Semiconductor News & Analysis Feed
1508 articles
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
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
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
www.moomoo.com
2026-06-11
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown
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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2026-06-11
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.taipeitimes.com
2026-06-11
Taipei Times
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) yesterday reported record revenue of NT$416.975 billion (US$13.17 billion) for last month, putting the world’s largest contract chipmaker on track to set a record for quarterly revenue.
Last month’s figure surpassed March’s record NT$415.19 billion and represented increases of 1.5 percent from April and 30.1 percent from a year earlier.
For the f
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
www.barrons.com
2026-06-10
Barron's
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2026-06-10
www.thestreet.com
2026-06-10
thestreet.com
__fail__
2026-06-10
www.phoronix.com
2026-06-10
Phoronix
NVIDIA Engineer Devises Patch To Significantly Reduce GCC Bootstrap Time
Written by Michael Larabel in GNU on 10 June 2026 at 09:30 AM EDT. 4 Comments
NVIDIA engineer Kyrylo Tkachov posted a patch for testing yesterday to significantly reduce the amount of time it takes the GNU Compiler Collection (GCC) for conducting a native bootstrap. The time spent in the configure process for native GCC build
2026-06-10
www.tikr.com
2026-06-10
TIKR.com
Key Stats for Cadence Design Systems Stock
Current Price: $379.62
Target Price (Mid): ~$631
Street Target: ~$385
Potential Total Return: ~60%
Annualized IRR: ~11% per year
Earnings Reaction: (3.34)% on 4/27/26
Max Drawdown: (28.85)% on 4/10/26
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Cadence Design Systems
2026-06-10
www.tikr.com
2026-06-10
TIKR.com
Key Stats for Cadence Design Systems Stock
Current Price: $379.62
Target Price (Mid): ~$631
Street Target: ~$385
Potential Total Return: ~60%
Annualized IRR: ~11% per year
Earnings Reaction: (3.34)% on 4/27/26
Max Drawdown: (28.85)% on 4/10/26
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Cadence Design Systems
2026-06-10
www.thehindubusinessline.com
2026-06-10
BusinessLine
Engineering and technology company Bosch has launched the third-generation Silicon Carbide semiconductors, as per the company.
These advanced chips control energy flow within the vehicle’s power electronics, specifically the inverter. This new generation delivers roughly 20 per cent higher performance, translating to a longer driving range without the need for larger batteries, improved battery u
2026-06-10
www.tradingview.com
2026-06-10
TradingView
News
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GuruFocus
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TSMC Posts 30% Revenue Growth as AI Trade Cools
TSMC Posts 30% Revenue Growth as AI Trade Cools
Less than 1 min read
TSM
−2.85%
2330
−2.17%
Taiwan Semiconductor Manufacturing Company
TSM
reported May 2026 consolidated net revenue of NT$416.975 billion ($13.17 billion), up 30.1% from May 2025 and 1.5% from April 2026. Cumulative revenue for January through May 2026 reached NT$
2026-06-10
www.communicationstoday.co.in
2026-06-10
Communications Today
www.communicationstoday.co.in
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2026-06-10
www.bisinfotech.com
2026-06-10
Bisinfotech
www.bisinfotech.com
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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.digitimes.com
2026-06-10
digitimes
Infineon Technologies and Vietnam's VinRobotics have agreed to collaborate on humanoid robots, a move that could shape how future machines are designed, manufactured, and deployed worldwide. The partnership brings together semiconductor expertise and robotics...
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2026-06-10
news.google.com
2026-06-10
Business Wire