Semiconductor News & Analysis Feed
1131 articles
2026-06-10
www.openaccessgovernment.org
2026-06-10
Open Access Government
www.openaccessgovernment.org
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2026-06-10
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2026-06-10
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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
stocktwits.com
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2026-06-10
digitimes.com
2026-06-10
As demand for AI chips continued to surge, utilization rates at advanced semiconductor process lines kept climbing, making the circular-economy treatment of waste hydrofluoric acid and calcium fluoride sludge an essential service. Liying said the company's core strength lay in using intelligent production parameters to improve waste purity and regenerate the materials into green synthetic fluorite
2026-06-10
digitimes.com
2026-06-10
The Taiwanese government has launched an AI infrastructure initiative aiming to further strengthen its semiconductor industry prowess by leveraging silicon photonics (SiPh) to form a new moat, as AI-driven demand for high-speed data transfer accelerates.
2026-06-10
digitimes.com
2026-06-10
AI adoption in PCB manufacturing is now widespread, yet fewer than 10% of companies have fully scaled deployments, underscoring a global gap between experimentation and factory-wide integration. For readers worldwide, the findings point to a sector where quality gains are real, but talent, data, and governance constraints are slowing broader industrial change.
2026-06-10
www.tradingview.com
2026-06-10
TradingView
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MU Stock Slides 2% After-Hours As Goldman Sachs Doubles Price Target But Keeps Neutral Rating
MU Stock Slides 2% After-Hours As Goldman Sachs Doubles Price Target But Keeps Neutral Rating
2 min read
MU
−1.41%
KEY POINTS:
Micron is scheduled to report fiscal Q3 2026 results after market close on June 24.
According to data from Fiscal AI, Wall Street on average expects the compan
2026-06-10
www.forbes.com
2026-06-10
Forbes
INNOVATION
CONSUMER TECH
Samsung To Bring Back Qualcomm’s Snapdragon For The Galaxy Z Flip8
ByEwan Spence,
Senior Contributor.
Ewan Spence covers the digital worlds of mobile technology.
Follow Author
Jun 09, 2026, 07:15pm EDT
A visitor examines the Samsung Galaxy Z Flip7 smartphone (Photo by JUNG YEON-JE/AFP via Getty Images)
AFP VIA GETTY IMAGES
Samsung will reintroduce a dual-processor str
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
AAPL
-3.64%
NVDA
-0.22%
GOOG
+0.31%
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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
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
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
Comments
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
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Go Parabolic in June (Hint: It's Not Nvidia)
Adam Spatacco, The Motley Fool
Tue, June 9, 2026 at 9:31 AM PDT 5 min read
NVDA
-1.97%
MU
-4.31%
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Trading disclosure
For a few years now, investors have treated Nvidia as the primary barometer measuring the health of the artificial intelligence (AI) sector.
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
For a few years now, investors have treated Nvidia as the primary barometer measuring the health of the artificial intelligence (AI) sector. While the GPU leader remains a core pillar supporting the infrastructure boom, Micron Technology (
MU
5.43%
) has emerged as another big name fueling the AI semiconductor space.
On June 24, Micron is scheduled to report earnings for its fiscal 2026 third qua
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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2026-06-09
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2026-06-09
MEXC
2026-06-09
www.mitsloanme.com
2026-06-09
MIT Sloan Management Review Middle East
Apple Taps Google and Nvidia to Power Next-Generation AI
At the WWDC, Apple also announced an overhauled version of Siri, as it bid farewell to its longtime chief Tim Cook, who will be succeeded by John Ternus
MITSloan ME Editorial
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Apple Taps Google and Nvidia to Po
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Here's How Much a $1000 Investment in Applied Materials Made 10 Years Ago Would Be Worth Today
Zacks Equity Research
Tue, June 9, 2026 at 5:30 AM PDT 3 min read
AMAT
+5.52%
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For most investors, how much a stock's price changes over time is important. Not only can it impact your investment portfolio, but it can also help you compare investment results acros