Semiconductor News & Analysis Feed

19 articles
2026-07-16
247wallst.com 2026-07-16
2026-07-13
news.google.com 2026-07-13
2026-07-13
news.google.com 2026-07-13
2026-07-10
digitimes.com 2026-07-10
2026-07-07
www.benzinga.com 2026-07-07
NVIDIA maintains its technology roadmap remains intact despite Kyber AI server delay reports, demonstrating confidence in the AI sector. This stance reflects the semiconductor industry's crucial role in the AI wave and investors' continued trust in NVIDIA as a market leader. Despite technical delay
2026-07-07
news.google.com 2026-07-07
2026-07-07
news.google.com 2026-07-07
2026-07-06
news.google.com 2026-07-06
2026-07-06
tomshardware.com 2026-07-06
NVIDIA's Kyber NVL144 rack delivery has been pushed to 2028, a delay of over 12 months that impacts the planned rollout of Rubin Ultra GPUs in 2027. The setback stems from manufacturing challenges with a critical PCB midplane component, which connects eight Oberon racks and replaces traditional cabl
2026-07-06
news.google.com 2026-07-06
2026-07-06
news.google.com 2026-07-06
2026-07-06
news.google.com 2026-07-06
2026-07-06
news.google.com 2026-07-06
2026-07-06
news.google.com 2026-07-06
2026-07-06
news.google.com 2026-07-06
2026-07-06
news.google.com 2026-07-06
2026-07-06
news.google.com 2026-07-06
2026-07-06
news.google.com 2026-07-06
2026-06-16
simplywall.st 2026-06-16
In June 2026, Power Integrations introduced two ultra-slim auxiliary power supply reference designs for 800 VDC AI data centers, leveraging 1700 V PowiGaN-based InnoMux-2 ICs to achieve compactness and high efficiency. Tailored for NVIDIA’s Kyber liquid-cooled blade-rack architecture, these designs