Semiconductor News & Analysis Feed
865 articles
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
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.datacenterdynamics.com
2026-06-17
Data Center Dynamics
Australia's Sharon AI is making moves to build out its AI capacity.
This week has seen the AI cloud company sign a six-year AI infrastructure agreement with Nvidia, and a 600PB agreement with Vast Data for its AI Operating System.
– James Manning via LinkedIn
The agreement with Nvidia will see the two deploying 72MW of AI data center capacity in Australia, using the Nvidia DSX AI factory design
2026-06-17
www.trefis.com
2026-06-17
Trefis
Is Micron Stock's Data Center Engine Stalling, Or Just Drowned Out By AI?
Micron's narrative has shifted entirely to AI and cloud memory, but the silence on its once-touted data center SSD business reveals just how much the company's growth now depends on one explosive segment.
With its stock up a staggering 785.1% over the last year, it’s clear Micron Technology (MU) is firing on all cylinders.
2026-06-17
seekingalpha.com
2026-06-17
Seeking Alpha
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Micron: New Data Indicates Consensus Estimates Are Too Conservative (Earnings Preview)
Jun 17, 2026, 2:32 AM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA Stock
The Efficient Investor
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Micron is experiencing unprecedented demand for DRAM, NAND, HBM, and enterprise SSDs, driving record reven
2026-06-17
www.marketscreener.com
2026-06-17
marketscreener.com
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Qualcomm (QCOM) Launches New AI Data Center Program With A Major Hyperscaler
Bailey Pemberton
Tue, June 16, 2026 at 9:34 PM PDT 2 min read
QCOM
-3.05%
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Qualcomm has launched a new AI data center program with a major hyperscaler focused o
2026-06-17
en.sedaily.com
2026-06-17
Seoul Economic Daily
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2026-06-17
digitimes.com
2026-06-17
AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could strengthen global supply chains for the lasers and optical components that connect data centers, chips, and servers worldwide.
2026-06-17
digitimes.com
2026-06-17
Driven by Nvidia and other tech giants, global AI data center buildouts are undergoing an unprecedented structural shift. The pressure is not only coming from explosive compute demand, but also from upgrades in power, cooling, and supply-chain resilience.
2026-06-17
digitimes.com
2026-06-17
Semiconductor manufacturers, market analysts, and engineering departments have long tracked the clean energy transition through siloed vertical markets. For example, they will calculate individual EV sales on one spreadsheet while tracking hyperscale data center deployments on another. However, during PCIM Europe 2026 in Nuremberg, Germany, industry leaders and experts discussed and dismantled thi
2026-06-17
digitimes.com
2026-06-17
Suzhou Dongshan Precision Manufacturing (DSBJ) will invest US$1.2 billion to expand optical chip and optical module capacity at Source Photonics, accelerating its shift from PCB manufacturing into AI data center optical communications.
2026-06-17
semiengineering.com
2026-06-17
Ann Mutschler
On-die monitors, localized analytics, and lifecycle data are giving architects new ways...
2026-06-17
eetimes.com
2026-06-17
The June 2026 edition of EE Times Magazine explores autonomous aerospace and defense systems—from orbital data centers to AI-enabled drones.
2026-06-17
www.openpr.com
2026-06-17
openPR.com
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2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
Vice president of client storage solutions at Silicon Motion warns that the retail SSD market has almost disappeared as NAND makers prioritize shipments of memory to AI data centers.
2026-06-16
www.investors.com
2026-06-16
Investor's Business Daily
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2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
Silicon Motion's Nelson Duann discusses NAND supply crisis in the consumer SSD market and the future of consumer storage.
2026-06-16
ca.finance.yahoo.com
2026-06-16
Yahoo! Finance Canada
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Versos AI Selected for NVIDIA Inception Program to Scale its Solution for AI Training Data
Versos AI, Inc.
Tue, June 16, 2026 at 6:00 a.m. PDT 2 min read
NVDA
-2.37%
Versos AI, Inc.
SAINT JOHN, New Brunswick, June 16, 2026 (GLOBE NEWSWIRE) -- Versos AI, the video training data infrastructure layer for
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Versos AI Selected for NVIDIA Inception Program to Scale its Solution for AI Training Data
Versos AI, Inc.
Tue, June 16, 2026 at 6:00 AM PDT 2 min read
NVDA
-2.37%
Trade NVIDIA on Coinbase
Trading disclosure
Versos AI, Inc.
SAINT JOHN, New Brunswick, June 16, 2026 (GLOBE NEWSWIRE) -- Versos AI, the vi