Semiconductor News & Analysis Feed
3839 articles
2026-06-17
digitimes.com
2026-06-17
Semiconductor manufacturers, market analysts, and engineering departments have long tracked the clean energy transition through siloed vertical markets. For example, they will calculate individual EV sales on one spreadsheet while tracking hyperscale data center deployments on another. However, during PCIM Europe 2026 in Nuremberg, Germany, industry leaders and experts discussed and dismantled thi
2026-06-17
www.thefastmode.com
2026-06-17
The Fast Mode
Equinix, the world's digital infrastructure company, announced an expanded collaboration with Cisco and NVIDIA to accelerate enterprise AI.
Working with its partners, the company will enable customers to deploy the Cisco Secure AI Factory with NVIDIA across its global network of high-performance data centers, providing customers with standardized AI factory blueprints and automation that simplif
2026-06-17
drrobertcastellano.substack.com
2026-06-17
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
How AI Factories Are Creating New Winners Beyond Nvidia
DR. ROBERT CASTELLANO
JUN 17, 2026
∙ PAID
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What’s In This Article
The semiconductor equipment lesson Wall Street is missing
Table 1. AI Accelerators Have Become The Dominant Form Of Data Center Compute
Chart 1. Nvidia’s Share of AI Infrastructure Value Continues To Increase
From CPU-Centric Computing To AI Factories
Nvidia Is Becoming
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Sandisk vs. Micron: Which AI Memory Stock Is the Better Buy After Their Monster Runs?
Daniel Sparks, The Motley Fool
Tue, June 16, 2026 at 4:41 PM PDT 5 min read
SNDK
-5.52%
MU
-6.18%
NVDA
-2.37%
INTC
-8.45%
Explore stocks on Coinbase
Trading disclosure
Few corners of the market have run up as sharply as memory chips. Shares of Sandisk (NASDAQ: SNDK) have soared more than 700% in 2026 as of this
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Few corners of the market have run up as sharply as memory chips. Shares of Sandisk (
SNDK
5.52%
) have soared more than 700% in 2026 as of this writing, while Micron Technology (
MU
5.50%
) has more than tripled this year and recently crossed $1 trillion in market value. Both have climbed for the same reason: an artificial intelligence (AI) build-out so hungry for storage and memory that supply c
2026-06-17
news.google.com
2026-06-17
The Seattle Times
2026-06-17
blogs.nvidia.com
2026-06-17
NVIDIA Blog
AI is moving beyond chatbots and copilots into the physical world. Across laboratories, factories and hospitals, a new generation of AI agents is beginning to work alongside people, helping them understand their environment, access knowledge and take action in real time.
However, building agentic systems that combine models, skills, harnesses, tools and an agentic runtime to help people perform h
2026-06-17
developer.nvidia.com
2026-06-17
NVIDIA Developer
Developers building for AR glasses and wearable devices face an infrastructure gap. The hardware is ready, but creating AI experiences requires integrating live camera and microphone streams, multimodal AI models, enterprise data, tool use, deployment infrastructure, and device-specific runtimes.
NVIDIA XR AI is designed to address this challenge by providing a reusable foundation for connecting
2026-06-17
www.ad-hoc-news.de
2026-06-17
AD HOC NEWS
Synopsys Inc., US8716071076
Synopsys AI Product Suite ushers in a new era of chip design automation
17.06.2026 - 00:25:28 | ad-hoc-news.de
Synopsys AI Product Suite targets chip makers racing to tape out faster with fewer engineers and rising complexity.
Synopsys Inc., US8716071076
Synopsys AI Product Suite ushers in a new era of chip design automation
By Alex Weber, ad-hoc-news, June 16, 2026
2026-06-17
lufkindailynews.com
2026-06-17
The Lufkin Daily News
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Nvidia CEO Jensen Huang tries to quell fears on future of te…
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AP
Nvidia CEO Jensen Huang says society needs 'new social norms' in age of AI
Jun 16, 2026 Updated
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia vs. Alphabet: Which Is the Better AI Chip Stock to Own for the Next 5 Years?
Geoffrey Seiler, The Motley Fool
Tue, June 16, 2026 at 2:29 PM PDT 5 min read
NVDA
-2.37%
GOOGL
+1.06%
INTC
-8.45%
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Trading disclosure
Artificial intelligence (AI) infrastructure spending is booming, and two of the companies with leading chips in this field are Nvidia (NASDAQ: NVDA) with
2026-06-17
www.journalgazette.net
2026-06-17
The Journal Gazette
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AP
Nvidia's Huang pledges AI will boost manufacturing jobs. A test will come in Texas
Nvidia is be
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Micron Technology (MU) Wins HBM4 Supplier Role For Nvidia Vera Rubin AI Platform
Bailey Pemberton
Tue, June 16, 2026 at 2:12 PM PDT 5 min read
MU
-6.18%
NVDA
-2.37%
Explore stocks on Coinbase
Trading disclosure
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Micron Technology (NasdaqGS:MU) has been approv
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Artificial intelligence (AI) infrastructure spending is booming, and two of the companies with leading chips in this field are Nvidia (
NVDA
2.16%
) with its graphics processing units (GPUs) and Alphabet (
GOOGL
+1.10%
) (
GOOG
+1.19%
) with its Tensor Processing Units (TPUs). The success of both is undeniable, as they are the two largest companies in the world by market cap as of this writing.
L
2026-06-17
news.google.com
2026-06-17
The Lufkin Daily News
2026-06-17
cryptobriefing.com
2026-06-17
Crypto Briefing
Nvidia’s AI inference chip market share rises to 74%, cementing dominance in fastest-growing AI sector
The chipmaker expanded its lead from 66% as the AI inference market races toward $100 billion, wi
2026-06-17
www.ad-hoc-news.de
2026-06-17
AD HOC NEWS
Infineons, Dresden
Infineon's Dresden Fab Inauguration Three Months Early Bolsters AI Pipeline as Stock Takes a Breather
16.06.2026 - 22:34:36 | boerse-global.de
Infineon stock pulls back from 108% YTD gain as €5B Dresden fab starts early 2026; Goldman Sachs raises target to €88, citing AI chip demand.
Infineons - Infineon's Dresden Fab Inauguration Three Months Early Bolsters AI Pipeline as Sto
2026-06-17
kdhnews.com
2026-06-17
The Killeen Daily Herald
SHERMAN, Texas (AP) — Nvidia CEO Jensen Huang — whose work helped propel artificial intelligence — stressed in an Associated Press interview Tuesday that society needs to change with the advent of AI, arguing that a fuller embrace of the technology would improve people's lives.
Huang has been optimistic about AI’s potential to rapidly transform society, creating faster economic growth and more sc
2026-06-17
news.google.com
2026-06-17
AP News
2026-06-17
sentinelcolorado.com
2026-06-17
Sentinel Colorado
SHERMAN, Texas | Jensen Huang’s company Nvidia makes the computer chips that unleashed a revolution in artificial intelligence. Now he’s wagering that an AI buildout can revive U.S. manufacturing, pushing past limits facing science and society.
That vision might hinge on a factory groundbreaking an hour north of Dallas.
Nvidia is formally unveiling on Tuesday plans for a major upgrade to its AI