Semiconductor News & Analysis Feed
7132 articles
2026-06-23
www.mitrade.com
2026-06-23
Mitrade
Nvidia (NASDAQ: NVDA) stock is still green for 2026, but the trade no longer looks clean from the company that outperformed every other company and country in 2024 and 2025. NND is up about 12% this year, yet they have slipped roughly 3% over the past month.
The gap with the rest of the chip market is hard to ignore. The VanEck Semiconductor ETF (NASDAQ: SMH) has jumped about 84% in 2026 and adde
2026-06-23
geekculture.co
2026-06-23
Geek Culture
FEATURETECH
Get Ahead Of The Curve With ROG’s 2026 Gaming Laptops With NVIDIA GeForce RTX 50 Series GPU, Powered By Blackwell & AI
Si JiaJune 23, 20265 min read
As an industry giant in the PC gaming space, Republic of Gamers (ROG) has had front-row seats to technological advancements over the years, itself often contributing to faster processing, higher frame rates, enhanced visuals, and more.
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Super Micro (SMCI) Gets 15.66% Boost from Nvidia-Powered Blueprint
Angelica Ballesteros
Mon, June 22, 2026 at 6:50 PM PDT 2 min read
SMCI
-6.03%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
Super Micro Computer Inc. (NASDAQ:SMCI) is one of the 10 Stocks Paying Off Big Time.
Super Micro rallied for a second day on Monday, jumping 15.66 percent to finish at $35.46 apiece, as investors
2026-06-23
www.trefis.com
2026-06-23
Trefis
NVIDIA Stock’s Next Big Move Might Not Involve A GPU
June 22nd, 2026 by Trefis Team
+0.06%
Upside
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NVDA
NVIDIA
With all eyes on the company’s AI chip dominance, it’s quietly opening a massive new front in a market it has never touched before.
After a run that has seen NVIDIA (NVDA) stock gain more than forty-six percent over the past year, you might think the story is well u
2026-06-23
www.japantimes.co.jp
2026-06-23
The Japan Times
Nvidia Corp. is working to make humanoid robots safer around people, arguing that they’ll need to handle split-second decisions before they can be trusted to work closely with humans.
The chipmaker is offering software and semiconductors that will allow humanoids to enter the workplace and truly interact with people — even making physical contact if necessary. Nvidia’s Halos software, developed f
2026-06-23
stockinvest.us
2026-06-23
StockInvest.us
stockinvest.us
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2026-06-23
www.theverge.com
2026-06-23
The Verge
TECH
AI
NEWS
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
Part Of
Chip race: Microsoft, Meta, Google, and Nvidia battle it ou
2026-06-23
drrobertcastellano.substack.com
2026-06-23
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
The Most Critical AI Bottleneck — And Nvidia Could Change It Overnight
DR. ROBERT CASTELLANO
JUN 23, 2026
∙ PAID
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What’s in This Article
The Most Critical AI Bottleneck
How Nvidia Changed the Rules
Table 1. Nvidia AI Accelerator Product Cadence
HBM Content Growth Is Exploding
Table 2. HBM Content Growth by Nvidia Architecture
HBM Is Consuming the Memory Industry
Table 3. HBM Share of DRAM
2026-06-23
news.google.com
2026-06-23
The Robot Report
2026-06-23
www.investors.com
2026-06-23
Investor's Business Daily
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2026-06-23
www.networkworld.com
2026-06-23
Network World
Dell and Super Micro each unveiled new AI servers as part of Nvidia's Vera Rubin rollout.
Credit: AntonKhrupinArt / Shutterstock
Dell’s new high-end Nvidia-based server is a centerpiece for its integrated AI platform aimed at enterprise customers with major AI infrastructure plans.
The Dell PowerEdge XE8812, with its core Nvidia Vera Rubin NVL4 architecture, scales up to 144 GPUs per rack and w
2026-06-23
www.marketwatch.com
2026-06-23
MarketWatch
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2026-06-23
www.networkworld.com
2026-06-23
Network World
Nvidia packs Vera CPUs, Rubin GPUs, networking technologies, and software into a rack-mounted supercomputer.
Credit: Nvidia
Nvidia has formally launched the Vera Rubin platform, a combination CPU and GPU platform billed as a major step forward in the convergence of artificial intelligence and high-performance computing (HPC) for scientific research.
Announced at the ISC High Performance 2026 co
2026-06-23
techcrunch.com
2026-06-23
TechCrunch
What does an AI company do after one of those not-acqui-hire deals, where a rival pays investors a hefty IP “licensing” fee while poaching its critical talent? For AI chipmaker Groq, the answer appears to be raise more money from investors — who were said to have profited handsomely after a deal with Nvidia in December — hire more talent, and pivot.
On Monday, Groq announced a new $650 million fu
2026-06-23
www.ynetnews.com
2026-06-23
Ynetnews
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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
seekingalpha.com
2026-06-23
Seeking Alpha
__fail__
2026-06-23
news.google.com
2026-06-23
PCWorld
2026-06-23
www.businessreport.com
2026-06-23
Baton Rouge Business Report
MONDAY, JUNE 22, 2026
How Nvidia aims to make humanoid robots safe for the workplace
By Daily Report Staff
Nvidia is working on new safety and reliability systems aimed at making humanoid robots capable of safely operating in close proximity to people in real-world environments like warehouses, factories and eventually homes, Bloomberg reports.
The central challenge the company is addressing is
2026-06-23
www.cnbc.com
2026-06-23
CNBC
Shares of Nvidia have been faltering recently — and Kalshi traders predict that what the company can charge for chips is also declining.
While the artificial intelligence chipmaker is up about 12% in 2026, shares have been skidding in the past month, losing roughly 3%. In comparison, the VanEck Semiconductor ETF (SMH)
is up 84% this year, and the fund has advanced 15% in the past month.
Nvidia