Semiconductor News & Analysis Feed
580 articles
2026-06-24
eu.36kr.com
2026-06-24
36Kr
The AI data center boom has driven a sharp surge in power semiconductors.
电子工程世界
2026-06-24 08:17
Power semiconductor manufacturers that want to make profits cannot afford to miss the huge opportunity represented by AI data centers.
In the past two days, power semiconductors have witnessed a significant surge. According to the latest institutional research reports, AI data centers are emerging as
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive capacity ramp (with new data centers coming online every quarter through the end of 2027) to meet demand, it says, outstrips supply.
2026-06-24
digitimes.com
2026-06-24
Samsung Electronics is putting long-term memory supply agreements higher on its second-half agenda as demand from data centers broadens beyond high-bandwidth memory, or HBM, into server DRAM and storage products.
2026-06-24
www.inc.com
2026-06-24
inc.com
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2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
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The artificial intelligence boom has created a new industrial race. Companies are spending hundreds of billions of dollars building the computing infrastructure needed to power AI models, but the challenge is no longer just buying more chips. The bottleneck is everything surrounding those chips — electricity, land, memory, and increasingly, water.
As AI factories grow from tradition
2026-06-23
www.mitsloanme.com
2026-06-23
MIT Sloan Management Review Middle East
Nvidia’s New Cooling System Cuts Data Center Water Use to Near Zero—But Not AI’s
The technology addresses on-site consumption, while power generation and chip manufacturing remain major contributors.
MITSloan ME Editorial
18 hours ago
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Oracle Cuts 21,000 Jobs as AI Silently Reshapes Its Operating Model
Nvidia
2026-06-23
qz.com
2026-06-23
qz.com
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron to report third quarter earnings amid sky-high demand from data centers
Daniel Howley · Technology Editor
Tue, June 23, 2026 at 4:30 AM PDT 2 min read
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Micron (MU) will report its third quarter earnings after the bell on Wednesday as the memory industry continues to see tailwinds from the global AI build-out.
Micron stock
2026-06-23
digitimes.com
2026-06-23
Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue to lead in technology, their capacity expansion has struggled to keep pace with AI-related demand, driving order spillover to Taiwan-based manufacturers.
2026-06-23
digitimes.com
2026-06-23
Samsung Electro-Mechanics has begun mass production of advanced package substrates for Qualcomm's first data center AI accelerator, extending the companies' supply relationship from mobile and PC chips into server-class semiconductors, ZDNet Koreareported.
2026-06-23
www.theverge.com
2026-06-23
The Verge
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Nvidia says its AI data center design runs hotter to use a lot less water
By switching to 100 percent liquid cooling and running servers hotter, Nvidia claims it can cut water use to “near zero.”
by
Stevie Bonifield
Jun 23, 2026, 7:24 AM GMT+8
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Image: Cath Virginia / The Verge, Getty Images
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Chip race: Microsoft, Meta, Google, and Nvidia battle it ou
2026-06-23
techcrunch.com
2026-06-23
TechCrunch
Nvidia just announced a warm-water cooling system that it says can dramatically reduce the amount of water a data center uses — eliminating “pretty much all water usage” inside the data center, according to an Nvidia executive in a press release.
“The water consumption challenge for data centers is largely solved,” Josh Parker, chief sustainability officer at Nvidia, recently told Axios.
But t
2026-06-23
fortune.com
2026-06-23
Fortune
Among Americans’ many concerns about data centers—from the constant humming sound to high electricity prices—heavy water consumption stands out. Residents of towns with data centers have reported contaminated water, low water pressure, and unauthorized siphoning, putting one of life’s essentials under threat.
Nvidia thinks it has the solution for that: its new server infrastructure.
The compan
2026-06-23
gizmodo.com
2026-06-23
Gizmodo
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2026-06-22
www.sdxcentral.com
2026-06-22
SDxCentral
Nvidia tops Ethernet data center switch charts by revenue as sales soar
IDC labels Spectrum-X ‘the preferred network interconnect for large-scale AI training’
June 22, 2026 By Ben Wodecki Have your say
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– Sebastian Moss
Nvidia continues its meteoric networking march with a new report suggesting it’s now the number one vendor in the Ethernet switching
2026-06-22
eciks.org
2026-06-22
eciks.org
SMH semiconductor ETF surges on AI chip demand, draws $6.9B in inflows
Published on 22 June 2026 at 10:38 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 104 times
© SMH semiconductor ETF surges on AI chip demand, draws $6.9B in inflows
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The VanEck Semiconductor ETF (SMH) pulled in $6.9 billion in single-day net inflows on June 18, 2026, nearly breaking $7 bill
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
OpenAI in Talks to Lease 10 GW Data Center in Ohio, Nvidia (NVDA) To Play an Important Role – Reuters
Talha Qureshi
Mon, June 22, 2026 at 7:12 AM PDT 2 min read
NVDA
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NVIDIA Corporation (NASDAQ:NVDA) ranks 2nd on our list of Best Data Center Stocks That Are Cheaper Than the S&P 500. On June 9, Reuters reported that OpenAI is in tal
2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
www.datacenterdynamics.com
2026-06-22
Data Center Dynamics
A new GPU-as-a-Service provider has launched in the US.
Dubbed Mantle DC, the company launched its offering last week, announcing it had 144 Blackwell GPUs "live and ready" on LinkedIn.
– Mantle DC via LinkedIn
According to the company, its offering has been in the works for just five months.
"In January, we assembled the engineering team. In February, we finalized the data center design. In M
2026-06-22
www.hpcwire.com
2026-06-22
HPCwire
www.hpcwire.com
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