Semiconductor News & Analysis Feed
10061 articles
2026-06-11
www.msn.com
2026-06-11
MSN
Semiconductor equipment stocks marched higher on Wednesday amid continued strong demand for new chip gear amid the artificial intelligence boom. Applied MaterialsAMAT and other chip gear stocks are trading at record highs.
Cantor Fitzgerald analyst C.J. Muse on Wednesday raised his price targets on four semiconductor equipment stocks: Applied Materials, ASMLASML, KLAKLAC and Lam ResearchLRCX. He
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
5-star analyst revisits Nvidia stock on peculiar GPU demand situation
Moz Farooque
Wed, June 10, 2026 at 9:37 AM PDT 4 min read
NVDA
-2.91%
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Nvidia (NVDA) has spent most of the AI boom dealing with "good" problems, chief among them that its most important chips remain very hard to get.
According to TheFly, Wedbush analyst Matt Bryson just revisited Nvid
2026-06-11
tomshardware.com
2026-06-11
Hassam Nasir
The physical die and package size have shrunk compared to current-gen offerings.
2026-06-11
news.google.com
2026-06-11
EE Times
2026-06-11
developer.nvidia.com
2026-06-11
NVIDIA Developer
Developers building real-time AI—such as chat assistants, copilots, and agentic workflows—are often constrained by token-by-token generation speed. This limits responsiveness, increases serving costs, and makes fluid, interactive experiences difficult to achieve.
DiffusionGemma, created by Google DeepMind and optimized to run efficiently across NVIDIA platforms, introduces a new approach to tex
2026-06-11
blogs.nvidia.com
2026-06-11
NVIDIA Blog
NVIDIA Accelerates Google DeepMind’s DiffusionGemma for Local AI
The new Diffusion Gemma open model generates text in parallel — not one token at a time — and is optimized to run on the NVIDIA RTX PRO platform, NVIDIA DGX Spark systems and GeForce RTX GPUs.
June 10, 2026 by Michael Fukuyama
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Today, Google DeepMind released DiffusionGemma — an experimental open model built for exceptional
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Assessing Texas Instruments (TXN) Valuation After AI Tailwinds And New EV Battery Monitoring Launch
Simply Wall St
Wed, June 10, 2026 at 9:15 AM PDT 4 min read
TXN
-1.76%
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Texas Instruments (TXN) is back in focus after a rebound in semiconduct
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Taiwan Export Curbs Put TSMC China Exposure And Valuation In Focus
Simply Wall St
Wed, June 10, 2026 at 9:14 AM PDT 3 min read
TSM
-3.20%
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Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
Taiwan is weighing stricter export controls on advanced AI chips to China, including potential crim
2026-06-11
www.bloomberg.com
2026-06-11
Bloomberg.com
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2026-06-11
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2026-06-11
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2026-06-11
tomshardware.com
2026-06-11
Jake Roach
AMD has shared the first official results for its 256-core EPYC Venice CPU, saying it beats Nvidia's Vera by 3.3x in a rack-level deployment.
2026-06-11
www.tomshardware.com
2026-06-11
Tom's Hardware
PC Components CPUs
AMD fires back at Nvidia, claiming 256-core Zen 6 'Venice' CPU beats Vera by 3.3x in rack-level performance — company shares first estimated EPYC Venice benchmarks
News
By Jake Roach published 4 hours ago
Mind the footnotes on this one.
(Image credit: AMD)
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2026-06-10
www.tomshardware.com
2026-06-10
Tom's Hardware
Tech Industry
Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel's EMIB packaging for HBM integration
News-analysis
By Luke James published 3 days ago
TSMC's CoWoS lines are sold out through 2027, and Intel's EMIB is the only credible second source.
When you purchase through links on our site, we may earn an affiliate commission. Here’s how
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-10
sherwood.news
2026-06-10
Sherwood News
Jon Keegan
34M
Report: OpenAI and Nvidia in talks to team up for 10-gigawatt data center in Ohio
Fresh off scaling back ambitious plans for its Stargate data centers, OpenAI may be moving forward with a new plan: a 10-gigawatt data center in Ohio powered and backed by NvidiaNVDA $202.77 (-2.60%).
According to a report by The Information, the new data center, built on federal land, would dwarf th
2026-06-10
datacentremagazine.com
2026-06-10
Data Centre Magazine
NVIDIA and SK Telecom are bringing data centre infrastructure to the forefront of their AI ambitions through plans for a gigawatt-scale AI Cloud in South Korea.
Powered by NVIDIA’s DSX platform, the project will support the development of AI factories capable of handling AI training, inference and enterprise workloads.
It will also expand the country’s computing capacity for future AI services.
2026-06-10
developer.nvidia.com
2026-06-10
NVIDIA Developer
AI factories are changing what data-center infrastructure must do.
Unlike traditional data centers, AI factories are built to manufacture intelligence at scale. They run power-dense training and inference workloads, increasingly support agentic and reasoning models, and must deliver predictable performance even as compute demand shifts rapidly. In this environment, electrical infrastructure is no
2026-06-10
quantumzeitgeist.com
2026-06-10
Quantum Zeitgeist
HIGH PERFORMANCE COMPUTING, DEEP TECH
Multi-Year Cadence Deal Accelerates Intel 14A Time-to-Market
June 10, 2026
BY RUSTY FLINT
Cadence and Intel Foundry have launched a multi-year collaboration targeting Intel’s 14A process technology, an effort to bolster Intel’s position in advanced chip manufacturing. The expanded cooperation will center on Design Technology Co-Optimization, leveraging Cadenc
2026-06-10
www.benzinga.com
2026-06-10
Benzinga
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2026-06-10
tomshardware.com
2026-06-10
Luke James
Besides Samsung Heavy, Japan’s MOL is also building a 73 MW floating data center with Karpowership for a 2027 deployment.