Semiconductor News & Analysis Feed
567 articles
2026-06-23
gizmodo.com
2026-06-23
Gizmodo
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2026-06-22
www.sdxcentral.com
2026-06-22
SDxCentral
Nvidia tops Ethernet data center switch charts by revenue as sales soar
IDC labels Spectrum-X ‘the preferred network interconnect for large-scale AI training’
June 22, 2026 By Ben Wodecki Have your say
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– Sebastian Moss
Nvidia continues its meteoric networking march with a new report suggesting it’s now the number one vendor in the Ethernet switching
2026-06-22
eciks.org
2026-06-22
eciks.org
SMH semiconductor ETF surges on AI chip demand, draws $6.9B in inflows
Published on 22 June 2026 at 10:38 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 104 times
© SMH semiconductor ETF surges on AI chip demand, draws $6.9B in inflows
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The VanEck Semiconductor ETF (SMH) pulled in $6.9 billion in single-day net inflows on June 18, 2026, nearly breaking $7 bill
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
OpenAI in Talks to Lease 10 GW Data Center in Ohio, Nvidia (NVDA) To Play an Important Role – Reuters
Talha Qureshi
Mon, June 22, 2026 at 7:12 AM PDT 2 min read
NVDA
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NVIDIA Corporation (NASDAQ:NVDA) ranks 2nd on our list of Best Data Center Stocks That Are Cheaper Than the S&P 500. On June 9, Reuters reported that OpenAI is in tal
2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
www.datacenterdynamics.com
2026-06-22
Data Center Dynamics
A new GPU-as-a-Service provider has launched in the US.
Dubbed Mantle DC, the company launched its offering last week, announcing it had 144 Blackwell GPUs "live and ready" on LinkedIn.
– Mantle DC via LinkedIn
According to the company, its offering has been in the works for just five months.
"In January, we assembled the engineering team. In February, we finalized the data center design. In M
2026-06-22
www.hpcwire.com
2026-06-22
HPCwire
www.hpcwire.com
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2026-06-22
evertiq.com
2026-06-22
Evertiq
© Era4
Business | June 22, 2026
Cadence, HPE accelerate digital twin–driven data center modernization
Evertiq
Solution will maximize data center and AI factory profitability while delivering engineering-grade insights to design and operations for more efficient, sustainable, and resilient infrastructure
Cadence has announced an expansion of its collaboration with HPE to accelerate digital twin-dr
2026-06-22
www.techbuzz.ai
2026-06-22
The Tech Buzz
NVIDIA just turned conventional data center wisdom on its head. The chip giant's latest AI servers can run liquid cooling systems at 45°C (113°F) - hotter than your average hot tub and significantly warmer than industry norms. The counterintuitive move isn't about tolerating heat, it's about harnessing it. By pushing cooling temperatures higher, NVIDIA's creating a new playbook for energy efficien
2026-06-22
digitimes.com
2026-06-22
AI data centers are driving growth in demand for power management and power semiconductor components. Hot swap products, in particular, require a wide safe operating area (SOA) to prevent excessive surge current when a redundant power supply is inserted and activated, interacting with the system's large capacitors.
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
ON Semiconductor (ON) Launches GaNEXUS For AI Data Centers And Robotics
Bailey Pemberton
Sat, June 20, 2026 at 10:07 PM PDT 2 min read
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ON Semiconductor (NasdaqGS:ON) launched its GaNEXUS gallium nitride pow
2026-06-21
digitimes.com
2026-06-21
Taiwan's memory chip designers are heading into a sharply stronger 2026 as rising memory prices and a wave of AI-driven demand push the industry away from consumer electronics and toward higher-value data center and AI applications.
2026-06-21
www.tikr.com
2026-06-21
TIKR.com
Key Stats for Qualcomm Stock
Today’s Performance: 6%
52-Week Range: $122 to $260
Valuation Model Target Price: Around $180
Implied Upside: About 20%
Analyze your favorite stocks like QUALCOMM Incorporated with TIKR (It’s free) >>>
What Happened?
Qualcomm Incorporated stock rose about 6% today, finishing near $226 per share as investors leaned back into chip stocks and grew more optimistic about
2026-06-20
tomshardware.com
2026-06-20
Jowi Morales
Beijing says the Space Computing Industry Innovation Center will bring together rocket and satellite manufacturers, chip manufacturers, and AI labs to develop a space-based data center system.
2026-06-20
digitimes.com
2026-06-20
As AI computing continues to scale, power systems are facing sharper load swings, along with rising requirements for power density and reliability.
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Communications/NasdaqGS:CSCO
Cisco (NasdaqGS:CSCO) Faces A First As Nvidia Passes It In Data Center Switching
June 20, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nvidia has surpassed Cisco in data center Ethernet switching revenue for the first time.
The shift reflects rising demand for AI-focused networking gear across data centers.
The change raises questions about Cisco's po
2026-06-20
boisedev.com
2026-06-20
BoiseDev
boisedev.com
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2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
The three Amazon workers claim that they've been intimidated during the Zoom meetings and were being monitored while at work.
2026-06-19
www.tikr.com
2026-06-19
TIKR.com
Key Stats for Qualcomm Stock
Current Price: $226.11 (June 18, 2026 close)
Target Price (Mid): ~$241
Street Target: ~$183
Potential Total Return: ~7%
Annualized IRR: ~2% / year
Earnings Reaction: +15.12% (April 29, 2026)
Max Drawdown (1Y): 33.89% (April 7, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Qual
2026-06-19
pandaily.com
2026-06-19
Pandaily
categories.technology
Silicon Carbide Enters the AI Era: Powering the Next Generation of Data Centers
Published:
June 19, 2026
Reading Time:
2 min read
Want to read in a language you're more familiar with?
The silicon carbide device market is projected to reach $11 billion by 2031, driven by AI data center power demands, EV adoption, and renewable energy, with Chinese players rapidly expanding m