer
LAS VEGAS – Hewlett Packard Enterprise (HPE) used this week’s Discover 2026 event to continue flooding the market with AI-angled updates and features, wit
2026-06-17
www.digitimes.com
2026-06-17
digitimes
AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could strengthen global supply chains for the lasers and optical components that...
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
SK hynix (KOSE:A000660) Partners With Nvidia On AI Memory And Autonomous Fabs
Bailey Pemberton
Tue, June 16, 2026 at 7:09 PM PDT 4 min read
000660.KS
+5.84%
NVDA
-2.37%
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SK hynix (KOSE:A000660) and NVIDIA announced a multiyear technology partnersh
2026-06-17
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2026-06-17
Laredo Morning Times
2026-06-17
news.google.com
2026-06-17
KSN-TV
2026-06-17
news.google.com
2026-06-17
NVIDIA
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Can Nvidia Stock Reach $743 in the Next 12 Months?
Justin Pope, The Motley Fool
Tue, June 16, 2026 at 5:50 PM PDT 3 min read
NVDA
-2.37%
Trade NVIDIA on Coinbase
Trading disclosure
The artificial intelligence (AI) revolution has made Nvidia (NASDAQ: NVDA) the world's largest public company at a market cap of approximately $5 trillion today. That's a share price of $205, thanks to stock splits. Bu
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
The artificial intelligence (AI) revolution has made Nvidia (
NVDA
2.16%
) the world's largest public company at a market cap of approximately $5 trillion today. That's a share price of $205, thanks to stock splits. But despite Nvidia's historic run these past several years, there could be more upside ahead.
How much? Wall Street analysts have 12-month price targets as high as $743 per share. It'
2026-06-17
digitimes.com
2026-06-17
Nvidia is expected to surpass Apple and Samsung Electronics' mobile division to become the world's top buyer of LPDDR, as AI servers and AI PCs pull low-power memory beyond smartphones, MoneyTodayreported, citing electronics industry sources.
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.
2026-06-17
digitimes.com
2026-06-17
AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could strengthen global supply chains for the lasers and optical components that connect data centers, chips, and servers worldwide.
2026-06-17
www.thefastmode.com
2026-06-17
The Fast Mode
Equinix, the world's digital infrastructure company, announced an expanded collaboration with Cisco and NVIDIA to accelerate enterprise AI.
Working with its partners, the company will enable customers to deploy the Cisco Secure AI Factory with NVIDIA across its global network of high-performance data centers, providing customers with standardized AI factory blueprints and automation that simplif
2026-06-17
drrobertcastellano.substack.com
2026-06-17
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
How AI Factories Are Creating New Winners Beyond Nvidia
DR. ROBERT CASTELLANO
JUN 17, 2026
∙ PAID
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What’s In This Article
The semiconductor equipment lesson Wall Street is missing
Table 1. AI Accelerators Have Become The Dominant Form Of Data Center Compute
Chart 1. Nvidia’s Share of AI Infrastructure Value Continues To Increase
From CPU-Centric Computing To AI Factories
Nvidia Is Becoming