Semiconductor News & Analysis Feed
572 articles
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
Demand in the passive components market is recovering significantly, lifting operating momentum at Taiwan's two leading suppliers, Yageo and Walsin Technology. Average book-to-bill ratios at both companies have risen above 1.3, placing industry conditions near their highest levels in recent years and reinforcing expectations for sequential growth through 2026.
2026-06-18
futurumgroup.com
2026-06-18
The Futurum Group
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2026-06-18
oilprice.com
2026-06-18
Crude Oil Prices Today | OilPrice.com
IEA Sees Massive Oil Surplus In 2027 As Middle East Supply Returns
Eurasianet is an independent news organization that covers news from and about the South Caucasus and Central Asia, providing on-the-ground reporting and critical perspectives on…
The Kazakh government has inked a $10 billion deal with US chip-making giant Nvidia and an Armenian-American cloud company to develop a 'Data Center Va
2026-06-18
www.datacenterdynamics.com
2026-06-18
Data Center Dynamics
Nvidia plans to raise $25 billion through a US bond issuance.
The company initially looked to raise $20bn, but increased the issuance amid significant demand. Reuters reports that investor demand for the bond sale hit $85bn.
– Sebastian Moss
The bond consists of seven tranches of notes, maturing as late as 2056.
The last time Nvidia accessed the investment-grade bond market was back in June
2026-06-17
www.bloomberg.com
2026-06-17
Bloomberg.com
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Get the most important global
2026-06-17
www.trefis.com
2026-06-17
Trefis
Is Micron Stock’s Data Center Engine Stalling, Or Just Drowned Out By AI?
June 17th, 2026 by Trefis Team
-65.43%
Downside
1021
Market
353
Trefis
MU
Micron Technology
Micron’s narrative has shifted entirely to AI and cloud memory, but the silence on its once-touted data center SSD business reveals just how much the company’s growth now depends on one explosive segment.
With its stock up a stagger
2026-06-17
www.delloro.com
2026-06-17
Dell'Oro Group
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AI Infrastructure Expansion and Rising Memory Prices Drive Data Center IT Component Market Growth
REDWOOD CITY, Calif. – June 17, 2026 – According to a recently published report by Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the worldwide revenue for Data Center IT Semiconductors and Components fo
2026-06-17
www.prnewswire.com
2026-06-17
PR Newswire
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group
NEWS PROVIDED BY
Dell'Oro Group
Jun 17, 2026, 08:00 ET
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AI Infrastructure Expansion and Rising Memory Prices Drive Data Center IT Component Market Growth
REDWOOD CITY, Calif., June 17, 2026 /PRNewswire/ -- According to a recently published report by Dell'Oro
2026-06-17
www.morningstar.com
2026-06-17
Morningstar
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PR Newswire
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group
Provided by PR Newswire Jun 17, 2026, 8:00:00 PM
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell
2026-06-17
www.datacenterdynamics.com
2026-06-17
Data Center Dynamics
Australia's Sharon AI is making moves to build out its AI capacity.
This week has seen the AI cloud company sign a six-year AI infrastructure agreement with Nvidia, and a 600PB agreement with Vast Data for its AI Operating System.
– James Manning via LinkedIn
The agreement with Nvidia will see the two deploying 72MW of AI data center capacity in Australia, using the Nvidia DSX AI factory design
2026-06-17
www.trefis.com
2026-06-17
Trefis
Is Micron Stock's Data Center Engine Stalling, Or Just Drowned Out By AI?
Micron's narrative has shifted entirely to AI and cloud memory, but the silence on its once-touted data center SSD business reveals just how much the company's growth now depends on one explosive segment.
With its stock up a staggering 785.1% over the last year, it’s clear Micron Technology (MU) is firing on all cylinders.
2026-06-17
www.marketscreener.com
2026-06-17
marketscreener.com
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Qualcomm (QCOM) Launches New AI Data Center Program With A Major Hyperscaler
Bailey Pemberton
Tue, June 16, 2026 at 9:34 PM PDT 2 min read
QCOM
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Qualcomm has launched a new AI data center program with a major hyperscaler focused o
2026-06-17
en.sedaily.com
2026-06-17
Seoul Economic Daily
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2026-06-17
digitimes.com
2026-06-17
Semiconductor manufacturers, market analysts, and engineering departments have long tracked the clean energy transition through siloed vertical markets. For example, they will calculate individual EV sales on one spreadsheet while tracking hyperscale data center deployments on another. However, during PCIM Europe 2026 in Nuremberg, Germany, industry leaders and experts discussed and dismantled thi
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.
2026-06-17
digitimes.com
2026-06-17
Suzhou Dongshan Precision Manufacturing (DSBJ) will invest US$1.2 billion to expand optical chip and optical module capacity at Source Photonics, accelerating its shift from PCB manufacturing into AI data center optical communications.
2026-06-17
digitimes.com
2026-06-17
Driven by Nvidia and other tech giants, global AI data center buildouts are undergoing an unprecedented structural shift. The pressure is not only coming from explosive compute demand, but also from upgrades in power, cooling, and supply-chain resilience.
2026-06-17
eetimes.com
2026-06-17
The June 2026 edition of EE Times Magazine explores autonomous aerospace and defense systems—from orbital data centers to AI-enabled drones.