Semiconductor News & Analysis Feed
57 articles
2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
__fail__
2026-06-26
news.google.com
2026-06-26
EE Times Asia
2026-06-24
www.jonpeddie.com
2026-06-24
Jon Peddie Research
Europe’s accelerated computing build-out is expanding rapidly, with Nvidia announcing 35 new AI and HPC systems across 23 countries. The program is mainly a sovereign AI infrastructure story, but it also shows how quantum developers are being drawn into the GPU-accelerated computing stack. Through CUDA-Q, NVQLink, and tools such as Nvidia Ising, companies including Aegiq, Pasqal, Quandela, and Ali
2026-06-23
aimagazine.com
2026-06-23
AI Magazine
Coherent has officially broken ground on its expanded manufacturing facility in Sherman, Texas, positioning the site at the heart of global AI infrastructure.
The company, which manufactures the lasers, optical components and compound semiconductors that wire AI systems together, operates what it calls the world's first 6-inch indium phosphide (InP) fabrication plant.
The expanded Texas facilit
2026-06-22
wccftech.com
2026-06-22
Wccftech
Micron and Anthropic have announced a strategic agreement to scale next-generation AI infrastructure that spans memory and storage for rising compute demands.
Press Release: Micron Technology today announced a strategic agreement with Anthropic that spans memory and storage AI architecture design, supply and demand, enterprise adoption of Claude across Micron, and a strategic investment in Anthro
2026-06-17
en.sedaily.com
2026-06-17
Seoul Economic Daily
403 ERROR
The request could not be satisfied.
Request blocked. We can't connect to the server for this app or website at this time. There might be too much traffic or a configuration error. Try again later, or contact the app or website owner.
If you provide content to customers through CloudFront, you can find steps to troubleshoot and help prevent this error by reviewing the CloudFront documenta
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
6
Share
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
2026-06-16
newsroom.equinix.com
2026-06-16
Equinix Newsroom
Presidio deploys Cisco Secure AI Factory with NVIDIA at Equinix data center in complementary, partner-led lab environment
Endorsed architectures and live testing lab deliver faster path for enterprises from pilot to production AI
REDWOOD CITY, Calif., June 16, 2026 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, today unveiled an expanded collaboration
2026-06-10
developer.nvidia.com
2026-06-10
NVIDIA Developer
AI factories are changing what data-center infrastructure must do.
Unlike traditional data centers, AI factories are built to manufacture intelligence at scale. They run power-dense training and inference workloads, increasingly support agentic and reasoning models, and must deliver predictable performance even as compute demand shifts rapidly. In this environment, electrical infrastructure is no
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
NVIDIA South Korea AI Factories Highlight Growth Ambition And Valuation Tension
Simply Wall St
Wed, June 10, 2026 at 5:07 AM PDT 3 min read
NVDA
-1.27%
SKM
-6.07%
000660.KS
-7.54%
Explore stocks on Coinbase
Trading disclosure
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
NVIDIA Korea Deals Tie AI Factories Memory Supply To Growth Story
Simply Wall St
Mon, June 8, 2026 at 11:16 PM AST 4 min read
NVDA
+1.73%
000660.KS
+10.63%
017670.KS
+1.41%
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
NVIDIA (NasdaqGS:NVDA) has entered multi-year agreeme
2026-06-09
www.hpcwire.com
2026-06-09
HPCwire
www.hpcwire.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a08a11854bdd5702
Performance and Security by Cloudflare
Privacy
2026-06-08
hothardware.com
2026-06-08
HotHardware
NVIDIA And SK Hynix Partner On Multi-Year Advanced AI Memory Agreement
by Paul Lilly — Monday, June 08, 2026, 09:49 AM EDT
Comments
NVIDIA is expanding its partnership with SK hynix by inking a multi-year technology partnership aimed at ensuring a steady supply of next generation memory products for a wave of hardware designs, including Vera Rubin supercomputers, Vera CPus, RTX Spark PCs, and
2026-06-08
evertiq.com
2026-06-08
Evertiq
© Nvidia
Business | June 08, 2026
Nvidia partners with SK hynix to advance memory for AI factories
Evertiq
As AI factories scale globally, this strategic partnership enables memory supply to keep pace with Nvidia’s infrastructure roadmap and the sustained buildout of AI infrastructure worldwide.
Nvidia and SK hynix have announced a multiyear technology partnership to advance next-generation memor
2026-06-08
news.google.com
2026-06-08
AiThority
2026-06-08
www.techpowerup.com
2026-06-08
TechPowerUp
Request failed (HTTP 400)
This should only take a few seconds. If you have issues, please do contact us, we want to learn about any problems.
Need help? Contact Us. Please mention your IP: 104.192.93.122
2026-06-08
www.digitimes.com
2026-06-08
digitimes
Naver and Nvidia announced on June 7 that the South Korean internet company will expand its AI infrastructure using Nvidia's DSX platform, starting at 55 megawatts and targeting gigawatt-scale deployment. The expansion begins at Naver's GAK Sejong data center...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each tim
2026-06-08
www.koreatimes.co.kr
2026-06-08
The Korea Times
Nvidia Corp. CEO Jensen Huang, left, and SK Group Chairman Chey Tae-won bump fists during dinner at a chicken restaurant in southern Seoul, Sunday. Courtesy of SK SUPEX Council
Nvidia and SK hynix said Monday they have entered into a multi-year technology partnership to advance next-generation memory technologies for artificial intelligence (AI) factories.
"We made a very significant and long-te
2026-06-08
digitimes.com
2026-06-08
Naver and Nvidia announced on June 7 that the South Korean internet company will expand its AI infrastructure using Nvidia's DSX platform, starting at 55 megawatts and targeting gigawatt-scale deployment. The expansion begins at Naver's GAK Sejong data center in Sejong, South Korea.
2026-06-08
www.reuters.com
2026-06-08
Reuters
__fail__