Semiconductor News & Analysis Feed
1285 articles
2026-06-24
www.hpcwire.com
2026-06-24
HPCwire
www.hpcwire.com
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2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
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The artificial intelligence boom has created a new industrial race. Companies are spending hundreds of billions of dollars building the computing infrastructure needed to power AI models, but the challenge is no longer just buying more chips. The bottleneck is everything surrounding those chips — electricity, land, memory, and increasingly, water.
As AI factories grow from tradition
2026-06-23
www.cnbc.com
2026-06-23
CNBC
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2026-06-23
www.hpcwire.com
2026-06-23
HPCwire
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2026-06-23
www.forbes.com
2026-06-23
Forbes
BREAKING
BUSINESS
Global Tech Rout—Nvidia, Tesla, More—Hits Markets: Here’s What Fueled The Selloff
ByTy Roush,
Forbes Staff.
Ty Roush is a breaking news reporter based in New York City.
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Jun 23, 2026, 09:34am EDT
TOPLINE
Some of the largest chip and memory stocks fueled a selloff across global markets, as analysts pointed to “anxiety” ahead of Micron’s earnings amid investors pr
2026-06-23
www.tradingkey.com
2026-06-23
TradingKey
Cerebras Systems will report its inaugural quarterly earnings after market close on June 23, Eastern Time. Investors are focused on the company’s transition from IPO storytelling to operational verification amid a sector-wide pivot toward AI inference. Wedbush maintains an "Outperform" rating, citing the WSE-3 chip’s speed advantages and independence from HBM-related supply constraints. Key perfor
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
tomshardware.com
2026-06-23
Anton Shilov
China's LineShine supercomputer is now officially the world's fastest FP64 machine, but its mixed-precision results are behind those of El Capitan, Frontier, and Aurora.
2026-06-23
www.cnbc.com
2026-06-23
CNBC
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Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
This site is now part of
2026-06-23
thequantuminsider.com
2026-06-23
The Quantum Insider
PRESS RELEASE — Quandela today announced that it has experimentally validated a low-latency integration path between photonic quantum processors and NVIDIA AI infrastructure, marking an important milestone toward bringing quantum processing units directly into high-performance computing environments. Results presented at ISC 2026 demonstrate a path toward accelerator-style integration of photon
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:FORM
Should Analyst Upgrades Tied to AI and HBM Testing Require Action From FormFactor (FORM) Investors?
June 23, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent weeks, FormFactor has attracted a series of analyst upgrades that emphasize its role in testing technologies tied to artificial intelligence and high bandwidth memory.
This r
2026-06-23
wnhub.io
2026-06-23
WN Hub
Other
18:03
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Micron anticipates that the chip shortage will start to "improve gradually" by 2028
Image credit: Marta Branco
Sanjay Mehrotra, CEO of Micron, has projected that the global shortage of RAM and NAND, driven by AI advancements, is expected to persist until 2027, with gradual improvements anticipated in 2028.
During Micron's Q3 earnings call for the 2026 fiscal year, Mehro
2026-06-23
blogs.nvidia.com
2026-06-23
NVIDIA Blog
NVIDIA Powers Over 400 of the World’s 500 Fastest Supercomputers
June 23, 2026 by Chris Porter
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News Highlights:
NVIDIA technology runs 81% of the TOP500 and 90% of the systems new to the list.
26 systems on the TOP500 adopted the NVIDIA Grace CPU, up eight from the previous list.
The top eight systems on the Green500 run on NVIDIA GPUs and nine of the top 10 use NVIDIA technologies.
No
2026-06-23
www.moomoo.com
2026-06-23
Moomoo
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2026-06-23
www.moomoo.com
2026-06-23
Moomoo
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2026-06-23
www.indiatoday.in
2026-06-23
India Today
Smartphones are getting smarter day by day, thanks to the development that is happening inside the device. Not only the processor, but the storage chip, which is responsible for keeping everything moving. And now, Samsung has taken another significant step forward on that front, announcing the industry's first UFS 5.0 storage.
2026-06-23
www.indiatoday.in
2026-06-23
India Today
Smartphones are getting smarter day by day, thanks to the development that is happening inside the device. Not only the processor, but the storage chip, which is responsible for keeping everything moving. And now, Samsung has taken another significant step forward on that front, announcing the industry's first UFS 5.0 storage.
2026-06-23
www.marketscreener.com
2026-06-23
marketscreener.com
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2026-06-23
digitimes.com
2026-06-23
Samsung Electro-Mechanics has begun mass production of advanced package substrates for Qualcomm's first data center AI accelerator, extending the companies' supply relationship from mobile and PC chips into server-class semiconductors, ZDNet Koreareported.
2026-06-23
digitimes.com
2026-06-23
Infineon and InnoScience are escalating their global GaN patent dispute across the US, Germany, and China, with each side scoring wins in infringement suits that are already affecting real-world sales. Sources familiar with the matter say the latest rulings are effectively pushing the two companies into separate market territories.