Semiconductor News & Analysis Feed
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2026-06-10
finance.yahoo.com
2026-06-10
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ON Semiconductor Extends Power Reach With GaNEXUS For AI And Industry
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Wed, June 10, 2026 at 2:16 AM AST 4 min read
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ON Semiconductor (NasdaqGS:ON) has introduced its GaNEXUS gallium nitride power portfo
2026-06-10
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2026-06-10
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2026-06-10
briefglance.com
2026-06-10
BriefGlance
Kontron Deploys NVIDIA's Blackwell GPU to the Tactical AI Front Line
📊 KEY DATA
13.78 TFLOPS of single-precision performance from NVIDIA's Blackwell GPU
3,328 CUDA cores for parallel processing
8 GB GDDR7 memory with 384 GB/s bandwidth
🎯 EXPERT CONSENSUS
Experts would likely conclude that Kontron's VX33211 represents a significant advancement in tactical AI computing, combining NVIDIA's Blackwell
2026-06-10
pr.tsmc.com
2026-06-10
pr.tsmc.com
TSMC May 2026 Revenue Report
Issued by: TSMC
Issued on: 2026/06/10
TSMC May 2026 Revenue Report
HSINCHU, Taiwan, R.O.C. – June 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for May 2026: On a consolidated basis, revenue for May 2026 was approximately NT$416.98 billion, an increase of 1.5 percent from April 2026 and an increase of 30.1 percent from May 2025. Revenue for J
2026-06-10
michaelparekh.substack.com
2026-06-10
AI: Reset to Zero
AI: Apple Intelligence & Siri AI hum with 'Google & Nvidia' inside. AI-RTZ #1113
...Apple can win AI on iPhone, Macs & Devices, by being Apple
MICHAEL PAREKH
JUN 10, 2026
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Paraphrasing an iconic Intel campaign, it’s Apple’s AI strategy, with ‘Google & Nvidia Inside’. Let me unpack.
The suspense over around AI Siri with WWDC 2026 yesterday. With positive reviews. Some even echoing my view th
2026-06-10
www.globenewswire.com
2026-06-10
GlobeNewswire
New state-of-the-art facility strengthens Applied’s global manufacturing and R&D capabilities to drive resilience and scalability
Tampines Campus sets a new benchmark for sustainable, intelligent semiconductor equipment production
SINGAPORE and SANTA CLARA, Calif., June 09, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc., the leader in materials engineering solutions for the semiconductor indu
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
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Applied Materials Expands Singapore Manufacturing to Support AI Chip Demand
Applied Materials, Inc.
Tue, June 9, 2026 at 10:00 PM PDT 4 min read
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Applied Materials Tampines Campus in Singapore
Applied Materials Tampines Camp
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-10
stocktwits.com
2026-06-10
Stocktwits
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2026-06-10
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阿斯麦股价上涨，但涨幅落后于美国半导体行业整体以及$应用材料 (AMAT.US)$等同行。投资者们质疑阿斯麦不愿提价、其下一代设备的普及速度以及其提高供应速度的能力。
有着“人类科技巅峰”称号的荷兰光刻机巨头 $阿斯麦 (AS
2026-06-10
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2026-06-10
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Nebius And NVIDIA Lab Links AI Cloud Growth To Robotics Demand
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Tue, June 9, 2026 at 8:15 PM PDT 3 min read
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Nebius Group (NasdaqGS:NBIS) has launched the Physical AI Living
2026-06-10
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2026-06-10
EE Times India
2026-06-10
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2026-06-10
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2026-06-10
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United States/Software/NasdaqGS:CDNS
Assessing Cadence Design Systems (CDNS) Valuation After New AI EDA Advances And Foundry Alliances
June 10, 2026
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Cadence Design Systems (CDNS) has been in focus after a new multi year Design Technology Co Optimization agreement with Intel Foundry targeting Intel 14A, alongside recent AI automation and 2nm ecosystem updates.
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports
Reuters
Tue, June 9, 2026 at 7:18 PM PDT
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June 9 (Reuters) - OpenAI is in negotiations to lease a proposed 10-gigawatt data center campus on federal land in Ohio, in a deal that could include financial backing from Nvidia, The Information reported on
2026-06-10
www.reuters.com
2026-06-10
Reuters
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2026-06-10
www.theinformation.com
2026-06-10
The Information
Developers of OpenAI’s Stargate Data Center Face Higher Costs
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digitimes.com
2026-06-10
GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment in AI infrastructure drove a surge in demand for specialty copper materials used in cooling applications. The firm linked the month's performance to rising cooling needs at servers and data centers as computing density i