Semiconductor News & Analysis Feed
12128 articles
2026-05-28
qz.com
2026-05-28
qz.com
UNTITLED
Why Navitas Sees GaN Playing a Bigger Role Inside Future AI Racks
NVTS heads to PCIM 2026 with 800V AI power designs. It believes GaN will be a must-have tech inside next-gen multi-MW racks.
Originally published on
Zacks Investment Research
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Navitas Semiconductor NVTS plans to exhibit new galliu
2026-05-28
news.google.com
2026-05-28
The Globe and Mail
2026-05-28
www.datacenterdynamics.com
2026-05-28
Data Center Dynamics
AI cloud firm Iren has signed a $1.6bn contract with Dell to acquire air-cooled Blackwell systems.
The hardware will be deployed across Iren's existing data centers in Childress, Texas, to enable the neocloud to meet a five-year $3.4bn AI cloud contract the company signed with Nvidia earlier this month.
– Iren
The contract with Nvidia will see Iren provide the chip designer with access to 60MW
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
www.businessinsider.com
2026-05-28
Business Insider
Memory stocks have been on a tear and it's paying off for retail traders.
Everyday investors poured into memory stocks like Micron and SK Hynix in recent months, and the trend has continued as shares climb to fresh record highs, according to JPMorgan's latest research.
"Despite strong performance—including Micron and SK Hynix crossing the $1T market-cap milestone on Tuesday—there is little evide
2026-05-28
www.blocksandfiles.com
2026-05-28
Blocks & Files
Qumulo teaser.
Qumulo and Nvidia support
Chris Mellor
BLOCKS & FILES EDITOR
Published Thu 28 May 2026 // 16:19 UTC
Virtually all filesystem storage suppliers are supporting Nvidia's STX KV Caching scheme - yet Qumulo is not, saying this last mile optimization is not fixing the overall delays in AI Training/Infrencing that come from having to stage information to tightly-coupled, all-flash storage
2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
news.google.com
2026-05-28
Idaho Statesman
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
www.investing.com
2026-05-28
Investing.com
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2026-05-28
news.google.com
2026-05-28
MSN
2026-05-28
bioengineer.org
2026-05-28
Bioengineer.org
In the face of a rapidly evolving electronic landscape, the challenge of electromagnetic interference and pollution has surged to the forefront of scientific research and technological innovation. High-intensity, multi-frequency electromagnetic radiation poses pervasive risks that extend beyond the mere disruption of electronic devices, threatening information security and biological health across
2026-05-28
www.investing.com
2026-05-28
Investing.com
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2026-05-28
www.cnbc.com
2026-05-28
CNBC
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2026-05-28
news.google.com
2026-05-28
TradingView
2026-05-28
www.reuters.com
2026-05-28
Reuters
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2026-05-28
247wallst.com
2026-05-28
24/7 Wall St.
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2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
tomshardware.com
2026-05-28
Jowi Morales
Law enforcement agencies are warning that protests over AI and data centers could boil over and turn into civil unrest.