Semiconductor News & Analysis Feed
10713 articles
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Micron reports its Q3 earnings on June 24, 2026.
The company appears to be set to deliver jaw-dropping growth.
10 stocks we like better than Micron Technology ›
Even with a recent pullback, Micron Technology's (NASDAQ: MU) stock remains sizzling hot. Shares of the memory chipmaker have soared roughly 750% over the past 12 months. Micron is up more than 250% year to date, ranking it
2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Cisco expands AI infrastructure collaboration with Equinix and Nvidia
The trio is deploying Cisco's Secure AI Factory across Equinix's global network of over 280 data centers, targeting the gap betwee
2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Nvidia claims AI’s water challenge is largely solved with new cooling tech
The chipmaker says its next-gen liquid cooling systems achieve 300x water efficiency, but experts aren't ready to declare victory
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Jun. 22, 2026
Nvidia is making a sweeping claim: the water problem plaguing AI data centers is basically handled. A top executive at the company says its
2026-06-22
www.hpcwire.com
2026-06-22
HPCwire
www.hpcwire.com
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2026-06-22
www.axios.com
2026-06-22
Axios
www.axios.com
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2026-06-22
news.google.com
2026-06-22
Yahoo Tech
2026-06-22
www.gurufocus.com
2026-06-22
GuruFocus
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2026-06-22
ir.supermicro.com
2026-06-22
Supermicro
SAN JOSE, Calif. and HAMBURG, Germany, June 22, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total Solution Provider introduces the Data Center Building Block Solutions® (DCBBS) Blueprint for HPC based on the NVIDIA Vera Rubin NVL4 platform, announced at ISC 2026. Following Supermicro's DCBBS Blueprints for NVIDIA Vera Rubin NVL72 and NVID
2026-06-22
startupfortune.com
2026-06-22
Startup Fortune
Samsung's 26-year run as South Korea's most valuable listed company is over, at least for now. SK Hynix took the crown on June 22, 2026, because the AI boom has turned high-bandwidth memory from a specialist chip into one of the most important parts of the data center supply chain.
The gap was almost absurdly small. Reuters reported that SK Hynix's market value reached 2,082.5 trillion won on Mon
2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Baidu pushes for full-stack AI capabilities as Nvidia chip access expands
China's search giant is building its own chips, models, and cloud infrastructure while simultaneously gaining access to restri
2026-06-22
www.weex.com
2026-06-22
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2026-06-22
seekingalpha.com
2026-06-22
Seeking Alpha
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2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
devops.com
2026-06-22
DevOps.com
NVIDIA Research Bets on Code, Not Tool Calls, to Fix AI Spatial Reasoning
BY: TOM SMITH ON JUNE 22, 2026
NVIDIA Research has released SpatialClaw, an open-source framework that rethinks how AI agents handle one of the hardest problems in computer vision: Determining where things are in physical space. The project, published by NVIDIA’s research labs and hosted on GitHub under the NVlabs account,
2026-06-22
www.tradingview.com
2026-06-22
TradingView
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Key facts: Micron Q3 Call June 24; Targets Raised to $1.2K/$1.3K
Key facts: Micron Q3 Call June 24; Targets Raised to $1.2K/$1.3K
Less than 1 min read
MU
+6.82%
Micron (MU) reports fiscal Q3 results and hosts an earnings call June 24, 2026. Traders watch revenue, AI/data-center demand and high-bandwidth memory orders for near-term trend clues.
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Analysts bigly raised
2026-06-22
www.marketscreener.com
2026-06-22
marketscreener.com
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2026-06-22
eetimes.com
2026-06-22
In an environment of cloud platforms and AI models, security must be embedded into defense systems from the outset.
2026-06-22
www.sanjuandailystar.com
2026-06-22
San Juan Daily Star
Investors see Micron earnings as pulse check of AI rally momentum
The San Juan Daily Star
1 day ago
3 min read
Rated NaN out of 5 stars.
Investors are seeking signs that the U.S. stock market rally fueled by artificial intelligence has more life left in it, and the upcoming Micron Technology (MU.O), opens new tab earnings will check the pulse of chip demand to see if it is still accelerating.
2026-06-22
www.aninews.in
2026-06-22
ANI News
Samsung sharpens HBM strategy; Pursues long-term AI customer supply accords at Global Strategy Meeting
ANI | Updated: Jun 22, 2026 12:15 IST
Seoul [South Korea], June 22 (ANI): Samsung Electronics sharpened its high-bandwidth memory (HBM) strategy at its biannual global strategy meeting last week, reviewing plans to expand shipments and secure long-term supply agreements with major artificial in
2026-06-22
cybernews.com
2026-06-22
Cybernews
cybernews.com
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