Semiconductor News & Analysis Feed
278 articles
2026-06-23
tomshardware.com
2026-06-23
Etiido Uko
Oracle cut 21,000 jobs in fiscal year 2026 as AI automation and AI cloud expansions reshape its workforce and spending strategy.
2026-06-23
www.techzine.eu
2026-06-23
Techzine Global
2 MIN
INFRASTRUCTURE
Micron invests in Anthropic and supplies memory for AI infrastructure
MELS DEES
Jun 23, 2026, 5:06 PM GMT+8
Micron Technology and Anthropic have announced a strategic partnership focused on AI infrastructure. The chipmaker will supply memory and storage technology for the systems on which Anthropic develops and deploys its AI models. In addition, Micron is participating in th
2026-06-23
www.techzine.eu
2026-06-23
Techzine Global
2 MIN
INFRASTRUCTURE
Qualcomm about to acquire AI infrastructure company Modular
MELS DEES
Jun 23, 2026, 3:23 PM GMT+8
Qualcomm is poised to take a new step in its AI strategy. According to sources familiar with the negotiations, the chipmaker is in exclusive talks to acquire Modular, a relatively young company that develops software for AI infrastructure. The proposed acquisition price is report
2026-06-23
www.reuters.com
2026-06-23
Reuters
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron, Anthropic sign AI infrastructure supply agreement
Reuters
Mon, June 22, 2026 at 11:02 AM PDT 1 min read
MU
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June 22 (Reuters) - Micron Technology said on Monday it has signed an agreement with Anthropic that includes supply of memory and storage products, and a strategic investment in the IPO-bound AI company's
2026-06-22
www.proactiveinvestors.com
2026-06-22
Proactive financial news
Tech
Hardware & Electrical Equipment
Written by:
Emily Jarvie
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Micron Technology Inc
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Micron shares rise on Anthropic AI infrastructure partnership
Published: 11:46 22 Jun 2026 EDT
Micron Technology Inc (NASDAQ:MU) shares rose more than 4% on Monday after the company announced a strategic agr
2026-06-22
ca.finance.yahoo.com
2026-06-22
Yahoo! Finance Canada
Micron shares rise on Anthropic AI infrastructure partnership
Proactive
Mon, June 22, 2026 at 8:46 a.m. PDT 2 min read
MU
-13.18%
Micron shares rise on Anthropic AI infrastructure partnership Proactive uses images sourced from Shutterstock
Micron Technology Inc (NASDAQ:MU) shares rose more than 4% on Monday after the company announced a strategic agreement with Anthropic covering AI infrastructur
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
BOISE, Idaho, June 22, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) 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 Anthropic’s Series H funding round. The agreement directly links the demands of frontier AI models to how infrastru
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
NAIRR Science Program Reshapes Scientific Research, Powered by NVIDIA AI Infrastructure
June 22, 2026 by Zoe Kessler
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For the past two years, the U.S. National Science Foundation’s National Artificial Intelligence Research Resource (NAIRR) pilot program has driven innovative research across the U.S. for over 700 projects — spanning protein prediction and infectious disease outbreak manag
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
Eco Wave Power Turns Waves Into Watts With NVIDIA AI Infrastructure and Digital Twins
June 22, 2026 by Tenika Versey Walker
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The next era of AI will not be defined by compute alone. Its growth will be determined by energy.
As accelerated computing scales across AI factories, agentic AI, industrial AI, edge computing and physical AI — including robotics and autonomous systems — global e
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
Eco Wave Power Turns Waves Into Watts With NVIDIA AI Infrastructure and Digital Twins
June 22, 2026 by Tenika Versey Walker
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The next era of AI will not be defined by compute alone. Its growth will be determined by energy.
As accelerated computing scales across AI factories, agentic AI, industrial AI, edge computing and physical AI — including robotics and autonomous systems — global e
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Supermicro Delivers NVIDIA Vera Rubin NVL4 End-to-End DCBBS Blueprint with Native FP64 Performance for Converged HPC and AI Infrastructure
PR Newswire
Mon, June 22, 2026 at 6:05 AM PDT 5 min read
SMCI
-4.70%
NVDA
-2.87%
SMCIP
-4.11%
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Trading disclosure
Total solution includes
2026-06-22
www.prnewswire.com
2026-06-22
PR Newswire
Supermicro Delivers NVIDIA Vera Rubin NVL4 End-to-End DCBBS Blueprint with Native FP64 Performance for Converged HPC and AI Infrastructure USA - English
NEWS PROVIDED BY
Super Micro Computer, Inc.
Jun 22, 2026, 09:05 ET
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Total solution includes up to 1,152 NVIDIA Rubin GPUs and 576 NVIDIA Vera CPUs in liquid-cooled racks—3.2MW Scalable Unit delivers next-generation perf
2026-06-22
ca.finance.yahoo.com
2026-06-22
Yahoo! Finance Canada
This is a paid press release. Contact the press release distributor directly with any inquiries.
Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure
Micron Technology, Inc.
Mon, June 22, 2026 at 6:00 a.m. PDT 3 min read
MU
-11.00%
Micron Technology, Inc.
Collaboration spans memory and storage AI architecture design, supply agreement, enterprise AI adoption
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure
Micron Technology, Inc.
Mon, June 22, 2026 at 6:00 AM PDT 3 min read
MU
-11.82%
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Trading disclosure
Micron Technology, Inc.
Collaboration spans memory and storage AI architecture design, su
2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Cisco expands AI infrastructure collaboration with Equinix and Nvidia
The trio is deploying Cisco's Secure AI Factory across Equinix's global network of over 280 data centers, targeting the gap betwee
2026-06-22
ir.supermicro.com
2026-06-22
Supermicro
SAN JOSE, Calif. and HAMBURG, Germany, June 22, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total Solution Provider introduces the Data Center Building Block Solutions® (DCBBS) Blueprint for HPC based on the NVIDIA Vera Rubin NVL4 platform, announced at ISC 2026. Following Supermicro's DCBBS Blueprints for NVIDIA Vera Rubin NVL72 and NVID
2026-06-22
ts2.tech
2026-06-22
TechStock²
21 JUNE 2026
ARTIFICIAL INTELLIGENCE·NASDAQ:MU·NASDAQ:NVDA·NYSE:ETN·NYSE:GE·NYSE:VRT·STOCK MARKET
2 MINS READ
AI INFRASTRUCTURE STOCKS OUTPACE NVIDIA AS POWER BECOMES THE BOTTLENECK
BY MARCIN FRĄCKIEWICZ
New York, June 21, 2026, 15:32 (EDT)
GE Vernova rose 18.0%, Vertiv 10.0% and Eaton 7.8% in the four-session week, while Nvidia gained 2.7%.
U.S. regulators gave six regional grid operators 60
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
Infineon’s, Patent
Infineon’s Patent Victory and AI Infrastructure Drive 114% Stock Surge Amid Core Softness
21.06.2026 - 13:34:40 | boerse-global.de
Infineon shares rocket 114% as patent victory protects GaN chip dominance, targeting €12B AI revenue, but near-term revenue dips 9%.
Infineon’s - Infineon’s Patent Victory and AI Infrastructure Drive 114% Stock Surge Amid Core Softness 21.06.2026 -
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
Infineon’s, GaN
Infineon’s GaN Courtroom Victory and Robotics Foray Underscore Its AI Infrastructure Pivot
21.06.2026 - 08:06:14 | boerse-global.de
Infineon shares remain near €82 as a German court bans Chinese rival Innoscience's GaN products, while sector-wide EUV export fears trigger minor dip. The stock's 113% YTD rally shows stretched valuation.
Infineon’s - Infineon’s GaN Courtroom Victory