Semiconductor News & Analysis Feed
10782 articles
2026-06-17
semiengineering.com
2026-06-17
Ann Mutschler
On-die monitors, localized analytics, and lifecycle data are giving architects new ways...
2026-06-17
digitimes.com
2026-06-17
Nvidia is expected to surpass Apple and Samsung Electronics' mobile division to become the world's top buyer of LPDDR, as AI servers and AI PCs pull low-power memory beyond smartphones, MoneyTodayreported, citing electronics industry sources.
2026-06-17
digitimes.com
2026-06-17
Semiconductor materials suppliers are moving to rebuild depleted inventories and recover sharply higher costs from Samsung Electronics, SK Hynix and other memory chip customers after the 106-day US-Iran war strained supply chains for precursors, specialty gases and other key chipmaking inputs.
2026-06-17
digitimes.com
2026-06-17
Global chip buyers, including BYD, Google, AMD, and Tesla, are turning to Samsung Electronics as TSMC's advanced production lines remain fully booked, Nikkei Asiareported. The shift underscores how AI demand and supply-chain risk are reshaping where cutting-edge chips are made.
2026-06-17
digitimes.com
2026-06-17
The US has held back from adding Chinese AI startup DeepSeek, memory chipmaker CXMT, and more than 100 other entities to a key trade blacklist, underscoring Washington's struggle to balance national security controls with a broader effort to contain tensions with Beijing.
2026-06-17
digitimes.com
2026-06-17
Driven by Nvidia and other tech giants, global AI data center buildouts are undergoing an unprecedented structural shift. The pressure is not only coming from explosive compute demand, but also from upgrades in power, cooling, and supply-chain resilience.
2026-06-17
digitimes.com
2026-06-17
Taiwan Semiconductor Manufacturing Company (TSMC) and Amkor Technology have signed a 10-year agreement to jointly expand advanced semiconductor packaging capacity in Arizona, a move that would bring a more complete chip supply chain onto American soil.
2026-06-17
www.thefastmode.com
2026-06-17
The Fast Mode
Equinix, the world's digital infrastructure company, announced an expanded collaboration with Cisco and NVIDIA to accelerate enterprise AI.
Working with its partners, the company will enable customers to deploy the Cisco Secure AI Factory with NVIDIA across its global network of high-performance data centers, providing customers with standardized AI factory blueprints and automation that simplif
2026-06-17
drrobertcastellano.substack.com
2026-06-17
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
How AI Factories Are Creating New Winners Beyond Nvidia
DR. ROBERT CASTELLANO
JUN 17, 2026
∙ PAID
6
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What’s In This Article
The semiconductor equipment lesson Wall Street is missing
Table 1. AI Accelerators Have Become The Dominant Form Of Data Center Compute
Chart 1. Nvidia’s Share of AI Infrastructure Value Continues To Increase
From CPU-Centric Computing To AI Factories
Nvidia Is Becoming
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Sandisk vs. Micron: Which AI Memory Stock Is the Better Buy After Their Monster Runs?
Daniel Sparks, The Motley Fool
Tue, June 16, 2026 at 4:41 PM PDT 5 min read
SNDK
-5.52%
MU
-6.18%
NVDA
-2.37%
INTC
-8.45%
Explore stocks on Coinbase
Trading disclosure
Few corners of the market have run up as sharply as memory chips. Shares of Sandisk (NASDAQ: SNDK) have soared more than 700% in 2026 as of this
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Few corners of the market have run up as sharply as memory chips. Shares of Sandisk (
SNDK
5.52%
) have soared more than 700% in 2026 as of this writing, while Micron Technology (
MU
5.50%
) has more than tripled this year and recently crossed $1 trillion in market value. Both have climbed for the same reason: an artificial intelligence (AI) build-out so hungry for storage and memory that supply c
2026-06-17
news.google.com
2026-06-17
The Seattle Times
2026-06-17
eetimes.com
2026-06-17
The June 2026 edition of EE Times Magazine explores autonomous aerospace and defense systems—from orbital data centers to AI-enabled drones.
2026-06-17
blogs.nvidia.com
2026-06-17
NVIDIA Blog
AI is moving beyond chatbots and copilots into the physical world. Across laboratories, factories and hospitals, a new generation of AI agents is beginning to work alongside people, helping them understand their environment, access knowledge and take action in real time.
However, building agentic systems that combine models, skills, harnesses, tools and an agentic runtime to help people perform h
2026-06-17
developer.nvidia.com
2026-06-17
NVIDIA Developer
Developers building for AR glasses and wearable devices face an infrastructure gap. The hardware is ready, but creating AI experiences requires integrating live camera and microphone streams, multimodal AI models, enterprise data, tool use, deployment infrastructure, and device-specific runtimes.
NVIDIA XR AI is designed to address this challenge by providing a reusable foundation for connecting
2026-06-17
www.ad-hoc-news.de
2026-06-17
AD HOC NEWS
Synopsys Inc., US8716071076
Synopsys AI Product Suite ushers in a new era of chip design automation
17.06.2026 - 00:25:28 | ad-hoc-news.de
Synopsys AI Product Suite targets chip makers racing to tape out faster with fewer engineers and rising complexity.
Synopsys Inc., US8716071076
Synopsys AI Product Suite ushers in a new era of chip design automation
By Alex Weber, ad-hoc-news, June 16, 2026
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Taiwan Semiconductor Manufacturing (NYSE:TSM) And Amkor Sign 10 Year Arizona Packaging Deal
Bailey Pemberton
Tue, June 16, 2026 at 3:12 PM PDT 3 min read
2330.TW
-0.63%
TSM
-3.53%
Trade TSM on Coinbase
Trading disclosure
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
TSMC
2026-06-17
blogs.nvidia.com
2026-06-17
NVIDIA Blog
Coherent Breaks Ground on Expanded Texas Facility, Scaling AI’s Optical Backbone
Coherent’s expansion at its Sherman, Texas, campus scales what it calls the world’s first volume production 6-inch indium phosphide fab, a key supplier across NVIDIA’s AI stack.
June 16, 2026 by NVIDIA Newsroom
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AI runs at the speed of light. More and more, that light is made in Texas.
Coherent broke ground
2026-06-17
lufkindailynews.com
2026-06-17
The Lufkin Daily News
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Nvidia CEO Jensen Huang says society needs 'new social norms' in age of AI
Jun 16, 2026 Updated
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia vs. Alphabet: Which Is the Better AI Chip Stock to Own for the Next 5 Years?
Geoffrey Seiler, The Motley Fool
Tue, June 16, 2026 at 2:29 PM PDT 5 min read
NVDA
-2.37%
GOOGL
+1.06%
INTC
-8.45%
Explore stocks on Coinbase
Trading disclosure
Artificial intelligence (AI) infrastructure spending is booming, and two of the companies with leading chips in this field are Nvidia (NASDAQ: NVDA) with