Semiconductor News & Analysis Feed
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2026-06-16
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2026-06-16
wccftech.com
2026-06-16
Wccftech
US-based AI company, Tensordyne, has announced the successful tape-out of its Napier chip, which it claims to demolish NVIDIA's Blackwell & Rubin chips with leading token throughput and efficiency.
The Napier chip will be the core component of the Tensordyne Napier TDN system, which is designed in collaboration with Broadcom and HPE Juniper Networks. The Napier platform has one goal: to unify AI
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
Chip stocks are leading a broad risk-on move at midday on Monday, June 15. Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock is up 8% and just printed an intraday record near $558, pushing the company’s market value above $900 billion for the first time.
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NVIDIA (NASDAQ:NVDA) shares are climbing 4% to roughly $214, while Intel (NASDAQ:INTC) stock is up 3% to $128 and ch
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been a huge winner of the AI revolution, but the big question is whether the competition is finally getting a chance to catch up. It seems like every big tech firm with enough money to spend wants to build its own custom silicon, and it makes a lot of sense, especially since how much money is flowing into Nvidia’s pockets for its GPUs. With a likely
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Move Over, NVIDIA. Meta’s Chip Ambitions May Yet to Be Priced Into the Stock
Joey Frenette
Mon, June 15, 2026 at 9:12 AM PDT 4 min read
META
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Custom silicon from Meta and Google is pressuring Nvidia's GPU dominance, with hyperscalers potentially selling AI compute to third parties.
Zuckerberg's wartime AI approach and MTIA's six-month in
2026-06-16
www.msn.com
2026-06-16
MSN
Chip stocks rose broadly on Monday following an agreement to end the U.S.-Iran war. MicronMU stock and shares of Advanced Micro DevicesAMD led the gainers.
In morning trades on the stock market today, the Philadelphia semiconductor index, known as SOX, crossed the 14,000 level for the first time and hit a record high. In recent trades, the SOX was up more than 4%.
The SOX includes the 30 largest
2026-06-16
eetimes.com
2026-06-16
The company said it can consume an order of magnitude less power per token versus GPU alternatives.
2026-06-16
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2026-06-16
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2026-06-16
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2026-06-16
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2026-06-15
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2026-06-15
Investor's Business Daily
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