Semiconductor News & Analysis Feed
262 articles
2026-06-15
www.thefastmode.com
2026-06-15
The Fast Mode
KKR, together with the Kuwait Investment Authority (KIA), NVIDIA and Vistra announced the launch of Helix Digital Infrastructure (Helix), a new company designed to deliver integrated infrastructure at the speed and scale required for hyperscalers to meet accelerating artificial intelligence (AI) demand.
As building AI infrastructure becomes increasingly complex, Helix will serve as a single coor
2026-06-15
digitimes.com
2026-06-15
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure beneficiaries and legacy consumer electronics players. The five-month cumulative picture through May underscores a structural reordering of the sector's top earners, led by server and AI hardware demand.
2026-06-15
digitimes.com
2026-06-15
LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand for substrates used in AI servers, 5G smartphones, and on-device AI chips. The expansion targets RF-SiP, FC-CSP, and FC-BGA substrates, as substrate suppliers adjust capacity plans to stronger demand from advanced mobile devices and AI infrastructure.
2026-06-15
digitimes.com
2026-06-15
SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for HBM4, a move that underscores mounting pressure on advanced memory suppliers to keep pace with demand from AI infrastructure.
2026-06-15
digitimes.com
2026-06-15
Walsin Technology expects the tight supply of passive components could last into 2028, as demand from AI infrastructure, automotive electronics, and future device upgrades lifts orders while memory shortages weigh on shipments across the broader electronics supply chain.
2026-06-15
digitimes.com
2026-06-15
INPAQ Technology, a unit of PSA Walsin Technology, reported that revenue and profit in the first quarter of 2026 fell year on year, citing a supply-demand imbalance in the memory market and sharp raw material price increases. The company said it expected a gradual recovery in the second half of 2026 as industry inventories normalized and new products and customers began contributing. INPAQ also ou
2026-06-15
www.quiverquant.com
2026-06-15
Quiver Quantitative
NVIDIA Endorsement Fuels Buzz: Social media conversations center on Nebius following praise from NVIDIA's CEO at a recent industry event, underscoring the company's swift transition to AI-focused cloud operations and gigawatt-scale infrastructure.
Growth Projections Dominate: Participants point to Nebius's token optimization platform as a key differentiator, with forecasts suggesting substantial
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
www.ad-hoc-news.de
2026-06-14
AD HOC NEWS
Goldman’s, Derivatives
Goldman’s Derivatives Push Signals a New Chapter for Infineon’s AI Infrastructure Play
14.06.2026 - 04:33:58 | boerse-global.de
Goldman Sachs raises Infineon stake to 5.15% via derivatives, bullish on AI and electrification. Stock up 123% YoY but trades well above averages.
Goldman’s - Goldman’s Derivatives Push Signals a New Chapter for Infineon’s AI Infrastructure Play 1
2026-06-14
simplywall.st
2026-06-14
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
NVIDIA Expands Global AI Infrastructure Role With Vera And Sharon AI Deal
June 14, 2026
Simply Wall St
Reviewed by Bailey Pemberton
NVIDIA (NasdaqGS:NVDA) has launched its new AI data center CPU, Vera, designed specifically for the Chinese market.
The company has also signed a multi year cloud infrastructure partnership with Australian AI firm Sharon AI.
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Infineon’s, Meteoric
Infineon’s Meteoric Rise Puts Goldman’s €88 Bet to the Test as AI Infrastructure Story Matures
13.06.2026 - 07:53:47 | boerse-global.de
Infineon shares double in 2025; Goldman Sachs raises target to €88 on AI power chip demand. High volatility and macro risks loom ahead.
Infineon’s - Infineon’s Meteoric Rise Puts Goldman’s €88 Bet to the Test as AI Infrastructure Story Matur
2026-06-13
digitimes.com
2026-06-13
As cloud service providers ramp up investment in AI infrastructure, Edom chairman Wayne Tseng said rising costs for materials, production equipment and labour will keep overall market supply tight in the second half of 2026, with price increases likely to continue. He also said AI is moving from the cloud into enterprise applications, with power, cybersecurity, optics and the medical sector set to
2026-06-13
blogs.nvidia.com
2026-06-13
NVIDIA Blog
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVIDIA Partnerships Deepen AI Infrastructure Role From Data Centers To Healthcare
Simply Wall St
Thu, June 11, 2026 at 11:06 AM PDT 5 min read
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NVIDIA (NasdaqGS:NVDA) has launched Helix Digital Infrastructure, a $10b-backed jo
2026-06-12
sg.finance.yahoo.com
2026-06-12
Yahoo Finance Singapore
NVIDIA Partnerships Deepen AI Infrastructure Role From Data Centers To Healthcare
Simply Wall St
Thu, 11 June 2026 at 11:06 am GMT-7 5 min read
NVDA
+2.22%
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NVIDIA (NasdaqGS:NVDA) has launched Helix Digital Infrastructure, a $10b-backed joint venture with KKR and others to build AI data cen
2026-06-11
www.connectmoney.com
2026-06-11
connectmoney.com
Latest News
+ Alternative Assets + Infrastructure + Real Assets
|
June 11, 2026
By: Joe Palmisano
KKR, NVIDIA, Kuwait Launch $10B AI Infrastructure Platform
A consortium led by KKR, the Kuwait Investment Authority, NVIDIA and Vistra have launched Helix Digital Infrastructure, a new company designed to address growing demand for integrated AI infrastructure solutions by combining data center,
2026-06-11
www.reuters.com
2026-06-11
Reuters
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2026-06-11
www.tradingview.com
2026-06-11
TradingView
News
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Reuters
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KKR launches $10 billion AI infrastructure company with Nvidia, Vistra
KKR launches $10 billion AI infrastructure company with Nvidia, Vistra
RefinitivLess than 1 min read
KKR
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NVDA
+1.13%
VST
+4.07%
AMZN
−0.32%
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2026-06-11
www.wsj.com
2026-06-11
WSJ
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