Semiconductor News & Analysis Feed
49 articles
2026-07-09
www.theregister.com
2026-07-09
The Register
2026-07-07
www.theregister.com
2026-07-07
The Register
2026-07-03
www.theregister.com
2026-07-03
The Register
AI AND ML
Nvidia floats double-dipping datacenter financing scheme
What's better than getting paid once? Getting paid twice of course
Tobias Mann
Systems editor
17
Published Thu 02 Jul 2026 // 21:55 UTC
AI infrastructure doesn't come cheap. To keep up, rent-a-GPU outfits such as CoreWeave and Lambda have had to borrow billions of dollars from venture capitalists and hedge funds to bankroll the
2026-07-01
ca.finance.yahoo.com
2026-07-01
Yahoo! Finance Canada
TSMC is AI's 'quintessential trendsetter': Strategist shares top 2 tech stock picks
Yahoo Finance Video and Josh Lipton
Wed, July 1, 2026 at 5:00 a.m. PDT
Raymond James Investment Management chief market strategist Matt Orton explains why he's bullish on Taiwan Semiconductor Manufacturing Company (TSM) and Credo Technology (CRDO).
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2026-07-01
www.theregister.com
2026-07-01
The Register
SYSTEMS
Qualcomm's proposed solution to catch up in AI infra: Bury the compute under the DRAM
With its next-gen AI accelerators, the SoC vendor aims to fly high above the memory wall
Tobias Mann
Systems editor
4
Published Tue 30 Jun 2026 // 20:25 UTC
Qualcomm is finally getting serious about AI infrastructure, but its push into the datacenter hinges on the success of an ambitious near-memory c
2026-06-29
logisticsbusiness.com
2026-06-29
Logistics Business
More than 160 attendees representing 87 companies across 30 countries gathered at the headquarters of CMC Packaging Automation for CID26 – CMC Innovation Day 2026, the company’s annual event dedicated to innovation in fulfilment automation, systems integration and right-sized packaging.
Built around the theme ‘Ecosystem’, CID26 brought together customers, technology partners, policymakers and ind
2026-06-26
www.theregister.com
2026-06-26
The Register
SOFTWARE
One man, two kernels, and a lot of RISC-V
A homebrew PC and mini-mainframe were only the warm-up for Yuri Zaporozhets' latest operating system
Liam Proven
15
Published Fri 26 Jun 2026 // 13:46 UTC
Yuri Zaporozhets of QRV Systems is a busy chap. He's built a new RISC-V-based personal computer, a mainframe on an FPGA, and rewritten QNX – twice.
Seemingly every month or two, The Reg FOS
2026-06-26
digitimes.com
2026-06-26
Alibaba Group's semiconductor design arm T-Head has more than tripled its registered capital, underscoring the Chinese technology giant's growing focus on artificial intelligence infrastructure and domestic chip development.
2026-06-25
www.ocregister.com
2026-06-25
Orange County Register
BUSINESS
News
Wall Street drifts in mixed trading after Micron soars and Apple drops
Micron and AI stocks broadly have been under pressure recently because of worries that their profits can’t possibly keep pace with the tremendous rallies for their stock prices.
Options traders David Rush, left, and Scott Frinzi work on the floor of the New York Stock Exchange, Tuesday, June 16, 2026. (AP Photo/Ri
2026-06-25
www.theregister.com
2026-06-25
The Register
SYSTEMS
Micron locks in historically high memory prices for five years
Big buyers agree to deals that will deliver historically enormous margins and profits
Simon Sharwood
APAC Editor
2
Published Thu 25 Jun 2026 // 02:07 UTC
Memory-maker Micron has found a way to keep prices for its products sky-high for another five years, by signing 16 “strategic customer agreements” (SCAs) that include a fl
2026-06-25
www.thelec.net
2026-06-25
thelec.net
(Photo: SK hynix)
SK hynix said on June 24 that it has filed a registration statement for the issuance of American Depositary Receipts (ADRs) as part of its planned listing on the Nasdaq Stock Market. The company plans to issue up to 17.79 million common shares through a third-party allotment, equivalent to approximately 2.5% of its outstanding shares. The total offering size is estimated at 45.4
2026-06-24
tomshardware.com
2026-06-24
Luke James
SK hynix filed a securities registration statement on Wednesday to raise up to 45.45 trillion won through an American depositary receipt listing on Nasdaq.
2026-06-24
www.costar.com
2026-06-24
CoStar
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2026-06-23
focustaiwan.tw
2026-06-23
Focus Taiwan
Taipei, June 23 (CNA) Legislative Speaker Han Kuo-yu (韓國瑜) and a cross-party delegation of lawmakers visited contract chipmaker Taiwan Semiconductor Manufacturing Co.'s (TSMC) campus in Arizona on Monday, according to the Legislative Yuan.
In a statement, the Legislative Yuan said Tuesday Han, who departed for the U.S. on Sunday at the head of a cross-party legislative delegation, met with TSMC A
2026-06-23
www.theregister.com
2026-06-23
The Register
SYSTEMS
Nvidia gets all agentic about supercomputing for scientific research
Tireless AI agents could help scientists do research humans alone can't, says GPU giant
Dan Robinson
2
Published Mon 22 Jun 2026 // 18:15 UTC
Nvidia is pushing agentic AI for scientific computing, and says that this requires a new scientific computing stack, which the GPU giant is ready to deliver, of course.
At the
2026-06-19
www.theregister.com
2026-06-19
The Register
SYSTEMS
Tensordyne makes a big bet on log math to beat Nvidia
Who needs compute-hungry multiplications when you can just add logarithms
Tobias Mann
Systems editor
32
Published Fri 19 Jun 2026 // 15:30 UTC
AI infrastructure startup Tensordyne has taped out its first commercial accelerator, with fabrication on TSMC's 3nm process already underway.
Developed in collaboration with Juniper Networks
2026-06-18
www.theregister.com
2026-06-18
The Register
NETWORKS
Nvidia-backed optics vendor to boost wafer output by 4x to meet AI interconnect demand
Jensen can't risk semiconductor supply chains derailing the AI hype train
Tobias Mann
Systems editor
0
Published Wed 17 Jun 2026 // 18:12 UTC
As AI systems grow larger, optics are playing a larger part in their design – so much so that at Computex earlier this month, Nvidia CEO Jensen Huang proclaim
2026-06-18
www.theregister.com
2026-06-18
The Register
SYSTEMS
Uncle Sam bets $500M that Alphabet spinoff's AI can dig up new semiconductor materials
AI drug discovery is so last year, even though it hasn't accomplished much yet
Brandon Vigliarolo
2
Published Wed 17 Jun 2026 // 17:05 UTC
In order to move more semiconductor manufacturing onshore, the US needs to depend less on foreign-sourced materials. Now, the government is giving an Alphabet spi
2026-06-17
www.tradingview.com
2026-06-17
TradingView
News
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TradingView
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ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
Less than 1 min read
ASML
+3.68%
According to estimates from 11 analysts, ASML Holding N.V. - New York Registry Shares stock's average price target has risen
2026-06-16
www.theregister.com
2026-06-16
The Register
SYSTEMS
Qualcomm said to be circling AI chip biz Tenstorrent in $10B RISC-V power play
Potential takeover would represent significant commitment to the open instruction set architecture
Dan Robinson
1
Published Tue 16 Jun 2026 // 11:15 UTC
Qualcomm is reportedly moving to buy AI chip firm Tenstorrent, an acquisition that could prove a major boost to the RISC-V ecosystem.
This comes from The I