Semiconductor News & Analysis Feed
258 articles
2026-06-22
www.techbuzz.ai
2026-06-22
The Tech Buzz
NVIDIA just turned conventional data center wisdom on its head. The chip giant's latest AI servers can run liquid cooling systems at 45°C (113°F) - hotter than your average hot tub and significantly warmer than industry norms. The counterintuitive move isn't about tolerating heat, it's about harnessing it. By pushing cooling temperatures higher, NVIDIA's creating a new playbook for energy efficien
2026-06-22
digitimes.com
2026-06-22
AI data centers are driving growth in demand for power management and power semiconductor components. Hot swap products, in particular, require a wide safe operating area (SOA) to prevent excessive surge current when a redundant power supply is inserted and activated, interacting with the system's large capacitors.
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
ON Semiconductor (ON) Launches GaNEXUS For AI Data Centers And Robotics
Bailey Pemberton
Sat, June 20, 2026 at 10:07 PM PDT 2 min read
ON
+8.16%
Trade ON on Coinbase
Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
ON Semiconductor (NasdaqGS:ON) launched its GaNEXUS gallium nitride pow
2026-06-21
www.tikr.com
2026-06-21
TIKR.com
Key Stats for Qualcomm Stock
Today’s Performance: 6%
52-Week Range: $122 to $260
Valuation Model Target Price: Around $180
Implied Upside: About 20%
Analyze your favorite stocks like QUALCOMM Incorporated with TIKR (It’s free) >>>
What Happened?
Qualcomm Incorporated stock rose about 6% today, finishing near $226 per share as investors leaned back into chip stocks and grew more optimistic about
2026-06-21
wccftech.com
2026-06-21
Wccftech
NVIDIA's Vera Rubin is entering data centers soon, and the rise of Agentic AI also comes with a mammoth rise in costs.
The Vera Rubin era is upon us. The first systems are already being shipped to major cloud providers who are validating and testing them before bringing them up on scale. With the full volume production already going on, NVIDIA is eyeing an even bigger success than Blackwell.
But
2026-06-20
tomshardware.com
2026-06-20
Jowi Morales
Beijing says the Space Computing Industry Innovation Center will bring together rocket and satellite manufacturers, chip manufacturers, and AI labs to develop a space-based data center system.
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
The three Amazon workers claim that they've been intimidated during the Zoom meetings and were being monitored while at work.
2026-06-19
www.tikr.com
2026-06-19
TIKR.com
Key Stats for Qualcomm Stock
Current Price: $226.11 (June 18, 2026 close)
Target Price (Mid): ~$241
Street Target: ~$183
Potential Total Return: ~7%
Annualized IRR: ~2% / year
Earnings Reaction: +15.12% (April 29, 2026)
Max Drawdown (1Y): 33.89% (April 7, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Qual
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
The federal government wants more data centers to come online — as long as they do not impact the electricity supply.
2026-06-19
digitimes.com
2026-06-19
Samsung Electronics' foundry business has signed a strategic manufacturing collaboration with Claros, a US power-management startup, to produce semiconductors designed to cut energy waste inside AI data centers, according to a Claros announcement and a report by ZDNet Korea.
2026-06-19
www.foreignpolicyjournal.com
2026-06-19
foreignpolicyjournal.com
Kazakhstan is committing up to $10 billion to develop its Data Center Valley project, marking one of the most ambitious technology infrastructure bets in Central Asian history.
The initiative is backed by Nvidia (NASDAQ: NVDA), signaling strong interest from global semiconductor and AI hardware leaders in the region’s growing digital ambitions.
Submit a Press Release or News Tip
An initial 125-
2026-06-18
www.quiverquant.com
2026-06-18
Quiver Quantitative
Qualcomm Incorporated (QCOM) is up 4.5% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to rising expectations for Qualcomm’s June 24, 2026 Investor Day and growing optimism around its push into AI data center chips. This could also be because investors are reacting to a fresh bullish price-target increase and the view that management ma
2026-06-18
www.bloomberg.com
2026-06-18
Bloomberg.com
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2026-06-18
www.bloomberg.com
2026-06-18
Bloomberg.com
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2026-06-18
www.quiverquant.com
2026-06-18
Quiver Quantitative
Tower’s advanced silicon photonics platform enables high-bandwidth,
energy-efficient data center connectivity
MIGDAL HAEMEK, Israel, June 18, 2026 -
Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced a significant milestone. The company, in partnership with Marvell Technology, has shipped over five million coherent photoni
2026-06-18
news.google.com
2026-06-18
Stock Titan
2026-06-18
www.mk.co.kr
2026-06-18
매일경제
사진 확대
Samsung Electronics' System LSI Business said it has set profitability improvement as its top priority after posting record quarterly sales in the first quarter of this year. It also said it plans to enter the AI data center market and expand its mobile-centered business structure into the future infrastructure sector.
At a business briefing held on the 18th, Yong-In Park, president and hea
2026-06-18
dig.watch
2026-06-18
Digital Watch Observatory
Home | Updates | US backs photonics expansion for AI data centres under CHIPS Act
The proposed investment would add manufacturing capacity and create high-skilled jobs in Texas.
The Department of Commerce’s CHIPS Program Office has signed a letter of intent to provide up to $50 million in direct funding to Coherent Corp. under the CHIPS and Science Act.
According to the CHIPS Program Office, th
2026-06-18
www.digitimes.com
2026-06-18
digitimes
Power is now compute, and it is becoming a major driver of AI data center build costs. Renesas technical director Mu-Sen Lin said traditional data centers rely on low-voltage AC (LVAC), long wiring runs, and repeated AC-to-DC conversions through...
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2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
QUALCOMM (QCOM) Is Up 11.4% After Launching Custom AI Data Center Silicon With a Hyperscaler
Sasha Jovanovic
Wed, June 17, 2026 at 11:09 PM PDT 3 min read
QCOM
+6.17%
Trade QCOM on Coinbase
Trading disclosure
In recent weeks, Qualcomm has moved beyond its smartphone roots by launching a custom AI data center silicon program with a leading hyperscaler, expanding collaborations in XR, edge AI, and