Semiconductor News & Analysis Feed
109 articles
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
2026-07-08
www.kedglobal.com
2026-07-08
The Korea Economic Daily Global Edition
2026-07-08
www.benzinga.com
2026-07-08
Benzinga
2026-07-08
www.bloomberg.com
2026-07-08
Bloomberg.com
2026-07-06
news.google.com
2026-07-06
Tom's Hardware
2026-07-06
tomshardware.com
2026-07-06
Luke James
Nvidia reportedly won't ship its Kyber NVL144 rack until 2028, a delay of more than 12 months.
2026-07-01
www.odaily.news
2026-07-01
odaily.news
In a research note released on June 26, UBS provided a more detailed picture of the spreading demand within China's AI hardware chain: demand for AI infrastructure remains robust, and the pull factors now extend beyond GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
2026-07-01
www.odaily.news
2026-07-01
odaily.news
In a research note released on June 26, UBS provided a more detailed picture of the spreading demand within China's AI hardware chain: demand for AI infrastructure remains robust, and the pull factors now extend beyond GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
2026-07-01
www.odaily.news
2026-07-01
odaily.news
In research materials released on June 26, UBS provided more specific details on the diffusion of demand within China's AI hardware chain: AI infrastructure demand remains strong, with its pull extending beyond just GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
2026-07-01
tradersunion.com
2026-07-01
Traders Union
Nebius Group (NBIS) stock is trading at $276.17, marking a strong session with a daily rise of 5.75%. The price stands firmly above its key moving averages, signaling persistent momentum relative to recent averages.
The launch of full production for NVIDIA's Vera Rubin platform on June 1, 2026, with shipments this fall to eight cloud partners including Nebius, is a pivotal development, according
2026-07-01
siliconangle.com
2026-07-01
SiliconANGLE
Agentic AI is driving key technology providers to rethink the computing architecture required to run rapidly expanding autonomous systems.
In response to this challenge, two leading tech companies have recently unveiled a key milestone involving system-level validation for an entire rack-scale architecture. In June, CoreWeave Inc. and Nvidia Corp. announced the first bring-up and validation of Nv
2026-06-30
letsdatascience.com
2026-06-30
Let's Data Science
INFRASTRUCTURE
nvidia
rubin ultra
chiplets
packaging
Nvidia drops quad-die Rubin Ultra for dual-die
4 sources
|
June 30, 2026
|
By LDS Team
7.2
Relevance Score
Photo: cdn.mos.cms.futurecdn.net · rights & takedowns
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Nvidia canceled a planned quad-die version of its Rubin Ultra AI accelerator and moved to a dual-die design, citing "manufacturing execution concerns," Tom's Hardware
2026-06-30
tomshardware.com
2026-06-30
Anton Shilov
Nvidia reportedly abandons quad-dire Rubin Ultra GPUs in favor of dual-die Rubin Ultra due to 'manufacturing execution concerns.'
2026-06-30
www.tomshardware.com
2026-06-30
Tom's Hardware
Tech Industry Artificial Intelligence
Nvidia reportedly cancels quad-die Rubin Ultra GPU in favor of dual-GPU design, report claims — complex design purportedly scrapped over 'manufacturing execution concerns'
News
By Anton Shilov
Published June 30, 2026
Fewer GPUs, more rack-scale systems?
(Image credit: Nvidia)
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2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
NVIDIA (NVDA) Announces the NVIDIA Vera Rubin Platform
Noor Ul Ain Rehman
June 27, 2026 2 min read
NVDA
+0.37%
SAAQ.PVT
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the best trending AI stocks to watch in 2026. NVIDIA Corporation (NASDAQ:NVDA) announced on June 22 the NVIDIA Vera Rubin platform that delivers world-class supercomputers for science, bringin
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Since Nvidia (
NVDA
1.64%
) started its monster rise at the beginning of 2023, there have been countless investors who proclaimed the stock to be in a bubble. Time and time again, those investors were proven wrong.
There may be a handful of people who are still saying Nvidia is in a bubble right now, although I'd argue that the opposite is true: I think it's undervalued.
I think investors are un
2026-06-25
digitimes.com
2026-06-25
Co-packaged optics (CPO) is rapidly emerging as a foundational architecture for next-generation AI infrastructure. With Nvidia's latest Scale-Up CPO switch roadmap now taking shape, bandwidth per AI rack is set to increase from approximately 130 TB/s in the Blackwell generation to more than 1 PB/s in the Feynman era, spanning Blackwell, Rubin, Rubin Ultra, and Feynman platforms. As a result, the g
2026-06-24
www.moomoo.com
2026-06-24
Moomoo
__fail__
2026-06-23
www.engineering.com
2026-06-23
Engineering.com
www.engineering.com
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2026-06-23
www.eenewseurope.com
2026-06-23
eeNews Europe
NVIDIA has unveiled its Vera Rubin accelerated computing platform, positioning it as a new generation of AI-enabled supercomputing infrastructure for scientific research, industrial simulation and high-performance computing (HPC). Announced at ISC High Performance 2026, the platform combines traditional double-precision computing with large-scale AI capabilities in a single architecture.