Semiconductor News & Analysis Feed
311 articles
2026-06-22
ir.supermicro.com
2026-06-22
Supermicro
SAN JOSE, Calif. and HAMBURG, Germany, June 22, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total Solution Provider introduces the Data Center Building Block Solutions® (DCBBS) Blueprint for HPC based on the NVIDIA Vera Rubin NVL4 platform, announced at ISC 2026. Following Supermicro's DCBBS Blueprints for NVIDIA Vera Rubin NVL72 and NVID
2026-06-22
www.bloomberg.com
2026-06-22
Bloomberg.com
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2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
CSOP lifts options cap for its $12.8B SK Hynix leveraged ETF, the world’s largest
The Hong Kong-based fund manager is raising the options allocation ceiling from 40% to 49% of net asset value for its
2026-06-22
www.bloomberg.com
2026-06-22
Bloomberg.com
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2026-06-22
digitimes.com
2026-06-22
The memory industry is entering a super cycle as prices keep soaring, with industry sources saying third-quarter 2026 contract price gains show no sign of slowing amid tight supply from upstream vendors. Overall increases could reach 30% to 40%, after second-quarter 2026 contract prices already climbed 40%. As market prices continue to stack higher in the second half, profits at the top three memo
2026-06-22
digitimes.com
2026-06-22
Nvidia's planned US$20 billion strategic deal with Groq is built on a simple logic: as compute gets cheaper, demand keeps expanding. In a recent interview, Groq co-founder and CEO Jonathan Ross explained why Nvidia is expected to combine Groq's LPU with its latest Vera Rubin platform and how GPU and LPU can work as complementary engines in LLM inference.
2026-06-22
digitimes.com
2026-06-22
TSMC is accelerating its CoPoS rollout, replacing traditional round wafers with larger rectangular glass panels to support packaging demand for AI GPUs and HPC chips over the next several years. Supply chain sources said the first wave of demo equipment has already been installed at VisEra, a TSMC subsidiary.
2026-06-22
digitimes.com
2026-06-22
In a rare public admission during an internal briefing, Park Yong-In, president of the System LSI Business of the Device Solutions (DS) Division at Samsung Electronics, expressed concern over losses in the company's system-on-chip (SoC) business. As a result, the overall system LSI business is also expected to post a loss in 2026.
2026-06-22
digitimes.com
2026-06-22
Taiwan-based Tongtai Machine & Tool is accelerating its transformation toward high-value manufacturing, leveraging growing opportunities in AI servers, semiconductors and aerospace. At its annual general meeting on June 17, shareholders approved all proposals and elected a new board that includes several aerospace industry veterans, underscoring the company's commitment to expanding into advanced
2026-06-21
wccftech.com
2026-06-21
Wccftech
NVIDIA's Vera Rubin is entering data centers soon, and the rise of Agentic AI also comes with a mammoth rise in costs.
The Vera Rubin era is upon us. The first systems are already being shipped to major cloud providers who are validating and testing them before bringing them up on scale. With the full volume production already going on, NVIDIA is eyeing an even bigger success than Blackwell.
But
2026-06-19
tomshardware.com
2026-06-19
Hassam Nasir
Epic Games has just shown off a new year-long roadmap for its launcher, promising to bring community-requested features and a faster overall platform in the next 12 months.
2026-06-19
www.phoronix.com
2026-06-19
Phoronix
How NVIDIA Vera CPU Performance Compares To The Ampere Altra Max
Written by Michael Larabel in Processors on 18 June 2026 at 02:43 PM EDT. Page 1 of 4. 14 Comments.
Last month on Phoronix was an exclusive first look at the NVIDIA Vera CPU performance compared to prior-generation NVIDIA Grace as well as the current AMD EPYC and Intel Xeon competition. Following that was looking at how the ARM Linu
2026-06-18
tomshardware.com
2026-06-18
Luke James
Attackers have spent the past several months smuggling malware into Steam through animated desktop wallpapers.
2026-06-18
digitimes.com
2026-06-18
Winbond's NOR flash has reportedly entered Nvidia's supply chain for the first time, as AI server demand drives a surge in memory consumption and Nvidia's next-generation Vera Rubin platform prepares for volume shipments in the second half of 2026. Industry sources said Winbond will align NOR flash shipments with customer rollout schedules and is expected to win a major share on the Vera Rubin pla
2026-06-18
digitimes.com
2026-06-18
Demand in the passive components market is recovering significantly, lifting operating momentum at Taiwan's two leading suppliers, Yageo and Walsin Technology. Average book-to-bill ratios at both companies have risen above 1.3, placing industry conditions near their highest levels in recent years and reinforcing expectations for sequential growth through 2026.
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia (NVDA) Starts European Manufacturing For Vera Rubin NVL72 With Bull And Foxconn
Bailey Pemberton
Wed, June 17, 2026 at 7:15 AM PDT 5 min read
NVDA
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2317.TW
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NVIDIA (NasdaqGS:NVDA) has begun European manufacturing of
2026-06-17
www.hpcwire.com
2026-06-17
HPCwire
www.hpcwire.com
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2026-06-17
sg.finance.yahoo.com
2026-06-17
Yahoo Finance Singapore
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Bull and Foxconn advance European AI infrastructure with NVIDIA Vera Rubin NVL72 platform built in Europe
GlobeNewswire · GlobeNewswire Inc.
BULL SAS
Tue, 16 June 2026 at 9:00 pm GMT-7 3 min read
2317.TW
+1.12%
NVDA
-2.37%
Paris, France – 17 June, 2026 – As part of their recently unveiled collaboratio
2026-06-17
digitimes.com
2026-06-17
Nvidia is expected to surpass Apple and Samsung Electronics' mobile division to become the world's top buyer of LPDDR, as AI servers and AI PCs pull low-power memory beyond smartphones, MoneyTodayreported, citing electronics industry sources.
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Micron Technology (MU) Wins HBM4 Supplier Role For Nvidia Vera Rubin AI Platform
Bailey Pemberton
Tue, June 16, 2026 at 2:12 PM PDT 5 min read
MU
-6.18%
NVDA
-2.37%
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Micron Technology (NasdaqGS:MU) has been approv