Semiconductor News & Analysis Feed
165 articles
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
tomshardware.com
2026-06-15
Mark Tyson
Today marks 15 years since the first Chromebooks hit the market.
2026-06-15
tomshardware.com
2026-06-15
Luke James
The FBI, Google, and Lumen Technologies say they’ve dismantled a China-based phishing-as-a-service operation called Outsider Enterprise.
2026-06-15
www.tweaktown.com
2026-06-15
TweakTown
Google is in talks with Samsung to build next-gen 'Icefish' TPU on 1.4nm and 2nm process split
Google's Icefish TPU may be split between Samsung and TSMC, with 1.4nm compute dies and 2nm memory I/O targeting a 2028 production timeline.
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Hassam Nasir
Tech Reporter
Published Jun 14, 2026 8:30 PM CDT
2-minute read time
TL;DR: Google is reportedly planning a multi-foundry strategy fo
2026-06-15
www.techtimes.com
2026-06-15
Tech Times
By Allen Lee
Published: Jun 14 2026, 20:45 PM EDT
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A photo taken on May 19, 2026 shows the US multinational technology and Internet-related services company Google displayed on a smartphone (bottom) in front of the Google's logo on a laptop screen in Frankfurt am Main, western Germany. KIRILL KU
2026-06-15
digitimes.com
2026-06-15
Google's push to diversify its Tensor Processing Units (TPUs) supply chain is increasingly reaching into the foundry side, adding pressure on ASIC makers such as MediaTek. Recent reports indicate that Google is not only set to adopt Intel's embedded multi-die interconnect bridge (EMIB) packaging for its next-generation product, but is also planning to bring in Samsung Electronics for front-end waf
2026-06-15
english.cw.com.tw
2026-06-15
天下雜誌
english.cw.com.tw
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2026-06-14
www.fool.com
2026-06-14
The Motley Fool
In the weeks ahead of its June 12 initial public offering, SpaceX racked up a couple of big deals to rent out parts of its data center capacity; one with artificial intelligence (AI) start-up Anthropic and one with Alphabet-owned Google. Both agreements will help SpaceX offset its AI infrastructure costs with recurring revenue streams.
In the background, however, these deals highlighted the AI in
2026-06-14
www.thelec.net
2026-06-14
thelec.net
Jun Young-hyun, vice chairman and head of the Device Solutions division at Samsung Electronics. (Photo: THE ELEC)
Samsung Electronics may participate in production of some components for Google's next-generation artificial intelligence semiconductor "Icefish," according to a report.
US technology media outlet The Information reported on June 11 local time that Google is discussing plans to have
2026-06-12
www.chosun.com
2026-06-12
조선일보
By Seongmin K
Published 2026.06.13. 00:44
Samsung Electronics Hwaseong Campus foundry. /Courtesy of Samsung Electronics
Samsung Electronics’ foundry business (semiconductor contract manufacturing) is approaching profitability as it secures more orders. The Information, a U.S. IT-focused media outlet, reported on the 11th (local time) that Google is considering producing components for its next-g
2026-06-12
en.sedaily.com
2026-06-12
Seoul Economic Daily
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2026-06-12
en.sedaily.com
2026-06-12
Seoul Economic Daily
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2026-06-12
www.digitimes.com
2026-06-12
digitimes
Google is considering using Samsung Electronics to manufacture part of a future artificial intelligence (AI) chip, a move that would mark a notable shift in the US tech group's supply chain as demand for advanced AI silicon strains capacity at TSMC.
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2026-06-12
www.trendforce.com
2026-06-12
TrendForce
[News] Samsung Reportedly in Talks for Google 2nm TPU I/O Die Order; 2028 Mass Production Eyed
2026-06-12 Semiconductors editor
News
Please note that this article cites information from Business Korea, The Information, Reuters, The Korea Herald, and ETNews.
Google is reportedly considering Samsung for part of its next-generation AI processor production. According to Business Korea, citin
2026-06-12
www.tradingview.com
2026-06-12
TradingView
News
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Key facts: Samsung may make Google TPU interface on 2nm; memory bonuses
Key facts: Samsung may make Google TPU interface on 2nm; memory bonuses
Less than 1 min read
005930
+11.87%
Samsung Electronics (005930) may make the interface chip for Google’s next‑gen Tensor TPU using its 2nm process; TSMC would supply the main compute die. Mass production possible by 2028.
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Samsung E
2026-06-12
digitimes.com
2026-06-12
Google is considering using Samsung Electronics to manufacture part of a future artificial intelligence (AI) chip, a move that would mark a notable shift in the US tech group's supply chain as demand for advanced AI silicon strains capacity at TSMC.
2026-06-12
digitimes.com
2026-06-12
Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers, the shift signals a broader race for cloud AI supply, capacity, and influence, as more firms vie for a share of high-value custom chip demand.
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
stocktwits.com
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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