Semiconductor News & Analysis Feed
7169 articles
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
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
2026-06-17
news.google.com
2026-06-17
The Seattle Times
2026-06-17
www.kxii.com
2026-06-17
KXII
Coherent breaks ground on Sherman expansion with Nvidia, announces $50M federal funding
Expansion to quadruple production capacity for AI data center components
Coherent breaks ground on Sherman expansion with Nvidia, announces $50M federal funding
By Taylor Brooks
Published: Jun. 17, 2026 at 7:00 AM GMT+8|Updated: 11 hours ago
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SHERMAN, Texas (KXII) - Coh
2026-06-17
blogs.nvidia.com
2026-06-17
NVIDIA Blog
AI is moving beyond chatbots and copilots into the physical world. Across laboratories, factories and hospitals, a new generation of AI agents is beginning to work alongside people, helping them understand their environment, access knowledge and take action in real time.
However, building agentic systems that combine models, skills, harnesses, tools and an agentic runtime to help people perform h
2026-06-17
developer.nvidia.com
2026-06-17
NVIDIA Developer
Developers building for AR glasses and wearable devices face an infrastructure gap. The hardware is ready, but creating AI experiences requires integrating live camera and microphone streams, multimodal AI models, enterprise data, tool use, deployment infrastructure, and device-specific runtimes.
NVIDIA XR AI is designed to address this challenge by providing a reusable foundation for connecting
2026-06-17
blogs.nvidia.com
2026-06-17
NVIDIA Blog
Coherent Breaks Ground on Expanded Texas Facility, Scaling AI’s Optical Backbone
Coherent’s expansion at its Sherman, Texas, campus scales what it calls the world’s first volume production 6-inch indium phosphide fab, a key supplier across NVIDIA’s AI stack.
June 16, 2026 by NVIDIA Newsroom
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AI runs at the speed of light. More and more, that light is made in Texas.
Coherent broke ground
2026-06-17
lufkindailynews.com
2026-06-17
The Lufkin Daily News
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Nvidia CEO Jensen Huang says society needs 'new social norms' in age of AI
Jun 16, 2026 Updated
2026-06-17
news.google.com
2026-06-17
OregonLive.com
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
The S&P 500 (
^GSPC
0.57%
) fell 0.57% to 7,511.35, and the Nasdaq Composite (
^IXIC
1.15%
) dropped 1.15% to 26,376.34 on tech and chip weakness. The Dow Jones Industrial Average (
^DJI
+0.64%
) rose 0.64% to 51,999.67, closing a four-day winning streak at a fresh record high.
Market movers
Artificial intelligence (AI) infrastructure player CoreWeave jumped almost 10% today on bullish analyst s
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia vs. Alphabet: Which Is the Better AI Chip Stock to Own for the Next 5 Years?
Geoffrey Seiler, The Motley Fool
Tue, June 16, 2026 at 2:29 PM PDT 5 min read
NVDA
-2.37%
GOOGL
+1.06%
INTC
-8.45%
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Trading disclosure
Artificial intelligence (AI) infrastructure spending is booming, and two of the companies with leading chips in this field are Nvidia (NASDAQ: NVDA) with
2026-06-17
www.journalgazette.net
2026-06-17
The Journal Gazette
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Pizza Hut, overtaken by the arrival of delivery culture, wil…
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Nvidia's Huang pledges AI will boost manufacturing jobs. A test will come in Texas
Nvidia is be
2026-06-17
lufkindailynews.com
2026-06-17
The Lufkin Daily News
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US Marshals pepper spray protesters in clash in St. Paul, Mi…
Dozens of protesters gathered outside a federal courthouse i…
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Nvidia CEO Jensen Huang tries to quell fears on future of technology
Jun 16, 2026 Updated 5 hrs
2026-06-17
www.telegraphherald.com
2026-06-17
TelegraphHerald.com
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Artificial Intelligence Nvidia
Jeffrey McWhorter - FR170451 AP Jun 16, 2026 Updated 12 hrs ago
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Micron Technology (MU) Wins HBM4 Supplier Role For Nvidia Vera Rubin AI Platform
Bailey Pemberton
Tue, June 16, 2026 at 2:12 PM PDT 5 min read
MU
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NVDA
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Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Micron Technology (NasdaqGS:MU) has been approv
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Artificial intelligence (AI) infrastructure spending is booming, and two of the companies with leading chips in this field are Nvidia (
NVDA
2.16%
) with its graphics processing units (GPUs) and Alphabet (
GOOGL
+1.10%
) (
GOOG
+1.19%
) with its Tensor Processing Units (TPUs). The success of both is undeniable, as they are the two largest companies in the world by market cap as of this writing.
L
2026-06-17
news.google.com
2026-06-17
The Motley Fool
2026-06-17
news.google.com
2026-06-17
The Lufkin Daily News
2026-06-17
lufkindailynews.com
2026-06-17
The Lufkin Daily News
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FBI disrupts attack on UFC fight at the White House, court p…
Court papers say law enforcement officials disrupted a plann…
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Nvidia CEO Jensen Huang encourages engaging with AI: 'Open up ChatGPT'
8 hrs ago
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