Semiconductor News & Analysis Feed
425 articles
2026-06-12
www.eenewseurope.com
2026-06-12
eeNews Europe
NVIDIA says its GPUs with Confidential Computing are now being used for confidential inference in Apple’s Private Cloud Compute, as Apple extends the system beyond its own data centres to Google Cloud. The move brings NVIDIA Blackwell GPUs into the hardware security architecture that supports some server-side Apple Intelligence workloads.
2026-06-12
digitimes.com
2026-06-12
SK Hynix's latest fire at its Cheongju, South Korea, campus has again disrupted operations at a key memory-chip site and prompted evacuations of thousands of workers. The incident adds to a series of recent accidents, raising fresh safety concerns for semiconductor plants worldwide that depend on hazardous gases and chemicals.
2026-06-12
digitimes.com
2026-06-12
Sigurd announced that its May revenue reached a historic high, driven by overseas customer expansion, stronger demand for AI-related chips, and rising use of advanced packaging capacity. The result suggests continued momentum in global semiconductor supply chains, with implications for networking, memory, and high-performance computing markets worldwide.
2026-06-12
digitimes.com
2026-06-12
Breaking the inference barrier requires a rethink of the whole system architecture, not just faster compute. This was the key takeaway from a recent panel discussion at SuperAI Singapore, which brought chip makers and an AI model accelerator together to address how to overcome inference bottlenecks at a time when compute workloads are hitting up against physical limits.
2026-06-12
digitimes.com
2026-06-12
Taiwan's semiconductor and electronics supply-chain companies continued to post generally firm sales in May, according to monthly revenue data and company disclosures, with the strongest accumulated growth concentrated in AI-linked logic, testing, substrate, and copper-clad laminate suppliers.
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Arm (ARM), NVIDIA (NVDA) Executive Highlight Shift Toward Agentic AI Computing
Maham Fatima
Thu, June 11, 2026 at 1:15 PM PDT 2 min read
ARM
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Arm Holdings (NASDAQ:ARM) is one of the best IPO stocks to buy and hold for 2 years. On June 2, Chris Bergey, Arm's Executive VP of the Edge AI Business Unit, announced that the newly unveiled
2026-06-12
futurumgroup.com
2026-06-12
The Futurum Group
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2026-06-12
embeddedcomputing.com
2026-06-12
Embedded Computing Design
Openchip Adopts Baya Systems WeaveIP Fabric for AI and RISC-V Platforms
By Chad Cox
PRODUCTION EDITOR
EMBEDDED COMPUTING DESIGN
June 11, 2026
NEWS
Image Credit: Baya Systems and Openchip
Baya Systems and Openchip announced the companies have entered a strategic partnership. Openchip is licensing Baya Systems’ data-movement platform and Network-on-Chip (NoC) fabric technology to offer solutio
2026-06-11
www.techpowerup.com
2026-06-11
TechPowerUp
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2026-06-11
evertiq.com
2026-06-11
Evertiq
© Applied Materials
Business | June 11, 2026
Applied Materials opens $500 million manufacturing campus in Singapore
Evertiq
Applied Materials has expanded its manufacturing and R&D operations in Singapore with the opening of the Tampines Campus, a USD 500 million facility that more than doubles the company's cleanroom capacity in the country. The campus is already operating at volume production.
2026-06-11
cnycentral.com
2026-06-11
WSTM
CLAY. N.Y. — Micron’s planned semiconductor manufacturing campus in Clay reached another major milestone Wednesday with the announcement that Bechtel has been selected to lead the next phase of construction.
Micron said Bechtel will serve as the engineering, procurement and construction partner for the first phase of its memory manufacturing complex at White Pine Commerce Park in Onondaga County.
2026-06-11
www.tikr.com
2026-06-11
TIKR.com
Key Stats for Rigetti Computing Stock
Price change for Rigetti Computing stock: -10%
$RGTI Share Price as of Jun. 9: $20
52-Week High: $58
$RGTI Stock Price Target: $29
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What Happened?
Rigetti Computing (RGTI) stock fell roughly 10% on Tuesday despite two genuinely positive developm
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
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2026-06-11
www.barchart.com
2026-06-11
Barchart
A concept image showing a ray of light passing through cyberspace_ Image by metamorworks via Shutterstock_
Quantum computing just got its “Uncle Sam” moment.
The U.S. government is investing more than $2 billion into quantum initiatives, and that changes the conversation. This is no longer just a futuristic science project buried inside research labs. It’s becoming a national technology race, a
2026-06-10
datacentremagazine.com
2026-06-10
Data Centre Magazine
NVIDIA and SK Telecom are bringing data centre infrastructure to the forefront of their AI ambitions through plans for a gigawatt-scale AI Cloud in South Korea.
Powered by NVIDIA’s DSX platform, the project will support the development of AI factories capable of handling AI training, inference and enterprise workloads.
It will also expand the country’s computing capacity for future AI services.
2026-06-10
www.networkworld.com
2026-06-10
Network World
The reported deal would add financing to an already expanding OpenAI-Nvidia infrastructure partnership.
Credit: Vitor Miranda / Shutterstock
OpenAI is reportedly in advanced talks to lease a proposed 10-gigawatt data center campus in southern Ohio in an arrangement that could include financial backing from Nvidia.
The campus could cost at least $500 billion to build at current prices for chips,
2026-06-10
www.quiverquant.com
2026-06-10
Quiver Quantitative
New state-of-the-art facility strengthens Applied’s global manufacturing and R&D capabilities to drive resilience and scalability
Tampines Campus sets a new benchmark for sustainable, intelligent semiconductor equipment production
SINGAPORE and SANTA CLARA, Calif., June 09, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc., the leader in materials engineering solutions for the semiconductor indust
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-10
www.moomoo.com
2026-06-10
Moomoo
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阿斯麦股价上涨，但涨幅落后于美国半导体行业整体以及$应用材料 (AMAT.US)$等同行。投资者们质疑阿斯麦不愿提价、其下一代设备的普及速度以及其提高供应速度的能力。
有着“人类科技巅峰”称号的荷兰光刻机巨头 $阿斯麦 (AS
2026-06-10
news.futunn.com
2026-06-10
富途牛牛
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