Semiconductor News & Analysis Feed

7 articles
2026-06-07
letsdatascience.com 2026-06-07 Let's Data Science
INFRASTRUCTURE nvidia sk hynix ai infrastructure dram Nvidia Secures SK Hynix DRAM for Vera Data-Center CPU 1 sources | June 7, 2026 6.9 Relevance Score Photo: static.seekingalpha.com · rights & takedowns QUICK SUMMARY Hide Bloomberg reporting, as summarized by Seeking Alpha, says Nvidia's newly unveiled Vera data-center CPU will incorporate memory supplied by SK Hynix. The coverage frames the an
2026-06-03
www.ad-hoc-news.de 2026-06-03 AD HOC NEWS
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2026-05-30
digitimes.com 2026-05-30
The global AI boom is pushing supply-chain pressure beyond memory chips and CPUs into optical communications, creating shortages across a less visible but increasingly critical layer of data-center infrastructure.
2026-05-21
www.digitimes.com 2026-05-21 digitimes
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2026-05-18
www.stocktitan.net 2026-05-18 Stock Titan
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2026-05-11
www.digitimes.com 2026-05-11 digitimes
Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can sharply cut GPU utilization while faster, larger memory can theoretically...The article requires paid subscription.Subscribe Now
2026-05-05
www.wsj.com 2026-05-05 WSJ
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