Semiconductor News & Analysis Feed
169 articles
2026-06-12
www.chosun.com
2026-06-12
조선일보
By Kang Da-eun
Published 2026.06.12. 08:53
Samsung Electronics builds a state-of-the-art foundry (semiconductor contract manufacturing) factory in Taylor City, Texas, USA. /Courtesy of Samsung Electronics
Google is reportedly considering entrusting part of the production of its self-developed next-generation AI semiconductor, the Tensor Processing Unit (TPU), to Samsung Electronics, according to
2026-06-11
stocktwits.com
2026-06-11
Stocktwits
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2026-06-11
stockstotrade.com
2026-06-11
StocksToTrade
Intel Corporation stocks have been trading up by 11.15 percent following upbeat chip demand forecasts and strong AI data-center momentum.
Key Takeaways Traders Need To Know
Shares ripped 10–12% after reports that Alphabet/Google and Nvidia tapped Intel as a backup manufacturer for advanced processors amid TSMC capacity constraints.
Wells Fargo lifted its INTC price target to $110 from $85, pointi
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Apple's AI Reveal Hands An Unexpected Win To Google, NVIDIA
Anusuya Lahiri
Thu, June 11, 2026 at 4:31 AM PDT 6 min read
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Apple Inc.’s latest AI announcements sparked a fresh debate on Wall Street, with a
2026-06-11
www.moomoo.com
2026-06-11
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2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-11
www.tweaktown.com
2026-06-11
TweakTown
Google orders Intel Foundry to produce over three million TPUs for 2028 amid TSMC capacity crunch
The reported order would be the largest external win in Intel Foundry's history, coming as TSMC's capacity crunch pushes customers to look elsewhere.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published Jun 10, 2026 6:10 PM CDT
2 minutes & 15 seconds read time
TL;DR: Google reportedly ordered over th
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Intel’s Google AI Chip Win Tests Foundry Turnaround And Nvidia Trials
Simply Wall St
Wed, June 10, 2026 at 11:11 AM PDT 5 min read
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Google has selected Intel to manufacture mo
2026-06-11
www.techtimes.com
2026-06-11
Tech Times
By Jerry Owens
Published: Jun 10 2026, 13:27 PM EDT
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The TSMC logo is displayed at the Taiwan Semiconductor Manufacturing Company branch and Innovation Museum, highlighting the company branding and signage inside and outside the site in Hsinchu, Taiwan, January 27, 2026. JIMMY BEUNARDEAU/GETTY I
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
2026-06-10
www.tomshardware.com
2026-06-10
Tom's Hardware
Tech Industry
Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel's EMIB packaging for HBM integration
News-analysis
By Luke James published 3 days ago
TSMC's CoWoS lines are sold out through 2027, and Intel's EMIB is the only credible second source.
When you purchase through links on our site, we may earn an affiliate commission. Here’s how
2026-06-10
hothardware.com
2026-06-10
HotHardware
Apple Taps NVIDIA Blackwell GPUs In Google Cloud To Power Next-Gen Siri AI
by Aaron Leong — Wednesday, June 10, 2026, 10:48 AM EDT
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Apple has formed a powerful tech triumvirate by partnering with Google and NVIDIA to supercharge its next-generation AI ecosystem. Announced at this year's Worldwide Developers Conference (WWDC), the partnership integrates NVIDIA Blackwell B200 hardware in
2026-06-10
michaelparekh.substack.com
2026-06-10
AI: Reset to Zero
AI: Apple Intelligence & Siri AI hum with 'Google & Nvidia' inside. AI-RTZ #1113
...Apple can win AI on iPhone, Macs & Devices, by being Apple
MICHAEL PAREKH
JUN 10, 2026
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Paraphrasing an iconic Intel campaign, it’s Apple’s AI strategy, with ‘Google & Nvidia Inside’. Let me unpack.
The suspense over around AI Siri with WWDC 2026 yesterday. With positive reviews. Some even echoing my view th
2026-06-10
stocktwits.com
2026-06-10
Stocktwits
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2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Apple (NASDAQ:AAPL | AAPL Price Prediction), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos, Apple software chief Craig Federighi confirmed that the company’s new frontier language model, FM Cloud Pro, will run on Nvidia GPUs hosted in Google Cloud for agentic workflows and complex
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure
Thomas Richmond
Tue, June 9, 2026 at 3:26 PM PDT 4 min read
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Craig Federighi confirmed Apple's FM Cloud Pro runs on Nvidia GPUs inside Google Cloud, abandoning private infrastructure for its most demanding AI
2026-06-10
news.google.com
2026-06-10
CIO Dive
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-10
hothardware.com
2026-06-10
HotHardware
Intel Foundry Challenges TSMC Dominance With Massive Google AI Chip Order
by Zak Killian — Tuesday, June 09, 2026, 02:45 PM EDT
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Intel's foundry ambitions may have just received their biggest validation yet. According to a report from The Information, Google has placed an order with Intel to manufacture more than three million Tensor Processing Units (TPUs) in 2028 after months of testin
2026-06-09
pro.thestreet.com
2026-06-09
TheStreet Pro
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Google Likes Intel. Nvidia Appears to as Well. And So Do I
Here’s how I’m going to handle this tech name as Alphabet and Nvidia reportedly eye INTC as backup to Taiwan Semiconductor.
Stephen Guilfoyle·Jun 9, 2026, 10:55 AM EDT
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