Semiconductor News & Analysis Feed
861 articles
2026-06-30
letsdatascience.com
2026-06-30
Let's Data Science
INFRASTRUCTURE
nvidia
rubin ultra
chiplets
packaging
Nvidia drops quad-die Rubin Ultra for dual-die
4 sources
|
June 30, 2026
|
By LDS Team
7.2
Relevance Score
Photo: cdn.mos.cms.futurecdn.net · rights & takedowns
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Nvidia canceled a planned quad-die version of its Rubin Ultra AI accelerator and moved to a dual-die design, citing "manufacturing execution concerns," Tom's Hardware
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:AMD
AMD Stock And 2 AI Semiconductor Picks For Data Center Growth
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Markets just closed with the Dow at a record high above 52,000 and enthusiasm around AI and semiconductor stocks front and center. A pause in U.S. Iran tensions, an open Strait of Hormuz, and softer oil prices are combinin
2026-06-30
tomshardware.com
2026-06-30
Jowi Morales
Dominic Toretto would be stealing servers, not TVs and VCRs, if The Fast and the Furious was set today.
2026-06-30
letsdatascience.com
2026-06-30
Let's Data Science
POLICY & REGULATION
dram
memory chips
antitrust
supply chain
Memory chipmakers face US class-action over DRAM shift
7 sources
|
June 30, 2026
|
By LDS Team
6.7
Relevance Score
Photo: img.etimg.com · rights & takedowns
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Seventeen consumers and small businesses filed a proposed US class-action lawsuit in the Northern District of California alleging Samsung Electronics, SK hynix, a
2026-06-30
www.communicationstoday.co.in
2026-06-30
Communications Today
www.communicationstoday.co.in
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2026-06-30
eetimes.com
2026-06-30
MCP gives enterprise AI a common, open plumbing layer to connect models with tools, data, and agents.
2026-06-30
finimize.com
2026-06-30
Finimize
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2026-06-30
digitimes.com
2026-06-30
Micron's latest earnings call pointed to a broader AI shift that could reshape memory demand far beyond data centers, with investors taking note of the company's comments on robots, autonomous vehicles, and other physical systems. The message suggested that the next leg of growth may come from devices that bring AI into the real world.
2026-06-30
digitimes.com
2026-06-30
China's silicon carbide (SiC) supply chain is finding a new growth engine as AI strains data-center power systems, extending a market long driven by electric vehicles.
2026-06-30
datacenters.economictimes.indiatimes.com
2026-06-30
Indiatimes
EVENT
National Data Centers Summit 2026
ET DCNXT 2026–with the theme ‘Data Centres for an AI-first World’--is a one-day flagship event that will bring together the builders of infrastructure, enablers of AI, consumers of AI, capital allocators, and policy architects to answer one central question: Can India become the world’s AI infrastructure backbone through its data centres?
Wed, 26 Aug 2026
Hy
2026-06-29
www.hpcwire.com
2026-06-29
HPCwire
www.hpcwire.com
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2026-06-29
futurumgroup.com
2026-06-29
The Futurum Group
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2026-06-29
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2026-06-29
Zacks Investment Research
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
NN Shares Soar After Winning New NVIDIA AI Data Centre Contracts (NNBR)
Fiona Craig
June 29, 2026 2 min read
NNBR
+6.02%
NVDA
+0.37%
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Servers in a data centre ©Shutterstock
NN, Inc. (NASDAQ:NNBR) shares surged 68% on Monday after the precision engineering company announced a series of new multi-year contract awards to supply liquid cooling components for
2026-06-29
qz.com
2026-06-29
qz.com
Firmus Technologies announced a strategic compute partnership with Nvidia $NVDA running through 2034, anchored by a 360-megawatt AI factory campus in Batam, Indonesia. The facility will house up to 170,000 Nvidia AI accelerator chips and is set to go live in the first quarter of 2027, the company said.
The Batam campus is being developed with Singapore-headquartered DayOne and will serve AI-nativ
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia and Firmus to build 170,000-GPU data center in Indonesia
Nvidia and Firmus to build 170,000-GPU data center in Indonesia · Quartz · SOPA Images / Getty Images
Colleen Cabili
June 29, 2026 2 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
Firmus Technologies announced a strategic compute partnership with Nvidia running through 2034, anchored by a 360-megawatt AI factory cam
2026-06-29
datacentremagazine.com
2026-06-29
Data Centre Magazine
Despite memory chips sitting at the heart of modern data centre infrastructure, they have long been treated as commodities that buyers can swap between suppliers.
This keeps prices under pressure and leaves the sector exposed to sharp cycles of oversupply and shortage.
Even with AI workloads increasing demand for high-performance computing, analysts still question how durable the current wave of
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
www.globenewswire.com
2026-06-29
GlobeNewswire
CHARLOTTE, N.C., June 29, 2026 (GLOBE NEWSWIRE) -- NN, Inc. (“NN” or the “Company”) (NASDAQ: NNBR), a global diversified industrial company that engineers and manufactures high-precision components and assemblies with six sigma quality, today provided an update on its rapidly growing Data Center business. NN’s combined Data Center and Electric Grid business is already its 2nd largest business, wit
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
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NN, Inc. Announces Significant New Awards for its NVIDIA Data Center Liquid Cooled Products Business
NN, Inc.
June 29, 2026 9 min read
NNBR
+6.02%
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
NN, Inc.
CHARLOTTE, N.C., June 29, 2026 (GLOBE NEWSWIRE) -- NN, Inc. ("NN" or the "Company") (NASDA