Semiconductor News & Analysis Feed
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2026-06-17
www.engadget.com
2026-06-17
Engadget
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Qualcomm unveils its Snapdragon Reality Elite chip for next-gen AR headsets
The company also debuted a new platform for brands wanting to build their own AI glasses.
by
Karissa Bell
June 16, 2026 1:00 pm EST
Qualcomm
High-end augmented reality and mixed reality devices are set to get a boost thanks to Qualcomm's latest XR chip. During a keynote at Augmented World E
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
news.google.com
2026-06-17
Stock Titan
2026-06-17
news.google.com
2026-06-17
Reuters
2026-06-17
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2026-06-17
Yahoo Finance
2026-06-17
www.linkedin.com
2026-06-17
LinkedIn
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Business Insider
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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
www.cheddar.com
2026-06-17
cheddar.com
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2026-06-17
www.cheddar.com
2026-06-17
cheddar.com
Business, finance and tech news every weekday—straight to your inbox
We won't sell or share your personal information to inform the ads you see. You may still see interest-based ads if your information is sold or shared by other companies or was sold or shared previously.
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.
2026-06-16
developer.nvidia.com
2026-06-16
NVIDIA Developer
NVIDIA delivered a clean sweep in MLPerf Training v6.0, the latest edition of industry-standard AI training benchmarks developed by the MLCommons consortium. NVIDIA achieved the fastest time to train at scale, and also delivered the highest performance when normalized on a per-accelerator basis on every benchmark. It was also the only platform to submit on every test.
MLCommons introduced new pr
2026-06-16
tomshardware.com
2026-06-16
Luke James
SemiAnalysis has published the first teardown from its new in-house lab, focusing on the minimum local metal pitch on SMIC’s third-gen 7nm at 32.5nm.
2026-06-16
www.marketwatch.com
2026-06-16
MarketWatch
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2026-06-16
www.thestreet.com
2026-06-16
thestreet.com
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2026-06-16
news.google.com
2026-06-16
CNBC
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Lam Research Corporation’s LRCX advanced packaging business is emerging as an important growth driver. With artificial intelligence (AI) driving major changes in chip design, this business could become a meaningful catalyst for future growth.
Unlike traditional semiconductor manufacturing, AI chips require advanced packaging techniques to connect multiple processors and memory components in a com
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Lam Research Corporation’s LRCX advanced packaging business is emerging as an important growth driver. With artificial intelligence (AI) driving major changes in chip design, this business could become a meaningful catalyst for future growth.
Unlike traditional semiconductor manufacturing, AI chips require advanced packaging techniques to connect multiple processors and memory components in a com
2026-06-16
www.insidermonkey.com
2026-06-16
Insider Monkey
HEDGE FUND INVESTOR LETTERS
-
NEWS
Increased Demand for AI Applications Boosted Texas Instruments (TXN) in Q1
Published on June 16, 2026 at 10:15 am by SOUMYA ESWARAN in Hedge Fund Investor Letters, News
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Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Increased Demand for AI Applications Boosted Texas Instruments (TXN) in Q1
Soumya Eswaran
Tue, June 16, 2026 at 7:15 AM PDT 3 min read
TXN
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Trading disclosure
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the "Madison Large Cap Fund". A copy of the letter is available to download here. The Madison Large Cap
2026-06-16
news.google.com
2026-06-16
TechPowerUp
2026-06-16
tomshardware.com
2026-06-16
Jowi Morales
The legendary air cooling company is diving into water (cooling).