Semiconductor News & Analysis Feed
676 articles
2026-06-16
apnews.com
2026-06-16
AP News
In an exclusive interview with The Associated Press, Nvidia CEO Jensen Huang says the AI age demands new social norms and encourages people to embrace the technology’s potential instead of fearing it, insisting it will create exciting “new opportunities.”
Jensen Huang, left, president and CEO of Nvidia, and Jim Anderson, CEO of Coherent, sign a ceremonial construction beam before a groundbreaking
2026-06-16
www.telegraphherald.com
2026-06-16
TelegraphHerald.com
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NEW YORK — A tentative deal to end the Iran war makes it rea…
Nvidia's Huang pledges AI will boost manufacturing jobs. A test will come in Texas
Nvidia is betti
2026-06-16
news.google.com
2026-06-16
Manistee News Advocate
2026-06-16
news.google.com
2026-06-16
Toronto Star
2026-06-16
www.messenger-inquirer.com
2026-06-16
Messenger-Inquirer
__fail__
2026-06-16
news.google.com
2026-06-16
The Lufkin Daily News
2026-06-16
news.google.com
2026-06-16
The Killeen Daily Herald
2026-06-16
www.tikr.com
2026-06-16
TIKR.com
Key Takeaways for Applied Materials Stock
Applied Materials posted record revenue of $7.91 billion in Q2 fiscal 2026, up 11% year over year.
Operating income reached $2.52 billion in the most recent quarter, with operating margins expanding to 32% from 29% eight quarters ago.
Gross margins hit 50% in Q2, the highest level in more than 25 years, driven by value-based pricing on differentiated produ
2026-06-16
tomshardware.com
2026-06-16
Hassam Nasir
Intel's cancelled "Arctic Sound" AI GPU based on the original Xe-HP architecture has been pictured sporting two tiles and 32GB of HBM2E.
2026-06-16
www.benzinga.com
2026-06-16
Benzinga
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2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Key Points
Musk has ambitious goals to develop an AI chip that would be superior to Nvidia's GPUs.
However, turning his vision into reality won't be easy.
Nvidia investors shouldn't panic about the threat from Musk, but they shouldn't ignore it either.
10 stocks we like better than Nvidia ›
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Key Points
Musk has ambitious goals to develop an AI chip that would be superior to Nvidia's GPUs.
However, turning his vision into reality won't be easy.
Nvidia investors shouldn't panic about the threat from Musk, but they shouldn't ignore it either.
10 stocks we like better than Nvidia ›
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Key Points
Musk has ambitious goals to develop an AI chip that would be superior to Nvidia's GPUs.
However, turning his vision into reality won't be easy.
Nvidia investors shouldn't panic about the threat from Musk, but they shouldn't ignore it either.
10 stocks we like better than Nvidia ›
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Elon Musk Says He's Building a Chip '2-3x Better Than Nvidia' at 10% the Cost. Should Nvidia Investors Be Worried?
Keith Speights, The Motley Fool
Tue, June 16, 2026 at 2:04 AM PDT 4 min read
NVDA
-2.37%
SPCX
+4.83%
TSLA
-1.58%
INTC
-8.45%
Explore stocks on Coinbase
Trading disclosure
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to his stakes
2026-06-16
www.msn.com
2026-06-16
MSN
Record-breaking raise: Nvidia secured $25 billion in bonds, its largest debt deal ever, after orders more than tripled the offering size.
Strategic financing: Beyond refinancing debt, Nvidia aims to set a liquid credit benchmark to ease future borrowing amid AI market expansion.
AI capital race: The sale aligns with big tech's $700B AI spending push, positioning Nvidia as a key player in the sec
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to his stakes in SpaceX (
SPCX
+4.36%
) and Tesla (
TSLA
1.55%
), Elon Musk's net worth now tops $1 trillion. Musk has pioneered innovations in electric vehicles. He has successfully commercialized rocket launches. And now he plans to take on Nvidia (
NVDA
2.16%
).
Musk told Baron Capital founder R
2026-06-16
www.bastillepost.com
2026-06-16
bastillepost.com
KYOTO, Japan--(BUSINESS WIRE)--Jun 15, 2026--
Murata Manufacturing Co., Ltd. (TOKYO: 6981) (ISIN: JP3914400001) announces a new collaboration with Synopsys, Inc., enabling users of Synopsys' simulation tools to navigate directly to Murata's website to access and download the latest high-performance simulation models from Murata. The collaboration covers Synopsys' 3D electromagnetic field analysis
2026-06-16
digitimes.com
2026-06-16
AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance, reduce infrastructure costs, and accelerate the deployment of AI, analytics, and high-performance workloads across cloud and enterprise systems.
2026-06-16
digitimes.com
2026-06-16
China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity for the second half of the year. But supply chain players say the long-term priority is still to expand substrate capacity from non-China sources, with supply security for the AI industry outweighing price.
2026-06-16
digitimes.com
2026-06-16
After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that was just Apple's messaging. Most on-device AI features only need 8GB of memory; only the Apple-defined advanced on-device AI requires the higher 12GB spec.