Semiconductor News & Analysis Feed
73 articles
2026-06-05
news.google.com
2026-06-05
Semiconductor Engineering
2026-06-04
www.engineersireland.ie
2026-06-04
Engineers Ireland
Tyndall National Institute has welcomed the European Commission’s proposal for a Chips Act 2.0, describing it as a decisive step in strengthening Europe’s semiconductor ecosystem and accelerating the transition from research excellence to industrial-scale capability.
Demand-generation, industrialisation, resilience, and supply chain security
The updated framework signals a major evolution in Eur
2026-06-04
www.engineersireland.ie
2026-06-04
Engineers Ireland
Tyndall National Institute has welcomed the European Commission’s proposal for a Chips Act 2.0, describing it as a decisive step in strengthening Europe’s semiconductor ecosystem and accelerating the transition from research excellence to industrial-scale capability.
Demand-generation, industrialisation, resilience, and supply chain security
The updated framework signals a major evolution in Eur
2026-06-04
semiengineering.com
2026-06-04
Liz Allan
Time-sensitive networking and MACsec allow Auto Ethernet to handle safety-critical func...
2026-06-03
news.google.com
2026-06-03
Adam Tooze | Substack
2026-06-02
newsroom.arm.com
2026-06-02
Arm Newsroom
For decades, PCs were designed around people using applications. Agentic AI changes that model as apps become more autonomous, with users prompting their agents to observe, reason, plan, and act across workflows.
This evolution is creating demand for two broad classes of AI-enabled computing:
Nothing demonstrates this transformation more powerfully than the new Arm-based NVIDIA RTX Spark.
Arm i
2026-06-01
www.quiverquant.com
2026-06-01
Quiver Quantitative
News Summary:
Engineered from the ground up for AI factories, the NVIDIA DSX platform defines how next-generation infrastructure is designed, built and operated — driving lowest token cost and accelerating time to first production across NVIDIA chips, systems, software, facilities and partner technologies.
New DSX MaxLPS software enables AI infrastructure and factories to deliver the lowest token
2026-05-30
www.ad-hoc-news.de
2026-05-30
AD HOC NEWS
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2026-05-30
digitimes.com
2026-05-30
The building where Saeed Amidi runs his global venture empire was once one of the most important semiconductor facilities on the West Coast. Philips Electronics operated a fabrication plant here in Sunnyvale, California, employing 8,000 people at its peak. Then, like much of America's chip manufacturing base, it moved to Asia — to Taiwan, to Korea, to the supply chains that would come to define th
2026-05-27
wccftech.com
2026-05-27
Wccftech
After Huawei made a big announcement earlier this week about its Tau scaling technology, through which it aims to achieve a transistor density similar to the 14 Angstrom (14A) manufacturing process technologies from leading chip manufacturers such as TSMC and Intel, semiconductor analyst Dr. Ian Cutress believes that the announcement compares unrelated aspects of a chip's performance specification
2026-05-27
wccftech.com
2026-05-27
Wccftech
After Huawei made a big announcement earlier this week about its Tau scaling technology, through which it aims to achieve a transistor density similar to the 14 Angstrom (14A) manufacturing process technologies from leading chip manufacturers such as TSMC and Intel, semiconductor analyst Dr. Ian Cutress believes that the announcement compares unrelated aspects of a chip's performance specification
2026-05-27
phemex.com
2026-05-27
Phemex
Quick Answer: Micron Technology (NASDAQ: MU) is the breakout semiconductor story of 2026, surging 19.29% on May 26 to close at $895.88 and briefly topping a $1 trillion market cap for the first time. The rally was triggered by a UBS price target hike to $1,625 — nearly tripling its prior target — on the back of fully sold-out HBM AI memory production, a record Q2 2026 of $23.86B in revenue (+196.2
2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Infineon, Defies
Infineon Defies Iran Jitters and Patent Battles to Touch Fresh Peak, Even as One Analyst Cries Overbought
27.05.2026 - 04:22:42 | boerse-global.de
Infineon stock doubles in 2026, hits €77.69 record on GaN patent win, AI data center pivot, and restructuring. One analyst issues sell with €60 target.
Infineon Defies Iran Jitters and Patent Battles to Touch Fresh Peak, Even as One A
2026-05-26
digitimes.com
2026-05-26
When Huawei unveiled its "Tau (τ) Scaling Law" at ISCAS 2026 in Shanghai, the announcement signalled more than another chip architecture update. It marked China's most ambitious attempt yet to redefine how semiconductor performance is measured in the post-Moore era.
2026-05-23
uk.finance.yahoo.com
2026-05-23
Yahoo Finance UK
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2026-05-23
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2026-05-21
finance.yahoo.com
2026-05-21
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2026-05-20
www.fool.com
2026-05-20
The Motley Fool
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2026-05-18
www.ndtv.com
2026-05-18
NDTV
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2026-05-18
www.japantimes.co.jp
2026-05-18
The Japan Times
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