Semiconductor News & Analysis Feed
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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
news.google.com
2026-06-11
EE Times
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
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2026-06-11
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2026-06-11
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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
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By Jake Roach published 4 hours ago
Mind the footnotes on this one.
(Image credit: AMD)
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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
eetimes.com
2026-06-10
As AI models scale to trillions of parameters, conventional memory architectures face mounting capacity and efficiency constraints.
2026-06-10
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2026-06-10
TradingView
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Will GaNEXUS Accelerate ON's AI Data Center Growth Story?
Will GaNEXUS Accelerate ON's AI Data Center Growth Story?
3 min read
ON
−5.94%
ON Semiconductor Corporation ON recently launched a GaNEXUS gallium nitride (GaN) power portfolio that could emerge as a key catalyst for its rapidly expanding AI data center business. The new portfolio is specifically designed to address the grow
2026-06-10
www.msn.com
2026-06-10
MSN
KLA Corp. (KLAC), Lam Research (LRCX), Applied Materials (AMAT), and ASML (ASML) were in focus on Wednesday as Cantor Fitzgerald upped its price targets on the aforementioned chip equipment makers, citing continued strong spending.
“We tweak our CY26 [wafer fab equipment] estimate to $145B (or ~32% growth Y/Y) from $140B, with upside likely capped in the $150B territory as a result of lack of cle
2026-06-10
sg.finance.yahoo.com
2026-06-10
Yahoo Finance Singapore
Investors Heavily Search Texas Instruments Incorporated (TXN): Here is What You Need to Know
Zacks Equity Research
Wed, 10 June 2026 at 6:00 am GMT-7 5 min read
TXN
+5.35%
^GSPC
+1.75%
Texas Instruments (TXN) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near futu
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Investors Heavily Search Texas Instruments Incorporated (TXN): Here is What You Need to Know
Zacks Equity Research
Wed, June 10, 2026 at 6:00 AM PDT 5 min read
TXN
+1.35%
^GSPC
+0.50%
Trade TXN on Coinbase
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Texas Instruments (TXN) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence
2026-06-10
ca.finance.yahoo.com
2026-06-10
Yahoo! Finance Canada
Investors Heavily Search Texas Instruments Incorporated (TXN): Here is What You Need to Know
Zacks Equity Research
Wed, June 10, 2026 at 6:00 a.m. PDT 5 min read
TXN
-0.93%
^GSPC
-0.81%
Texas Instruments (TXN) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near fut
2026-06-10
www.investing.com
2026-06-10
Investing.com
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2026-06-10
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2026-06-10
Engineering.com
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2026-06-10
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2026-06-10
CPG Click Petróleo e Gás
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Samsung eyes strategic chip factory in South Korea and could shake up the global AI landscape with advancements in HBM memories and advanced packaging.
Written by
Caio Aviz
Published on
10/06/2026 at 08:11
Artificial Intelligence (AI)
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Possible investment in Gwangju could place Samsu
2026-06-10
tomshardware.com
2026-06-10
Bruno Ferreira
New nozzle array design is better and far cheaper than conventional technology.
2026-06-10
www.mk.co.kr
2026-06-10
매일경제
사진 확대
"We’ll cover the investment costs, so please secure the substrate supply first."
Competition to secure supply chains in the artificial intelligence (AI) semiconductor market is entering a new phase. Just one or two years ago, High Bandwidth Memory (HBM) was the hardest component to obtain. Concerns then shifted to shortages of general-purpose DRAM and NAND flash memory, and now semiconducto
2026-06-10
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2026-06-10
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2026-06-10
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