Semiconductor News & Analysis Feed
1168 articles
2026-06-25
www.newsfilecorp.com
2026-06-25
TMX Newsfile
Tel Aviv, Israel--(Newsfile Corp. - June 25, 2026) - Eco Wave Power Global AB is pleased to share that NVIDIA has published a corporate blog featuring the Company titled "Eco Wave Power Turns Waves Into Watts With NVIDIA AI Infrastructure and Digital Twins."
Read the full article:
https://blogs.nvidia.com/blog/eco-wave-power-ai-digital-twins/
For convenience, the full text of the NVIDIA article
2026-06-25
evertiq.com
2026-06-25
Evertiq
© Hitachi Energy
Business | June 25, 2026
Hitachi Energy expands power semiconductor production at Swiss site
Evertiq
The expansion is part of Hitachi Energy’s USD 9 billion USD global investment program to increase capacity and add 15,000 people to scale manufacturing, R&D, and digitalization, including boosting efficiency through AI-enabled processes.
Hitachi Energy has broken ground on a new f
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Nvidia (NVDA) CPUs to Power Supercomputers at the Los Alamos National Laboratory
Catherine Talavera
Wed, June 24, 2026 at 11:24 PM PDT 2 min read
NVDA
-0.50%
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NVIDIA Corp. (NASDAQ:NVDA) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. NVIDIA's stock has surged 35.25% in the past year and 5.93% year-to-date. Based on 67 analyst ratings compi
2026-06-25
digitimes.com
2026-06-25
Hua Hong Grace Semiconductor (HHGrace) is seeing gains from both process technology and capacity expansion, with industry research showing its 40nm ultra-low-power specialty process has entered stable mass production while its Wuxi 12-inch line continues to ramp.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Infineon Technologies (XTRA:IFX) Stock Sees Fair Value Lift As AI Power Demand Drives Revisions
Bailey Pemberton
Wed, June 24, 2026 at 3:18 PM PDT 3 min read
IFX.DE
-1.24%
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Analysts have lifted their central fair value estimate for Infineon Technologies from
2026-06-25
news.google.com
2026-06-25
CNBC
2026-06-25
www.aol.com
2026-06-25
AOL.com
Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
OMOR IBNE EHSAN
Thu, June 25, 2026 at 12:30 AM GMT+8
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Quick Read
Muse argues memory supply gets even tighter in 2027, supporting a $200 EPS bull case for Micron (MU) trading at just 5x earnings.
SanDisk (SNDK) delivered 251% revenue growth and datacenter sales up 645%, with Goeckeler calling it a structural m
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for memory is that supply is going to be even tighter in 27 than 26,” the Cantor Fitzgerald semiconductor analyst said, “and because of that you can actually think about earnings growth and not only 27 but also 28.” That is the b
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
Omor Ibne Ehsan
Wed, June 24, 2026 at 9:30 AM PDT 4 min read
MU
-0.37%
SNDK
-2.15%
NVDA
-0.54%
SMH
-0.35%
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Quick Read
Muse argues memory supply gets even tighter in 2027, supporting a $200 EPS bull case for Micron (MU) trading at just 5x earnings.
SanDisk (SNDK) del
2026-06-24
www.proactiveinvestors.com
2026-06-24
Proactive financial news
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Written by:
Oliver Haill
Updated by:
Angela Harmantas
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Dow powers ahead as big tech stabilizes ahead of Micron earnings
Last updated: 14:33 24 Jun 2026 EDT, First published: 08:05 24 Jun 2026 EDT
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FedEx Corp (NYSE:FDX, XET
2026-06-24
www.hitachienergy.com
2026-06-24
Hitachi Energy
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Micron Technology (MU) Gains from Insatiable Demand For Computing Power
Soumya Eswaran
Wed, June 24, 2026 at 5:20 AM PDT 3 min read
MU
-2.93%
^GSPC
-0.13%
CL=F
-3.85%
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Burke Wealth Management, an investment management company, released its "Focused Growth Strategy" first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund retu
2026-06-24
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2026-06-24
Hitachi Energy
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cryptobriefing.com
2026-06-24
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TrueNorth maps AI investment cycle shifts to power semiconductors
NVIDIA's move to 800V power distribution is quietly reshaping where semiconductor dollars flow, and it's not GPUs anymore
2026-06-24
www.semiconductor-today.com
2026-06-24
Semiconductor Today
Infineon’s GaN technology boosts efficiency and power density in BRC Solar’s Power Optimizer
Infineon Technologies AG of Munich, Germany says that its CoolGaN Transistor 100V devices have been selected by BRC Solar GmbH of Ettlingen, Germany (which provides module-level power electronics for photovoltaic systems) as the core switching technology for its Power Optimizer.
The CoolGaN Transistor 10
2026-06-24
www.bisinfotech.com
2026-06-24
Bisinfotech
www.bisinfotech.com
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2026-06-24
eu.36kr.com
2026-06-24
36Kr
The AI data center boom has driven a sharp surge in power semiconductors.
电子工程世界
2026-06-24 08:17
Power semiconductor manufacturers that want to make profits cannot afford to miss the huge opportunity represented by AI data centers.
In the past two days, power semiconductors have witnessed a significant surge. According to the latest institutional research reports, AI data centers are emerging as
2026-06-24
digitimes.com
2026-06-24
The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads pushing the industry from doubler-based designs to direct native multi-phase control. Industry insiders say the growing shortage of power components has three main causes: inventory corrections over the past three yea
2026-06-24
www.executivegov.com
2026-06-24
ExecutiveGov
PNNL, Fervo Energy and NVIDIA are developing an AI-powered digital twin platform for geothermal energy operations
The Enhanced Geothermal System Twin aims to give operators near real-time visibility into underground reservoir performance
The EGS-Twin platform will combine geothermal field data with advanced AI and simulation technologies
The Department of Energy’s Pacific Northwest National Labor
2026-06-24
pv-magazine-usa.com
2026-06-24
pv magazine USA
pv-magazine-usa.com
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