Semiconductor News & Analysis Feed
20 articles
2026-08-18
www.nippon.com
2026-08-18
2026-08-18
www.nippon.com
2026-08-18
2026-08-17
finance.yahoo.com
2026-08-17
2026-08-17
techcrunch.com
2026-08-17
NVIDIA has announced a $1.5 billion investment in SB Energy, a data center developer linked to SoftBank and OpenAI. This move secures NVIDIA's position as the sole supplier of compute infrastructure for OpenAI’s Ports-Pike data center near Cincinnati, Ohio. The facility, which could scale from 4.25
2026-08-17
thenextweb.com
2026-08-17
2026-08-17
www.theinformation.com
2026-08-17
2026-08-17
news.google.com
2026-08-17
2026-08-17
finance.biggo.com
2026-08-17
SoftBank Group's strategic portfolio realignment in Q2 2026 reflects a significant shift in investment priorities, divesting 71.5% of its TSMC stake while acquiring new positions in Capital One. This move signals SoftBank's evolving investment strategy, potentially driven by macroeconomic considerat
2026-08-17
news.google.com
2026-08-17
2026-08-16
www.moomoo.com
2026-08-16
2026-08-16
mezha.net
2026-08-16
NVIDIA is considering investing up to $3 billion in SoftBank's SB Energy for an OpenAI data center project in Ohio, highlighting the semiconductor giant's strategic move into AI infrastructure investment. This development reflects NVIDIA's growing focus on the AI ecosystem beyond chip manufacturing,
2026-08-15
finance.yahoo.com
2026-08-15
SoftBank Group reported its first-quarter 2026 financial results, with revenue rising to ¥2,019.59 billion and net income declining to ¥347.33 billion. The company also announced a significant reduction in its stake in Taiwan Semiconductor Manufacturing (TSMC) and an increase in its holding of Capit
2026-08-15
news.google.com
2026-08-15
2026-08-07
news.google.com
2026-08-07
2026-08-05
2026-07-29
www.cnbc.com
2026-07-29
Asian technology stocks continued their decline on Wednesday, with semiconductor names leading the drop, reflecting another weak session in U.S. markets. South Korean chipmakers like SK Hynix fell sharply despite posting record profits, while Samsung Electronics, LG Innotek, and Seoul Semiconductor
2026-07-27
tomshardware.com
2026-07-27
According to a report by The Wall Street Journal, NVIDIA is reportedly considering providing a $250 billion financial guarantee to support OpenAI’s lease of SoftBank’s 10-gigawatt data center campus in Piketon, Ohio. This marks a significant shift for OpenAI, which has historically relied on cloud p
2026-07-27
news.google.com
2026-07-27
2026-07-10
www.moomoo.com
2026-07-10
2026-07-03
simplywall.st
2026-07-03
In July 2026, Intel (INTC) secured substantial equity stakes from NVIDIA and SoftBank, signaling a major strategic shift as the company positions itself as a key player in the AI infrastructure space. This investment reflects growing market confidence in Intel's capabilities in AI chip development a