Semiconductor News & Analysis Feed
861 articles
2026-06-11
blog.adafruit.com
2026-06-11
Adafruit
blog.adafruit.com
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2026-06-10
eetimes.com
2026-06-10
As AI models scale to trillions of parameters, conventional memory architectures face mounting capacity and efficiency constraints.
2026-06-10
kalkinemedia.com
2026-06-10
Kalkine Media
Texas Instruments Charges Into Battery Tech Race
NASDAQ COMPOSITE
TXN
7 min read | June 10, 2026 05:31 AM PDT | By Anmol Khazanchi
Google News:
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Market Rotation Fuels Fresh Interest In Consumer Staples
Consumer Stocks Face Inflation Test As Spending Caution Builds
Alphabet & Intel Chip Deal Is Reshaping The Platform Power Map
Streaming Platforms Face A N
2026-06-10
www.theregister.com
2026-06-10
The Register
SYSTEMS
SpacemiT shows off usably quick RISC-V mini desktop
Actual RVA23 hardware and useful performance – for a certain price
Liam Proven
13
Published Wed 10 Jun 2026 // 09:33 UTC
UBUNTU SUMMIT SpacemiT is demonstrating its impressive new K3 RISC-V SoC, a fairly hefty 16-core device – with a moderately hefty price.
One of the few hardware vendors exhibiting at the recent Ubuntu Summit was Sp
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Scott Galloway Says Tesla, Nvidia, Broadcom Could Get Caught In The Crossfire Of The Space X IPO
Daragh Thomas
Wed, June 10, 2026 at 2:45 AM PDT 5 min read
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NYU professor Scott Galloway warns a wa
2026-06-10
ts2.tech
2026-06-10
TechStock²
10 JUNE 2026
AMS:ASML·SEMICONDUCTORS·STOCK MARKET
2 MINS READ
ASML SHARES DIP AFTER TERAFAB HYPE FACES EUV SHIPPING HURDLE
BY ROMAN PERKOWSKI
AMSTERDAM, June 10, 2026, 10:19 CEST
ASML shares slipped a bit on Euronext Amsterdam. The stock had jumped earlier this week with the AI rally.
Investors are watching Elon Musk’s Terafab tie-up to see if it drives real ASML tool demand.
ASML’s Q2 numbers
2026-06-10
www.digitimes.com
2026-06-10
digitimes
Nvidia CEO Jensen Huang's multi-day trip to South Korea put the "triangle relationship" among Samsung Electronics, SK Hynix, and Nvidia over high-bandwidth memory (HBM) in the spotlight, even as he toured AI factories and sealed partnerships in robotics and...
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2026-06-10
digitimes.com
2026-06-10
Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made a compelling case for why AI is no longer enough to save hardware companies from costly operational challenges. The industry, she argued, must embrace a transition toward deep, native domain enterprise integration to bu
2026-06-10
digitimes.com
2026-06-10
Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and a structural supply bottleneck looms in 2026. Chairman Frank Lee said the market could face a 15–25% supply shortfall in 2026, setting up a two-to-three year upcycle in prices.
2026-06-10
news.google.com
2026-06-10
InvestorPlace
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
At $280.82, IBM (NYSE:IBM | IBM Price Prediction) is a Hold, with patient buyers waiting for a pullback toward $245. IBM just committed over $10 billion to quantum computing over the next five years, a bet large enough to reshape both the bull and bear case.
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IBM operates across four segments: Software (Red Hat, Automation, Data), Consulting, Infrastructure (IBM Z mainframes), and Fin
2026-06-09
tomshardware.com
2026-06-09
Luke James
Elon Musk laid out the first detailed design of SpaceX's AI1 satellite in a 30-minute video posted to the company's X account.
2026-06-09
tomshardware.com
2026-06-09
Etiido Uko
SpaceX's new Gigasat factory will mass-produce AI satellites for orbital data centers. Musk says the company is targeting 1 GW of space AI compute by 2027 and 100 GW per year by 2030.
2026-06-09
www.phoronix.com
2026-06-09
Phoronix
RISC-V CPU Performance Up 8x In Five Years: SiFive HiFive Unmatched To SpacemiT K3
Written by Michael Larabel in Processors on 9 June 2026 at 10:12 AM EDT. Page 1 of 6. Add A Comment.
Recently I published some initial SpacemiT K3 benchmarks for that first-to-market RISC-V RVA23 SoC with the K3 Pico-ITX mini computer. In there was a comparison against modern Intel Core Ultra and AMD Ryzen desktop
2026-06-09
www.forbes.com
2026-06-09
Forbes
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2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
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Spirit Electronics Announces Managed Access to U.S.-Based Advanced Semiconductor Manufacturing for Aerospace and Defense Programs
Spirit Electronics
Tue, June 9, 2026 at 6:30 AM PDT 2 min read
Spirit Electronics
PHOENIX, June 09, 2026 (GLOBE NEWSWIRE) -- Spirit Electronics today announced a new manage
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Forget Nvidia and SpaceX. This 150-Year-Old Indiana Company Could Become the World’s Largest in 5 Years
gorodenkoff / iStock via Getty Images
Rich Duprey
Tue, June 9, 2026 at 8:10 AM AST 6 min read
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Quick Read
Jordi Visser argues Eli Lilly's AI infrastructure, proprietary metabolic data, and GLP-1 drugs could make it the world's largest company within 5 years.
Lilly's 150 y
2026-06-09
tomshardware.com
2026-06-09
Bruno Ferreira
The Nashville Zoo is pushing back on a proposed data center build, which would place servers in proximity with animal habitats.
2026-06-09
www.digitimes.com
2026-06-09
digitimes
Nvidia's multiyear technology partnership with SK Hynix could reinforce the South Korean chipmaker's role in the AI memory supply chain, raising pressure on Samsung Electronics and Micron Technology as the memory market enters one of its strongest upcycles in...
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2026-06-09
digitimes.com
2026-06-09
Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.