Semiconductor News & Analysis Feed
311 articles
2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
digitimes.com
2026-06-24
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing customer (a move expected to cut cloud margins by 10 to 15 points) will pressure profitability over the next several quarters.
2026-06-24
futurumgroup.com
2026-06-24
The Futurum Group
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2026-06-24
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2026-06-24
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2026-06-23
tomshardware.com
2026-06-23
The Editors of Tom's Hardware
The best Amazon Prime Day 2026 monitor sales, live round-the-clock coverage of all the best deals.
2026-06-23
www.engineering.com
2026-06-23
Engineering.com
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2026-06-23
www.eenewseurope.com
2026-06-23
eeNews Europe
NVIDIA has unveiled its Vera Rubin accelerated computing platform, positioning it as a new generation of AI-enabled supercomputing infrastructure for scientific research, industrial simulation and high-performance computing (HPC). Announced at ISC High Performance 2026, the platform combines traditional double-precision computing with large-scale AI capabilities in a single architecture.
2026-06-23
digitimes.com
2026-06-23
Intel is deepening cooperation with Taiwan's semiconductor supply chain and plans to broaden its engagement again in mid-October after completing exchanges in the US with several Taiwanese suppliers in the first quarter of 2026.
2026-06-23
digitimes.com
2026-06-23
Industrial gas manufacturer Nippon Sanso Holdings announced it will raise prices for all helium products in the Japanese market starting in July 2026, with an average price increase of more than 30%. Affected products include helium used in key applications such as semiconductor front-end process wafer cooling and medical magnetic resonance imaging (MRI) equipment. The move is mainly driven by geo
2026-06-23
digitimes.com
2026-06-23
Market sentiment toward the smartphone industry remains subdued. On the demand side, global smartphone sales have declined for several consecutive weeks during the second quarter of 2026, with only Apple and Huawei showing relative resilience thanks to their strong brand appeal. On the supply side, chip shortages continue to intensify, expanding beyond memory products to include both advanced-node
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.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
2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is up 11% in early Monday trading, leading an AI server rally sparked by fresh hardware reveals at ISC High Performance 2026 in Hamburg. Dell Technologies (NYSE:DELL) stock is moving in sympathy, up 5%.
Video Muted
The catalyst is NVIDIA (NASDAQ:NVDA) unveiling its Vera Rubin platform for scientific supercomputing, with Super Micro
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Super Micro Jumps 11%, Dell Rises 5% as New NVIDIA Vera Rubin Systems Fuel the AI Server Trade
David Moadel
Mon, June 22, 2026 at 7:28 AM PDT 4 min read
NVDA
-3.31%
DELL
+2.61%
SMCI
-5.67%
SMCIP
-4.87%
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Trading disclosure
Quick Read
SMCI surged 11% and DELL rose 5% after NVIDIA named both as global system builders for its new Vera Rubin NVL4 racks at ISC 2026.
NVIDIA's
2026-06-22
seekingalpha.com
2026-06-22
Seeking Alpha
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2026-06-22
www.prnewswire.com
2026-06-22
PR Newswire
Supermicro Delivers NVIDIA Vera Rubin NVL4 End-to-End DCBBS Blueprint with Native FP64 Performance for Converged HPC and AI Infrastructure USA - English
NEWS PROVIDED BY
Super Micro Computer, Inc.
Jun 22, 2026, 09:05 ET
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Total solution includes up to 1,152 NVIDIA Rubin GPUs and 576 NVIDIA Vera CPUs in liquid-cooled racks—3.2MW Scalable Unit delivers next-generation perf
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Supermicro Delivers NVIDIA Vera Rubin NVL4 End-to-End DCBBS Blueprint with Native FP64 Performance for Converged HPC and AI Infrastructure
PR Newswire
Mon, June 22, 2026 at 6:05 AM PDT 5 min read
SMCI
-4.70%
NVDA
-2.87%
SMCIP
-4.11%
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Trading disclosure
Total solution includes
2026-06-22
nvidianews.nvidia.com
2026-06-22
NVIDIA Newsroom
News Summary:
NVIDIA Vera Rubin accelerates the world’s most demanding HPC workloads including climate modeling, computational fluid dynamics and energy exploration.
NVIDIA Vera Rubin and Vera CPU to bring agentic AI to scientific computing.
Leibniz Supercomputing Centre, National Energy Research Scientific Computing Center and Los Alamos National Laboratory next-generation supercomputers based o
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
NVIDIA Vera CPU Opens the Way for Agentic Scientific AI at Los Alamos National Laboratory
Mission, Vision and Veritas supercomputers with Vera CPUs to advance materials simulation, scientific AI agents and molecular design.
June 22, 2026 by Chris Porter
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Mission, Vision and Veritas — new Los Alamos National Laboratory (LANL) supercomputers to be built with HPE and NVIDIA — are tapping NV
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
NVIDIA Vera CPU Opens the Way for Agentic Scientific AI at Los Alamos National Laboratory
Mission, Vision and Veritas supercomputers with Vera CPUs to advance materials simulation, scientific AI agents and molecular design.
June 22, 2026 by Chris Porter
0
Share
Mission, Vision and Veritas — new Los Alamos National Laboratory (LANL) supercomputers to be built with HPE and NVIDIA — are tapping NV