Semiconductor News & Analysis Feed
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2026-06-11
www.phonearena.com
2026-06-11
PhoneArena
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2026-06-11
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2026-06-11
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2026-06-11
eetimes.com
2026-06-11
“We are definitely not an EDA company,” Ricursive co-founders told EE Times.
2026-06-11
news.google.com
2026-06-11
EE Times
2026-06-10
www.forbes.com
2026-06-10
Forbes
INNOVATION
CLOUD
Nvidia Buys Kumo AI To Take Foundation Models To Enterprise Data
ByJanakiram MSV,
Senior Contributor.
I cover emerging technologies with a focus on infrastructure and AI
Follow Author
Jun 10, 2026, 10:31am EDT
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Nvidia HQ
NVIDIA
Nvidia has acquired Kumo AI, a four-year-old startup that builds foundation models for making predictions from business data, Fortune reported on Jun
2026-06-10
eetimes.com
2026-06-10
As AI models scale to trillions of parameters, conventional memory architectures face mounting capacity and efficiency constraints.
2026-06-10
www.tradingview.com
2026-06-10
TradingView
News
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GuruFocus
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AI Boom Sends TSMC Sales Soaring 30% as Chip Appetite Explodes
AI Boom Sends TSMC Sales Soaring 30% as Chip Appetite Explodes
Less than 1 min read
TSM
−4.11%
2330
−2.17%
Taiwan Semiconductor Manufacturing Co
TSM
reported a 30.1 percent rise in May revenue, supported by strong demand for AI chips and advanced semiconductors/
TSMC said monthly sales reached NT$416.98 billion (
2026-06-10
www.tikr.com
2026-06-10
TIKR.com
Key Stats for Cadence Design Systems Stock
Current Price: $379.62
Target Price (Mid): ~$631
Street Target: ~$385
Potential Total Return: ~60%
Annualized IRR: ~11% per year
Earnings Reaction: (3.34)% on 4/27/26
Max Drawdown: (28.85)% on 4/10/26
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Cadence Design Systems
2026-06-10
www.tikr.com
2026-06-10
TIKR.com
Key Stats for Cadence Design Systems Stock
Current Price: $379.62
Target Price (Mid): ~$631
Street Target: ~$385
Potential Total Return: ~60%
Annualized IRR: ~11% per year
Earnings Reaction: (3.34)% on 4/27/26
Max Drawdown: (28.85)% on 4/10/26
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Cadence Design Systems
2026-06-10
digitimes.com
2026-06-10
Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made a compelling case for why AI is no longer enough to save hardware companies from costly operational challenges. The industry, she argued, must embrace a transition toward deep, native domain enterprise integration to bu
2026-06-10
digitimes.com
2026-06-10
Powerchip Semiconductor Manufacturing Corp. (PSMC) has priced a cash capital increase tied to an overseas depositary receipt offering, a move that may matter to global investors tracking Asia's semiconductor supply chain. The Taiwan-based company said the deal will fund equipment purchases and foreign-currency materials, while modestly diluting existing shareholders.
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
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
www.pymnts.com
2026-06-10
PYMNTS.com
__fail__
2026-06-10
tomshardware.com
2026-06-10
Jeffrey Kampman
After first announcing its scarily capable Mythos Preview model back in April, Anthropic is releasing a public version of Mythos, called Fable 5, that it says is "safe for general use."
2026-06-10
developer.nvidia.com
2026-06-10
NVIDIA Developer
Converting a quantized checkpoint into an NVIDIA TensorRT engine bridges the gap between model optimization and production deployment, enabling faster inference, higher throughput, and more efficient GPU utilization at scale.
In a previous post, we produced a high-quality FP8-quantized Contrastive Language-Image Pretraining (CLIP) checkpoint with NVIDIA TensorRT Model Optimizer.
This post picks
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
seekingalpha.com
2026-06-09
Seeking Alpha
Home
Tech
Broadcom, Nvidia, And The Tech Sector: A Call To Moderate The AI Excitement
Jun 09, 2026, 7:00 AM ETBroadcom Inc. (AVGO) StockNVDA
High Alpha Professor
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Summary
Broadcom delivered record Q2 results, but a minor revenue miss triggered a massive sector-wide selloff, highlighting extreme valuation sensitivity in AI semiconductors.
AV
2026-06-09
www.cnbc.com
2026-06-09
CNBC
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2026-06-09
digitimes.com
2026-06-09
MAtek reported May 2026 revenue of NT$544 million (US$17.23 million), a 26.87% increase year-over-year and a 0.69% increase month-over-month, marking its third consecutive month of record sales, the firm announced. For the first five months of 2026, revenue reached NT$2.51 billion, up 19.01% from the same period in 2025, with the company's leadership attributing growth to demand for outsourced mat