Semiconductor News & Analysis Feed
278 articles
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
How NVIDIA (NVDA) Is Extending Its AI Infrastructure Reach Into XR and Physical AI
Habib Ur Rehman
Fri, June 19, 2026 at 7:34 AM PDT 1 min read
NVDA
-0.97%
SIE.DE
+1.64%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the fastest-growing AI infrastructure stocks to buy. In its fiscal Q1 2027 results, NVIDIA reported revenue of $81.6 billion, up 85% year-over
2026-06-19
siliconangle.com
2026-06-19
SiliconANGLE
CoreWeave Inc. wants to step in before the infrastructure stack buckles under the weight of agentic artificial intelligence.
The company recently announced the industry’s first validation of Nvidia Vera Rubin NVL72 on CoreWeave Cloud. This suggests that AI infrastructure is entering a new stage, according to Rob Strechay, principal analyst for theCUBE Research, who sees CoreWeave as one of multip
2026-06-18
digitimes.com
2026-06-18
SK Group's combined market capitalization on the South Korean stock market surpassed KRW2,000 trillion (US$1.32 trillion) for the first time as of the June 16 close, driven by strength in AI memory demand and a high-profile visit by Nvidia's CEO that reinforced ties with SK Hynix and broader AI infrastructure plans. According to reports from SBS, YTN, ET Newsand Yonhap, the group's 19 listed subsi
2026-06-18
www.zacks.com
2026-06-18
Zacks Investment Research
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2026-06-17
news.futunn.com
2026-06-17
富途牛牛
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2026-06-17
www.datacenterdynamics.com
2026-06-17
Data Center Dynamics
Australia's Sharon AI is making moves to build out its AI capacity.
This week has seen the AI cloud company sign a six-year AI infrastructure agreement with Nvidia, and a 600PB agreement with Vast Data for its AI Operating System.
– James Manning via LinkedIn
The agreement with Nvidia will see the two deploying 72MW of AI data center capacity in Australia, using the Nvidia DSX AI factory design
2026-06-17
sg.finance.yahoo.com
2026-06-17
Yahoo Finance Singapore
This is a paid press release. Contact the press release distributor directly with any enquiries.
Bull and Foxconn advance European AI infrastructure with NVIDIA Vera Rubin NVL72 platform built in Europe
GlobeNewswire · GlobeNewswire Inc.
BULL SAS
Tue, 16 June 2026 at 9:00 pm GMT-7 3 min read
2317.TW
+1.12%
NVDA
-2.37%
Paris, France – 17 June, 2026 – As part of their recently unveiled collaboratio
2026-06-17
digitimes.com
2026-06-17
Samsung Electro-Mechanics (Semco) is rapidly gaining ground in the silicon capacitor market as AI infrastructure investment and technology upgrades accelerate demand. After landing its first major silicon capacitor order, the company is in talks with additional potential customers, while its multilayer ceramic capacitor (MLCC) business is also expanding and operating profit is expected to hit a re
2026-06-17
digitimes.com
2026-06-17
AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could strengthen global supply chains for the lasers and optical components that connect data centers, chips, and servers worldwide.
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia Corp (NVDA) Lands AI Infrastructure Deals in South Korea
Abdul Rahman
Tue, June 16, 2026 at 11:56 AM PDT 2 min read
NVDA
-2.37%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia Corp (NASDAQ:NVDA) is one of billionaire Ken Fisher's top high growth stock picks. Nvidia shares have gained more than 10% year-to-date and soared more than 45% over the past year. Analysts expect the stock to kee
2026-06-16
mexicobusiness.news
2026-06-16
Mexico Business News
Nvidia is preparing a US$20 billion corporate bond issuance, marking its first investment-grade debt offering in five years. The transaction reflects growing capital requirements across the AI ecosystem and highlights how leading technology companies are using debt markets to finance infrastructure, product development, and balance sheet management.
Nvidia plans to raise US$20 billion through a U
2026-06-15
www.theglobeandmail.com
2026-06-15
The Globe and Mail
AUSTIN, Texas, June 15, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: The global race to build artificial intelligence infrastructure has triggered a capital spending surge unlike anything the technology sector has seen in a generation. Hyperscalers are committing hundreds of billions of dollars to data centers, global semiconductor sales hit $791.7 billion in 2025 and are projected to a
2026-06-15
www.barchart.com
2026-06-15
Barchart.com
Artificial Intelligence AI by 13_Phunkod via Shutterstock
Qualcomm (QCOM), known primarily for making smartphone processors, is slowly gaining traction in three new markets: Data Centers, Automotive, and IoT. This has led J.P. Morgan’s analyst, Samik Chatterjee, to put the semiconductor company on a positive catalyst watch. He expects Qualcomm to announce revenue targets of over $3 billion by 202
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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Qualcomm: Handsets Are The Worry, But AI Infrastructure Is The Opportunity
Jun 15, 2026, 7:09 AM ETQUALCOMM Incorporated (QCOM) Stock, QCOM:CA Stock
The Curious Analyst
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I rate Qualcomm a buy with a $299 price target, reflecting 42% upside potential from the current level.
My main growth drivers are
2026-06-15
www.insidermonkey.com
2026-06-15
Insider Monkey
NEWS
Qualcomm (QCOM) Expands Into AI Infrastructure Through SLB Collaboration and ByteDance Chip Agreement
Published on June 15, 2026 at 4:30 am by SHERYAR SIDDIQ in News
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QUALCOMM Incorporated (NASDAQ:QCOM) ranks among the best 5G stocks to buy right now. On June 9, SLB announced an agreement with QUALCOMM Incorporated (NASDAQ:QCOM) to collaborate on cutting-edge AI solutions for energy ind
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Qualcomm (QCOM) Expands Into AI Infrastructure Through SLB Collaboration and ByteDance Chip Agreement
Sheryar Siddiq
Mon, June 15, 2026 at 1:30 AM PDT 2 min read
QCOM
+4.32%
Trade QCOM on Coinbase
Trading disclosure
QUALCOMM Incorporated (NASDAQ:QCOM) ranks among the best 5G stocks to buy right now. On June 9, SLB announced an agreement with QUALCOMM Incorporated (NASDAQ:QCOM) to collaborate on c
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.