Semiconductor News & Analysis Feed
865 articles
2026-06-14
tomshardware.com
2026-06-14
Etiido Uko
State attorneys general have opened a broad investigation into OpenAI, subpoenaing documents on ads, user retention, data handling, minors, health data, model behavior, and safety policies.
2026-06-14
www.gurufocus.com
2026-06-14
GuruFocus
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2026-06-14
digitimes.com
2026-06-14
Chunghwa Leading Photonics Tech, a subsidiary of Chunghwa Telecom, is set to list on the Taipei Emerging Stock Board. The company has recorded record-high revenue and gross margin in the first four months of 2026, boosted by rising demand in Industry 5.0 applications, advanced semiconductor process inspection, and AI data center optical communication. With short-wave infrared (SWIR) transmissive a
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
NVIDIA Tests Recurring AI Data Center Model With Australian GPU Expansion
Simply Wall St
Sat, June 13, 2026 at 4:12 PM PDT 4 min read
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NVIDIA (NasdaqGS:NVDA) has entered a new capital-efficient AI data
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
NVIDIA Corporation (NVDA) Partners With South Korea’s LG Group On Humanoid Robots And Data Centers
Faheem Tahir
Sat, June 13, 2026 at 10:59 AM PDT 2 min read
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NVIDIA Corporation (NASDAQ:NVDA) carries a profit margin of 62.97% and net income of $120.07 billion (FY26), securing its place on our list of the most profitable blue chip stocks to bu
2026-06-13
tomshardware.com
2026-06-13
Jowi Morales
This could put a dent towards the availability of compute in the future.
2026-06-13
letsdatascience.com
2026-06-13
Let's Data Science
INFRASTRUCTURE
hardware pricing
gpus
nvidia
market trends
Nvidia raises RTX Pro 6000 Blackwell price
2 sources
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June 13, 2026
5.5
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Photo: cdn.mos.cms.futurecdn.net · rights & takedowns
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Per Tom's Hardware, Nvidia's official Marketplace now lists the RTX Pro 6000 Blackwell Workstation Edition at $13,250, a 55% increase over its MSRP compared with a year earlier. T
2026-06-13
simplywall.st
2026-06-13
simplywall.st
United States/Electronic Equipment and Components/NYSE:COHR
What Coherent (COHR)'s NVIDIA AI Datacenter Deal and Indium Phosphide Pivot Mean For Shareholders
June 13, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent days, Coherent has deepened its partnership with NVIDIA through a US$2.00 billion investment focused on next-generation optical and photonics technologies for
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
What Vistra (VST)'s New Role Powering KKR–Nvidia Helix AI Data Centers Means For Shareholders
Simply Wall St
Fri, June 12, 2026 at 12:12 PM PDT 3 min read
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NVDA
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In recent days, KKR announced the launch of Helix Digital Infrastructure, a more than US$10.00 billion AI-focused venture backed by Nvidia and the Kuwait Investment Authority,
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Siemens, Builds
Siemens Builds Out Three Growth Engines: SiC Data Center Chips, Defence Software, and Digital Locomotives
12.06.2026 - 18:24:52 | boerse-global.de
Siemens partners with Infineon on SiC circuit breakers for AI data centers, launches defence production centre, and transforms trains into software platforms, driving growth.
Siemens - Siemens Builds Out Three Growth Engines: SiC Data
2026-06-12
letsdatascience.com
2026-06-12
Let's Data Science
FUNDING & BUSINESS
tsmc
foundry
institutional holdings
semiconductors
Harvard Increases Stake in Taiwan Semiconductor (TSM)
5 sources
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June 12, 2026
6.8
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Harvard Management significantly increased its holding in Taiwan Semiconductor Manufacturing Co. (TSM), reporting 686,796 shares valued at $232.1 million as of Q1 2026, pe
2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Rohm, JP3982800009
Rohm SCT4013DLL 750 V SiC MOSFET: AI-ready power device for modern data centers
12.06.2026 - 15:54:08 | ad-hoc-news.de
Rohm's SCT4013DLL 750 V SiC MOSFET targets high-efficiency, high-voltage power stages in AI server battery backup units and industrial systems, combining low loss, compact packaging and robust reliability for demanding data center and power applications.
Rohm
2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments Launches Compact Isolated Power Modules for EVs and Data Centers
12.06.2026 - 13:24:32 | ad-hoc-news.de
Texas Instruments has introduced two compact isolated DC/DC power modules for high-power-density designs in EVs and data centers. The launch adds a fresh option for engineers working on tighter power budgets and smaller board spaces.
Texas Inst
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Navitas Semiconductor (NVTS) Stock Valuation After New SiC Package And NVIDIA AI Data Center Role
June 12, 2026
Simply Wall St
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Navitas Semiconductor (NVTS) has drawn fresh attention after unveiling a new ultra high voltage UHV-TO-247-4-ISO package for its GeneSiC SiC MOSFETs, alongside a high profile role in NVIDIA’s AI data center ecosys
2026-06-12
digitimes.com
2026-06-12
The artificial intelligence (AI) industry is expanding at a pace that the physical world cannot match, and the gap between digital demand and real-world supply is widening across every layer of the infrastructure stack, from power generation to chip manufacturing to data center construction. That was the assessment of Sachin Hindupur, global strategy and operations leader at AMD, in a presentation
2026-06-12
digitimes.com
2026-06-12
Taiwan's semiconductor and electronics supply-chain companies continued to post generally firm sales in May, according to monthly revenue data and company disclosures, with the strongest accumulated growth concentrated in AI-linked logic, testing, substrate, and copper-clad laminate suppliers.
2026-06-12
digitimes.com
2026-06-12
Cadence and Intel Foundry are expanding their collaboration on advanced chip design, a move that could affect future semiconductors used in devices and data centers worldwide. The agreement aims to improve performance, power efficiency, and design readiness as chipmakers race to bring next-generation technologies to market.
2026-06-12
digitimes.com
2026-06-12
Power semiconductors are taking on a central role as AI data centers move from 800V high-voltage input down through multiple power-conversion stages to the ultra-low voltages used by chips. After the post-pandemic inventory correction, industry players say power semiconductors have shifted "from a supporting role to the lead" under the new AI high-voltage direct current (HVDC) power architecture.
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Electrical/NYSE:VRT
Vertiv Extends NVIDIA Alliance To Target AI Data Centers And Margins
June 12, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Vertiv Holdings Co (NYSE:VRT) has expanded its collaboration with NVIDIA to co-develop AI focused data center solutions, including an 800 volt DC power architecture.
The company has also launched a production grade digital
2026-06-12
etfdb.com
2026-06-12
ETF Database
etfdb.com
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