Semiconductor News & Analysis Feed
865 articles
2026-06-24
www.cnbc.com
2026-06-24
CNBC
Qualcomm
on Wednesday said it’s buying infrastructure startup Modular to boost its artificial intelligence software capabilities amid the data center build-out.
The deal will better position Qualcomm in the inference market and help companies run AI more efficiently.
“We believe the future belongs to developer-friendly, horizontal platforms that can run across diverse compute environments and g
2026-06-24
www.datacenterdynamics.com
2026-06-24
Data Center Dynamics
The government of South Korea has held discussions with Samsung and SK Hynix regarding future chip investments in the country.
Per a report from Reuters, the planned investments relate to semiconductor production facilities, with a government official adding that an announcement about a new chip cluster would be made soon.
– Getty Images
In comments reported by Reuters, presidential policy advi
2026-06-24
tomshardware.com
2026-06-24
Zak Killian
Data center construction is facing many challenges, and among them is a shortage of skilled hands to assemble the things.
2026-06-24
w.media
2026-06-24
W.Media
Selangor Industrial Corporation (SIC), a wholly owned subsidiary of the Selangor State Development Corporation (PKNS), has signed a Joint Venture Agreement with the Data Centre Union (DC Union) to develop a 65MW high-tech data center in Cyberjaya.
The data center project is valued at RM 2.5 billion (US$ 602.5 million) and will be developed by SIC Quantum Data Centre, a joint venture company estab
2026-06-24
www.openpr.com
2026-06-24
openPR.com
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2026-06-24
www.datacenterdynamics.com
2026-06-24
Data Center Dynamics
Anthropic has signed a supply agreement with memory and storage company Micron.
The deal follows Micron's investment in the generative AI company's Series H funding round.
– Sebastian Moss
Micron and Anthropic will analyze how memory and storage subsystems perform across various workloads and interact across the AI infrastructure stack.
Anthropic said that this effort is expected to drive adva
2026-06-24
letsdatascience.com
2026-06-24
Let's Data Science
FUNDING & BUSINESS
micron
memory
hbm
ai infrastructure
Micron Reaches $1 Trillion Market Value
6 sources
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June 24, 2026
7.2
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Photo: wallstreetmojo.com · rights & takedowns
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Micron Technology briefly surpassed a $1 trillion market capitalization in late May 2026 after a jump in its share price, driven by investor expectations about accelerating AI demand for memor
2026-06-24
tomshardware.com
2026-06-24
Etiido Uko
Meta has paused an internal AI training program after employee conversations, keystrokes, transcripts, and performance-related data were reportedly exposed across the company.
2026-06-24
eu.36kr.com
2026-06-24
36Kr
The AI data center boom has driven a sharp surge in power semiconductors.
电子工程世界
2026-06-24 08:17
Power semiconductor manufacturers that want to make profits cannot afford to miss the huge opportunity represented by AI data centers.
In the past two days, power semiconductors have witnessed a significant surge. According to the latest institutional research reports, AI data centers are emerging as
2026-06-24
digitimes.com
2026-06-24
Samsung Electronics is putting long-term memory supply agreements higher on its second-half agenda as demand from data centers broadens beyond high-bandwidth memory, or HBM, into server DRAM and storage products.
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive capacity ramp (with new data centers coming online every quarter through the end of 2027) to meet demand, it says, outstrips supply.
2026-06-24
www.inc.com
2026-06-24
inc.com
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2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
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The artificial intelligence boom has created a new industrial race. Companies are spending hundreds of billions of dollars building the computing infrastructure needed to power AI models, but the challenge is no longer just buying more chips. The bottleneck is everything surrounding those chips — electricity, land, memory, and increasingly, water.
As AI factories grow from tradition
2026-06-23
www.barchart.com
2026-06-23
Barchart.com
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) shares are ripping higher ahead of the memory chipmaker’s Q3 earnings scheduled for June 24 after market close.
Analysts expect MU to nearly quadruple its third-quarter revenue to roughly $35 billion on a more than 10x increase in adjusted per-share earnings to $20.81.
Still, options pricing currently signal
2026-06-23
www.mitsloanme.com
2026-06-23
MIT Sloan Management Review Middle East
Nvidia’s New Cooling System Cuts Data Center Water Use to Near Zero—But Not AI’s
The technology addresses on-site consumption, while power generation and chip manufacturing remain major contributors.
MITSloan ME Editorial
18 hours ago
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Oracle Cuts 21,000 Jobs as AI Silently Reshapes Its Operating Model
Nvidia
2026-06-23
qz.com
2026-06-23
qz.com
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron to report third quarter earnings amid sky-high demand from data centers
Daniel Howley · Technology Editor
Tue, June 23, 2026 at 4:30 AM PDT 2 min read
MU
-13.18%
000660.KS
+1.80%
Trade MU on Coinbase
Trading disclosure
Micron (MU) will report its third quarter earnings after the bell on Wednesday as the memory industry continues to see tailwinds from the global AI build-out.
Micron stock
2026-06-23
datacentremagazine.com
2026-06-23
Data Centre Magazine
Coherent is expanding the manufacturing capacity behind one of the most critical technologies in modern AI data centres.
The company has broken ground on an enlarged facility in Sherman, Texas, where it will produce indium phosphide semiconductors used in the optical networking systems that connect AI infrastructure at scale.
While the announcement focuses on manufacturing expansion, its effect
2026-06-23
www.marketscreener.com
2026-06-23
marketscreener.com
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2026-06-23
digitimes.com
2026-06-23
Samsung Electro-Mechanics has begun mass production of advanced package substrates for Qualcomm's first data center AI accelerator, extending the companies' supply relationship from mobile and PC chips into server-class semiconductors, ZDNet Koreareported.