Semiconductor News & Analysis Feed
1131 articles
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
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QCraft Demonstrates Urban NOA on Qualcomm's Latest Snapdragon Ride SoC, Targets 2026 Global Mass Production
Business Wire
Thu, June 11, 2026 at 12:06 AM PDT 2 min read
QCOM
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QCraft is Collaborating with Qualcomm to Build a New Generation of Intelligent Dr
2026-06-11
www.msn.com
2026-06-11
MSN
With AI semiconductor revenue as the driving factor, Broadcom (AVGO) stock has trended higher by 56% in the last 52 weeks. The rally has been supported by robust top-line growth and upside in cash flows.
Yesterday, Broadcom reported Q2 results, and the company delivered revenue and earnings beats. Q2 revenue increased by 48% on a year-on-year (YoY) basis to $22.2 billion. For the same period, adj
2026-06-11
www.thefastmode.com
2026-06-11
The Fast Mode
SDG&E, Qualcomm Technologies, and the University of California San Diego’s Scripps Institution of Oceanography announced Edge Alert Sentinel (EAS), a new collaboration that brings artificial intelligence (AI) directly to the front lines of wildfire and extreme weather response.
Designed to detect and analyze rapidly changing conditions in real time, the initiative represents a new approach to en
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
digitimes.com
2026-06-11
Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into the stock market and other asset markets. Central bank governor Chin-Long Yang said on June 10 that Taiwan remains far from systemic risk despite concerns over surging market activity.
2026-06-11
eetimes.com
2026-06-11
Pablo Valerio
Gartner's VP analyst David Gonzalez shares strategies for profitability and technology in supply chain management.
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
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
seekingalpha.com
2026-06-11
Seeking Alpha
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Micron's Parabolic Run May Have More Room To Go
Jun 10, 2026, 1:22 PM ETMicron Technology, Inc. (MU) Stock
Cavenagh Research
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Micron's equity story shines as AI-driven demand transforms memory from a commodity to a strategic infrastructure asset.
MU's exposure spans HBM, server DRAM, and SSDs, positi
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.bloomberg.com
2026-06-11
Bloomberg.com
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2026-06-11
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2026-06-10
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2026-06-10
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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
www.chicagostarmedia.com
2026-06-10
Chicago Star Media
www.chicagostarmedia.com
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2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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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
autonews.gasgoo.com
2026-06-10
Gasgoo
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Cockpit-Driving Fusion, Qualcomm Unveils Another Major Move
Qualcomm
Cockpit-Driving Fusion, Qualcomm Unveils Another Major Move
Edited by Taylor From Gasgoo
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June 10 , 2026 22:06 BJT
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Gasgoo Munich-In Wuxi this June, cockpit-driving fusion took center stage at the 2026 Qualcomm Automotive Technology and Cooperation Summit. The Snapdragon 8775 has entere
2026-06-10
www.benzinga.com
2026-06-10
Benzinga
Micron Technology, Inc. (NASDAQ:MU) stock is trading lower during Wednesday’s premarket session as traders weigh a risk-off overnight tape while the stock holds near recent highs after a massive 12-month run.
Nasdaq futures are down 1.47% while S&P 500 futures have shed 0.93%.
On Tuesday, Goldman Sachs analyst James Schneider maintained a Neutral rating on Micron and raised his price forecast to