Semiconductor News & Analysis Feed
1006 articles
2026-06-11
digitimes.com
2026-06-11
Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future of AI networking, could face further delays as manufacturing yields remain inconsistent.
2026-06-11
digitimes.com
2026-06-11
AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to qualify Chinese alternatives such as Chaozhou Three-Circle as lead times lengthen.
2026-06-11
digitimes.com
2026-06-11
Congressional Republicans are urging stronger exclusion orders in the ongoing Section 337 investigation tied to TSMC's advanced-node chips, while the company reiterates compliance with local laws and highlights ongoing legal uncertainty in its quarterly filing.
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Teradyne And Tokyo Electron Target AI Chiplet Test As Adoption Watchpoint
Simply Wall St
Wed, June 10, 2026 at 3:14 PM PDT 4 min read
TER
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Teradyne (NasdaqGS:TER) has introduced a new integrated test solution for AI and data cent
2026-06-11
www.digitimes.com
2026-06-11
digitimes
Gudeng chairman and CEO Bill Chiu said global demand for AI is driving a wave of 2nm and 3nm advanced-node capacity expansion, but the biggest constraint for chipmakers is not building fabs — it is securing extreme ultraviolet lithography systems.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit th
2026-06-11
sg.finance.yahoo.com
2026-06-11
Yahoo Finance Singapore
Qualcomm (QCOM) Suffers a Larger Drop Than the General Market: Key Insights
Zacks Equity Research
Wed, 10 June 2026 at 2:45 pm GMT-7 3 min read
QCOM
-6.92%
^GSPC
-1.62%
^DJI
-1.87%
^IXIC
-1.98%
In the latest close session, Qualcomm (QCOM) was down 6.96% at $191.12. The stock's change was less than the S&P 500's daily loss of 1.62%. Elsewhere, the Dow lost 1.87%, while the tech-heavy Nasdaq lost 1
2026-06-11
www.investing.com
2026-06-11
Investing.com
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2026-06-11
www.barchart.com
2026-06-11
Barchart
A concept image showing a ray of light passing through cyberspace_ Image by metamorworks via Shutterstock_
Quantum computing just got its “Uncle Sam” moment.
The U.S. government is investing more than $2 billion into quantum initiatives, and that changes the conversation. This is no longer just a futuristic science project buried inside research labs. It’s becoming a national technology race, a
2026-06-11
stockstory.org
2026-06-11
StockStory
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2026-06-11
www.tradingview.com
2026-06-11
TradingView
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Stock Story
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onsemi, Teradyne, and Penguin Solutions Shares Are Falling, What You Need To Know
onsemi, Teradyne, and Penguin Solutions Shares Are Falling, What You Need To Know
2 min read
ON
−5.84%
TER
−5.86%
PENG
−5.14%
What Happened?
A number of stocks fell in the afternoon session after the CPI print of 4.2% annual inflation (the hottest since 2023) revived the rate hike narrative.
M
2026-06-11
news.google.com
2026-06-11
FinancialContent
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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Nvidia: Vera CPU And RTX Spark Widen The Company's Growth Runway
Jun 10, 2026, 12:44 PM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA Stock, ZNVD:CA StockMSFT, MSFT:CA, ZMSF:CA
, GOOG, GOOG:CA, ZGOO:CA, GOOGL, META, META:CA, ZMET:CA, AMZN, AMZN:CA, ZAMZ:CA, AVGO, AVGO:CA, ZAVG:CA
Vinay Utham, CFA
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Nvidi
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
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
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.
2026-06-10
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.tradingview.com
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.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
news.google.com
2026-06-10
Business Wire