Semiconductor News & Analysis Feed
9994 articles
2026-06-17
www.barchart.com
2026-06-17
Barchart.com
Close- up of computer chip with AI sign by YAKOBCHUK V via Shutterstock
The artificial intelligence boom has created a bottleneck few investors anticipated. GPUs get the headlines, but memory has become the fuel powering the entire AI ecosystem. Every new AI server requires dramatically more high-bandwidth memory (HBM), DRAM, and advanced storage than previous generations. At the same time, suppl
2026-06-17
techcrunch.com
2026-06-17
TechCrunch
Qualcomm CEO Cristiano Amon said Tuesday that the company is working on over 40 different AI wearable devices — including jewelry, earbuds with cameras, pins, and watches — a sign of how aggressively the chipmaker is betting that the next major computing platform won’t be a phone.
To power that vision, Qualcomm is announcing two new offerings: a platform called Snapdragon Reality Elite for mixed
2026-06-17
www.sphericalinsights.com
2026-06-17
Spherical Insights
According to market research firm Spherical Insights, which has been working in the semiconductor, advanced packaging, chip manufacturing, artificial intelligence hardware, and electronics supply chain industry for the last 10 years, their market study indicates that the global advanced chip packaging market is experiencing substantial growth and is expected to expand significantly through 2035.
2026-06-17
simplywall.st
2026-06-17
simplywall.st
United States
/Software
/NYSE:QBTS
CHIPS Act Funding And Gate-Model Roadmap Could Be A Game Changer For D-Wave Quantum (QBTS)
June 16, 2026
Simply Wall St
D-Wave Quantum Inc. recently outlined an expanded gate-model roadmap targeting up to 100 logical qubits by 2032 and highlighted its dual-platform approach, alongside securing a letter of intent for up to US$100 million in CHIPS and Science Act f
2026-06-17
simplywall.st
2026-06-17
simplywall.st
United States/Software/NYSE:QBTS
CHIPS Act Funding And Gate-Model Roadmap Could Be A Game Changer For D-Wave Quantum (QBTS)
June 17, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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D-Wave Quantum Inc. recently outlined an expanded gate-model roadmap targeting up to 100 logical qubits by 2032 and highlighted its dual-platform approach, alongside securing a letter of intent for up to
2026-06-17
tomshardware.com
2026-06-17
Jake Roach
Dell's $699 XPS 13 laptop ($599 for students) has the MacBook Neo in its sights, and it's now available sporting one of Intel's new entry-level Wildcat Lake CPUs.
2026-06-17
wccftech.com
2026-06-17
Wccftech
The Taiwan Semiconductor Manufacturing Company (TSMC) is expanding its supply chain for glass substrates as part of the first step of establishing a supply chain for the chip-on-panel-on-substrate (CoPoS) packaging technology, according to supply chain sources. The glass substrates will be used in the firm's advanced versions of the chip-on-wafer-on-substrate (CoWoS) packaging technology, and TSMC
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.theverge.com
2026-06-17
The Verge
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AI
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Qualcomm’s latest chip hints that more powerful smart glasses could be on the way
The Snapdragon Reality Elite will first arrive in Xreal’s Project Aura Android XR glasses this fall.
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Victoria Song
Jun 17, 2026, 1:00 AM GMT+8
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Image: Qualcomm
Victoria Song is a senior reporter and author of the Optimizer newsletter. She has more than 13 years of experience reportin
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
www.crn.com
2026-06-17
crn.com
HPE announced it has outfitted its HPE ProLiant Compute DL394 Gen12 server with the Vera CPU—which is designed for agentic computing—to power HPE Private Cloud AI.
HPE is making a big Nvidia Vera CPU bet, bringing the eagerly awaited processor to HPE Private Cloud AI.
HPE said it has outfitted its HPE ProLiant Compute DL394 Gen12 server with the Vera CPU—which is designed for agentic computing—t
2026-06-17
news.google.com
2026-06-17
Reuters
2026-06-17
news.google.com
2026-06-17
Yahoo Finance
2026-06-17
tomshardware.com
2026-06-17
Kunal Khullar
The new G3-series peripherals focus on lightweight gaming and customization.
2026-06-17
www.linkedin.com
2026-06-17
LinkedIn
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A semiconductor factory in the US is built on a foundation that uses more concrete than the Burj Khalifa.
Why? Even the slightest vibration can disrupt production and damage millions of chips, each worth hundreds, sometimes thousands, of dollars. It ta
2026-06-17
news.google.com
2026-06-17
Stock Titan
2026-06-17
news.google.com
2026-06-17
Yahoo Finance
2026-06-17
www.morningstar.com
2026-06-17
Morningstar
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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
2026-06-16
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.