Semiconductor News & Analysis Feed
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2026-06-17
hothardware.com
2026-06-17
HotHardware
Leaked Intel SoC Plan Pairs x86 CPUs With NVIDIA RTX Integrated GPUs In Early 2028
by Zak Killian — Tuesday, June 16, 2026, 04:20 PM EDT
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We know Intel and NVIDIA are cooking up something together because the two companies announced that they would last year when NVIDIA invested $5 billion USD into Intel. The announcement included the statement that Intel would "build and offer to the ma
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
news.google.com
2026-06-17
Seeking Alpha
2026-06-17
www.semiconductors.org
2026-06-17
Semiconductor Industry Association | SIA
www.semiconductors.org
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2026-06-17
simplywall.st
2026-06-17
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK hynix (KOSE:A000660) Stock After Huge AI-Driven Rally Is There Still Value?
June 17, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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If you are wondering whether SK hynix stock still offers value after its strong run, the key is to look closely at what the current price suggests about the company.
Over recent periods, the share price has
2026-06-17
www.thestreet.com
2026-06-17
thestreet.com
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2026-06-17
www.jonpeddie.com
2026-06-17
Jon Peddie Research
Imagination Technologies has contributed its DXS automotive GPU IP to the European CHASSIS program’s new Automotive Base Die, a 5 nm chiplet project intended to support open, standardized chiplet architectures for software-defined vehicles. The move positions Imagination’s functionally safe GPU technology as part of a broader European effort to build interoperable automotive compute platforms. It
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Micron Technology Inc (MU) Gets Nvidia Nod For AI Memory Supply
Abdul Rahman
Tue, June 16, 2026 at 11:59 AM PDT 2 min read
MU
-6.18%
NVDA
-2.37%
005930.KS
+1.02%
000660.KS
+5.84%
Explore stocks on Coinbase
Trading disclosure
Micron Technology Inc (NASDAQ:MU) is one of billionaire Ken Fisher's top high growth stock picks. Micron has emerged as one of investors' favorite semiconductor stocks amid t
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Why Applied Materials Inc (AMAT) Is Making Big Moves in Singapore
Abdul Rahman
Tue, June 16, 2026 at 11:59 AM PDT 2 min read
AMAT
-3.00%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials Inc (NASDAQ:AMAT) is one of billionaire Ken Fisher's top high growth stock picks. Applied Materials shares have gained more than 85% since the beginning of 2026 and have surged more than 187% over the p
2026-06-17
www.bizjournals.com
2026-06-17
The Business Journals
www.bizjournals.com
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2026-06-17
simplywall.st
2026-06-17
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United States/Semiconductors/NasdaqGS:AMAT
Is Applied Materials (AMAT) Quietly Recasting Its AI Moat With New Precision Chipmaking Tools?
June 17, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent days, Applied Materials introduced two advanced chipmaking systems, Centris Spectral SiN ALD and Producer Selectra Mo Etch, aimed at improving precision processing in deep 3D logi
2026-06-17
techcrunch.com
2026-06-17
TechCrunch
Qualcomm CEO Cristiano Amon said Tuesday that the company is working on over 40 different AI wearable devices — including jewelry, earbuds with cameras, pins, and watches — a sign of how aggressively the chipmaker is betting that the next major computing platform won’t be a phone.
To power that vision, Qualcomm is announcing two new offerings: a platform called Snapdragon Reality Elite for mixed
2026-06-17
simplywall.st
2026-06-17
simplywall.st
United States
/Software
/NYSE:QBTS
CHIPS Act Funding And Gate-Model Roadmap Could Be A Game Changer For D-Wave Quantum (QBTS)
June 16, 2026
Simply Wall St
D-Wave Quantum Inc. recently outlined an expanded gate-model roadmap targeting up to 100 logical qubits by 2032 and highlighted its dual-platform approach, alongside securing a letter of intent for up to US$100 million in CHIPS and Science Act f
2026-06-17
simplywall.st
2026-06-17
simplywall.st
United States/Software/NYSE:QBTS
CHIPS Act Funding And Gate-Model Roadmap Could Be A Game Changer For D-Wave Quantum (QBTS)
June 17, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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D-Wave Quantum Inc. recently outlined an expanded gate-model roadmap targeting up to 100 logical qubits by 2032 and highlighted its dual-platform approach, alongside securing a letter of intent for up to
2026-06-17
developer.nvidia.com
2026-06-17
NVIDIA Developer
NVIDIA RTX technologies are deeply integrated into Unreal Engine 5 through the NVIDIA RTX Branch of Unreal Engine and the NVIDIA DLSS Unreal Engine plugin. This provides developers with direct access to advanced rendering, frame generation, and ray-traced lighting. NVIDIA is expanding this integration with new tools for building on-device AI characters and gameplay, as announced at Unreal Fest 202
2026-06-17
simplywall.st
2026-06-17
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron (MU) Just Raised Its Dividend 30% After Record AI Driven Results
June 17, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Micron Technology (NasdaqGS:MU) reported record quarterly results, with revenue close to tripling and earnings far ahead of prior expectations.
The company issued Q3 guidance that would put a single quarter’s reve
2026-06-17
www.uploadvr.com
2026-06-17
UploadVR
Qualcomm just announced Snapdragon Reality Elite, its new flagship XR chipset, and it will debut in the compute puck of Xreal's Aura Android XR device this fall.
The chipset's naming is a departure from Qualcomm's usual for its chipsets for XR headsets, which currently power almost every non-Apple standalone headset on the market.
It's the new flagship offering for powerful standalone XR devices
2026-06-17
news.google.com
2026-06-17
9to5Google
2026-06-17
news.google.com
2026-06-17
Stock Titan
2026-06-17
news.google.com
2026-06-17
Reuters