Semiconductor News & Analysis Feed
582 articles
2026-06-12
www.barrons.com
2026-06-12
Barron's
__fail__
2026-06-11
ccianet.org
2026-06-11
CCIA
Bottom Line Up Front
Applying 25% Section 232 semiconductor tariffs to data centers would represent a 15.6% tax on data center construction.
When you tax something, you get less of it.
Data center buildout represented 92% of U.S. real GDP growth in the first half of 2025.
A 15.6% tax on data center construction would lead to the relocation, cancellation or delay of about 20% of planned 2026-2030
2026-06-11
news.google.com
2026-06-11
EE Times
2026-06-11
tomshardware.com
2026-06-11
Luke James
The zoo has filed a zoning appeal to overturn DC BLOX's approved permits.
2026-06-11
www.semafor.com
2026-06-11
Semafor
THE NEWS
Josh Parker has a tough job. As the artificial intelligence boom is greeted by a skeptical America, Nvidia’s head of sustainability wants to educate policymakers and the public about the positive impacts that the technology — and especially data centers — can have on communities.
“I don’t think it’s irrational for people to have anxiety about the future, because AI is so transformative,
2026-06-11
siliconangle.com
2026-06-11
SiliconANGLE
Cloud-based artificial intelligence infrastructure startup TensorWave Inc. said today it has closed on a bumper $350 million Series B funding round as it strives to meet demand for an alternative to Nvidia Corp.’s graphics processing units. The round was co-led by Magnetar and AMD Ventures, the venture capital arm of the chipmaker Advanced Micro Devices Inc. Maverick Silicon, Nexus Venture Partner
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Nvidia (NVDA) Valuation Check After Major South Korea AI Memory And Data Center Agreements
Simply Wall St
Wed, June 10, 2026 at 5:20 PM PDT 3 min read
NVDA
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+0.20%
SKM
-8.25%
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NVIDIA (NVDA) just signed multi-year agreement
2026-06-11
digitimes.com
2026-06-11
Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year, pushing large-scale production and deployment beyond 2028. The reports also claim that major cloud service providers (CSPs) could postpone adoption of the technology.
2026-06-11
digitimes.com
2026-06-11
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is increasing worldwide and is expected to influence data centers, device costs, energy use, and the pace of technology development.
2026-06-11
semiengineering.com
2026-06-11
Ann Mutschler
Standalone GPUs are being replaced by heterogeneous SoCs and chiplets that combine CPUs...
2026-06-11
eetimes.com
2026-06-11
Pablo Valerio
"RISC-V is now," said Andrea Gallo, CEO of RISC-V International, during his keynote at this week's RISC-V Summit Europe 2026 in Bologna.
2026-06-11
cnycentral.com
2026-06-11
WSTM
WASHINGTON — Representative John Mannion (D, 22) spoke with CNY Central's Megan Coleman about several issues and topics facing Central New Yorkers and in the country. That includes the allegations against Van Duyn Center for Rehabilitation & Nursing, Micron, data centers and more.
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2026-06-10
sherwood.news
2026-06-10
Sherwood News
Jon Keegan
34M
Report: OpenAI and Nvidia in talks to team up for 10-gigawatt data center in Ohio
Fresh off scaling back ambitious plans for its Stargate data centers, OpenAI may be moving forward with a new plan: a 10-gigawatt data center in Ohio powered and backed by NvidiaNVDA $202.77 (-2.60%).
According to a report by The Information, the new data center, built on federal land, would dwarf th
2026-06-10
tomshardware.com
2026-06-10
Luke James
Besides Samsung Heavy, Japan’s MOL is also building a 73 MW floating data center with Karpowership for a 2027 deployment.
2026-06-10
www.tradingview.com
2026-06-10
TradingView
News
/
Zacks
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Will GaNEXUS Accelerate ON's AI Data Center Growth Story?
Will GaNEXUS Accelerate ON's AI Data Center Growth Story?
3 min read
ON
−5.94%
ON Semiconductor Corporation ON recently launched a GaNEXUS gallium nitride (GaN) power portfolio that could emerge as a key catalyst for its rapidly expanding AI data center business. The new portfolio is specifically designed to address the grow
2026-06-10
www.networkworld.com
2026-06-10
Network World
The reported deal would add financing to an already expanding OpenAI-Nvidia infrastructure partnership.
Credit: Vitor Miranda / Shutterstock
OpenAI is reportedly in advanced talks to lease a proposed 10-gigawatt data center campus in southern Ohio in an arrangement that could include financial backing from Nvidia.
The campus could cost at least $500 billion to build at current prices for chips,
2026-06-10
tomshardware.com
2026-06-10
Luke James
China is drafting a plan to spend roughly 2 trillion yuan over five years on a nationwide grid of AI data centers.
2026-06-10
www.wsj.com
2026-06-10
WSJ
__fail__
2026-06-10
www.bisinfotech.com
2026-06-10
Bisinfotech
www.bisinfotech.com
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2026-06-10
www.investing.com
2026-06-10
Investing.com
www.investing.com
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