Semiconductor News & Analysis Feed
212 articles
2026-06-23
digitimes.com
2026-06-23
Fulltech, a glass fiber yarn and cloth maker, said at its 2026 annual general meeting that demand for next-generation AI servers and high-speed switches is lifting specifications and demand for upstream PCB materials. Chairman Yuan-Pin Chang said the share of low DK2 shipments will keep rising in the second half of 2026, helping optimize the product mix and boost revenue and profitability.
2026-06-23
www.networkworld.com
2026-06-23
Network World
Dell and Super Micro each unveiled new AI servers as part of Nvidia's Vera Rubin rollout.
Credit: AntonKhrupinArt / Shutterstock
Dell’s new high-end Nvidia-based server is a centerpiece for its integrated AI platform aimed at enterprise customers with major AI infrastructure plans.
The Dell PowerEdge XE8812, with its core Nvidia Vera Rubin NVL4 architecture, scales up to 144 GPUs per rack and w
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Super Micro Jumps 11%, Dell Rises 5% as New NVIDIA Vera Rubin Systems Fuel the AI Server Trade
David Moadel
Mon, June 22, 2026 at 7:28 AM PDT 4 min read
NVDA
-3.31%
DELL
+2.61%
SMCI
-5.67%
SMCIP
-4.87%
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SMCI surged 11% and DELL rose 5% after NVIDIA named both as global system builders for its new Vera Rubin NVL4 racks at ISC 2026.
NVIDIA's
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
digitimes.com
2026-06-22
Taiwan-based Tongtai Machine & Tool is accelerating its transformation toward high-value manufacturing, leveraging growing opportunities in AI servers, semiconductors and aerospace. At its annual general meeting on June 17, shareholders approved all proposals and elected a new board that includes several aerospace industry veterans, underscoring the company's commitment to expanding into advanced
2026-06-22
digitimes.com
2026-06-22
High-speed transmission IC design company ASMedia Technology held its annual shareholders meeting on June 17, completing a full board reshuffle. ASMedia president Che-Wei Lin stated that 2025 revenue surpassed NT$10 billion (approx. US$316.5 million) for the first time, while earnings per share (EPS) reached NT$72.7. However, amid structural changes in the industry driven by the continued expansio
2026-06-20
tomshardware.com
2026-06-20
Mark Tyson
A security researcher has added another dimension to smart lightbulbs by stealthily adding what they call a 'cyberpunk digital dead drop' full of 'banned books.'
2026-06-19
www.hpcwire.com
2026-06-19
HPCwire
www.hpcwire.com
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2026-06-19
tomshardware.com
2026-06-19
Bruno Ferreira
Tesco UK supermarket chain moves 40,000 servers off of VMWare infrastructure — mass exodus continues thanks to Broadcom's pricing shenanigans
2026-06-19
digitimes.com
2026-06-19
China's semiconductor supply chain is showing fresh signs of pricing strain, with microcontroller unit (MCU) makers and passive component suppliers facing rising costs, tighter capacity, and surging demand from AI servers.
2026-06-19
aws.amazon.com
2026-06-19
Amazon Web Services
Announcing Amazon EC2 G7 instances accelerated by NVIDIA RTX PRO 4500 Blackwell Server Edition GPUs
by Daniel Abib on 18 JUN 2026 in Amazon EC2, Compute, Launch, News Permalink Comments Share
Today, we’re announcing the general availability of Amazon Elastic Compute Cloud (Amazon EC2) G7 instances, delivering high performance GPU acceleration for AI inference, graphics, and data analytics workl
2026-06-18
digitimes.com
2026-06-18
Taiyo Yuden is preparing to accelerate production of multilayer ceramic capacitors, or MLCCs, as AI servers and hyperscale data centers tighten supply across the global component market. But the Japanese supplier is resisting the kind of broad price increases now spreading through parts of the industry.
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
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%
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New RP6000 and H200 bare metal GPU servers extend OpenMetal's Xeon 6000-s
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
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
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
www.zacks.com
2026-06-16
Zacks Investment Research
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