Semiconductor News & Analysis Feed
865 articles
2026-06-16
wccftech.com
2026-06-16
Wccftech
The datacenter segment is preparing for the first wave of next-gen 800V HDVC systems that will power NVIDIA & Google infrastructure this year.
As Datacenters continue to outstrip electricity generation, the need for more power-efficient & versatile solutions has become essential. This is why major companies like NVIDIA & Google have invested heavily in 800V DC or HVDC (High-Voltage Direct Current
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Artificial Intelligence (AI) Is Moving Beyond Data Centers. 1 Semiconductor Stock to Buy Hand Over Fist Before It Skyrockets Thanks to a Massive Opportunity (Hint: It's Not Nvidia)
Harsh Chauhan, The Motley Fool
Mon, June 15, 2026 at 8:07 AM PDT 6 min read
NVDA
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INTC
-8.45%
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2026-06-15
www.fool.com
2026-06-15
The Motley Fool
The artificial intelligence (AI) trade has thus far been largely restricted to data center infrastructure. Companies selling AI hardware, such as chips, servers, and networking components, have witnessed a remarkable increase in revenue and earnings in recent years.
Nvidia (
NVDA
+2.88%
) is one of the biggest examples of how the booming demand for AI data center components has transformed a comp
2026-06-15
www.cnbc.com
2026-06-15
CNBC
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2026-06-15
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2026-06-15
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Trust3 AI Joins NVIDIA Inception Program to Accelerate Adoption of Data and AI
Trust3 AI Joins NVIDIA Inception Program to Accelerate Adoption of Data and AI
4 min read
Trust3 AI/ Key word(s): Agreement/Product Launch
Trust3 AI Joins NVIDIA Inception Program to Accelerate Adoption of Data and AI
15.06.2026 / 12:05 CET/CEST
The issuer is solely responsible for the content of this a
2026-06-15
news.google.com
2026-06-15
Yahoo Finance
2026-06-15
www.prnewswire.com
2026-06-15
PR Newswire
Trust3 AI Joins NVIDIA Inception Program to Accelerate Adoption of Data and AI Deutschland - English
VOM NACHRICHTENDIENST
Trust3 AI
15 Juni, 2026, 10:00 GMT
ARTIKEL TEILEN
SAN FRANCISCO, June 15, 2026 /PRNewswire/ -- Trust3 AI today announced its acceptance into the NVIDIA Inception program, further validating its position as the one Control Plane enterprises trust to govern any data a
2026-06-15
datacentremagazine.com
2026-06-15
Data Centre Magazine
NVIDIA is strengthening its position in the AI infrastructure market through a series of agreements in South Korea that span memory supply, data centre development and AI-powered industrial systems.
During a four-day visit to Seoul, NVIDIA's CEO, Jensen Huang, secured agreements with SK hynix, SK Telecom, Naver, Doosan Group, LG Group and Hyundai Motor Group.
The financial terms to the partnersh
2026-06-15
www.tradingview.com
2026-06-15
TradingView
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Reuters
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OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports (June 9)
OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports (June 9)
RefinitivLess than 1 min read
NVDA
+0.16%
9984
+10.31%
APO
−0.02%
BX
+1.58%
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
EE Times India
2026-06-15
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2026-06-15
EE Times Asia
2026-06-15
digitimes.com
2026-06-15
India sees rising global tech investment as Meta, Reliance and Anthropic deepen AI ties, while EV firms expand, Starlink faces delays, and semiconductor and tablet markets show steady structural growth.
2026-06-15
digitimes.com
2026-06-15
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure beneficiaries and legacy consumer electronics players. The five-month cumulative picture through May underscores a structural reordering of the sector's top earners, led by server and AI hardware demand.
2026-06-15
digitimes.com
2026-06-15
Taiwan's fabless semiconductor design sector posted its strongest year-over-year growth figures in years as of May 2026, with a cluster of memory-adjacent and storage chip makers leading a recovery that is both remarkable in scale and strikingly uneven in distribution. Of the 105 companies tracked, 69 reported positive accumulated year-over-year growth through May, but the top performers are lappi
2026-06-15
simplywall.st
2026-06-15
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Stock After New SharonAI Data Center Deal Is The AI Leader Still Undervalued
June 15, 2026
Simply Wall St
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NVIDIA (NVDA) just signed a six year compute collaboration with SharonAI Holdings to support 72 megawatts of new AI data center capacity in Australia, using its DSX AI factory design and Grace Blackwell GB300 GPUs.
See
2026-06-14
tomshardware.com
2026-06-14
Jowi Morales
Amazon says that it uses 2.5 billion gallons of water annually for data center cooling but compares it to the 3.3 trillion gallons of water used for watering lawns and gardens in the U.S. every year.
2026-06-14
tomshardware.com
2026-06-14
Jowi Morales
This could potentially hit two birds with one stone — reduce e-waste and reduce data center component demand.