Semiconductor News & Analysis Feed
258 articles
2026-06-30
www.communicationstoday.co.in
2026-06-30
Communications Today
www.communicationstoday.co.in
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2026-06-30
finimize.com
2026-06-30
Finimize
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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
finance.yahoo.com
2026-06-29
Yahoo Finance
NN Shares Soar After Winning New NVIDIA AI Data Centre Contracts (NNBR)
Fiona Craig
June 29, 2026 2 min read
NNBR
+6.02%
NVDA
+0.37%
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Servers in a data centre ©Shutterstock
NN, Inc. (NASDAQ:NNBR) shares surged 68% on Monday after the precision engineering company announced a series of new multi-year contract awards to supply liquid cooling components for
2026-06-29
datacentremagazine.com
2026-06-29
Data Centre Magazine
Despite memory chips sitting at the heart of modern data centre infrastructure, they have long been treated as commodities that buyers can swap between suppliers.
This keeps prices under pressure and leaves the sector exposed to sharp cycles of oversupply and shortage.
Even with AI workloads increasing demand for high-performance computing, analysts still question how durable the current wave of
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
2026-06-29
www.chosun.com
2026-06-29
조선일보
By Pyo Tae-jun,
Han Ye-na
Published 2026.06.29. 14:55
Updated 2026.06.30. 14:15
Samsung Electronics Chairman Lee Jae-yong presents an investment plan at the Korea's Great Leap Forward 3 Mega Projects National Report Conference held at Cheong Wa Dae state guest house on the 29th. /News1
Lee Jae-yong, chairman of Samsung Electronics, stated, “We are planning Gwangju as a candidate site for the ne
2026-06-29
www.france24.com
2026-06-29
France 24
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2026-06-29
timestech.in
2026-06-29
TimesTech
CloudData Centre
Infineon Named Company to Beat in AI Data Center Power
By TimesTech -
June 29, 2026
0
98
In a recent report AI Vendor Race Infineon Is the Company to Beat in AI Data Center Power Semiconductors, Gartner examined the fast-evolving market for AI data center power semiconductors and identified Infineon Technologies AG as “the company to beat” in this space. The report cites Infineon
2026-06-29
digitimes.com
2026-06-29
Kyocera is committing JPY650 billion (approx. US$4 billion) to its components businesses through fiscal 2031, as AI data center investment and semiconductor equipment spending lift demand for ceramic parts, optical communication packages, and advanced semiconductor packaging materials.
2026-06-29
www.foreignpolicyjournal.com
2026-06-29
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) has announced a sweeping AI data center strategy that includes new partnerships with Meta and Microsoft, signaling a major expansion beyond its smartphone processor roots.
The company introduced the Dragonfly C1000 CPU alongside a new High Bandwidth Compute architecture specifically designed to handle demanding AI workloads at scale.
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2026-06-29
www.foreignpolicyjournal.com
2026-06-29
foreignpolicyjournal.com
IREN (NASDAQ: IREN) is repositioning itself as a large-scale artificial intelligence data center builder and operator, moving well beyond its origins in cryptocurrency infrastructure.
The company has signed new long-term infrastructure contracts with both Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA), placing it at the center of surging global demand for AI compute capacity.
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2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Micron Just Revealed a Massive Multi-Decade Growth Opportunity. It's Not AI Data Centers. It Might Be Even Bigger.
Keith Speights, The Motley Fool
June 28, 2026 4 min read
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Micron Technology's (NASDAQ: MU) spectacular third-quarter earnings report last week shouldn't have surprised anyone. All the signs of a blowout quarterly upda
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Micron Technology's (
MU
+1.18%
) spectacular third-quarter earnings report last week shouldn't have surprised anyone. All the signs of a blowout quarterly update were in place well before the memory chipmaker announced its results. I predicted that the stock would soar after its Q3 update and was proven right -- but that didn't require Nostradamus-like prophetic skills.
There was more exciting n
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
IREN (NasdaqGS:IREN) Lands Microsoft And Nvidia Deals As AI Data Center Expansion Grows
Bailey Pemberton
June 27, 2026 4 min read
IREN
+13.11%
MSFT
-0.96%
NVDA
+0.37%
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Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
IREN (NasdaqGS:IREN) has shifted its focus toward building large
2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
Video Muted
Artificial intelligence is rapidly shifting from the cloud to the devices we use every day. The first wave of generative AI relied on massive data centers packed with expensive graphics processors. The next phase is about making AI faster, cheaper, and more private by moving more of that computing directly onto smartphones, laptops, and vehicles.
That transition has become a battleg
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The explosive growth of artificial intelligence (AI) applications is not only driving a boom in data center investment, but also changing their design. Nvidia is driving the movement toward a new generation of 800-volt direct current (VDC) data centers set to launch in 2027.
The change in architecture will have ramifications for AI data center infrastructure companies and, according to Barclays a
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
3 Great Stocks to Buy to Benefit From the Next Generation of AI Data Centers Led by Nvidia
Lee Samaha, The Motley Fool
Fri, June 26, 2026 at 10:35 AM PDT 4 min read
NVDA
+2.63%
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Trading disclosure
The explosive growth of artificial intelligence (AI) applications is not only driving a boom in data center investment, but also changing their design. Nvidia is driving the move
2026-06-27
www.foxbusiness.com
2026-06-27
Fox Business
Qualcomm CEO and President Cristiano Amon discusses Qualcomm's expansion into data centers, robotics, and automotive, emphasizing their unique technology roadmap and execution track record against competitors on 'Mornings with Maria.'
Qualcomm CEO Cristiano Amon addresses analyst concerns about entering the competitive AI data center market. He highlights Qualcomm's successful diversification fro
2026-06-26
www.bisinfotech.com
2026-06-26
Bisinfotech
www.bisinfotech.com
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