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2026-06-17
www.delloro.com
2026-06-17
Dell'Oro Group
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AI Infrastructure Expansion and Rising Memory Prices Drive Data Center IT Component Market Growth
REDWOOD CITY, Calif. – June 17, 2026 – According to a recently published report by Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the worldwide revenue for Data Center IT Semiconductors and Components fo
2026-06-17
www.morningstar.com
2026-06-17
Morningstar
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Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group
Provided by PR Newswire Jun 17, 2026, 8:00:00 PM
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell
2026-06-17
www.forbes.com
2026-06-17
Forbes
INNOVATION
ENTERPRISE TECH
As Agentic AI Reshapes Computing, Could It Reshape Qualcomm?
ByKarl Freund,
Contributor.
Founder and Principal Analyst, Cambrian-AI Research LLC
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Jun 17, 2026, 08:00am EDT
Summary
The rise of Agentic AI, capable of setting goals and executing multi-step tasks, is fundamentally altering AI infrastructure requirements. Unlike traditional generative AI, th
2026-06-17
www.prnewswire.com
2026-06-17
PR Newswire
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group
NEWS PROVIDED BY
Dell'Oro Group
Jun 17, 2026, 08:00 ET
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AI Infrastructure Expansion and Rising Memory Prices Drive Data Center IT Component Market Growth
REDWOOD CITY, Calif., June 17, 2026 /PRNewswire/ -- According to a recently published report by Dell'Oro
2026-06-17
seekingalpha.com
2026-06-17
Seeking Alpha
Micron's price target boosted to $1,500 at Deutsche Bank; Citi also ups PT
Jun 17, 2026, 9:56 AM ETMicron Technology, Inc. (MU) StockBy: Ravikash Bakolia, SA News Editor
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Deutsche Bank raised Micron Technology's (MU) price target to $1,500 from $1,000, a 50% increase, citing AI-driven DRAM demand and pricing tailwinds.
The firm kept its Buy rati
2026-06-17
www.kedglobal.com
2026-06-17
KED Global
SK Hynix to list ADRs as early as July, eyes $66 bn shareholder return
SK Hynix Inc. is likely to go public in the US as early as next month, a move expected to raise up to 40 trillion won ($26.5 billion) and help lift its valuation toward that of global chipmakers, according to people in the investment banking and semiconductor industries on Tuesday.The South Ko
2026-06-17
www.dallasnews.com
2026-06-17
Dallas News
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2026-06-17
www.reuters.com
2026-06-17
Reuters
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
US awards $500 million to Nvidia-backed SandboxAQ for finding new chipmaking materials
FILE PHOTO: U.S. President Trump and .Commerce Secretary Howard Lutnick make an announcement about investment, at the White House · Reuters
Stephen Nellis
Wed, June 17, 2026 at 4:06 AM PDT 3 min read
SAAQ.PVT
NVDA
-0.09%
Trade NVIDIA on Coinbase
Trading disclosure
By Stephen Nellis
SAN FRANCISCO, June 17 (Reut
2026-06-17
247wallst.com
2026-06-17
24/7 Wall St.
BlackRock’s Jay Jacobs told Earn Your Leisure that the hyperscalers are set to spend "close to a trillion dollars this year on CapEx", and that math problem is the entire trade. Goldman just flagged Marvell and Micron as the next-wave winners. The tape already agrees: MRVL is up 230% year to date and MU is up 244%. If you’re still treating this as a chip story, you’re already a step behind. Here a
2026-06-17
www.barrons.com
2026-06-17
Barron's
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2026-06-17
tomshardware.com
2026-06-17
Jowi Morales
National security interests could override public health concerns
2026-06-17
datacentremagazine.com
2026-06-17
Data Centre Magazine
Hewlett Packard Enterprise (HPE) has become the first vendor to achieve NVIDIA-Certified Storage validation for an object-based platform, with the HPE Alletra Storage MP X10000 earning Foundation-level certification.
The certification confirms that NVIDIA has validated and benchmarked the system's performance under loads of up to 128 GPUs, completed functional tests for enterprise-grade availabi
2026-06-17
www.cnx-software.com
2026-06-17
CNX Software
POSTED ON
JUNE 17, 2026 BY JEAN-LUC AUFRANC (CNXSOFT) - NO COMMENTS
ON ZHIHE A210 OCTA-CORE RISC-V SOC WITH 12 TOPS NPU POWERS SOM-BASED DEVELOPMENT BOARD
Zhihe A210 octa-core RISC-V SoC with 12 TOPS NPU powers SoM-based development board
Last year, we noted three upcoming high-performance RISC-V SoCs to watch out for: Zhihe A210, SpacemiT K3, and UltraRISC UR-DP1000. The K3 has already been laun
2026-06-17
247wallst.com
2026-06-17
24/7 Wall St.
Holding only NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has been the easiest trade in markets for the better part of three years. The case is hard to argue with: a $5.06 trillion market cap built on a near monopoly in AI accelerators, 85.23% revenue growth last quarter, and a CEO calling the AI buildout “the largest infrastructure expansion in human history.” But NVIDIA the stock and NVIDIA the
2026-06-17
www.trefis.com
2026-06-17
Trefis
Micron Technology Stock On A Winning Streak: Time To Get In Or Book Profits?
June 17th, 2026 by Trefis Team
-65.43%
Downside
1021
Market
353
Trefis
MU
Micron Technology
Micron Technology (MU) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But
2026-06-17
www.barrons.com
2026-06-17
Barron's
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2026-06-17
www.cnbc.com
2026-06-17
CNBC
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2026-06-17
www.benzinga.com
2026-06-17
Benzinga
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2026-06-17
www.trefis.com
2026-06-17
Trefis
Can You Stomach the Plunge in Micron Stock?
June 17th, 2026 by Trefis Team
-65.43%
Downside
1021
Market
353
Trefis
MU
Micron Technology
This AI darling has a history of deep, prolonged drawdowns when the market turns. The risk you carry is real.
Micron Technology (MU) stock fell 6.2% on June 16th, 2026, a sharp pullback for a semiconductor name that has been on a historic run. The company makes