Semiconductor News & Analysis Feed
271 articles
2026-06-10
www.chicagostarmedia.com
2026-06-10
Chicago Star Media
www.chicagostarmedia.com
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2026-06-10
www.benzinga.com
2026-06-10
Benzinga
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2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Nvidia (
NVDA
2.28%
) may get a lot of the press in the artificial intelligence (AI) investing world, but there are other stocks out there that are growing quicker than Nvidia that don't get nearly as much attention as they deserve. Furthermore, Nvidia is also looking out for these companies, and has actually taken a position in them itself. That's a huge vote of confidence, as Nvidia has several
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
2 Artificial Intelligence (AI) Infrastructure Stocks Outgrowing Nvidia
Keithen Drury, The Motley Fool
Wed, June 10, 2026 at 2:50 AM PDT 4 min read
NVDA
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Nvidia (NASDAQ: NVDA) may get a lot of the press in the artificial intelligence (AI) investing world, but there are other stocks out there that are growing quicker than N
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-10
www.fool.com
2026-06-10
The Motley Fool
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2026-06-10
digitimes.com
2026-06-10
GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment in AI infrastructure drove a surge in demand for specialty copper materials used in cooling applications. The firm linked the month's performance to rising cooling needs at servers and data centers as computing density i
2026-06-10
digitimes.com
2026-06-10
At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward a far more practical challenge — how to rapidly deploy full-scale computing infrastructure under tight constraints of power, time, and construction capacity.
2026-06-10
digitimes.com
2026-06-10
The Taiwanese government has launched an AI infrastructure initiative aiming to further strengthen its semiconductor industry prowess by leveraging silicon photonics (SiPh) to form a new moat, as AI-driven demand for high-speed data transfer accelerates.
2026-06-10
digitimes.com
2026-06-10
WinWay Technologies said shipments linked to artificial intelligence, high-performance computing, central processing units, and application processors lifted consolidated revenue to NT$1.073 billion (US$33.9 million) in May 2026, the company's second-highest monthly total on record. For global readers tracking the semiconductor supply chain, the results signal how AI infrastructure demand is resha
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure
Thomas Richmond
Tue, June 9, 2026 at 3:26 PM PDT 4 min read
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Craig Federighi confirmed Apple's FM Cloud Pro runs on Nvidia GPUs inside Google Cloud, abandoning private infrastructure for its most demanding AI
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Apple (NASDAQ:AAPL | AAPL Price Prediction), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos, Apple software chief Craig Federighi confirmed that the company’s new frontier language model, FM Cloud Pro, will run on Nvidia GPUs hosted in Google Cloud for agentic workflows and complex
2026-06-10
developer.nvidia.com
2026-06-10
NVIDIA Developer
As AI infrastructure scales, enterprise expectations for operational maturity are increasing. Organizations expect these systems to be provisionable, observable, secure, and manageable at scale—the same standard applied to all critical infrastructure. The moment an AI system moves from development into enterprise deployment, that operational foundation is essential.
NVIDIA DGX Spark and NVIDIA GB
2026-06-09
www.engineering.com
2026-06-09
Engineering.com
The buildout starts at 55 MW, expands GAK Sejong and includes HyperCLOVA X, Nemotron and NemoClaw-based services.
NVIDIA and NAVER announced that NAVER will expand sovereign AI infrastructure, starting at 55 megawatts with plans to move to gigawatt scale using the NVIDIA DSX platform to rapidly design, build and scale full-stack, end-to-end AI platforms that can serve enterprises, industries and
2026-06-09
digitimes.com
2026-06-09
As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain bottlenecks, with industry watchers saying the number of components that are currently in a severe shortage now far exceeds those that are not.
2026-06-09
digitimes.com
2026-06-09
Onsemi has introduced an online design tool to help engineers match SiC MOSFETs and gate drivers more quickly. The company said the platform could reduce early-stage trial-and-error in power electronics, with potential implications for AI data centers, electric vehicles, industrial systems, and electrification infrastructure worldwide.
2026-06-09
digitimes.com
2026-06-09
Nvidia and Hyundai Motor Group have agreed to deepen their collaboration in artificial intelligence, robotics, and future mobility technologies as the two companies seek to accelerate the commercialization of physical AI and expand South Korea's role in next-generation AI infrastructure.
2026-06-09
digitimes.com
2026-06-09
After concluding a meeting with SK Group on the morning of June 8, Nvidia CEO Jensen Huang traveled to LG Group's headquarters, the LG Twin Towers in Seoul's Yeouido district, for a formal meeting with LG Chairman Koo Kwang-mo. The discussions underscored a widening strategic partnership between the two companies across robotics, AI infrastructure, mobility technologies, and advanced AI developmen
2026-06-09
www.hpcwire.com
2026-06-09
HPCwire
Korea’s Leading Telco to Add NVIDIA-Powered AI Cloud Capacity Built on NVIDIA DSX AI Factory Architecture to Accelerate AI Startups, Robotics and Industrial Physical AI
SEOUL, South Korea, June 8, 2026 — NVIDIA and SK Telecom have announced that SK Telecom plans to build a gigawatt-scale AI Cloud in Korea using the NVIDIA DSX platform, with the first AI factory coming online in 2027.
An AI Cloud
2026-06-08
www.megabites.com.ph
2026-06-08
megabites.com.ph
Cadence and Samsung Foundry announced a full portfolio of Memory and Interface IP, along with expanded certification of Cadence’s agentic AI digital, custom, 3D IC, and system design and analysis (SDA) flows for Samsung Foundry’s second-generation 2nm process. This collaboration delivers a signoff-ready platform for next-generation AI infrastructure and physical AI designs across data center, edge