Semiconductor News & Analysis Feed

10775 articles
2026-06-17
tomshardware.com 2026-06-17 Mark Tyson
Nvidia showcases agentic robots that can teach themselves high-precision and dexterous tasks - like PC building - in the real world.
2026-06-17
www.tomshardware.com 2026-06-17 Tom's Hardware
Tech Industry Artificial Intelligence Nvidia reveals AI robots that taught themselves to install GPUs into motherboards — video shows robot ‘solve high-precision tasks like… installing GPUs all by itself’ News By Mark Tyson published 3 hours ago The ENPIRE project will be open source ‘so you can host your self-running robot lab at home.’ (Image credit: Nvidia) Share this article 1 Join the conv
2026-06-17
www.forbes.com 2026-06-17 Forbes
INNOVATION ENTERPRISE TECH As Agentic AI Reshapes Computing, Could It Reshape Qualcomm? ByKarl Freund, Contributor. Founder and Principal Analyst, Cambrian-AI Research LLC Follow Author Jun 17, 2026, 08:00am EDT Summary The rise of Agentic AI, capable of setting goals and executing multi-step tasks, is fundamentally altering AI infrastructure requirements. Unlike traditional generative AI, th
2026-06-17
247wallst.com 2026-06-17 24/7 Wall St.
BlackRock’s Jay Jacobs told Earn Your Leisure that the hyperscalers are set to spend "close to a trillion dollars this year on CapEx", and that math problem is the entire trade. Goldman just flagged Marvell and Micron as the next-wave winners. The tape already agrees: MRVL is up 230% year to date and MU is up 244%. If you’re still treating this as a chip story, you’re already a step behind. Here a
2026-06-17
www.barrons.com 2026-06-17 Barron's
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2026-06-17
tomshardware.com 2026-06-17 Jowi Morales
National security interests could override public health concerns
2026-06-17
247wallst.com 2026-06-17 24/7 Wall St.
Holding only NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has been the easiest trade in markets for the better part of three years. The case is hard to argue with: a $5.06 trillion market cap built on a near monopoly in AI accelerators, 85.23% revenue growth last quarter, and a CEO calling the AI buildout “the largest infrastructure expansion in human history.” But NVIDIA the stock and NVIDIA the
2026-06-17
www.barrons.com 2026-06-17 Barron's
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2026-06-17
www.benzinga.com 2026-06-17 Benzinga
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2026-06-17
tomshardware.com 2026-06-17 Anton Shilov
Nvidia may be ahead of AMD and Intel with PCIe Gen6-supporting platform for client PCs due to its client agentic AI ambitions, and that roadmap has suppliers like Silicon Motion paying attention.
2026-06-17
www.datacenterdynamics.com 2026-06-17 Data Center Dynamics
Australia's Sharon AI is making moves to build out its AI capacity. This week has seen the AI cloud company sign a six-year AI infrastructure agreement with Nvidia, and a 600PB agreement with Vast Data for its AI Operating System. – James Manning via LinkedIn The agreement with Nvidia will see the two deploying 72MW of AI data center capacity in Australia, using the Nvidia DSX AI factory design
2026-06-17
www.tikr.com 2026-06-17 TIKR.com
Key Stats for Qualcomm Stock Price change for Qualcomm stock in last 6 months: 25% $QCOM Share Price as of Jun. 15: $221 52-Week High: $260 $QCOM Stock Price Target: $183 Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>> What Happened? Qualcomm (QCOM) stock is in focus today after CEO Cristiano Amon made a bold prediction: AI agen
2026-06-17
www.benzinga.com 2026-06-17 Benzinga
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2026-06-17
www.benzinga.com 2026-06-17 Benzinga
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2026-06-17
www.tomshardware.com 2026-06-17 Tom's Hardware
PC Components RAM Chinese memory brands ditch Samsung and Micron for homegrown CXMT and YMTC silicon — Corsair, HP, and Dell are already adopting the China-produced DDR5 chips News By Zhiye Liu published 5 hours ago Some Chinese module makers are turning their backs on the big three RAM suppliers. (Image credit: Getty Images) Share this article 1 Join the conversation Follow us Add us as a pref
2026-06-17
www.indexbox.io 2026-06-17 IndexBox
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2026-06-17
www.nknews.org 2026-06-17 NK News
<img decoding="async" class="img-fluid alignnone wp-image-866954 size-large" src="https://assets.korearisk.com/uploads/2026/05/west_coast_exchange_mobile.gif" alt="West Coast Exchange, North Korea Watcher Conference, Sept. 2026" data-content-piece="Apply to attend West Coast Exchange Today" /> North Korea relies on older Nvidia graphics cards and Qualcomm chips to apply artificial intelligence (A
2026-06-17
www.communicationstoday.co.in 2026-06-17 Communications Today
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2026-06-17
www.theglobeandmail.com 2026-06-17 The Globe and Mail
Chicago, IL – June 17, 2026 – Stocks in this week’s article are Dell Technologies DELL, Hewlett Packard HPE and Taiwan Semiconductor TSM. Wall Street rallied comfortably on June 15, 2026, with major indices like the Dow Jones Industrial Average hitting a record high, as global oil prices tumbled to a three-month low amid fresh hopes that a U.S.-Iran peace deal could end the ongoing energy supply
2026-06-17
eetimes.com 2026-06-17
The future of drones, robotics, and autonomous systems will depend not only on AI, but also on reliable communications in congested, contested, and degraded environments.