Semiconductor News & Analysis Feed
11613 articles
2026-06-24
digitimes.com
2026-06-24
At VivaTech 2026 in Paris last week, Philippe Keryer, Chief Strategy and Innovation Officer at Thales, identified Europe's core quantum challenge in a single observation: "The problem is not really how we invent, it's really how we scale."
2026-06-24
digitimes.com
2026-06-24
South Korea's government is in talks with Samsung Electronics and SK Hynix over a potential new phase of large-scale semiconductor investments, as the two chipmakers review plans that could include front-end fabrication plants and packaging facilities across the country's Honam and Chungcheong regions. Both companies say no final decisions have been made.
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive capacity ramp (with new data centers coming online every quarter through the end of 2027) to meet demand, it says, outstrips supply.
2026-06-24
digitimes.com
2026-06-24
Cloud service providers are accelerating in-house AI chip development, lifting demand for application-specific integrated circuits, or ASICs, and reshaping collaboration across the semiconductor supply chain.
2026-06-24
digitimes.com
2026-06-24
Taiwan's economy is expected to maintain strong momentum through the second half of 2026, supported by accelerating AI-related investment, resilient exports, and robust demand across the semiconductor, memory, and server supply chains. Industry analysts and government officials increasingly believe growth could surpass earlier expectations as AI infrastructure spending continues to expand worldwid
2026-06-24
siliconangle.com
2026-06-24
SiliconANGLE
Artificial intelligence played a prominent role at this week’s Bio International Convention in San Diego, the largest biotech event with vendors spanning the full ecosystem of companies in this industry.
Today in a special address, Kimberly Powell (pictured), vice president and general manager of healthcare and life sciences at Nvidia Corp., made the case that agentic AI is about to do for biotec
2026-06-24
www.costar.com
2026-06-24
CoStar
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Why Micron (MU) Shares Are Getting Obliterated Today
Jabin Bastian
Tue, June 23, 2026 at 4:28 PM PDT 4 min read
000660.KS
+0.98%
MU
+0.68%
NVDA
+0.51%
005930.KS
+9.84%
Explore stocks on Coinbase
Trading disclosure
What Happened?
Shares of memory chips maker Micron (NASDAQ:MU) fell 13.6% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM)
2026-06-24
e.vnexpress.net
2026-06-24
VnExpress International
Microsoft last week launched the next-generation Surface Pro and Surface Laptop, both with higher list prices. The new Surface Pro starts at US$1,599, up 60% from the previous generation, while the Surface Laptop is priced from $1,499, 50% higher.
Gaming console Nintendo Switch 2 bundled with the game Legends of Zelda is priced at $499, 11% higher than in May. Another gaming device, Sony’s PS5 Pr
2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
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2026-06-24
www.thestreet.com
2026-06-24
thestreet.com
__fail__
2026-06-24
www.jonpeddie.com
2026-06-24
Jon Peddie Research
Europe’s accelerated computing build-out is expanding rapidly, with Nvidia announcing 35 new AI and HPC systems across 23 countries. The program is mainly a sovereign AI infrastructure story, but it also shows how quantum developers are being drawn into the GPU-accelerated computing stack. Through CUDA-Q, NVQLink, and tools such as Nvidia Ising, companies including Aegiq, Pasqal, Quandela, and Ali
2026-06-24
news.google.com
2026-06-24
Yahoo Finance
2026-06-24
sg.finance.yahoo.com
2026-06-24
Yahoo Finance Singapore
Why Texas Instruments (TXN) Dipped More Than Broader Market Today
Zacks Equity Research
Tue, 23 June 2026 at 3:00 pm GMT-7 3 min read
TXN
-0.45%
^GSPC
+0.22%
^DJI
-0.04%
^IXIC
+0.22%
In the latest close session, Texas Instruments (TXN) was down 8.39% at $304.41. The stock's change was less than the S&P 500's daily loss of 1.44%. Meanwhile, the Dow lost 0.09%, and the Nasdaq, a tech-heavy index, l
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Here's Why Cadence Design Systems (CDNS) Fell More Than Broader Market
Here's Why Cadence Design Systems (CDNS) Fell More Than Broader Market · Zacks
Zacks Equity Research
June 23, 2026 3 min read
CDNS
+0.70%
^GSPC
+0.79%
^DJI
+0.26%
Trade CDNS on Coinbase
Trading disclosure
Cadence Design Systems (CDNS) ended the recent trading session at $379.06, demonstrating a -2.57% change from the preceding
2026-06-24
sg.finance.yahoo.com
2026-06-24
Yahoo Finance Singapore
Here's Why Cadence Design Systems (CDNS) Fell More Than Broader Market
Zacks Equity Research
Tue, 23 June 2026 at 3:00 pm GMT-7 3 min read
CDNS
-0.61%
^GSPC
+0.45%
^DJI
+0.04%
Cadence Design Systems (CDNS) ended the recent trading session at $379.06, demonstrating a -2.57% change from the preceding day's closing price. The stock's performance was behind the S&P 500's daily loss of 1.44%. On the o
2026-06-24
www.barrons.com
2026-06-24
Barron's
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2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
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2026-06-24
www.executivegov.com
2026-06-24
ExecutiveGov
PNNL, Fervo Energy and NVIDIA are developing an AI-powered digital twin platform for geothermal energy operations
The Enhanced Geothermal System Twin aims to give operators near real-time visibility into underground reservoir performance
The EGS-Twin platform will combine geothermal field data with advanced AI and simulation technologies
The Department of Energy’s Pacific Northwest National Labor
2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
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