Semiconductor News & Analysis Feed

IREN (NasdaqGS:IREN) Lands Microsoft And Nvidia Deals As AI Data Center Expansion Grows Bailey Pemberton June 27, 2026 4 min read IREN +13.11% MSFT -0.96% NVDA +0.37% Explore stocks on Coinbase Trading disclosure Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. IREN (NasdaqGS:IREN) has shifted its focus toward building large

AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array

Copper clad laminate (CCL) maker Iteq held its 2026 annual general meeting on Thursday, with Chairman Dennis Chen saying that the continued deepening of generative AI applications, faster cloud computing and data center expansion, and steady growth in demand from new energy-related industries are boosting demand for high-end electronic materials and high-frequency, high-speed printed circuit board