Semiconductor News & Analysis Feed
676 articles
2026-06-18
www.theregister.com
2026-06-18
The Register
NETWORKS
Nvidia-backed optics vendor to boost wafer output by 4x to meet AI interconnect demand
Jensen can't risk semiconductor supply chains derailing the AI hype train
Tobias Mann
Systems editor
0
Published Wed 17 Jun 2026 // 18:12 UTC
As AI systems grow larger, optics are playing a larger part in their design – so much so that at Computex earlier this month, Nvidia CEO Jensen Huang proclaim
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia Stock’s Biggest Threat Now Costs $1,499 and Fits on a Desk?
Ananda Banerjee
Wed, June 17, 2026 at 6:51 AM PDT 5 min read
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A viral post claiming a $1,499 desktop could break Nvidia's AI empire is racing across X.
The market is not waiting to judge it. Money is already leaving Nvidia stock. And that money could be flowing i
2026-06-17
www.foreignpolicyjournal.com
2026-06-17
foreignpolicyjournal.com
Nvidia CEO Jensen Huang has publicly dismissed the growing fear that agentic AI will destroy major software companies, offering a bullish outlook for the broader industry.
Speaking at Computex, an international information technology show held in Taiwan, Huang addressed claims that AI would render established software businesses obsolete.
Man who cut down village Christmas tree escapes jail sent
2026-06-17
seekingalpha.com
2026-06-17
Seeking Alpha
Micron's price target boosted to $1,500 at Deutsche Bank; Citi also ups PT
Jun 17, 2026, 9:56 AM ETMicron Technology, Inc. (MU) StockBy: Ravikash Bakolia, SA News Editor
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Deutsche Bank raised Micron Technology's (MU) price target to $1,500 from $1,000, a 50% increase, citing AI-driven DRAM demand and pricing tailwinds.
The firm kept its Buy rati
2026-06-17
www.benzinga.com
2026-06-17
Benzinga
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2026-06-17
www.nknews.org
2026-06-17
NK News
<img decoding="async" class="img-fluid alignnone wp-image-866954 size-large" src="https://assets.korearisk.com/uploads/2026/05/west_coast_exchange_mobile.gif" alt="West Coast Exchange, North Korea Watcher Conference, Sept. 2026" data-content-piece="Apply to attend West Coast Exchange Today" />
North Korea relies on older Nvidia graphics cards and Qualcomm chips to apply artificial intelligence (A
2026-06-17
www.scmp.com
2026-06-17
South China Morning Post
Artificial intelligence
TechTech Trends
Can Chinese silicon replace Nvidia? Here are 5 AI models trained on local chips
A growing number of Chinese AI labs are experimenting with shifting earlier model training phases onto domestic chips
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Xinmei Shen
Published: 2:30pm, 17 Jun 2026
Chinese artificial intelligence models have become increasingly co
2026-06-17
digitimes.com
2026-06-17
Li Auto announced details of its new Mach M100 chip, a self-developed 5nm chip focused on autonomous driving, on June 15. This development marks the latest entry among Chinese automakers into designing in-house chips as they compete on cost and smart-driving features.
2026-06-17
digitimes.com
2026-06-17
Semiconductor materials suppliers are moving to rebuild depleted inventories and recover sharply higher costs from Samsung Electronics, SK Hynix and other memory chip customers after the 106-day US-Iran war strained supply chains for precursors, specialty gases and other key chipmaking inputs.
2026-06-17
digitimes.com
2026-06-17
Huawei has notified partners and channel distributors that it will raise end-customer prices across its Intelligent Collaboration product line from July 1 this year, as the AI computing buildout tightens chip and component supply across the global semiconductor chain. The move follows Lenovo's earlier price increase and underscores mounting cost pressure on enterprise devices.
2026-06-17
www.journalgazette.net
2026-06-17
The Journal Gazette
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AP
Nvidia's Huang pledges AI will boost manufacturing jobs. A test will come in Texas
Nvidia is be
2026-06-17
sentinelcolorado.com
2026-06-17
Sentinel Colorado
SHERMAN, Texas | Jensen Huang’s company Nvidia makes the computer chips that unleashed a revolution in artificial intelligence. Now he’s wagering that an AI buildout can revive U.S. manufacturing, pushing past limits facing science and society.
That vision might hinge on a factory groundbreaking an hour north of Dallas.
Nvidia is formally unveiling on Tuesday plans for a major upgrade to its AI
2026-06-17
tomshardware.com
2026-06-17
Kunal Khullar
The new G3-series peripherals focus on lightweight gaming and customization.
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
Vice president of client storage solutions at Silicon Motion warns that the retail SSD market has almost disappeared as NAND makers prioritize shipments of memory to AI data centers.
2026-06-16
www.insidermonkey.com
2026-06-16
Insider Monkey
HEDGE FUND INVESTOR LETTERS
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NEWS
Increased Demand for AI Applications Boosted Texas Instruments (TXN) in Q1
Published on June 16, 2026 at 10:15 am by SOUMYA ESWARAN in Hedge Fund Investor Letters, News
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Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Increased Demand for AI Applications Boosted Texas Instruments (TXN) in Q1
Soumya Eswaran
Tue, June 16, 2026 at 7:15 AM PDT 3 min read
TXN
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Trading disclosure
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the "Madison Large Cap Fund". A copy of the letter is available to download here. The Madison Large Cap
2026-06-16
www.bakersfield.com
2026-06-16
Bakersfield.com
__fail__
2026-06-16
eetimes.com
2026-06-16
AMD acquires MEXT to slash AI memory costs and break the memory wall.
2026-06-16
www.djournal.com
2026-06-16
Northeast Mississippi Daily Journal
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AP News in Brief at 6:04 p.m. EDT
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AP
Nvidia's Huang pledges AI will boost manufacturing jobs. A test will come in Texas
Nvidia is betting on a
2026-06-16
www.starbeacon.com
2026-06-16
Star Beacon
SHERMAN, Texas (AP) — Jensen Huang’s company Nvidia makes the computer chips that unleashed a revolution in artificial intelligence. Now he's wagering that an AI buildout can revive U.S. manufacturing, pushing past limits facing science and society.
That vision might hinge on a factory groundbreaking an hour north of Dallas.
Nvidia on Tuesday formally unveilied plans for a major upgrade to its A