Semiconductor News & Analysis Feed
153 articles
2026-06-18
www.thefastmode.com
2026-06-18
The Fast Mode
HPE announced new innovations to help customers transform into agentic enterprises and move AI into production with greater security, governance, and control. These new offerings transform the HPE AI Factory with NVIDIA for the next era of AI where intelligence adapts, evolves, collaborates, and governs.
Secure and governed agentic AI gives enterprises the controls needed to move agents from deve
2026-06-17
www.prnewswire.com
2026-06-17
PR Newswire
OpenMetal Expands v5 Hardware Catalog with NVIDIA RTX PRO 6000 Blackwell and H200 Private GPU Servers
NEWS PROVIDED BY
OpenMetal
Jun 17, 2026, 11:05 ET
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New RP6000 and H200 bare metal GPU servers extend OpenMetal's Xeon 6000-series, DDR5-6400 v5 platform to AI training, inference, and HPC workloads with dedicated GPUs and predictable monthly billing
VIRGINIA BEACH, Va.
2026-06-17
uk.finance.yahoo.com
2026-06-17
Yahoo Finance UK
This is a paid press release. Contact the press release distributor directly with any enquiries.
OpenMetal Expands v5 Hardware Catalog with NVIDIA RTX PRO 6000 Blackwell and H200 Private GPU Servers
PR Newswire
Wed, 17 June 2026 at 8:05 am GMT-7 2 min read
NVDA
-0.24%
INTC
+3.98%
New RP6000 and H200 bare metal GPU servers extend OpenMetal's Xeon 6000-series, DDR5-6400 v5 platform to AI training,
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
OpenMetal Expands v5 Hardware Catalog with NVIDIA RTX PRO 6000 Blackwell and H200 Private GPU Servers
PR Newswire
Wed, June 17, 2026 at 8:05 AM PDT 2 min read
NVDA
+1.06%
INTC
+3.68%
Explore stocks on Coinbase
Trading disclosure
New RP6000 and H200 bare metal GPU servers extend OpenMetal's Xeon 6000-s
2026-06-17
www.hpcwire.com
2026-06-17
HPCwire
www.hpcwire.com
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2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Two of the largest asset managers on Wall Street are rewriting the rules of AI infrastructure financing, and the deal they just made public is sure to have a substantial impact on the industry as a whole. What does it mean in particular for Micron (
MU
5.50%
) and Nvidia (
NVDA
2.16%
), two of the biggest winners of the AI build-out thus far?
Collapse
NASDAQ: NVDA
Nvidia
Today's Change
(-2.16%)
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.
2026-06-16
digitimes.com
2026-06-16
TSMC is accelerating its advanced packaging roadmap for AI chips, expanding CoWoS capacity while publicly disclosing new progress in glass substrate technology. The company is also signaling that next-generation packaging competition is shifting from CoWoS toward CoPoS as it builds out a fuller ecosystem ahead of rivals.
2026-06-15
digitimes.com
2026-06-15
Nvidia CEO Jensen Huang's recent trip to South Korea put the spotlight on the rivalry between Samsung Electronics and SK Hynix, while memory giant Micron crossed the US$1 trillion market-cap mark for the first time. That shift has also drawn global attention to Micron CEO Sanjay Mehrotra, whose rise began with a string of dramatic visa rejections 50 years ago.
2026-06-14
www.ad-hoc-news.de
2026-06-14
AD HOC NEWS
Goldman’s, Derivatives
Goldman’s Derivatives Push Signals a New Chapter for Infineon’s AI Infrastructure Play
14.06.2026 - 04:33:58 | boerse-global.de
Goldman Sachs raises Infineon stake to 5.15% via derivatives, bullish on AI and electrification. Stock up 123% YoY but trades well above averages.
Goldman’s - Goldman’s Derivatives Push Signals a New Chapter for Infineon’s AI Infrastructure Play 1
2026-06-13
tomshardware.com
2026-06-13
Luke James
Netgear filed counterclaims against TP-Link in federal court in Delaware on June 11, accusing its larger rival of false advertising under the Lanham Act.
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
Semiconductors
TechBig Tech
China’s chip design software firms back Huawei’s new scaling law. But can they catch US rivals?
Domestic chip design software vendors embrace Huawei’s Tau Scaling Law, but analysts caution that breaking US dominance is far from easy
3-MIN READ
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Ann Caoin Shanghai
Published: 6:54pm, 12 Jun 2026Updated: 7:00pm, 12 Jun 2026
China’s
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
Semiconductors
TechBig Tech
China’s chip design software firms back Huawei’s new scaling law. But can they catch US rivals?
Domestic chip design software vendors embrace Huawei’s Tau Scaling Law, but analysts caution that breaking US dominance is far from easy
3-MIN READ
8
Listen
Make SCMP preferred on Google
Ann Caoin Shanghai
Published: 6:54pm, 12 Jun 2026Updated: 7:00pm, 12 Jun 2026
China’s c
2026-06-12
cnycentral.com
2026-06-12
WSTM
CLAY, N.Y. — Micron’s planned semiconductor campus in Clay is entering a new phase after the company selected Bechtel to lead engineering, procurement and construction for the first phase of the project.
Bechtel is one of the largest engineering and construction companies in the world. The company has completed projects in more than 160 countries and was recently selected to help build Intel’s se
2026-06-12
www.msn.com
2026-06-12
MSN
KKR has partnered with Nvidia, Vistra, and the Kuwait Investment Authority to launch a $10 billion artificial-intelligence infrastructure company, the latest sign private equity is piling into the AI data center buildout.
KKR announced the new company Helix Digital Infrastructure on Thursday, and said Nvidia would serve as a “cornerstone strategic partner.” Nuclear and natural gas energy provider
2026-06-12
www.barrons.com
2026-06-12
Barron's
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2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Signet Private Wealth LLC Acquires New Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Signet Private Wealth LLC disclosed a new fourth-quarter position in Texas Instruments, buying 4,425 shares valued at about $768,000.
Wall Street sentiment on TXN remains mixed but generally constructive: several analysts raised pri
2026-06-11
www.barrons.com
2026-06-11
Barron's
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2026-06-10
news.google.com
2026-06-10
Business Insider
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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