Semiconductor News & Analysis Feed
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2026-06-10
www.bloomberg.com
2026-06-10
Bloomberg.com
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2026-06-10
digitimes.com
2026-06-10
Taiwan is considering significantly tougher restrictions on exports of advanced AI chips to China, a move that would bring the island's regulations closer to those of the US and strengthen efforts to combat semiconductor smuggling, according to Bloomberg.
2026-06-10
digitimes.com
2026-06-10
Powerchip Semiconductor Manufacturing Corp. (PSMC) has priced a cash capital increase tied to an overseas depositary receipt offering, a move that may matter to global investors tracking Asia's semiconductor supply chain. The Taiwan-based company said the deal will fund equipment purchases and foreign-currency materials, while modestly diluting existing shareholders.
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure
Thomas Richmond
Tue, June 9, 2026 at 3:26 PM PDT 4 min read
AAPL
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Craig Federighi confirmed Apple's FM Cloud Pro runs on Nvidia GPUs inside Google Cloud, abandoning private infrastructure for its most demanding AI
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Apple (NASDAQ:AAPL | AAPL Price Prediction), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos, Apple software chief Craig Federighi confirmed that the company’s new frontier language model, FM Cloud Pro, will run on Nvidia GPUs hosted in Google Cloud for agentic workflows and complex
2026-06-10
eetimes.com
2026-06-10
India maps out a bold $150B chip strategy for 2035—see why this time might be different.
2026-06-10
news.google.com
2026-06-10
EE Times
2026-06-10
www.bbc.com
2026-06-10
BBC
World's largest chipmaker does not rule out price rises as costs increase
27 minutes ago
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Suranjana Tewari
Asia Business Correspondent, Hsinchu, Taiwan
BBC
The BBC talks to TSMC in a rare interview at the company's headquarters in Taiwan
The world's largest chipmaker has told the BBC that inflation is pushing up the cost of doing business, and did not rule out
2026-06-10
www.eurasiareview.com
2026-06-10
Eurasia Review
www.eurasiareview.com
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2026-06-10
cryptobriefing.com
2026-06-10
Crypto Briefing
Broadcom and Marvell lead AI chip market with record revenues in fiscal 2026
Custom AI accelerator chips are driving historic growth at both semiconductor giants, with Broadcom's AI revenue surging 14
2026-06-10
biz.chosun.com
2026-06-10
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.10. 06:00
"In the age of artificial intelligence (AI), no single corporations can do everything alone."
On the 3rd in Taipei, Taiwan, Terry Tsao, SEMI Taiwan president and global chief marketing officer (CMO), said the spread of AI is increasing the importance of collaboration within the semiconductor supply chain. Samsung Electronics and TSMC compete in the f
2026-06-10
www.marketscreener.com
2026-06-10
marketscreener.com
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2026-06-10
defence-industry.eu
2026-06-10
Defence Industry Europe
Northrop Grumman develops new GaN chip for secure W-band links and next-generation wireless connectivity
By Martin Chomsky (Defence Industry Europe)
INDUSTRY SPOTLIGHT
|
June 9, 2026
Photo: Northrop Grumman.
Northrop Grumman has developed a new Gallium Nitride chip designed to improve performance for military and commercial radio frequency applications. The company said the chip sets a new sta
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Elon Musk Says He’s Building a Chip “2 to 3 Times” Better Than NVIDIA at 10% The Cost. Is He Bluffing?
David Moadel
Tue, June 9, 2026 at 12:30 PM PDT 5 min read
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Musk's AI5 chip targets a 50x performance leap over AI4 at 10% of NVIDIA's cost, while NVDA's data center revenue hit $75
2026-06-10
hothardware.com
2026-06-10
HotHardware
Intel Foundry Challenges TSMC Dominance With Massive Google AI Chip Order
by Zak Killian — Tuesday, June 09, 2026, 02:45 PM EDT
Comments
Intel's foundry ambitions may have just received their biggest validation yet. According to a report from The Information, Google has placed an order with Intel to manufacture more than three million Tensor Processing Units (TPUs) in 2028 after months of testin
2026-06-10
www.marketwatch.com
2026-06-10
MarketWatch
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron, Marvell lead chip stocks lower in AI trade reversal
Ines Ferré · Senior Business Reporter
Updated Tue, June 9, 2026 at 9:13 AM PDT 1 min read
MU
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MRVL
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SNDK
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What happened: Micron (MU) reversed gains on Tuesday, sinking into negative territory. Memory and storage maker Sandisk (SNDK) also de
2026-06-09
www.marketscreener.com
2026-06-09
marketscreener.com
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2026-06-09
uk.finance.yahoo.com
2026-06-09
Yahoo Finance UK
Micron, Marvell lead chip stocks lower in AI trade reversal
Ines Ferré · Senior Business Reporter
Updated Tue, 9 June 2026 at 9:13 am GMT-7 1 min read
MU
-5.01%
MRVL
-11.04%
000660.KS
+15.91%
SNDK
+0.09%
005930.KS
+8.97%
What happened: Micron (MU) reversed gains on Tuesday, sinking into negative territory. Memory and storage maker Sandisk (SNDK) also declined after initially opening in green terr
2026-06-09
tomshardware.com
2026-06-09
Luke James
Taiwan is considering far stricter export controls that would restrict AI chip sales to every customer in China.