Semiconductor News & Analysis Feed

61 articles
2026-06-22
finimize.com 2026-06-22 Finimize
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2026-06-21
www.tradingkey.com 2026-06-21 TradingKey
Wall Street expects Micron Technology’s fiscal third-quarter 2026 earnings to show significant growth, with consensus estimates at $19.72 EPS and $34.38 billion in revenue. Driven by explosive AI server demand, Micron has fully booked its HBM capacity through 2026. The shift from a cyclical to a structural growth model, supported by long-term supply agreements and projected 81% gross margins, has
2026-06-18
tomshardware.com 2026-06-18 Luke James
Attackers have spent the past several months smuggling malware into Steam through animated desktop wallpapers.
2026-06-18
finimize.com 2026-06-18 Finimize
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2026-06-16
tomshardware.com 2026-06-16 Luke James
SemiAnalysis has published the first teardown from its new in-house lab, focusing on the minimum local metal pitch on SMIC’s third-gen 7nm at 32.5nm.
2026-06-16
digitimes.com 2026-06-16
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC substrate suppliers,Unimicron,Kinsus, andNanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers.
2026-06-16
tomshardware.com 2026-06-16 Jowi Morales
Local governments demand more time to study how they can manage the impacts of huge data center projects.
2026-06-12
news.google.com 2026-06-12 NVIDIA Developer
2026-06-12
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2026-06-10
aimagazine.com 2026-06-10 AI Magazine
NVIDIA has released Cosmos 3 – an open world foundation model designed for physical AI applications. The model uses a mixture-of-transformers architecture that integrates vision reasoning, world generation and action prediction within one system. According to NVIDIA, Cosmos 3 is the world's first fully open omnimodel and the system can process and create text, images, video, ambient sound and ac
2026-06-09
tomshardware.com 2026-06-09 Bruno Ferreira
The Nashville Zoo is pushing back on a proposed data center build, which would place servers in proximity with animal habitats.
2026-06-08
finimize.com 2026-06-08 Finimize
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2026-06-08
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2026-06-07
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2026-06-05
news.google.com 2026-06-05 ARC Advisory
2026-06-05
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2026-06-05
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2026-06-05
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2026-06-04
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2026-06-03
finimize.com 2026-06-03 Finimize
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