Semiconductor News & Analysis Feed
436 articles
2026-06-14
www.ad-hoc-news.de
2026-06-14
AD HOC NEWS
Goldman’s, Derivatives
Goldman’s Derivatives Push Signals a New Chapter for Infineon’s AI Infrastructure Play
14.06.2026 - 04:33:58 | boerse-global.de
Goldman Sachs raises Infineon stake to 5.15% via derivatives, bullish on AI and electrification. Stock up 123% YoY but trades well above averages.
Goldman’s - Goldman’s Derivatives Push Signals a New Chapter for Infineon’s AI Infrastructure Play 1
2026-06-14
simplywall.st
2026-06-14
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
NVIDIA Expands Global AI Infrastructure Role With Vera And Sharon AI Deal
June 14, 2026
Simply Wall St
Reviewed by Bailey Pemberton
NVIDIA (NasdaqGS:NVDA) has launched its new AI data center CPU, Vera, designed specifically for the Chinese market.
The company has also signed a multi year cloud infrastructure partnership with Australian AI firm Sharon AI.
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Nvidia’s, Double
Nvidia’s Double Game: A $10 Billion Infrastructure Play and a $170 Billion Chip Market
13.06.2026 - 13:53:25 | boerse-global.de
Nvidia’s stock hugs its 50-day moving average, but the company is quietly engineering two seismic shifts: a $10B+ data-center co-ownership with KKR and a pivot to agentic AI chips that could expand the server market to $170B by 2030.
Nvidia’s - Nvidia’s
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Infineon’s, Meteoric
Infineon’s Meteoric Rise Puts Goldman’s €88 Bet to the Test as AI Infrastructure Story Matures
13.06.2026 - 07:53:47 | boerse-global.de
Infineon shares double in 2025; Goldman Sachs raises target to €88 on AI power chip demand. High volatility and macro risks loom ahead.
Infineon’s - Infineon’s Meteoric Rise Puts Goldman’s €88 Bet to the Test as AI Infrastructure Story Matur
2026-06-13
digitimes.com
2026-06-13
As cloud service providers ramp up investment in AI infrastructure, Edom chairman Wayne Tseng said rising costs for materials, production equipment and labour will keep overall market supply tight in the second half of 2026, with price increases likely to continue. He also said AI is moving from the cloud into enterprise applications, with power, cybersecurity, optics and the medical sector set to
2026-06-13
blogs.nvidia.com
2026-06-13
NVIDIA Blog
__fail__
2026-06-12
news.google.com
2026-06-12
NVIDIA Developer
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Sharon AI Shares Jump on Major NVIDIA Compute Infrastructure Partnership (SHAZ)
Fiona Craig
Fri, June 12, 2026 at 5:58 AM PDT 2 min read
NVDA
-0.32%
SHAZ
-11.22%
Explore stocks on Coinbase
Trading disclosure
artificial intelligence ai chip 2 NEW SIZE ©Asih Wahyuni
Sharon AI Holdings Inc. (NASDAQ:SHAZ) shares surged 25% on Friday after the company announced a six-year strategic compute collaborati
2026-06-12
www.digitimes.com
2026-06-12
digitimes
Silicon Labs is deepening its presence in India through expanded research operations and a greater commercial focus on smart infrastructure applications, even as the US-based wireless chipmaker prepares for an acquisition by Texas Instruments.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the si
2026-06-12
content-technology.com
2026-06-12
Content + Technology
HomePost Production
POST PRODUCTION
1Legion RTX Pro 6000 Blackwell as Dedicated Infrastructure
By
Brad Watts
12/06/2026
8
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1Legion, a dedicated bare-metal GPU infrastructure provider, has announced the availability of the NVIDIA RTX Pro 6000 Blackwell as a full bare-metal server on its infrastructure platform.
The offering is purpose-built for media technology ven
2026-06-12
digitimes.com
2026-06-12
Silicon Labs is deepening its presence in India through expanded research operations and a greater commercial focus on smart infrastructure applications, even as the US-based wireless chipmaker prepares for an acquisition by Texas Instruments.
2026-06-12
digitimes.com
2026-06-12
The artificial intelligence (AI) industry is expanding at a pace that the physical world cannot match, and the gap between digital demand and real-world supply is widening across every layer of the infrastructure stack, from power generation to chip manufacturing to data center construction. That was the assessment of Sachin Hindupur, global strategy and operations leader at AMD, in a presentation
2026-06-12
digitimes.com
2026-06-12
Hanmi Semiconductor plans to invest KRW50 billion (US$32.81 million) in SpaceX, highlighting how space, satellites, and artificial intelligence infrastructure are increasingly linked. For global readers, the deal signals how semiconductor suppliers are positioning themselves around next-generation supply chains, customer demand, and the expansion of AI-driven industrial ecosystems.
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVIDIA Partnerships Deepen AI Infrastructure Role From Data Centers To Healthcare
Simply Wall St
Thu, June 11, 2026 at 11:06 AM PDT 5 min read
NVDA
+2.22%
ABRI.PVT
Trade NVIDIA on Coinbase
Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
NVIDIA (NasdaqGS:NVDA) has launched Helix Digital Infrastructure, a $10b-backed jo
2026-06-12
sg.finance.yahoo.com
2026-06-12
Yahoo Finance Singapore
NVIDIA Partnerships Deepen AI Infrastructure Role From Data Centers To Healthcare
Simply Wall St
Thu, 11 June 2026 at 11:06 am GMT-7 5 min read
NVDA
+2.22%
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
NVIDIA (NasdaqGS:NVDA) has launched Helix Digital Infrastructure, a $10b-backed joint venture with KKR and others to build AI data cen
2026-06-11
www.connectmoney.com
2026-06-11
connectmoney.com
Latest News
+ Alternative Assets + Infrastructure + Real Assets
|
June 11, 2026
By: Joe Palmisano
KKR, NVIDIA, Kuwait Launch $10B AI Infrastructure Platform
A consortium led by KKR, the Kuwait Investment Authority, NVIDIA and Vistra have launched Helix Digital Infrastructure, a new company designed to address growing demand for integrated AI infrastructure solutions by combining data center,
2026-06-11
www.reuters.com
2026-06-11
Reuters
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2026-06-11
www.tradingview.com
2026-06-11
TradingView
News
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Reuters
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KKR launches $10 billion AI infrastructure company with Nvidia, Vistra
KKR launches $10 billion AI infrastructure company with Nvidia, Vistra
RefinitivLess than 1 min read
KKR
−2.04%
NVDA
+1.13%
VST
+4.07%
AMZN
−0.32%
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2026-06-11
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2026-06-11
Seeking Alpha
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2026-06-11
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2026-06-11
WSJ
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