Semiconductor News & Analysis Feed
19 articles
2026-07-24
digitimes.com
2026-07-24
Intel's second-quarter 2026 results suggest the AI data-center buildout is beginning to pull the chipmaker's long-delayed turnaround forward, even as the payoff from its costliest bet — the contract manufacturing business — remains unproven.
2026-07-07
www.wsj.com
2026-07-07
WSJ
__fail__
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Nvidia-Backed Startup Nscale Locks in $900 Million for Data-Center Buildout
Mauro Orru
Tue, July 7, 2026 at 2:16 AM PDT 2 min read
NVDA
-1.05%
8306.T
-0.55%
Trade NVIDIA on Coinbase
Trading disclosure
An Nscale data center in Glomfjord, Norway. The latest funds follow after it secured money to build in Norway. - Company Supplied Image.
Nscale Global Holdings said it had secured a $900 million lin
2026-07-07
digitimes.com
2026-07-07
Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.
2026-06-30
digitimes.com
2026-06-30
China's silicon carbide (SiC) supply chain is finding a new growth engine as AI strains data-center power systems, extending a market long driven by electric vehicles.
2026-06-29
www.semiconductor-today.com
2026-06-29
Semiconductor Today
Infineon adds two new high-efficiency server power solutions for AI data-center PSUs
With artificial intelligence workloads redefining the power requirements of modern data centers (and rapidly increasing GPU power levels and denser rack configurations pushing server power infrastructure to its limits), Infineon Technologies AG of Munich, Germany has hence introduced two system-level solutions ta
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Qualcomm Reportedly Eyes Data-Center Chip Tech For Smartphones And Cars — But QCOM Stock Slips
Qualcomm Reportedly Eyes Data-Center Chip Tech For Smartphones And Cars — But QCOM Stock Slips · Stocktwits
Aveek Bhowmik
June 26, 2026 3 min read
QCOM
-3.12%
Trade QCOM on Coinbase
Trading disclosure
Qualcomm is reportedly discussing its new data center chip platform with smartphone, PC and automotive
2026-06-27
stocktwits.com
2026-06-27
Stocktwits
stocktwits.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a142bc0a3f11d6d4
Performance and Security by Cloudflare
Privacy
2026-06-26
digitimes.com
2026-06-26
Corning is studying South Korea as a possible manufacturing base for semiconductor glass substrates, a sign that the US specialty glass and optical materials maker is looking to extend its AI exposure beyond data-center connectivity into advanced chip packaging.
2026-06-26
www.marketwatch.com
2026-06-26
MarketWatch
__fail__
2026-06-25
digitimes.com
2026-06-25
SK Group chairman Chey Tae-won is planning to meet Tesla and SpaceX leadership in the US at the end of June 2026 to advance cooperation on next-generation AI infrastructure, memory supply, and data-center projects, South Korean outlet Ddailyreported, citing industry sources. The meeting is expected to cover specific business collaboration plans with Tesla, SpaceX, and xAI, though the exact date wa
2026-06-09
www.quiverquant.com
2026-06-09
Quiver Quantitative
Qualcomm Incorporated (QCOM) is up 7.4% today. Here is some analysis on what might have caused this price movement.
Analysis: The move looks driven primarily by a broad rebound in semiconductor stocks after a sharp late-week selloff, with Qualcomm participating in the risk-on rotation. Investors also appear to be looking ahead to Qualcomm’s June 24, 2026 Investor Day and its expanding data-center
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
__fail__
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
__fail__
2026-05-18
www.stocktitan.net
2026-05-18
Stock Titan
__fail__
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
__fail__