Semiconductor News & Analysis Feed
3839 articles
2026-06-17
siliconangle.com
2026-06-17
SiliconANGLE
Qualcomm Technologies Inc. today unveiled a brand-new chip featuring the Snapdragon Reality Elite, a rebrand of its existing line of powerful silicon designed to power next-generation immersive virtual reality and mixed reality experiences.
Reality Elite is the successor to the XR2+ Gen 2, announced during the Augmented World Expo in 2024, representing a generational leap in total power and desig
2026-06-17
www.investing.com
2026-06-17
Investing.com
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2026-06-17
www.constellationr.com
2026-06-17
Constellation Research
HPE tightens Nvidia ties in AI stack, integrates Juniper
PUBLISHED JUNE 16, 2026
HPE launched an updated AI factory stack on the latest Nvidia technologies including the Vera CPU, added features to HPE Private Cloud AI and integrated the Juniper networking portfolio as part of its self-driving network strategy.
The barrage landed as HPE Discover kicked off in Las Vegas. HPE delivered strong earn
2026-06-17
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2026-06-17
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2026-06-17
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2026-06-17
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2026-06-17
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2026-06-17
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2026-06-17
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2026-06-17
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VITURE Unveils Helix, the First AI Safety Glasses Built on NVIDIA's XR AI Solution, at AWE 2026
VITURE Unveils Helix, the First AI Safety Glasses Built on NVIDIA's XR AI Solution, at AWE 2026
Provided by PR Newswire Jun 17, 2026, 12:00:00 AM
VITURE Unveils Helix, the First AI Safety Glasses Built on NVIDIA's XR AI Solution, at AWE 2026
VITURE Unveils Helix, the First AI Safe
2026-06-17
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2026-06-17
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2026-06-16
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2026-06-16
CNBC
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2026-06-16
tspasemiconductor.substack.com
2026-06-16
semivision
Japan’s Strategic Position in the Semiconductor Industry in the AI Era
Origianl Article By SemiVision Research [Reading time: 46 mins]
SEMIVISION
JUN 16, 2026
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Japan’s Strategic Position in the Semiconductor Industry in the AI Era
The History and Overall Positioning of Japan’s Semiconductor Industry
Japan is an important participant in the global semiconductor industry. After re
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
Vice president of client storage solutions at Silicon Motion warns that the retail SSD market has almost disappeared as NAND makers prioritize shipments of memory to AI data centers.
2026-06-16
www.investors.com
2026-06-16
Investor's Business Daily
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2026-06-16
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2026-06-16
MarketWatch
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2026-06-16
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2026-06-16
Insider Monkey
HEDGE FUND INVESTOR LETTERS
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Increased Demand for AI Applications Boosted Texas Instruments (TXN) in Q1
Published on June 16, 2026 at 10:15 am by SOUMYA ESWARAN in Hedge Fund Investor Letters, News
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Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Increased Demand for AI Applications Boosted Texas Instruments (TXN) in Q1
Soumya Eswaran
Tue, June 16, 2026 at 7:15 AM PDT 3 min read
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Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the "Madison Large Cap Fund". A copy of the letter is available to download here. The Madison Large Cap
2026-06-16
www.bakersfield.com
2026-06-16
Bakersfield.com
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2026-06-16
www.quiverquant.com
2026-06-16
Quiver Quantitative
Buyback Momentum: Social media chatter highlights ASML's ongoing share repurchases as a positive signal, with investors noting that earlier buys at lower levels now appear advantageous following recent price gains.
Valuation Scrutiny: Participants debate the stock's forward earnings multiple amid AI enthusiasm, questioning whether the company's EUV technology leadership fully supports premium pri
2026-06-16
eetimes.com
2026-06-16
AMD acquires MEXT to slash AI memory costs and break the memory wall.
2026-06-16
techafricanews.com
2026-06-16
TechAfrica News
Equinix said the enhanced partnership builds on years of joint work with Cisco and Nvidia, evolving into a broader ecosystem tailored to support increasingly complex AI workloads across hybrid and distributed environments.
Equinix has expanded its collaboration with Cisco and Nvidia to accelerate the shift of artificial intelligence deployments from early-stage pilots into full enterprise product
2026-06-16
simplywall.st
2026-06-16
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Qualcomm (QCOM) Is Reportedly Chasing Tenstorrent In A Multibillion Dollar AI Deal
June 16, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Qualcomm is in advanced talks to acquire AI chip startup Tenstorrent in a multi billion dollar deal.
The potential acquisition is focused on strengthening Qualcomm’s AI hardware and data center presen