Semiconductor News & Analysis Feed
106 articles
2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is up 11% in early Monday trading, leading an AI server rally sparked by fresh hardware reveals at ISC High Performance 2026 in Hamburg. Dell Technologies (NYSE:DELL) stock is moving in sympathy, up 5%.
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The catalyst is NVIDIA (NASDAQ:NVDA) unveiling its Vera Rubin platform for scientific supercomputing, with Super Micro
2026-06-22
seekingalpha.com
2026-06-22
Seeking Alpha
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2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
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Supermicro Delivers NVIDIA Vera Rubin NVL4 End-to-End DCBBS Blueprint with Native FP64 Performance for Converged HPC and AI Infrastructure
PR Newswire
Mon, June 22, 2026 at 6:05 AM PDT 5 min read
SMCI
-4.70%
NVDA
-2.87%
SMCIP
-4.11%
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Total solution includes
2026-06-22
www.prnewswire.com
2026-06-22
PR Newswire
Supermicro Delivers NVIDIA Vera Rubin NVL4 End-to-End DCBBS Blueprint with Native FP64 Performance for Converged HPC and AI Infrastructure USA - English
NEWS PROVIDED BY
Super Micro Computer, Inc.
Jun 22, 2026, 09:05 ET
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Total solution includes up to 1,152 NVIDIA Rubin GPUs and 576 NVIDIA Vera CPUs in liquid-cooled racks—3.2MW Scalable Unit delivers next-generation perf
2026-06-22
nvidianews.nvidia.com
2026-06-22
NVIDIA Newsroom
News Summary:
NVIDIA Vera Rubin accelerates the world’s most demanding HPC workloads including climate modeling, computational fluid dynamics and energy exploration.
NVIDIA Vera Rubin and Vera CPU to bring agentic AI to scientific computing.
Leibniz Supercomputing Centre, National Energy Research Scientific Computing Center and Los Alamos National Laboratory next-generation supercomputers based o
2026-06-22
ir.supermicro.com
2026-06-22
Supermicro
SAN JOSE, Calif. and HAMBURG, Germany, June 22, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total Solution Provider introduces the Data Center Building Block Solutions® (DCBBS) Blueprint for HPC based on the NVIDIA Vera Rubin NVL4 platform, announced at ISC 2026. Following Supermicro's DCBBS Blueprints for NVIDIA Vera Rubin NVL72 and NVID
2026-06-22
www.tradingview.com
2026-06-22
TradingView
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Key facts: BofA Keeps NVIDIA $350 Target; Rubin Ultra HBM Cut
Key facts: BofA Keeps NVIDIA $350 Target; Rubin Ultra HBM Cut
Less than 1 min read
NVDA
−0.97%
Bank of America keeps NVIDIA (NVDA) as a top pick with a $350 target, citing AI compute and networking leadership; risks include uneven AI deployments, gaming cyclicality, and power/access limits.
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Reports say NVIDIA’s R
2026-06-22
digitimes.com
2026-06-22
Nvidia's planned US$20 billion strategic deal with Groq is built on a simple logic: as compute gets cheaper, demand keeps expanding. In a recent interview, Groq co-founder and CEO Jonathan Ross explained why Nvidia is expected to combine Groq's LPU with its latest Vera Rubin platform and how GPU and LPU can work as complementary engines in LLM inference.
2026-06-21
wccftech.com
2026-06-21
Wccftech
NVIDIA's Vera Rubin is entering data centers soon, and the rise of Agentic AI also comes with a mammoth rise in costs.
The Vera Rubin era is upon us. The first systems are already being shipped to major cloud providers who are validating and testing them before bringing them up on scale. With the full volume production already going on, NVIDIA is eyeing an even bigger success than Blackwell.
But
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
NVIDIA is currently undergoing a technical correction within an established uptrend, with shares finding support near the $211.20 Fibonacci level. Analysts view this pullback as profit-taking rather than a reversal, supported by an RSI of 45.34 and thinning volume. The company’s fiscal Q1 2027 performance remains robust, featuring 85% revenue growth and a 75% gross margin. Strategic focus remains
2026-06-18
digitimes.com
2026-06-18
Winbond's NOR flash has reportedly entered Nvidia's supply chain for the first time, as AI server demand drives a surge in memory consumption and Nvidia's next-generation Vera Rubin platform prepares for volume shipments in the second half of 2026. Industry sources said Winbond will align NOR flash shipments with customer rollout schedules and is expected to win a major share on the Vera Rubin pla
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia (NVDA) Starts European Manufacturing For Vera Rubin NVL72 With Bull And Foxconn
Bailey Pemberton
Wed, June 17, 2026 at 7:15 AM PDT 5 min read
NVDA
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NVIDIA (NasdaqGS:NVDA) has begun European manufacturing of
2026-06-17
sg.finance.yahoo.com
2026-06-17
Yahoo Finance Singapore
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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
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
-6.18%
NVDA
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Micron Technology (NasdaqGS:MU) has been approv
2026-06-16
wccftech.com
2026-06-16
Wccftech
US-based AI company, Tensordyne, has announced the successful tape-out of its Napier chip, which it claims to demolish NVIDIA's Blackwell & Rubin chips with leading token throughput and efficiency.
The Napier chip will be the core component of the Tensordyne Napier TDN system, which is designed in collaboration with Broadcom and HPE Juniper Networks. The Napier platform has one goal: to unify AI
2026-06-14
wccftech.com
2026-06-14
Wccftech
NVIDIA's Blackwell GB300 has posted record performance in AA-AgentPerf, a new benchmark that measures Agentic AI workflows.
Artificial Analysis has a new benchmark out called AA-AgentPerf, which measures how many active agents an inference deployment can support under realistic workloads, which include:
The AA-AgentPerf benchmark is used to measure three key metrics, which form the basis of mode
2026-06-09
digitimes.com
2026-06-09
Samsung Electronics signaled that discussions on cooperation with Nvidia are progressing smoothly, and that collaboration in next-generation memory and foundry services will continue to expand. The comment was made by Samsung Electronics co-CEO and head of the Device Solutions (DS) division Young-hyun Jun following talks with Nvidia CEO Jensen Huang and senior executives at The Shilla hotel in Jun
2026-06-08
www.engineering.com
2026-06-08
Engineering.com
www.engineering.com
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2026-06-08
www.reuters.com
2026-06-08
Reuters
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2026-06-08
digitimes.com
2026-06-08
Nvidia's upcoming Vera Rubin AI server platform has become the focus of intense scrutiny after a late-stage redesign of its thermal architecture.